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BHFAO vs SPY

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

5-Year PerformanceSPY has outperformed BHFAO, delivering a return of +13.4% compared to -4.5%

BHFAO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BHFAO
$969M
Winner
SPY
$784B
Expense Ratio
BHFAO
N/A
SPY
0.09%
Max Drawdown
Winner
BHFAO
49.45%
SPY
56.47%
Sharpe Ratio
BHFAO
-0.69
Winner
SPY
1.50
5Y Beta
Winner
BHFAO
0.35
SPY
1.00
Industry
BHFAO
Insurance - Life
SPY
N/A
P/E Ratio
Winner
BHFAO
1.34
SPY
28.29
Forward P/E
BHFAO
N/A
SPY
21.76
5Y Dividends CAGR
BHFAO
2.54%
Winner
SPY
5.43%
5Y EPS CAGR
BHFAO
N/A
SPY
25.98%
Debt to Equity
BHFAO
N/A
SPY
30.79%
P/S Ratio
Winner
BHFAO
0.19
SPY
3.79
P/B Ratio
Winner
BHFAO
0.15
SPY
5.67

BHFAO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BHFAO
-5.86%
Winner
SPY
+0.48%
3M
BHFAO
-6.03%
Winner
SPY
+11.67%
6M
BHFAO
+2.10%
Winner
SPY
+9.42%
1Y
BHFAO
-16.22%
Winner
SPY
+24.27%
5Y(CAGR)
BHFAO
-4.49%
Winner
SPY
+13.36%
10Y(CAGR)
BHFAO
N/A
SPY
+15.42%
Max(CAGR)
BHFAO
-0.69%
Winner
SPY
+8.49%

BHFAO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBHFAOSPY
2026+1.77%+8.88%
2025-25.71%+18.00%
2024+4.51%+25.59%
2023+4.67%+26.72%
2022-10.41%-18.64%
2021+4.96%+30.52%
2020+18.90%+17.28%
2019N/A+31.09%
2018N/A-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%

BHFAO vs SPY Drawdown Comparison

The maximum drawdown for BHFAO was -39.72%, occurring on Jul 23, 2025. 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 BHFAO drawdown is -31.10%. The current SPY drawdown is -2.35%.

RankBHFAOSPY
#1-39.72%
Sep 16, 2024 - Jul 23, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.45%
Feb 2, 2023 - Jan 26, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.12%
Jul 7, 2021 - Feb 2, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.00%
Mar 27, 2024 - Jun 26, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.97%
Dec 29, 2020 - Apr 1, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.54%
Oct 1, 2020 - Nov 16, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.22%
Jan 31, 2024 - Mar 22, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.56%
May 7, 2021 - Jun 17, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.53%
Jun 8, 2020 - Jul 14, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.37%
Sep 2, 2020 - Sep 25, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.16%
Jul 5, 2024 - Aug 8, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.02%
Nov 16, 2020 - Dec 16, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.73%
Aug 8, 2024 - Sep 3, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.25%
Dec 21, 2020 - Dec 29, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.09%
Apr 26, 2021 - May 7, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BHFAO and SPY is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31
-101

Dividend Comparison (1999 - 2026)

BHFAO vs SPY dividend yield comparison.

YearBHFAOSPY
20265.55%0.24%
202510.89%1.07%
20247.62%1.21%
20237.51%1.40%
20227.33%1.65%
20216.11%1.20%
20203.58%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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