BN vs SPY
Comparison between Brookfield Corporation - Class A (BN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBN has outperformed SPY, delivering a return of +14.6% compared to +13.3%
BN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BN vs SPY - Historical Returns
Returns include dividend reinvestment.
BN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BN | SPY |
|---|---|---|
| 2026 | +1.14% | +8.27% |
| 2025 | +20.33% | +18.00% |
| 2024 | +48.89% | +25.59% |
| 2023 | +28.19% | +26.72% |
| 2022 | -34.35% | -18.64% |
| 2021 | +56.21% | +30.52% |
| 2020 | +8.87% | +17.28% |
| 2019 | +54.24% | +31.09% |
| 2018 | -9.63% | -5.24% |
| 2017 | +33.02% | +20.78% |
| 2016 | +10.47% | +13.59% |
| 2015 | -4.72% | +1.31% |
| 2014 | +31.81% | +14.56% |
| 2013 | +9.81% | +29.00% |
| 2012 | +33.58% | +14.17% |
| 2011 | -16.44% | +0.85% |
| 2010 | +52.46% | +13.14% |
| 2009 | +48.15% | +22.67% |
| 2008 | -55.15% | -36.25% |
| 2007 | +14.67% | +5.32% |
| 2006 | +42.45% | +13.85% |
| 2005 | +43.00% | +5.32% |
| 2004 | +77.08% | +10.75% |
| 2003 | +56.79% | +24.18% |
| 2002 | +22.19% | -22.42% |
| 2001 | +34.46% | -10.13% |
| 2000 | +13.72% | -8.84% |
| 1999 | +3.38% | +8.61% |
BN vs SPY Drawdown Comparison
The maximum drawdown for BN was -71.78%, occurring on Mar 9, 2009. Recovery took 1438 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BN drawdown is -4.08%.
| Rank | BN | SPY |
|---|---|---|
| #1 | -71.78% May 22, 2007 - Feb 6, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -51.42% Feb 20, 2020 - Mar 17, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.86% Oct 28, 2021 - Jul 31, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.63% Apr 15, 2015 - May 2, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -27.85% Jan 30, 2025 - Jun 30, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -22.05% Jan 6, 2026 - Mar 20, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.46% Jun 7, 2002 - May 6, 2003 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.13% Jan 10, 2000 - Aug 24, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.03% Aug 23, 2001 - Dec 27, 2001 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.08% Oct 1, 2018 - Feb 26, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.84% Mar 30, 2004 - Jun 8, 2004 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.94% Nov 23, 2004 - Aug 25, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.79% Aug 25, 2000 - Nov 15, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.63% Dec 13, 2017 - Aug 16, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.30% May 8, 2013 - Oct 16, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BN and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
BN vs SPY dividend yield comparison.
| Year | BN | SPY |
|---|---|---|
| 2026 | 0.15% | 0.24% |
| 2025 | 0.52% | 1.07% |
| 2024 | 0.56% | 1.21% |
| 2023 | 0.70% | 1.40% |
| 2022 | 1.44% | 1.65% |
| 2021 | 1.12% | 1.20% |
| 2020 | 1.55% | 1.52% |
| 2019 | 1.11% | 1.75% |
| 2018 | 1.56% | 2.04% |
| 2017 | 1.29% | 1.80% |
| 2016 | 1.58% | 2.03% |
| 2015 | 1.50% | 2.06% |
| 2014 | 1.36% | 1.87% |
| 2013 | 4.64% | 1.81% |
| 2012 | 1.50% | 2.18% |
| 2011 | 1.89% | 2.05% |
| 2010 | 1.56% | 1.80% |
| 2009 | 2.34% | 1.95% |
| 2008 | 8.87% | 3.02% |
| 2007 | 1.31% | 1.85% |
| 2006 | 1.21% | 1.73% |
| 2005 | 1.17% | 1.73% |
| 2004 | 1.76% | 1.82% |
| 2003 | 3.96% | 1.47% |
| 2002 | 5.61% | 1.70% |
| 2001 | 6.36% | 1.25% |
| 2000 | 4.47% | 1.15% |
| 1999 | 0.00% | 0.24% |
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