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BIVI vs SPY

Comparison between BioVie Inc - Class A (BIVI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BIVI, delivering a return of +13.8% compared to -74.9%

BIVI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BIVI
$12M
Winner
SPY
$784B
Expense Ratio
BIVI
N/A
SPY
0.09%
Max Drawdown
BIVI
99.98%
Winner
SPY
56.47%
Sharpe Ratio
BIVI
-1.48
Winner
SPY
1.56
5Y Beta
BIVI
1.91
Winner
SPY
1.00
Industry
BIVI
Biotechnology
SPY
N/A
P/E Ratio
Winner
BIVI
-0.41
SPY
28.29
Forward P/E
BIVI
N/A
SPY
21.75
5Y Dividends CAGR
BIVI
N/A
SPY
5.43%
5Y EPS CAGR
BIVI
13.37%
Winner
SPY
25.98%
Debt to Equity
Winner
BIVI
0.00%
SPY
30.79%
P/S Ratio
BIVI
N/A
SPY
3.79
P/B Ratio
Winner
BIVI
0.81
SPY
5.67

BIVI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BIVI
+26.72%
SPY
+2.12%
3M
Winner
BIVI
+16.08%
SPY
+13.14%
6M
Winner
BIVI
+16.08%
SPY
+11.52%
1Y
BIVI
-84.77%
Winner
SPY
+26.68%
5Y(CAGR)
BIVI
-74.86%
Winner
SPY
+13.75%
10Y(CAGR)
BIVI
-51.90%
Winner
SPY
+15.65%
Max(CAGR)
BIVI
-47.14%
Winner
SPY
+8.56%

BIVI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBIVISPY
2026+24.81%+10.80%
2025-94.68%+18.00%
2024-85.40%+25.59%
2023-79.58%+26.72%
2022+54.17%-18.64%
2021-74.42%+30.52%
2020+394.86%+17.28%
2019-21.13%+31.09%
2018-81.27%-5.24%
2017-49.15%+20.78%
2016+145.83%+13.59%
2015-58.62%+1.31%
2014-3.33%+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%

BIVI vs SPY Drawdown Comparison

The maximum drawdown for BIVI was -99.98%, occurring on Feb 5, 2026. 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 BIVI drawdown is -99.97%. The current SPY drawdown is -0.62%.

RankBIVISPY
#1-99.98%
Jan 29, 2015 - Feb 5, 2026
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-78.49%
Aug 11, 2014 - Jan 29, 2015
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-56.52%
Jun 11, 2014 - Aug 11, 2014
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-50.00%
May 5, 2014 - Jun 11, 2014
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5N/A-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BIVI and SPY is -0.71 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.71
-101

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