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BDRY vs SPY

Comparison between Breakwave Dry Bulk Shipping ETF (BDRY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BDRY, delivering a return of +13.3% compared to -11.6%

BDRY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BDRY
$37M
Winner
SPY
$735B
Expense Ratio
BDRY
3.50%
Winner
SPY
0.09%
Max Drawdown
BDRY
89.16%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BDRY
2.15
SPY
1.62
5Y Beta
Winner
BDRY
0.01
SPY
1.00
P/E Ratio
BDRY
N/A
SPY
28.99
Forward P/E
BDRY
N/A
SPY
22.37
5Y Dividends CAGR
BDRY
N/A
SPY
5.43%
5Y EPS CAGR
BDRY
N/A
SPY
26.05%
Debt to Equity
BDRY
N/A
SPY
32.40%
P/S Ratio
BDRY
N/A
SPY
3.74
P/B Ratio
BDRY
N/A
SPY
5.61

BDRY vs SPY - Holdings Comparison

BDRY and SPY have 1 common holdings. Overlap is 0.00%

BDRY's top 25 holdings weight is 235.96%. SPY's top 25 holdings weight is 52.37%.

RankBDRYSPY
#1
OTHER ASSETS AND LIABILITIES (n/a) - 83.06%
NVIDIA CORP (NVDA) - 8.10%
#2
PANAMAX 5TC FFA 82KT TIMECHARTER AVERAGE M JUN 26 (n/a) - 54.18%
APPLE INC (AAPL) - 7.02%
#3
KT FUTURE MAY 26 (n/a) - 21.63%
MICROSOFT CORP (MSFT) - 4.79%
#4
KT FUTURE APR 26 (n/a) - 21.11%
AMAZON.COM INC (AMZN) - 4.02%
#5
KT FUTURE JUNE 26 (n/a) - 19.84%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
SUPRAMAX 58 TC FFA 58KT TIMECHARTER AVERAGE M APR 26 (n/a) - 14.12%
BROADCOM INC (AVGO) - 3.10%
#7
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 10.63%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
KT FUTURE JULY 26 (n/a) - 3.95%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
KT FUTURE SEPT 26 (n/a) - 3.73%
TESLA INC (TSLA) - 1.89%
#10
FUTURE ON KT (n/a) - 3.71%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11N/A
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12N/A
ELI LILLY AND CO (LLY) - 1.31%
#13N/A
JPMORGAN CHASE & CO (JPM) - 1.28%
#14N/A
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15N/A
EXXON MOBIL CORP (XOM) - 0.97%
#16N/A
INTEL CORP (INTC) - 0.90%
#17N/A
JOHNSON & JOHNSON (JNJ) - 0.86%
#18N/A
VISA INC CLASS A (V) - 0.85%
#19N/A
WALMART INC (WMT) - 0.81%
#20N/A
CISCO SYSTEMS INC (CSCO) - 0.72%
#21N/A
COSTCO WHOLESALE CORP (COST) - 0.69%
#22N/A
CATERPILLAR INC (CAT) - 0.66%
#23N/A
MASTERCARD INC CLASS A (MA) - 0.62%
#24N/A
LAM RESEARCH CORP (LRCX) - 0.62%
#25N/A
ABBVIE INC (ABBV) - 0.58%
Total Holdings10505

BDRY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BDRY
+4.27%
SPY
+1.90%
3M
Winner
BDRY
+10.24%
SPY
+8.55%
6M
Winner
BDRY
+41.11%
SPY
+8.18%
1Y
Winner
BDRY
+131.33%
SPY
+25.79%
5Y(CAGR)
BDRY
-11.58%
Winner
SPY
+13.32%
10Y(CAGR)
BDRY
-8.15%
Winner
SPY
+15.19%
Max(CAGR)
BDRY
-8.15%
Winner
SPY
+8.47%

BDRY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBDRYSPY
2026+50.12%+8.26%
2025+40.32%+18.00%
2024-42.75%+25.59%
2023+31.07%+26.72%
2022-68.55%-18.64%
2021+248.17%+30.52%
2020-44.84%+17.28%
2019-16.44%+31.09%
2018-27.98%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BDRY vs SPY Drawdown Comparison

The maximum drawdown for BDRY was -89.16%, occurring on Jul 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BDRY drawdown is -69.40%. The current SPY drawdown is -2.90%.

RankBDRYSPY
#1-89.16%
Oct 6, 2021 - Jul 19, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-84.71%
Aug 21, 2018 - May 4, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.58%
Mar 22, 2018 - Aug 21, 2018		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.19%
Jun 16, 2021 - Aug 23, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.51%
May 10, 2021 - Jun 11, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.49%
Aug 26, 2021 - Sep 13, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.66%
May 5, 2021 - May 10, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.26%
Sep 13, 2021 - Sep 21, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.19%
Aug 24, 2021 - Aug 26, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.95%
Jun 11, 2021 - Jun 15, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.43%
Sep 28, 2021 - Oct 1, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.52%
Sep 21, 2021 - Sep 23, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BDRY and SPY is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.28
-101

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