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BHB vs SPY

Comparison between Bar Harbor Bankshares Inc (BHB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BHB, delivering a return of +13.3% compared to +7.8%

BHB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BHB
$583M
Winner
SPY
$735B
Expense Ratio
BHB
N/A
SPY
0.09%
Max Drawdown
BHB
58.37%
Winner
SPY
56.47%
Sharpe Ratio
BHB
0.99
Winner
SPY
1.62
5Y Beta
Winner
BHB
0.84
SPY
1.00
Industry
BHB
Banks - Regional
SPY
N/A
P/E Ratio
Winner
BHB
14.28
SPY
28.99
Forward P/E
Winner
BHB
12.12
SPY
22.37
PEG Ratio
BHB
0.00
SPY
N/A
Dividend Yield
BHB
3.61%
SPY
N/A
5Y Dividends CAGR
Winner
BHB
7.63%
SPY
5.43%
5Y EPS CAGR
BHB
4.85%
Winner
SPY
26.05%
Debt to Equity
BHB
40.10%
Winner
SPY
32.40%
Free Cash Flow Yield
BHB
6.63%
SPY
N/A
P/S Ratio
Winner
BHB
3.38
SPY
3.74
P/B Ratio
Winner
BHB
1.08
SPY
5.61

BHB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BHB
+4.20%
SPY
+1.90%
3M
Winner
BHB
+12.01%
SPY
+8.55%
6M
Winner
BHB
+18.34%
SPY
+8.18%
1Y
Winner
BHB
+31.39%
SPY
+25.79%
5Y(CAGR)
BHB
+7.79%
Winner
SPY
+13.32%
10Y(CAGR)
BHB
+8.26%
Winner
SPY
+15.19%
Max(CAGR)
Winner
BHB
+9.64%
SPY
+8.47%

BHB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBHBSPY
2026+17.32%+8.26%
2025+7.40%+18.00%
2024+8.08%+25.59%
2023-2.13%+26.72%
2022+13.36%-18.64%
2021+32.83%+30.52%
2020-6.07%+17.28%
2019+14.22%+31.09%
2018-14.56%-5.24%
2017-12.26%+20.78%
2016+44.62%+13.59%
2015+12.20%+1.31%
2014+25.41%+14.56%
2013+18.11%+29.00%
2012+15.96%+14.17%
2011+7.48%+0.85%
2010+9.96%+13.14%
2009+7.95%+22.67%
2008-14.70%-36.25%
2007+4.79%+5.32%
2006+24.29%+13.85%
2005-6.11%+5.32%
2004+11.05%+10.75%
2003+45.71%+24.18%
2002+14.03%-22.42%
2001+33.40%-10.13%
2000-15.84%-8.84%
1999-1.77%+8.61%

BHB vs SPY Drawdown Comparison

The maximum drawdown for BHB was -54.34%, occurring on Apr 16, 2020. Recovery took 986 trading sessions.

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

The current SPY drawdown is -2.90%.

RankBHBSPY
#1-54.34%
Mar 31, 2017 - Mar 3, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.46%
Oct 24, 2007 - Jun 26, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.36%
Dec 16, 2022 - Jul 16, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.13%
Nov 30, 1999 - Aug 31, 2001		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.25%
Aug 19, 2009 - Mar 19, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-27.15%
Nov 6, 2024 - Jun 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-23.25%
Nov 11, 2021 - Dec 13, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.62%
May 26, 2015 - Jul 12, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.39%
Mar 8, 2021 - Nov 8, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.34%
Dec 13, 2016 - Mar 31, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.00%
Jan 16, 2002 - Apr 30, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-16.75%
Jun 10, 2002 - May 7, 2003		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.60%
Aug 31, 2001 - Nov 9, 2001		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.34%
Jul 25, 2024 - Sep 19, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-14.00%
Jun 19, 2012 - Mar 4, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BHB and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

BHB vs SPY dividend yield comparison.

YearBHBSPY
20261.84%0.24%
20254.06%1.07%
20243.86%1.21%
20233.75%1.40%
20223.18%1.65%
20213.25%1.20%
20203.90%1.52%
20193.39%1.75%
20183.51%2.04%
20172.76%1.80%
20162.30%2.03%
20152.93%2.06%
20142.83%1.87%
20133.13%1.81%
20123.48%2.18%
20113.65%2.05%
20103.60%1.80%
20093.79%1.95%
20083.96%3.02%
20073.04%1.85%
20062.85%1.73%
20053.19%1.73%
20042.76%1.82%
20032.81%1.47%
20023.94%1.70%
20014.22%1.25%
20005.38%1.15%
19991.07%0.24%

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