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BHRB vs SPY

Comparison between Burke & Herbert Financial Services Corp (BHRB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BHRB, delivering a return of +13.4% compared to +9.4%

BHRB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BHRB
$995M
Winner
SPY
$784B
Expense Ratio
BHRB
N/A
SPY
0.09%
Max Drawdown
Winner
BHRB
48.39%
SPY
56.47%
Sharpe Ratio
BHRB
0.64
Winner
SPY
1.56
5Y Beta
Winner
BHRB
0.87
SPY
1.00
Industry
BHRB
Banks - Regional
SPY
N/A
P/E Ratio
Winner
BHRB
8.46
SPY
28.29
Forward P/E
BHRB
N/A
SPY
21.75
PEG Ratio
BHRB
0.08
SPY
N/A
Dividend Yield
BHRB
3.32%
SPY
N/A
5Y Dividends CAGR
Winner
BHRB
6.58%
SPY
5.43%
5Y EPS CAGR
BHRB
N/A
SPY
25.98%
Debt to Equity
BHRB
60.73%
Winner
SPY
30.79%
Free Cash Flow Yield
BHRB
8.55%
SPY
N/A
P/S Ratio
BHRB
3.87
Winner
SPY
3.79
P/B Ratio
Winner
BHRB
1.52
SPY
5.67

BHRB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BHRB
+8.58%
SPY
+0.48%
3M
BHRB
+9.18%
Winner
SPY
+11.67%
6M
BHRB
-1.52%
Winner
SPY
+9.42%
1Y
BHRB
+18.25%
Winner
SPY
+24.27%
5Y(CAGR)
BHRB
+9.39%
Winner
SPY
+13.36%
10Y(CAGR)
BHRB
+7.08%
Winner
SPY
+15.42%
Max(CAGR)
BHRB
+8.26%
Winner
SPY
+8.49%

BHRB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBHRBSPY
2026+10.45%+8.88%
2025+6.76%+18.00%
2024+3.03%+25.59%
2023-8.24%+26.72%
2022+33.46%-18.64%
2021+33.99%+30.52%
2020-20.19%+17.28%
2019-21.52%+31.09%
2018+15.11%-5.24%
2017+35.80%+20.78%
2016+2.84%+13.59%
2015+5.04%+1.31%
2014-4.81%+14.56%
2013+2.03%+29.00%
2012+1.13%+14.17%
2011+3.27%+0.85%
2010+30.49%+13.14%
2009+11.79%+22.67%
2008+36.38%-36.25%
2007-23.18%+5.32%
2006-14.79%+13.85%
2005-0.25%+5.32%
2004-1.77%+10.75%
2003+73.00%+24.18%
2002+59.18%-22.42%
2001+2.82%-10.13%
2000N/A-8.84%
1999N/A+8.61%

BHRB vs SPY Drawdown Comparison

The maximum drawdown for BHRB was -47.88%, occurring on Oct 27, 2023. 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 BHRB drawdown is -11.90%. The current SPY drawdown is -2.35%.

RankBHRBSPY
#1-47.88%
May 23, 2023 - Oct 27, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-46.28%
Mar 17, 2004 - Mar 23, 2010		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-44.76%
Jan 23, 2019 - Nov 8, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.91%
Mar 23, 2010 - Dec 29, 2010		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.37%
Nov 16, 2022 - Apr 25, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.21%
May 4, 2015 - Jun 7, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.88%
May 20, 2013 - Apr 24, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.35%
Apr 26, 2023 - May 22, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.62%
Mar 23, 2011 - May 20, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.14%
Dec 19, 2017 - Feb 15, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.52%
Dec 29, 2010 - Mar 4, 2011		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.40%
Apr 24, 2015 - May 4, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.87%
Mar 19, 2002 - Apr 24, 2002		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.63%
Nov 8, 2022 - Nov 15, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.43%
Aug 1, 2002 - Dec 9, 2002		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BHRB and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

BHRB vs SPY dividend yield comparison.

YearBHRBSPY
20261.64%0.24%
20253.53%1.07%
20243.43%1.21%
20233.37%1.40%
20223.00%1.65%
20213.64%1.20%
20204.69%1.52%
20193.58%1.75%
20182.72%2.04%
20172.86%1.80%
20163.68%2.03%
20153.65%2.06%
20143.70%1.87%
20133.40%1.81%
20123.46%2.18%
20113.29%2.05%
20102.35%1.80%
20093.54%1.95%
20082.96%3.02%
20071.56%1.85%
20060.00%1.73%
20050.00%1.73%
20040.80%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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