BF-A vs SPY
Comparison between Brown-Forman Corp - Class A (BF-A, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BF-A, delivering a return of +13.2% compared to -15.0%
BF-A vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BF-A
$12B
Winner
SPY
$784B
Expense Ratio
BF-A
N/A
SPY
0.09%
Max Drawdown
BF-A
71.55%
Winner
SPY
56.47%
Sharpe Ratio
BF-A
0.26
Winner
SPY
1.54
5Y Beta
Winner
BF-A
0.38
SPY
1.00
Industry
BF-A
Beverages - Wineries & Distilleries
SPY
N/A
P/E Ratio
Winner
BF-A
17.44
SPY
27.62
Forward P/E
Winner
BF-A
15.77
SPY
21.11
PEG Ratio
BF-A
4.28
SPY
N/A
Dividend Yield
BF-A
3.59%
SPY
N/A
5Y Dividends CAGR
BF-A
5.22%
Winner
SPY
6.00%
5Y EPS CAGR
BF-A
-5.00%
Winner
SPY
25.30%
Debt to Equity
BF-A
60.55%
Winner
SPY
31.11%
Free Cash Flow Yield
BF-A
7.19%
SPY
N/A
P/S Ratio
Winner
BF-A
3.11
SPY
3.49
P/B Ratio
Winner
BF-A
3.04
SPY
5.30
BF-A vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BF-A
+1.83%
SPY
-1.37%
3M
Winner
BF-A
+17.61%
SPY
+12.22%
6M
BF-A
+3.99%
Winner
SPY
+7.20%
1Y
BF-A
+4.21%
Winner
SPY
+23.58%
5Y(CAGR)
BF-A
-14.97%
Winner
SPY
+13.19%
10Y(CAGR)
BF-A
-2.45%
Winner
SPY
+15.12%
Max(CAGR)
BF-A
+7.73%
Winner
SPY
+8.44%
BF-A vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BF-A | SPY |
|---|---|---|
| 2026 | +5.77% | +7.95% |
| 2025 | -26.36% | +18.00% |
| 2024 | -35.13% | +25.59% |
| 2023 | -7.30% | +26.72% |
| 2022 | -0.29% | -18.64% |
| 2021 | -4.25% | +30.52% |
| 2020 | +18.08% | +17.28% |
| 2019 | +35.86% | +31.09% |
| 2018 | -9.71% | -5.24% |
| 2017 | +46.63% | +20.78% |
| 2016 | -12.48% | +13.59% |
| 2015 | +27.43% | +1.31% |
| 2014 | +20.96% | +14.56% |
| 2013 | +18.50% | +29.00% |
| 2012 | +25.82% | +14.17% |
| 2011 | +16.85% | +0.85% |
| 2010 | +26.72% | +13.14% |
| 2009 | +9.96% | +22.67% |
| 2008 | -12.20% | -36.25% |
| 2007 | +14.28% | +5.32% |
| 2006 | -5.66% | +13.85% |
| 2005 | +43.70% | +5.32% |
| 2004 | +7.42% | +10.75% |
| 2003 | +44.98% | +24.18% |
| 2002 | +7.24% | -22.42% |
| 2001 | -1.06% | -10.13% |
| 2000 | +27.78% | -8.84% |
| 1999 | -14.26% | +8.61% |
BF-A vs SPY Drawdown Comparison
The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. 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 BF-A drawdown is -62.47%. The current SPY drawdown is -3.18%.
| Rank | BF-A | SPY |
|---|---|---|
| #1 | -68.32% Dec 15, 2020 - Mar 24, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.16% Jun 5, 2008 - Mar 22, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.98% Feb 20, 2020 - Sep 2, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -33.54% Nov 8, 1999 - Nov 10, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.74% May 1, 2002 - Apr 2, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.94% Aug 5, 2015 - Nov 27, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.22% May 21, 2018 - Jun 13, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.48% Mar 17, 2006 - Jun 5, 2008 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.31% Jul 5, 2011 - Oct 18, 2011 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.01% Feb 13, 2001 - Jul 25, 2001 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.29% Sep 9, 2020 - Nov 16, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.45% Jun 20, 2014 - Nov 28, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.29% Mar 5, 2004 - Dec 13, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.66% Apr 5, 2010 - Jul 23, 2010 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.30% Jul 25, 2001 - Feb 22, 2002 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BF-A and SPY is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (1999 - 2026)
BF-A vs SPY dividend yield comparison.
| Year | BF-A | SPY |
|---|---|---|
| 2026 | 1.70% | 0.50% |
| 2025 | 3.46% | 1.07% |
| 2024 | 2.33% | 1.21% |
| 2023 | 1.40% | 1.40% |
| 2022 | 1.17% | 1.65% |
| 2021 | 2.55% | 1.20% |
| 2020 | 0.96% | 1.52% |
| 2019 | 1.07% | 1.75% |
| 2018 | 3.11% | 2.04% |
| 2017 | 1.11% | 1.80% |
| 2016 | 1.50% | 2.03% |
| 2015 | 1.17% | 2.06% |
| 2014 | 1.35% | 1.87% |
| 2013 | 1.43% | 1.81% |
| 2012 | 8.06% | 2.18% |
| 2011 | 1.65% | 2.05% |
| 2010 | 3.20% | 1.80% |
| 2009 | 2.08% | 1.95% |
| 2008 | 2.21% | 3.02% |
| 2007 | 3.86% | 1.85% |
| 2006 | 1.69% | 1.73% |
| 2005 | 1.44% | 1.73% |
| 2004 | 1.74% | 1.82% |
| 2003 | 1.60% | 1.47% |
| 2002 | 2.13% | 1.70% |
| 2001 | 2.09% | 1.25% |
| 2000 | 1.89% | 1.15% |
| 1999 | 0.58% | 0.24% |
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