StockComparison Logo
vs

BMO vs SPY

Comparison between Bank of Montreal (BMO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceBMO has outperformed SPY, delivering a return of +17.6% compared to +13.3%

BMO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BMO
$128B
Winner
SPY
$781B
Expense Ratio
BMO
N/A
SPY
0.09%
Max Drawdown
BMO
71.02%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BMO
2.52
SPY
1.42
5Y Beta
Winner
BMO
0.67
SPY
1.00
Industry
BMO
Banks - Diversified
SPY
N/A
P/E Ratio
Winner
BMO
18.32
SPY
26.48
Forward P/E
Winner
BMO
15.17
SPY
20.90
PEG Ratio
BMO
0.83
Winner
SPY
0.30
Dividend Yield
BMO
3.67%
SPY
N/A
5Y Dividends CAGR
Winner
BMO
7.86%
SPY
6.00%
5Y EPS CAGR
BMO
6.27%
Winner
SPY
26.40%
Debt to Equity
BMO
194.68%
Winner
SPY
48.17%
Free Cash Flow Yield
BMO
9.99%
SPY
N/A
P/S Ratio
Winner
BMO
3.65
SPY
3.72
P/B Ratio
Winner
BMO
2.10
SPY
5.55

BMO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BMO
+2.57%
Winner
SPY
+3.42%
3M
Winner
BMO
+19.91%
SPY
+5.97%
6M
Winner
BMO
+30.06%
SPY
+12.56%
1Y
Winner
BMO
+66.74%
SPY
+23.65%
5Y(CAGR)
Winner
BMO
+17.55%
SPY
+13.33%
10Y(CAGR)
Winner
BMO
+16.20%
SPY
+15.34%
Max(CAGR)
Winner
BMO
+14.10%
SPY
+8.61%

BMO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBMOSPY
2026+40.71%+13.79%
2025+39.63%+18.00%
2024+4.14%+25.59%
2023+14.70%+26.72%
2022-13.33%-18.64%
2021+50.18%+30.52%
2020+3.23%+17.28%
2019+22.41%+31.09%
2018-15.22%-5.24%
2017+16.13%+20.78%
2016+38.11%+13.59%
2015-15.17%+1.31%
2014+11.59%+14.56%
2013+12.35%+29.00%
2012+14.28%+14.17%
2011-1.53%+0.85%
2010+12.59%+13.14%
2009+117.13%+22.67%
2008-51.18%-36.25%
2007-0.12%+5.32%
2006+7.35%+13.85%
2005+22.60%+5.32%
2004+19.52%+10.75%
2003+58.98%+24.18%
2002+23.28%-22.42%
2001-6.32%-10.13%
2000+65.58%-8.84%
1999-9.33%+8.61%

BMO vs SPY Drawdown Comparison

The maximum drawdown for BMO was -68.20%, occurring on Feb 23, 2009. Recovery took 584 trading sessions.

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

The current BMO drawdown is -0.44%.

RankBMOSPY
#1-68.20%
Nov 6, 2007 - Mar 4, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-50.96%
Jan 21, 2020 - Dec 3, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.91%
Mar 22, 2022 - May 27, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.86%
Sep 3, 2014 - Dec 6, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.55%
Feb 12, 2001 - Dec 12, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.45%
Nov 15, 1999 - May 17, 2000		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-23.48%
Sep 21, 2018 - Jan 21, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.74%
Jan 22, 2004 - Oct 1, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.98%
Apr 29, 2011 - Dec 18, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.80%
Apr 26, 2010 - Feb 24, 2011		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.70%
Jul 19, 2007 - Oct 1, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.27%
Feb 27, 2006 - Aug 23, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.06%
Nov 15, 2013 - May 8, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.61%
Feb 16, 2017 - Jul 14, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.62%
Feb 26, 2026 - Apr 15, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BMO and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

BMO vs SPY dividend yield comparison.

YearBMOSPY
20262.02%0.48%
20253.55%1.07%
20244.60%1.21%
20234.76%1.40%
20224.62%1.65%
20213.95%1.20%
20204.15%1.52%
20193.96%1.75%
20184.78%2.04%
20174.45%1.80%
20164.73%2.03%
20155.74%2.06%
20144.35%1.87%
20134.41%1.81%
20124.60%2.18%
20115.11%2.05%
20104.86%1.80%
20095.28%1.95%
200810.90%3.02%
20074.79%1.85%
20063.71%1.73%
20053.31%1.73%
20043.30%1.82%
20033.24%1.47%
20024.52%1.70%
20014.93%1.25%
20003.80%1.15%
19991.38%0.24%

Select Stocks to Compare

Popular: BMO vs SPY