BILT vs SPY
Comparison between iShares Infrastructure Active ETF (BILT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
BILT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BILT
$32M
Winner
SPY
$781B
Expense Ratio
BILT
0.60%
Winner
SPY
0.09%
Max Drawdown
Winner
BILT
6.55%
SPY
56.47%
Sharpe Ratio
Winner
BILT
1.47
SPY
1.25
5Y Beta
Winner
BILT
0.16
SPY
1.00
P/E Ratio
Winner
BILT
24.27
SPY
28.78
Forward P/E
Winner
BILT
20.25
SPY
21.23
5Y Dividends CAGR
BILT
N/A
SPY
6.00%
5Y EPS CAGR
BILT
N/A
SPY
25.62%
Debt to Equity
BILT
N/A
SPY
31.92%
P/S Ratio
Winner
BILT
0.04
SPY
3.76
P/B Ratio
Winner
BILT
2.54
SPY
5.64
BILT vs SPY - Holdings Comparison
BILT and SPY have 23 common holdings. Overlap is -3.28%
BILT's top 25 holdings weight is 80.00%. SPY's top 25 holdings weight is 51.74%.
| Rank | BILT | SPY |
|---|---|---|
| #1 | UNION PACIFIC CORP (UNP) - 6.05% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | EUR/USD PURCHASED (n/a) - 5.30% | APPLE INC (AAPL) - 7.37% |
| #3 | AENA SME SA (n/a) - 4.53% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.40% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | CAD/USD PURCHASED (n/a) - 4.28% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | TC ENERGY CORP (n/a) - 3.78% | BROADCOM INC (AVGO) - 2.86% |
| #7 | AUD/USD PURCHASED (n/a) - 3.49% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | XCEL ENERGY INC (XEL) - 3.48% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | CANADIAN PACIFIC KANSAS CITY LTD (n/a) - 3.40% | TESLA INC (TSLA) - 1.70% |
| #10 | GBP/USD PURCHASED (n/a) - 3.14% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | TRANSURBAN GROUP (n/a) - 3.13% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | ENTERGY CORP (ETR) - 3.04% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | CHENIERE ENERGY INC (LNG) - 3.00% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | JPY/USD PURCHASED (n/a) - 2.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | PG&E CORP (PCG) - 2.85% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | EVERGY INC (EVRG) - 2.83% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | NEXTERA ENERGY INC (NEE) - 2.74% | VISA INC CLASS A (V) - 0.90% |
| #18 | NISOURCE INC (NI) - 2.66% | WALMART INC (WMT) - 0.76% |
| #19 | SGD/USD PURCHASED (n/a) - 2.51% | INTEL CORP (INTC) - 0.75% |
| #20 | CROWN CASTLE INC (CCI) - 2.44% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | PPL CORP (PPL) - 2.16% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | WEC ENERGY GROUP INC (WEC) - 2.12% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | SES SA DR (n/a) - 1.96% | ABBVIE INC (ABBV) - 0.66% |
| #24 | PINNACLE WEST CAPITAL CORP (PNW) - 1.92% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | WILLIAMS COMPANIES INC (WMB) - 1.81% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 92 | 505 |
BILT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BILT
+1.56%
SPY
+0.52%
3M
BILT
+3.15%
Winner
SPY
+6.55%
6M
Winner
BILT
+12.10%
SPY
+9.76%
1Y
BILT
+19.35%
Winner
SPY
+20.32%
5Y(CAGR)
BILT
N/A
SPY
+13.01%
10Y(CAGR)
BILT
N/A
SPY
+15.06%
Max(CAGR)
Winner
BILT
+19.96%
SPY
+8.50%
BILT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BILT | SPY |
|---|---|---|
| 2026 | +14.22% | +10.11% |
| 2025 | +4.00% | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +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% |
BILT vs SPY Drawdown Comparison
The maximum drawdown for BILT was -5.38%, occurring on Mar 20, 2026. Recovery took 28 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BILT drawdown is -1.15%. The current SPY drawdown is -1.24%.
| Rank | BILT | SPY |
|---|---|---|
| #1 | -5.38% Feb 27, 2026 - Apr 9, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -3.48% Apr 30, 2026 - Jun 26, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -3.47% Nov 28, 2025 - Jan 16, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -3.32% Apr 9, 2026 - Apr 30, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.08% Aug 22, 2025 - Oct 3, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.59% Oct 20, 2025 - Nov 26, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -1.60% Jun 26, 2026 - Jul 2, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -1.15% Jul 14, 2026 - Jul 21, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.10% Oct 8, 2025 - Oct 15, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.01% Feb 17, 2026 - Feb 23, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.97% Jan 29, 2026 - Feb 3, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.73% Jul 7, 2026 - Jul 13, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.70% Jan 16, 2026 - Jan 21, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.64% Aug 15, 2025 - Aug 19, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.51% Aug 4, 2025 - Aug 13, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BILT and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (1999 - 2026)
BILT vs SPY dividend yield comparison.
| Year | BILT | SPY |
|---|---|---|
| 2026 | 4.77% | 0.49% |
| 2025 | 0.99% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 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% |
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