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BKT vs SPY

Comparison between BlackRock Income Trust Inc (BKT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BKT, delivering a return of +13.3% compared to -2.9%

BKT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BKT
$362M
Winner
SPY
$735B
Expense Ratio
BKT
N/A
SPY
0.09%
Max Drawdown
BKT
58.60%
Winner
SPY
56.47%
Sharpe Ratio
BKT
-0.43
Winner
SPY
1.62
5Y Beta
Winner
BKT
0.12
SPY
1.00
P/E Ratio
BKT
N/A
SPY
28.99
Forward P/E
BKT
N/A
SPY
22.37
5Y Dividends CAGR
BKT
-1.43%
Winner
SPY
5.43%
5Y EPS CAGR
BKT
N/A
SPY
26.05%
Debt to Equity
BKT
N/A
SPY
32.40%
P/S Ratio
BKT
N/A
SPY
3.74
P/B Ratio
BKT
N/A
SPY
5.61

BKT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BKT
-0.95%
Winner
SPY
+1.90%
3M
BKT
-2.87%
Winner
SPY
+8.55%
6M
BKT
-0.35%
Winner
SPY
+8.18%
1Y
BKT
+0.35%
Winner
SPY
+25.79%
5Y(CAGR)
BKT
-2.90%
Winner
SPY
+13.32%
10Y(CAGR)
BKT
+1.17%
Winner
SPY
+15.19%
Max(CAGR)
BKT
+4.88%
Winner
SPY
+8.47%

BKT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBKTSPY
2026-1.41%+8.26%
2025+5.44%+18.00%
2024+3.16%+25.59%
2023+6.18%+26.72%
2022-21.38%-18.64%
2021-0.61%+30.52%
2020+7.53%+17.28%
2019+14.49%+31.09%
2018-2.90%-5.24%
2017+3.55%+20.78%
2016+4.44%+13.59%
2015+5.24%+1.31%
2014+4.76%+14.56%
2013-6.90%+29.00%
2012+6.66%+14.17%
2011+13.47%+0.85%
2010+13.39%+13.14%
2009+11.73%+22.67%
2008+9.97%-36.25%
2007-3.72%+5.32%
2006+6.92%+13.85%
2005-9.55%+5.32%
2004+4.53%+10.75%
2003+2.71%+24.18%
2002+21.54%-22.42%
2001+19.11%-10.13%
2000+19.25%-8.84%
1999-5.16%+8.61%

BKT vs SPY Drawdown Comparison

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. 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 BKT drawdown is -18.79%. The current SPY drawdown is -2.90%.

RankBKTSPY
#1-35.71%
Sep 15, 2021 - Oct 26, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.22%
May 25, 2005 - May 12, 2008		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.03%
Mar 17, 2004 - Sep 20, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.21%
May 12, 2008 - Jan 5, 2009		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.19%
Jun 12, 2003 - Feb 13, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.39%
Oct 12, 2012 - Oct 6, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.90%
Nov 5, 1999 - Jun 30, 2000		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.45%
Feb 24, 2020 - May 12, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.48%
Sep 13, 2017 - Feb 6, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.96%
Nov 23, 2004 - Jan 27, 2005		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.87%
Oct 14, 2002 - Dec 26, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.72%
Feb 2, 2009 - May 18, 2009		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.70%
Aug 23, 2001 - Oct 1, 2001		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.41%
Oct 8, 2001 - Jan 15, 2002		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.03%
Jul 15, 2002 - Aug 5, 2002		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BKT and SPY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

BKT vs SPY dividend yield comparison.

YearBKTSPY
20264.22%0.24%
20259.53%1.07%
20249.19%1.21%
20238.69%1.40%
20228.35%1.65%
20217.31%1.20%
20206.80%1.52%
20196.82%1.75%
20186.48%2.04%
20175.16%1.80%
20165.10%2.03%
20155.90%2.06%
20146.60%1.87%
20137.12%1.81%
20126.61%2.18%
20115.54%2.05%
20104.28%1.80%
20094.53%1.95%
20084.90%3.02%
20076.49%1.85%
20066.80%1.73%
20058.47%1.73%
20048.51%1.82%
20038.17%1.47%
200212.51%1.70%
20017.64%1.25%
20004.29%1.15%
19990.00%0.24%

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