BK vs SPY
Comparison between Bank Of New York Mellon Corp (BK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBK has outperformed SPY, delivering a return of +23.6% compared to +13.3%
BK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BK vs SPY - Historical Returns
Returns include dividend reinvestment.
BK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BK | SPY |
|---|---|---|
| 2026 | +12.42% | +8.27% |
| 2025 | +53.29% | +18.00% |
| 2024 | +50.92% | +25.59% |
| 2023 | +16.47% | +26.72% |
| 2022 | -19.72% | -18.64% |
| 2021 | +43.07% | +30.52% |
| 2020 | -13.92% | +17.28% |
| 2019 | +8.55% | +31.09% |
| 2018 | -10.79% | -5.24% |
| 2017 | +14.28% | +20.78% |
| 2016 | +20.70% | +13.59% |
| 2015 | +3.58% | +1.31% |
| 2014 | +19.59% | +14.56% |
| 2013 | +32.56% | +29.00% |
| 2012 | +28.27% | +14.17% |
| 2011 | -34.17% | +0.85% |
| 2010 | +8.16% | +13.14% |
| 2009 | +0.08% | +22.67% |
| 2008 | -38.27% | -36.25% |
| 2007 | +25.49% | +5.32% |
| 2006 | +24.27% | +13.85% |
| 2005 | -0.97% | +5.32% |
| 2004 | +4.50% | +10.75% |
| 2003 | +34.99% | +24.18% |
| 2002 | -40.18% | -22.42% |
| 2001 | -23.75% | -10.13% |
| 2000 | +51.49% | -8.84% |
| 1999 | -1.23% | +8.61% |
BK vs SPY Drawdown Comparison
The maximum drawdown for BK was -64.27%, occurring on Mar 12, 2003. Recovery took 1778 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BK drawdown is -5.03%.
| Rank | BK | SPY |
|---|---|---|
| #1 | -64.27% Nov 7, 2000 - Dec 6, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -62.47% Dec 24, 2007 - May 4, 2015 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -50.50% Feb 26, 2018 - Aug 6, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -40.44% Feb 9, 2022 - May 17, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -30.50% Nov 15, 1999 - Apr 25, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -27.03% Aug 10, 2015 - Nov 9, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.58% Feb 28, 2025 - May 15, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.27% Sep 28, 2000 - Oct 31, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.60% Aug 27, 2021 - Oct 14, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.78% Dec 8, 2016 - Jun 9, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.73% Apr 25, 2000 - May 15, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.28% Jun 2, 2000 - Jul 5, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.16% Jan 13, 2022 - Feb 8, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.15% Feb 9, 2026 - Apr 8, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.90% Nov 3, 2021 - Jan 4, 2022 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BK and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
BK vs SPY dividend yield comparison.
| Year | BK | SPY |
|---|---|---|
| 2026 | 0.81% | 0.24% |
| 2025 | 1.72% | 1.07% |
| 2024 | 2.32% | 1.21% |
| 2023 | 3.04% | 1.40% |
| 2022 | 3.12% | 1.65% |
| 2021 | 2.24% | 1.20% |
| 2020 | 2.92% | 1.52% |
| 2019 | 2.34% | 1.75% |
| 2018 | 2.21% | 2.04% |
| 2017 | 1.60% | 1.80% |
| 2016 | 1.52% | 2.03% |
| 2015 | 1.65% | 2.06% |
| 2014 | 1.63% | 1.87% |
| 2013 | 1.66% | 1.81% |
| 2012 | 2.02% | 2.18% |
| 2011 | 2.41% | 2.05% |
| 2010 | 1.19% | 1.80% |
| 2009 | 1.82% | 1.95% |
| 2008 | 3.39% | 3.02% |
| 2007 | 1.89% | 1.85% |
| 2006 | 2.18% | 1.73% |
| 2005 | 2.73% | 1.73% |
| 2004 | 2.36% | 1.82% |
| 2003 | 2.29% | 1.47% |
| 2002 | 3.17% | 1.70% |
| 2001 | 2.82% | 1.25% |
| 2000 | 1.25% | 1.15% |
| 1999 | 0.00% | 0.24% |
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