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BHK vs SPY

Comparison between BlackRock Core Bond Trust (BHK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BHK, delivering a return of +13.3% compared to -3.3%

BHK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BHK
$698M
Winner
SPY
$735B
Expense Ratio
BHK
N/A
SPY
0.09%
Max Drawdown
Winner
BHK
48.25%
SPY
56.47%
Sharpe Ratio
BHK
-0.43
Winner
SPY
1.62
5Y Beta
Winner
BHK
0.24
SPY
1.00
P/E Ratio
BHK
N/A
SPY
28.99
Forward P/E
BHK
N/A
SPY
22.37
5Y Dividends CAGR
BHK
3.01%
Winner
SPY
5.43%
5Y EPS CAGR
BHK
N/A
SPY
26.05%
Debt to Equity
BHK
N/A
SPY
32.40%
P/S Ratio
BHK
N/A
SPY
3.74
P/B Ratio
BHK
N/A
SPY
5.61

BHK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BHK
-1.48%
Winner
SPY
+1.90%
3M
BHK
-4.08%
Winner
SPY
+8.55%
6M
BHK
-2.13%
Winner
SPY
+8.18%
1Y
BHK
+0.68%
Winner
SPY
+25.79%
5Y(CAGR)
BHK
-3.25%
Winner
SPY
+13.32%
10Y(CAGR)
BHK
+2.88%
Winner
SPY
+15.19%
Max(CAGR)
BHK
+5.40%
Winner
SPY
+8.47%

BHK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBHKSPY
2026-3.20%+8.26%
2025+2.66%+18.00%
2024+4.91%+25.59%
2023+11.99%+26.72%
2022-31.47%-18.64%
2021+7.18%+30.52%
2020+17.82%+17.28%
2019+25.33%+31.09%
2018-7.99%-5.24%
2017+14.21%+20.78%
2016+9.41%+13.59%
2015+2.05%+1.31%
2014+10.11%+14.56%
2013-9.96%+29.00%
2012+16.46%+14.17%
2011+14.68%+0.85%
2010+13.74%+13.14%
2009+14.45%+22.67%
2008-1.78%-36.25%
2007-1.82%+5.32%
2006+2.94%+13.85%
2005+5.03%+5.32%
2004+8.21%+10.75%
2003+8.94%+24.18%
2002-0.03%-22.42%
2001+0.00%-10.13%
2000N/A-8.84%
1999N/A+8.61%

BHK vs SPY Drawdown Comparison

The maximum drawdown for BHK was -39.55%, occurring on Oct 20, 2022. 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 BHK drawdown is -21.69%. The current SPY drawdown is -2.90%.

RankBHKSPY
#1-39.55%
Sep 15, 2021 - Oct 20, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-30.64%
May 27, 2008 - Jul 24, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.66%
Feb 24, 2020 - Jun 10, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.40%
Nov 12, 2012 - Jan 22, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.43%
Jun 13, 2003 - Sep 20, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.08%
Sep 28, 2010 - Sep 12, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.88%
Dec 27, 2001 - Sep 18, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.94%
Sep 12, 2005 - Oct 5, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.16%
Aug 31, 2016 - May 18, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.78%
Jan 2, 2018 - Mar 8, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.51%
May 7, 2007 - Jan 24, 2008		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.08%
Apr 24, 2015 - Mar 9, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.52%
Jan 25, 2021 - Jun 15, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.50%
Jan 24, 2008 - Apr 23, 2008		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.45%
Oct 3, 2002 - Jan 17, 2003		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BHK and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

BHK vs SPY dividend yield comparison.

YearBHKSPY
20264.20%0.24%
20259.25%1.07%
20248.56%1.21%
20238.21%1.40%
20227.91%1.65%
20216.36%1.20%
20205.06%1.52%
20195.32%1.75%
20186.39%2.04%
20175.56%1.80%
20166.23%2.03%
20157.03%2.06%
20148.15%1.87%
20136.94%1.81%
20126.11%2.18%
20115.95%2.05%
20106.98%1.80%
20098.16%1.95%
20087.00%3.02%
20076.75%1.85%
20066.66%1.73%
200511.28%1.73%
20049.37%1.82%
20039.51%1.47%
20028.72%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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