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BKU vs SPY

Comparison between BankUnited Inc (BKU, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BKU, delivering a return of +14.0% compared to +2.7%

BKU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BKU
$3.39B
Winner
SPY
$735B
Expense Ratio
BKU
N/A
SPY
0.09%
Max Drawdown
BKU
68.38%
Winner
SPY
56.47%
Sharpe Ratio
BKU
1.16
Winner
SPY
1.91
5Y Beta
BKU
1.18
Winner
SPY
1.00
Industry
BKU
Banks - Regional
SPY
N/A
P/E Ratio
BKU
48.12
Winner
SPY
28.68
Forward P/E
Winner
BKU
10.55
SPY
22.19
PEG Ratio
BKU
0.27
SPY
N/A
Dividend Yield
BKU
2.72%
SPY
N/A
5Y Dividends CAGR
Winner
BKU
11.28%
SPY
5.43%
5Y EPS CAGR
BKU
-23.01%
Winner
SPY
26.37%
Debt to Equity
Winner
BKU
0.00%
SPY
34.04%
Free Cash Flow Yield
BKU
10.63%
SPY
N/A
P/S Ratio
Winner
BKU
3.25
SPY
3.76
P/B Ratio
Winner
BKU
1.09
SPY
5.55

BKU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BKU
+0.46%
Winner
SPY
+4.84%
3M
BKU
-3.41%
Winner
SPY
+9.57%
6M
BKU
+12.98%
Winner
SPY
+13.79%
1Y
Winner
BKU
+38.38%
SPY
+29.34%
5Y(CAGR)
BKU
+2.73%
Winner
SPY
+13.98%
10Y(CAGR)
BKU
+6.67%
Winner
SPY
+15.66%
Max(CAGR)
BKU
+6.25%
Winner
SPY
+8.53%

BKU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBKUSPY
2026+4.70%+9.45%
2025+21.69%+18.00%
2024+21.94%+25.59%
2023+1.65%+26.72%
2022-19.48%-18.64%
2021+26.02%+30.52%
2020-0.88%+17.28%
2019+22.66%+31.09%
2018-24.26%-5.24%
2017+10.68%+20.78%
2016+9.06%+13.59%
2015+26.67%+1.31%
2014-8.53%+14.56%
2013+35.31%+29.00%
2012+14.26%+14.17%
2011-20.76%+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%

BKU vs SPY Drawdown Comparison

The maximum drawdown for BKU was -66.60%, occurring on May 15, 2020. Recovery took 673 trading sessions.

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

The current BKU drawdown is -8.61%. The current SPY drawdown is -0.34%.

RankBKUSPY
#1-66.60%
Jun 19, 2018 - Feb 22, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-65.12%
Mar 12, 2021 - Nov 25, 2025
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.65%
Feb 8, 2011 - Feb 28, 2013
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.60%
Nov 6, 2015 - Jan 26, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.41%
Mar 1, 2017 - Dec 8, 2017
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.87%
Apr 3, 2014 - May 19, 2015
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.40%
Feb 6, 2026 - Mar 18, 2026
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.72%
Mar 5, 2013 - Jul 18, 2013
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.73%
Aug 18, 2015 - Oct 28, 2015
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.66%
Jan 23, 2018 - May 22, 2018
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.04%
Jan 23, 2014 - Mar 4, 2014
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.21%
Oct 22, 2013 - Dec 23, 2013
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.77%
Jan 21, 2026 - Feb 3, 2026
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.10%
Feb 24, 2021 - Mar 3, 2021
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.59%
Aug 22, 2013 - Sep 30, 2013
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BKU and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

BKU vs SPY dividend yield comparison.

YearBKUSPY
20261.38%0.24%
20252.74%1.07%
20242.99%1.21%
20233.27%1.40%
20222.88%1.65%
20212.17%1.20%
20202.59%1.52%
20192.30%1.75%
20182.81%2.04%
20172.06%1.80%
20162.23%2.03%
20151.75%2.06%
20143.62%1.87%
20131.91%1.81%
20122.95%2.18%
20112.55%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%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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