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BIL vs SPY

Comparison between SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BIL, delivering a return of +13.3% compared to +3.4%

BIL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BIL
$50B
Winner
SPY
$652B
Expense Ratio
BIL
0.14%
Winner
SPY
0.09%
Max Drawdown
Winner
BIL
1.36%
SPY
56.47%
Sharpe Ratio
BIL
1.34
Winner
SPY
2.07
5Y Beta
Winner
BIL
-0.00
SPY
1.00
P/E Ratio
BIL
N/A
SPY
28.24
Forward P/E
BIL
N/A
SPY
21.85
5Y Dividends CAGR
Winner
BIL
194.32%
SPY
5.43%
5Y EPS CAGR
BIL
N/A
SPY
25.79%
Debt to Equity
BIL
N/A
SPY
22.35%
P/S Ratio
BIL
N/A
SPY
3.55
P/B Ratio
BIL
N/A
SPY
5.29

BIL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BIL
+0.31%
Winner
SPY
+9.11%
3M
BIL
+0.87%
Winner
SPY
+6.59%
6M
BIL
+1.79%
Winner
SPY
+10.56%
1Y
BIL
+3.94%
Winner
SPY
+32.04%
5Y(CAGR)
BIL
+3.36%
Winner
SPY
+13.35%
10Y(CAGR)
BIL
+2.16%
Winner
SPY
+15.49%
Max(CAGR)
BIL
+1.35%
Winner
SPY
+8.50%

BIL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBILSPY
2026+1.20%+8.27%
2025+4.13%+18.00%
2024+5.18%+25.59%
2023+4.93%+26.72%
2022+1.41%-18.64%
2021-0.10%+30.52%
2020+0.37%+17.28%
2019+2.04%+31.09%
2018+1.73%-5.24%
2017+0.64%+20.78%
2016+0.09%+13.59%
2015-0.11%+1.31%
2014-0.07%+14.56%
2013-0.09%+29.00%
2012-0.02%+14.17%
2011-0.06%+0.85%
2010+0.00%+13.14%
2009+0.25%+22.67%
2008+1.50%-36.25%
2007+2.50%+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%

BIL vs SPY Drawdown Comparison

The maximum drawdown for BIL was -0.78%, occurring on Dec 9, 2015. Recovery took 2321 trading sessions.

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

RankBILSPY
#1-0.78%
Sep 29, 2008 - Dec 15, 2017
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-0.63%
Sep 17, 2008 - Sep 29, 2008
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-0.24%
Aug 20, 2007 - Sep 7, 2007
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.21%
Mar 20, 2020 - Aug 2, 2022
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.17%
Mar 19, 2008 - Jun 2, 2008
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.15%
Jul 16, 2008 - Aug 5, 2008
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.13%
Jan 2, 2008 - Jan 14, 2008
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.13%
Sep 25, 2007 - Oct 4, 2007
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.11%
Oct 4, 2007 - Oct 8, 2007
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.11%
Sep 10, 2007 - Sep 12, 2007
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.11%
Jan 24, 2008 - Jan 29, 2008
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.10%
Jun 27, 2008 - Jul 10, 2008
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.09%
Jun 2, 2008 - Jun 10, 2008
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.09%
Jun 11, 2007 - Jun 14, 2007
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.09%
Sep 17, 2007 - Sep 24, 2007
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BIL and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

BIL vs SPY dividend yield comparison.

YearBILSPY
20261.15%0.24%
20254.13%1.07%
20245.03%1.21%
20234.93%1.40%
20221.35%1.65%
20210.00%1.20%
20200.30%1.52%
20192.05%1.75%
20181.66%2.04%
20170.68%1.80%
20160.07%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%
20090.09%1.95%
20081.58%3.02%
20072.50%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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