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BIBL vs SPY

Comparison between INSPIRE 100 ETF (BIBL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BIBL, delivering a return of +13.0% compared to +9.9%

BIBL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BIBL
$515M
Winner
SPY
$781B
Expense Ratio
BIBL
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
BIBL
41.66%
SPY
56.47%
Sharpe Ratio
Winner
BIBL
1.56
SPY
1.25
5Y Beta
BIBL
1.01
Winner
SPY
1.00
P/E Ratio
BIBL
35.08
Winner
SPY
28.78
Forward P/E
BIBL
27.26
Winner
SPY
21.23
5Y Dividends CAGR
BIBL
-1.90%
Winner
SPY
6.00%
5Y EPS CAGR
BIBL
18.33%
Winner
SPY
25.62%
Debt to Equity
Winner
BIBL
23.26%
SPY
31.92%
P/S Ratio
BIBL
4.44
Winner
SPY
3.76
P/B Ratio
Winner
BIBL
5.42
SPY
5.64

BIBL vs SPY - Holdings Comparison

BIBL and SPY have 74 common holdings. Overlap is 6.10%

BIBL's top 25 holdings weight is 65.94%. SPY's top 25 holdings weight is 51.74%.

RankBIBLSPY
#1
CATERPILLAR INC (CAT) - 9.85%
NVIDIA CORP (NVDA) - 7.89%
#2
KLA CORP (KLAC) - 7.41%
APPLE INC (AAPL) - 7.37%
#3
ARISTA NETWORKS INC (ANET) - 4.70%
MICROSOFT CORP (MSFT) - 4.50%
#4
AMPHENOL CORP CLASS A (APH) - 4.61%
AMAZON.COM INC (AMZN) - 3.82%
#5
WELLTOWER INC (WELL) - 3.48%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.17%
BROADCOM INC (AVGO) - 2.86%
#7
PROLOGIS INC (PLD) - 2.76%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
PROGRESSIVE CORP (PGR) - 2.74%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
VERTIV HOLDINGS CO CLASS A (VRT) - 2.59%
TESLA INC (TSLA) - 1.70%
#10
PARKER HANNIFIN CORP (PH) - 2.53%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
FORTINET INC (FTNT) - 2.46%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
FREEPORT-MCMORAN INC (FCX) - 1.81%
ELI LILLY AND CO (LLY) - 1.40%
#13
CINTAS CORP (CTAS) - 1.60%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
SIMON PROPERTY GROUP INC (SPG) - 1.55%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
TERADYNE INC (TER) - 1.52%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
UNITED RENTALS INC (URI) - 1.49%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
KINDER MORGAN INC CLASS P (KMI) - 1.48%
VISA INC CLASS A (V) - 0.90%
#18
REPUBLIC SERVICES INC (RSG) - 1.40%
WALMART INC (WMT) - 0.76%
#19
DIGITAL REALTY TRUST INC (DLR) - 1.38%
INTEL CORP (INTC) - 0.75%
#20
CIENA CORP (CIEN) - 1.33%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.32%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
PACCAR INC (PCAR) - 1.30%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
SLB LTD (SLB) - 1.26%
ABBVIE INC (ABBV) - 0.66%
#24
TARGA RESOURCES CORP (TRGP) - 1.16%
CATERPILLAR INC (CAT) - 0.65%
#25
ENTERGY CORP (ETR) - 1.04%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings101505

BIBL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BIBL
-2.89%
Winner
SPY
+0.52%
3M
BIBL
+5.79%
Winner
SPY
+6.55%
6M
Winner
BIBL
+15.89%
SPY
+9.76%
1Y
Winner
BIBL
+33.84%
SPY
+20.32%
5Y(CAGR)
BIBL
+9.88%
Winner
SPY
+13.01%
10Y(CAGR)
BIBL
+12.94%
Winner
SPY
+15.06%
Max(CAGR)
Winner
BIBL
+12.94%
SPY
+8.50%

BIBL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBIBLSPY
2026+21.41%+10.11%
2025+17.71%+18.00%
2024+13.40%+25.59%
2023+18.82%+26.72%
2022-22.83%-18.64%
2021+29.32%+30.52%
2020+21.52%+17.28%
2019+30.45%+31.09%
2018-8.08%-5.24%
2017+4.38%+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%

BIBL vs SPY Drawdown Comparison

The maximum drawdown for BIBL was -36.12%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.

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

The current BIBL drawdown is -4.16%. The current SPY drawdown is -1.24%.

RankBIBLSPY
#1-36.12%
Feb 19, 2020 - Jul 29, 2020
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-30.80%
Dec 29, 2021 - Mar 21, 2024
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.60%
Nov 26, 2024 - Jul 22, 2025
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.11%
Oct 1, 2018 - Jul 3, 2019
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.24%
Jan 26, 2018 - Aug 27, 2018
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.94%
Feb 11, 2026 - Apr 9, 2026
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.97%
Jul 16, 2024 - Aug 23, 2024
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.62%
Sep 2, 2020 - Oct 9, 2020
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.49%
Sep 3, 2021 - Nov 2, 2021
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.41%
Oct 12, 2020 - Nov 9, 2020
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.21%
Mar 28, 2024 - Jul 12, 2024
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.49%
Nov 16, 2021 - Dec 29, 2021
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.90%
Feb 12, 2021 - Mar 15, 2021
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.90%
Jul 12, 2019 - Sep 12, 2019
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.53%
Jun 30, 2026 - Jul 20, 2026
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BIBL and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

BIBL vs SPY dividend yield comparison.

YearBIBLSPY
20260.55%0.49%
20251.01%1.07%
20240.92%1.21%
20231.02%1.40%
20220.98%1.65%
202117.87%1.20%
20201.67%1.52%
20191.30%1.75%
20181.49%2.04%
20170.31%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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