BFH vs SPY
Comparison between Bread Financial Holdings Inc (BFH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BFH, delivering a return of +14.0% compared to +0.1%
BFH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BFH vs SPY - Historical Returns
Returns include dividend reinvestment.
BFH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BFH | SPY |
|---|---|---|
| 2026 | +15.38% | +9.45% |
| 2025 | +24.24% | +18.00% |
| 2024 | +88.60% | +25.59% |
| 2023 | -10.91% | +26.72% |
| 2022 | -44.18% | -18.64% |
| 2021 | +18.69% | +30.52% |
| 2020 | -32.82% | +17.28% |
| 2019 | -26.40% | +31.09% |
| 2018 | -40.61% | -5.24% |
| 2017 | +9.77% | +20.78% |
| 2016 | -15.69% | +13.59% |
| 2015 | -3.08% | +1.31% |
| 2014 | +9.04% | +14.56% |
| 2013 | +76.42% | +29.00% |
| 2012 | +40.87% | +14.17% |
| 2011 | +43.19% | +0.85% |
| 2010 | +7.80% | +13.14% |
| 2009 | +35.69% | +22.67% |
| 2008 | -37.27% | -36.25% |
| 2007 | +17.06% | +5.32% |
| 2006 | +69.02% | +13.85% |
| 2005 | -23.70% | +5.32% |
| 2004 | +69.57% | +10.75% |
| 2003 | +53.78% | +24.18% |
| 2002 | +1.20% | -22.42% |
| 2001 | +48.91% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BFH vs SPY Drawdown Comparison
The maximum drawdown for BFH was -92.35%, occurring on Mar 18, 2020. 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 BFH drawdown is -59.34%. The current SPY drawdown is -0.34%.
| Rank | BFH | SPY |
|---|---|---|
| #1 | -92.35% Apr 23, 2015 - Mar 18, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -70.54% Oct 24, 2007 - Mar 4, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -46.63% Apr 1, 2002 - Jul 8, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -32.42% Dec 29, 2004 - Apr 20, 2006 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -32.24% Jul 18, 2001 - Nov 19, 2001 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.86% Jul 3, 2006 - Oct 19, 2006 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.59% Mar 20, 2014 - Jan 21, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.67% Jul 26, 2011 - Oct 24, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.88% Jan 31, 2007 - May 17, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.43% Jun 30, 2004 - Oct 14, 2004 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.18% Jan 30, 2002 - Mar 4, 2002 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.77% Dec 1, 2003 - Jan 29, 2004 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.33% Oct 28, 2011 - Dec 5, 2011 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.19% Jan 3, 2014 - Feb 7, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.81% Aug 29, 2003 - Nov 26, 2003 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BFH and SPY is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
BFH vs SPY dividend yield comparison.
| Year | BFH | SPY |
|---|---|---|
| 2026 | 0.27% | 0.24% |
| 2025 | 1.16% | 1.07% |
| 2024 | 1.38% | 1.21% |
| 2023 | 2.55% | 1.40% |
| 2022 | 2.23% | 1.65% |
| 2021 | 1.07% | 1.20% |
| 2020 | 1.70% | 1.52% |
| 2019 | 2.25% | 1.75% |
| 2018 | 1.52% | 2.04% |
| 2017 | 0.82% | 1.80% |
| 2016 | 0.23% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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