BHFAP vs SPY

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

5-Year PerformanceSPY has outperformed BHFAP, delivering a return of +13.9% compared to -4.1%

BHFAP vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHFAP(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$2.77B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	49.83%	56.47%
Sharpe Ratio	-0.41	2.02
5Y Beta	0.30	1.00
Industry	Insurance - Life	N/A
P/E Ratio	1.32	28.62
Forward P/E	N/A	22.20
5Y Dividends CAGR	4.56%	5.43%
5Y EPS CAGR	N/A	26.35%
Debt to Equity	N/A	33.33%
P/S Ratio	0.35	3.68
P/B Ratio	0.15	5.52

Market Cap / Net Assets

BHFAP

$2.77B

Winner

SPY

$735B

Expense Ratio

BHFAP

N/A

SPY

0.09%

Max Drawdown

Winner

BHFAP

49.83%

SPY

56.47%

Sharpe Ratio

BHFAP

-0.41

Winner

SPY

2.02

5Y Beta

Winner

BHFAP

0.30

SPY

1.00

Industry

BHFAP

Insurance - Life

SPY

N/A

P/E Ratio

Winner

BHFAP

1.32

SPY

28.62

Forward P/E

BHFAP

N/A

SPY

22.20

5Y Dividends CAGR

BHFAP

4.56%

Winner

SPY

5.43%

5Y EPS CAGR

BHFAP

N/A

SPY

26.35%

Debt to Equity

BHFAP

N/A

SPY

33.33%

P/S Ratio

Winner

BHFAP

0.35

SPY

3.68

P/B Ratio

Winner

BHFAP

0.15

SPY

5.52

BHFAP vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BHFAP	SPY
1 month	-4.03%	+4.93%
3 months	-5.35%	+9.70%
6 months	+0.62%	+11.04%
1 year	-13.52%	+28.41%
5 years(CAGR)	-4.09%	+13.90%
10 years(CAGR)	N/A	+15.45%
Max(CAGR)	+0.34%	+8.55%

BHFAP

-4.03%

Winner

SPY

+4.93%

BHFAP

-5.35%

Winner

SPY

+9.70%

BHFAP

+0.62%

Winner

SPY

+11.04%

BHFAP

-13.52%

Winner

SPY

+28.41%

5Y(CAGR)

BHFAP

-4.09%

Winner

SPY

+13.90%

10Y(CAGR)

BHFAP

N/A

SPY

+15.45%

Max(CAGR)

BHFAP

+0.34%

Winner

SPY

+8.55%

BHFAP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BHFAP	SPY
2026	+3.06%	+10.15%
2025	-24.93%	+18.00%
2024	+6.87%	+25.59%
2023	+4.21%	+26.72%
2022	-11.37%	-18.64%
2021	+3.64%	+30.52%
2020	+5.94%	+17.28%
2019	+17.37%	+31.09%
2018	N/A	-5.24%
2017	N/A	+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%

BHFAP vs SPY Drawdown Comparison

The maximum drawdown for BHFAP was -45.20%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.

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

The current BHFAP drawdown is -30.26%. The current SPY drawdown is -0.02%.

Rank	BHFAP	SPY
#1	-45.20% Feb 11, 2020 - Oct 6, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-39.63% Sep 24, 2024 - Jul 23, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-22.28% Jan 26, 2023 - Jan 30, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-16.39% Nov 5, 2021 - Jan 26, 2023	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-10.01% Apr 1, 2024 - Sep 3, 2024	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-7.16% Dec 9, 2020 - Apr 6, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-6.94% Oct 18, 2019 - Dec 17, 2019	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-6.09% Oct 7, 2020 - Nov 16, 2020	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-5.37% Jul 7, 2021 - Nov 5, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-5.03% Jan 31, 2024 - Mar 20, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-4.13% Apr 6, 2021 - Jun 9, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-3.59% Jun 17, 2019 - Jul 25, 2019	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-2.95% Sep 9, 2019 - Sep 19, 2019	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.90% Dec 17, 2019 - Feb 10, 2020	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-2.02% Jul 31, 2019 - Aug 19, 2019	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BHFAP and SPY is -0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.03

-101

Dividend Comparison (1999 - 2026)

BHFAP vs SPY dividend yield comparison.

Year	BHFAP	SPY
2026	2.66%	0.24%
2025	10.82%	1.07%
2024	7.60%	1.21%
2023	7.62%	1.40%
2022	7.50%	1.65%
2021	6.16%	1.20%
2020	5.94%	1.52%
2019	4.46%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	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%