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BME vs SPY

Comparison between BlackRock Health Sciences Trust (BME, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BME, delivering a return of +13.3% compared to +3.4%

BME vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BME
$526M
Winner
SPY
$735B
Expense Ratio
BME
N/A
SPY
0.09%
Max Drawdown
Winner
BME
44.61%
SPY
56.47%
Sharpe Ratio
BME
1.20
Winner
SPY
1.62
5Y Beta
Winner
BME
0.47
SPY
1.00
P/E Ratio
BME
N/A
SPY
28.99
Forward P/E
BME
N/A
SPY
22.37
5Y Dividends CAGR
Winner
BME
7.26%
SPY
5.43%
5Y EPS CAGR
BME
N/A
SPY
26.05%
Debt to Equity
BME
N/A
SPY
32.40%
P/S Ratio
BME
N/A
SPY
3.74
P/B Ratio
BME
N/A
SPY
5.61

BME vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BME
+2.32%
SPY
+1.90%
3M
BME
-1.09%
Winner
SPY
+8.55%
6M
BME
+2.13%
Winner
SPY
+8.18%
1Y
BME
+19.95%
Winner
SPY
+25.79%
5Y(CAGR)
BME
+3.43%
Winner
SPY
+13.32%
10Y(CAGR)
BME
+7.64%
Winner
SPY
+15.19%
Max(CAGR)
Winner
BME
+10.70%
SPY
+8.47%

BME vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBMESPY
2026+0.16%+8.26%
2025+19.24%+18.00%
2024-0.39%+25.59%
2023-0.72%+26.72%
2022-3.83%-18.64%
2021+5.43%+30.52%
2020+17.46%+17.28%
2019+20.14%+31.09%
2018+6.52%-5.24%
2017+20.82%+20.78%
2016-11.56%+13.59%
2015+8.97%+1.31%
2014+35.48%+14.56%
2013+34.89%+29.00%
2012+19.82%+14.17%
2011+3.43%+0.85%
2010+8.16%+13.14%
2009+39.01%+22.67%
2008-19.73%-36.25%
2007+7.91%+5.32%
2006+16.02%+13.85%
2005+6.08%+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%

BME vs SPY Drawdown Comparison

The maximum drawdown for BME was -42.05%, occurring on Nov 20, 2008. Recovery took 480 trading sessions.

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

The current BME drawdown is -4.41%. The current SPY drawdown is -2.90%.

RankBMESPY
#1-42.05%
Jan 14, 2008 - Dec 8, 2009
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.68%
Feb 13, 2020 - Jul 7, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.46%
Oct 2, 2018 - Nov 27, 2019
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.65%
Aug 17, 2015 - Jul 5, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.66%
Jun 30, 2011 - Mar 27, 2012
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.29%
Dec 30, 2021 - Jul 15, 2024
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.73%
Apr 9, 2010 - Oct 5, 2010
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.36%
Oct 14, 2024 - Nov 7, 2025
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.92%
Mar 17, 2006 - Aug 21, 2006
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.95%
Apr 17, 2007 - Dec 26, 2007
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.08%
Nov 28, 2014 - Mar 5, 2015
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.03%
Feb 27, 2026 - Mar 27, 2026
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.97%
Jan 20, 2021 - Jul 12, 2021
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.91%
Mar 5, 2014 - Oct 3, 2014
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.23%
Jan 26, 2018 - May 24, 2018
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BME and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

BME vs SPY dividend yield comparison.

YearBMESPY
20263.28%0.24%
20257.65%1.07%
20246.87%1.21%
20236.32%1.40%
20225.87%1.65%
20215.03%1.20%
20205.04%1.52%
20195.65%1.75%
20186.58%2.04%
20176.58%1.80%
20169.45%2.03%
201517.04%2.06%
20149.83%1.87%
20139.86%1.81%
20128.52%2.18%
20119.95%2.05%
20108.53%1.80%
20095.86%1.95%
20088.59%3.02%
20077.66%1.85%
20069.67%1.73%
20054.55%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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