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BPOPM vs SPY

Comparison between Popular Capital Trust II (BPOPM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BPOPM, delivering a return of +13.3% compared to +5.4%

BPOPM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BPOPM
$1.66B
Winner
SPY
$735B
Expense Ratio
BPOPM
N/A
SPY
0.09%
Max Drawdown
BPOPM
71.33%
Winner
SPY
56.47%
Sharpe Ratio
BPOPM
0.48
Winner
SPY
1.62
5Y Beta
Winner
BPOPM
0.03
SPY
1.00
Industry
BPOPM
Banking Services
SPY
N/A
P/E Ratio
Winner
BPOPM
2.19
SPY
28.99
Forward P/E
BPOPM
N/A
SPY
22.37
PEG Ratio
BPOPM
0.00
SPY
N/A
Dividend Yield
BPOPM
7.38%
SPY
N/A
5Y Dividends CAGR
BPOPM
1.61%
Winner
SPY
5.43%
5Y EPS CAGR
BPOPM
N/A
SPY
26.05%
Debt to Equity
BPOPM
N/A
SPY
32.40%
P/S Ratio
Winner
BPOPM
0.38
SPY
3.74
P/B Ratio
Winner
BPOPM
0.27
SPY
5.61

BPOPM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BPOPM
+0.03%
Winner
SPY
+1.90%
3M
BPOPM
+0.95%
Winner
SPY
+8.55%
6M
BPOPM
+3.47%
Winner
SPY
+8.18%
1Y
BPOPM
+7.10%
Winner
SPY
+25.79%
5Y(CAGR)
BPOPM
+5.38%
Winner
SPY
+13.32%
10Y(CAGR)
BPOPM
+8.04%
Winner
SPY
+15.19%
Max(CAGR)
Winner
BPOPM
+8.95%
SPY
+8.47%

BPOPM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBPOPMSPY
2026+0.66%+8.26%
2025+3.92%+18.00%
2024+7.09%+25.59%
2023+6.27%+26.72%
2022+2.81%-18.64%
2021+9.35%+30.52%
2020-0.60%+17.28%
2019+18.20%+31.09%
2018+14.29%-5.24%
2017+8.23%+20.78%
2016+38.05%+13.59%
2015-11.33%+1.31%
2014+27.53%+14.56%
2013-14.62%+29.00%
2012+42.85%+14.17%
2011-9.22%+0.85%
2010+39.19%+13.14%
2009-18.42%+22.67%
2008+11.18%-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+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%

BPOPM vs SPY Drawdown Comparison

The maximum drawdown for BPOPM was -71.12%, occurring on Feb 23, 2009. Recovery took 312 trading sessions.

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

The current BPOPM drawdown is -1.15%. The current SPY drawdown is -2.90%.

RankBPOPMSPY
#1-71.12%
Jan 13, 2009 - Apr 12, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-27.17%
Jul 15, 2011 - Mar 8, 2012		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.10%
Jan 15, 2020 - Sep 28, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.79%
Jun 12, 2013 - Sep 24, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.81%
Jan 27, 2015 - May 23, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.71%
May 4, 2010 - Sep 14, 2010		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.38%
Aug 9, 2022 - Jul 5, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.63%
Aug 11, 2017 - May 11, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.58%
Aug 26, 2016 - Feb 28, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.23%
Apr 12, 2010 - Apr 26, 2010		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.01%
Jun 28, 2012 - Jul 13, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.85%
Sep 23, 2021 - May 27, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.74%
Sep 14, 2010 - Jan 4, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.40%
Aug 30, 2019 - Dec 31, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.02%
Aug 20, 2012 - Jan 17, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BPOPM and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

BPOPM vs SPY dividend yield comparison.

YearBPOPMSPY
20262.54%0.24%
20256.11%1.07%
20245.96%1.21%
20236.09%1.40%
20226.07%1.65%
20215.87%1.20%
20206.08%1.52%
20195.68%1.75%
20186.33%2.04%
20176.78%1.80%
20166.82%2.03%
20158.75%2.06%
20147.29%1.87%
20138.53%1.81%
20126.81%2.18%
20119.28%2.05%
20107.75%1.80%
20099.89%1.95%
20080.61%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%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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