BLW vs SPY
Comparison between BlackRock Ltd Duration Income Trust (BLW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BLW, delivering a return of +13.3% compared to +2.5%
BLW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BLW vs SPY - Historical Returns
Returns include dividend reinvestment.
BLW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BLW | SPY |
|---|---|---|
| 2026 | -6.65% | +8.26% |
| 2025 | +6.59% | +18.00% |
| 2024 | +10.99% | +25.59% |
| 2023 | +17.58% | +26.72% |
| 2022 | -13.83% | -18.64% |
| 2021 | +15.47% | +30.52% |
| 2020 | +5.10% | +17.28% |
| 2019 | +29.26% | +31.09% |
| 2018 | -10.83% | -5.24% |
| 2017 | +10.73% | +20.78% |
| 2016 | +15.15% | +13.59% |
| 2015 | +0.64% | +1.31% |
| 2014 | -0.89% | +14.56% |
| 2013 | -0.84% | +29.00% |
| 2012 | +22.20% | +14.17% |
| 2011 | +6.25% | +0.85% |
| 2010 | +19.07% | +13.14% |
| 2009 | +41.15% | +22.67% |
| 2008 | -25.24% | -36.25% |
| 2007 | -8.08% | +5.32% |
| 2006 | +19.10% | +13.85% |
| 2005 | -8.69% | +5.32% |
| 2004 | +15.50% | +10.75% |
| 2003 | -2.24% | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BLW vs SPY Drawdown Comparison
The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BLW drawdown is -8.83%. The current SPY drawdown is -2.90%.
| Rank | BLW | SPY |
|---|---|---|
| #1 | -44.04% Apr 16, 2007 - Feb 26, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.88% Jan 24, 2020 - Nov 24, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.26% Nov 12, 2021 - Mar 1, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.95% Jun 29, 2011 - Mar 23, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.04% May 24, 2013 - May 27, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.50% Jan 16, 2018 - Apr 11, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.28% Feb 7, 2005 - Feb 21, 2006 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.64% Apr 1, 2004 - Sep 22, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.19% Feb 18, 2026 - Mar 30, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.09% May 3, 2010 - Jul 26, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.56% Mar 3, 2025 - May 13, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.46% Nov 8, 2010 - Mar 29, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.43% May 11, 2012 - Jun 26, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.10% Oct 26, 2012 - Nov 23, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.78% Mar 27, 2012 - May 1, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BLW and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
BLW vs SPY dividend yield comparison.
| Year | BLW | SPY |
|---|---|---|
| 2026 | 4.62% | 0.24% |
| 2025 | 9.89% | 1.07% |
| 2024 | 9.39% | 1.21% |
| 2023 | 8.63% | 1.40% |
| 2022 | 8.26% | 1.65% |
| 2021 | 6.99% | 1.20% |
| 2020 | 7.39% | 1.52% |
| 2019 | 6.27% | 1.75% |
| 2018 | 7.14% | 2.04% |
| 2017 | 6.24% | 1.80% |
| 2016 | 9.68% | 2.03% |
| 2015 | 8.26% | 2.06% |
| 2014 | 8.24% | 1.87% |
| 2013 | 7.47% | 1.81% |
| 2012 | 7.55% | 2.18% |
| 2011 | 8.05% | 2.05% |
| 2010 | 6.68% | 1.80% |
| 2009 | 6.60% | 1.95% |
| 2008 | 12.65% | 3.02% |
| 2007 | 10.28% | 1.85% |
| 2006 | 7.85% | 1.73% |
| 2005 | 8.76% | 1.73% |
| 2004 | 7.62% | 1.82% |
| 2003 | 3.30% | 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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