BLK vs SPY
Comparison between BlackRock Finance Inc (BLK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BLK, delivering a return of +13.2% compared to +5.8%
BLK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BLK
$163B
Winner
SPY
$784B
Expense Ratio
BLK
N/A
SPY
0.09%
Max Drawdown
BLK
60.75%
Winner
SPY
56.47%
Sharpe Ratio
BLK
0.23
Winner
SPY
1.54
5Y Beta
BLK
N/A
SPY
1.00
Industry
BLK
Asset Management
SPY
N/A
P/E Ratio
Winner
BLK
26.04
SPY
27.62
Forward P/E
Winner
BLK
19.72
SPY
21.11
PEG Ratio
BLK
1.33
SPY
N/A
Dividend Yield
BLK
2.02%
SPY
N/A
5Y Dividends CAGR
Winner
BLK
11.78%
SPY
6.00%
5Y EPS CAGR
BLK
N/A
SPY
25.30%
Debt to Equity
Winner
BLK
22.49%
SPY
31.11%
Free Cash Flow Yield
BLK
2.25%
SPY
N/A
P/S Ratio
BLK
6.67
Winner
SPY
3.49
P/B Ratio
Winner
BLK
2.88
SPY
5.30
BLK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BLK
-4.83%
Winner
SPY
-1.37%
3M
BLK
+4.78%
Winner
SPY
+12.22%
6M
BLK
-5.45%
Winner
SPY
+7.20%
1Y
BLK
+5.16%
Winner
SPY
+23.58%
5Y(CAGR)
BLK
+5.78%
Winner
SPY
+13.19%
10Y(CAGR)
BLK
+13.80%
Winner
SPY
+15.12%
Max(CAGR)
Winner
BLK
+19.55%
SPY
+8.44%
BLK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BLK | SPY |
|---|---|---|
| 2026 | -5.32% | +7.95% |
| 2025 | +7.36% | +18.00% |
| 2024 | +31.12% | +25.59% |
| 2023 | +17.31% | +26.72% |
| 2022 | -20.04% | -18.64% |
| 2021 | +31.37% | +30.52% |
| 2020 | +45.38% | +17.28% |
| 2019 | +32.98% | +31.09% |
| 2018 | -20.86% | -5.24% |
| 2017 | +36.07% | +20.78% |
| 2016 | +17.18% | +13.59% |
| 2015 | -2.11% | +1.31% |
| 2014 | +17.06% | +14.56% |
| 2013 | +52.52% | +29.00% |
| 2012 | +17.83% | +14.17% |
| 2011 | -3.41% | +0.85% |
| 2010 | -18.21% | +13.14% |
| 2009 | +70.36% | +22.67% |
| 2008 | -36.54% | -36.25% |
| 2007 | +42.09% | +5.32% |
| 2006 | +41.07% | +13.85% |
| 2005 | +45.17% | +5.32% |
| 2004 | +45.22% | +10.75% |
| 2003 | +33.04% | +24.18% |
| 2002 | -4.65% | -22.42% |
| 2001 | +4.25% | -10.13% |
| 2000 | +152.71% | -8.84% |
| 1999 | +16.54% | +8.61% |
BLK vs SPY Drawdown Comparison
The maximum drawdown for BLK was -60.32%, occurring on Mar 3, 2009. Recovery took 297 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BLK drawdown is -14.16%. The current SPY drawdown is -3.18%.
| Rank | BLK | SPY |
|---|---|---|
| #1 | -60.32% Aug 11, 2008 - Oct 14, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.88% Nov 12, 2021 - Sep 17, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -42.39% Feb 12, 2020 - Jul 15, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -41.95% Jan 11, 2010 - Jan 15, 2013 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -37.47% Jan 22, 2018 - Feb 11, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -33.01% Dec 8, 2000 - Jun 3, 2003 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -27.32% Mar 25, 2008 - Aug 5, 2008 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -23.74% Jan 31, 2025 - Jul 2, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -23.24% Sep 1, 2000 - Oct 20, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -22.42% Oct 15, 2025 - Mar 12, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -21.99% Mar 20, 2015 - Aug 1, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -21.38% Apr 19, 2006 - Jan 3, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -21.24% Jan 3, 2008 - Mar 25, 2008 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -20.22% Dec 3, 1999 - Feb 25, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -20.20% Mar 17, 2000 - Apr 28, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BLK and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
BLK vs SPY dividend yield comparison.
| Year | BLK | SPY |
|---|---|---|
| 2026 | 1.13% | 0.50% |
| 2025 | 1.95% | 1.07% |
| 2024 | 1.99% | 1.21% |
| 2023 | 2.46% | 1.40% |
| 2022 | 2.75% | 1.65% |
| 2021 | 1.80% | 1.20% |
| 2020 | 2.01% | 1.52% |
| 2019 | 2.63% | 1.75% |
| 2018 | 3.08% | 2.04% |
| 2017 | 1.95% | 1.80% |
| 2016 | 2.41% | 2.03% |
| 2015 | 2.56% | 2.06% |
| 2014 | 2.16% | 1.87% |
| 2013 | 2.12% | 1.81% |
| 2012 | 2.90% | 2.18% |
| 2011 | 3.09% | 2.05% |
| 2010 | 2.10% | 1.80% |
| 2009 | 1.34% | 1.95% |
| 2008 | 2.33% | 3.02% |
| 2007 | 1.24% | 1.85% |
| 2006 | 1.11% | 1.73% |
| 2005 | 1.11% | 1.73% |
| 2004 | 1.29% | 1.82% |
| 2003 | 0.75% | 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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