BHF vs SPY

Comparison between Brighthouse Financial Inc (BHF, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BHF, delivering a return of +14.0% compared to +5.1%

BHF vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHF(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.59B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	76.93%	56.47%
Sharpe Ratio	0.30	1.91
5Y Beta	1.14	1.00
Industry	Insurance - Life	N/A
P/E Ratio	-58.37	28.68
Forward P/E	3.34	22.19
PEG Ratio	0.00	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	-56.98%	26.37%
Debt to Equity	56.70%	34.04%
Free Cash Flow Yield	-3.01%	N/A
P/S Ratio	0.59	3.76
P/B Ratio	0.65	5.55

Market Cap / Net Assets

BHF

$3.59B

Winner

SPY

$735B

Expense Ratio

BHF

N/A

SPY

0.09%

Max Drawdown

BHF

76.93%

Winner

SPY

56.47%

Sharpe Ratio

BHF

0.30

Winner

SPY

1.91

5Y Beta

BHF

1.14

Winner

SPY

1.00

Industry

BHF

Insurance - Life

SPY

N/A

P/E Ratio

Winner

BHF

-58.37

SPY

28.68

Forward P/E

Winner

BHF

3.34

SPY

22.19

PEG Ratio

BHF

0.00

SPY

N/A

5Y Dividends CAGR

BHF

N/A

SPY

5.43%

5Y EPS CAGR

BHF

-56.98%

Winner

SPY

26.37%

Debt to Equity

BHF

56.70%

Winner

SPY

34.04%

Free Cash Flow Yield

BHF

-3.01%

SPY

N/A

P/S Ratio

Winner

BHF

0.59

SPY

3.76

P/B Ratio

Winner

BHF

0.65

SPY

5.55

BHF vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BHF	SPY
1 month	+0.63%	+4.84%
3 months	-0.11%	+9.57%
6 months	-4.73%	+13.79%
1 year	+6.30%	+29.34%
5 years(CAGR)	+5.11%	+13.98%
10 years(CAGR)	-1.28%	+15.66%
Max(CAGR)	-1.28%	+8.53%

BHF

+0.63%

Winner

SPY

+4.84%

BHF

-0.11%

Winner

SPY

+9.57%

BHF

-4.73%

Winner

SPY

+13.79%

BHF

+6.30%

Winner

SPY

+29.34%

5Y(CAGR)

BHF

+5.11%

Winner

SPY

+13.98%

10Y(CAGR)

BHF

-1.28%

Winner

SPY

+15.66%

Max(CAGR)

BHF

-1.28%

Winner

SPY

+8.53%

BHF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BHF	SPY
2026	-3.25%	+9.45%
2025	+35.01%	+18.00%
2024	-9.07%	+25.59%
2023	+3.68%	+26.72%
2022	-3.72%	-18.64%
2021	+47.08%	+30.52%
2020	-7.69%	+17.28%
2019	+23.68%	+31.09%
2018	-47.15%	-5.24%
2017	-16.23%	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

BHF vs SPY Drawdown Comparison

The maximum drawdown for BHF was -76.93%, occurring on Mar 20, 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 BHF drawdown is -10.76%. The current SPY drawdown is -0.34%.

Rank	BHF	SPY
#1	-76.93% Jul 17, 2017 - Mar 20, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	N/A	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	N/A	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	N/A	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	N/A	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	N/A	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	N/A	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	N/A	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014