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BRBS vs SPY

Comparison between Blue Ridge Bankshares Inc (VA) (BRBS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BRBS, delivering a return of +13.4% compared to -23.8%

BRBS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BRBS
$298M
Winner
SPY
$784B
Expense Ratio
BRBS
N/A
SPY
0.09%
Max Drawdown
BRBS
91.45%
Winner
SPY
56.47%
Sharpe Ratio
BRBS
0.65
Winner
SPY
1.56
5Y Beta
Winner
BRBS
0.65
SPY
1.00
Industry
BRBS
Banks - Regional
SPY
N/A
P/E Ratio
Winner
BRBS
25.36
SPY
28.29
Forward P/E
BRBS
N/A
SPY
21.75
PEG Ratio
BRBS
0.00
SPY
N/A
5Y Dividends CAGR
Winner
BRBS
17.47%
SPY
5.43%
5Y EPS CAGR
BRBS
-34.38%
Winner
SPY
25.98%
Debt to Equity
Winner
BRBS
0.00%
SPY
30.79%
Free Cash Flow Yield
BRBS
10.11%
SPY
N/A
P/S Ratio
Winner
BRBS
3.19
SPY
3.79
P/B Ratio
Winner
BRBS
1.08
SPY
5.67

BRBS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BRBS
-0.60%
Winner
SPY
+0.48%
3M
BRBS
-2.34%
Winner
SPY
+11.67%
6M
BRBS
-14.63%
Winner
SPY
+9.42%
1Y
BRBS
+19.13%
Winner
SPY
+24.27%
5Y(CAGR)
BRBS
-23.83%
Winner
SPY
+13.36%
10Y(CAGR)
BRBS
-4.62%
Winner
SPY
+15.42%
Max(CAGR)
BRBS
-6.91%
Winner
SPY
+8.49%

BRBS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBRBSSPY
2026-9.85%+8.88%
2025+36.71%+18.00%
2024+3.54%+25.59%
2023-74.71%+26.72%
2022-27.67%-18.64%
2021+54.66%+30.52%
2020-11.68%+17.28%
2019+25.94%+31.09%
2018+4.45%-5.24%
2017+14.50%+20.78%
2016+43.31%+13.59%
2015-8.14%+1.31%
2014+55.89%+14.56%
2013+17.52%+29.00%
2012+6.10%+14.17%
2011-2.34%+0.85%
2010-77.22%+13.14%
2009-6.25%+22.67%
2008-3.03%-36.25%
2007+1.02%+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%

BRBS vs SPY Drawdown Comparison

The maximum drawdown for BRBS was -88.27%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

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

The current BRBS drawdown is -77.07%. The current SPY drawdown is -2.35%.

RankBRBSSPY
#1-88.27%
Nov 3, 2021 - Nov 1, 2023
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-82.74%
Jun 18, 2008 - Oct 18, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.11%
Aug 13, 2007 - May 5, 2008
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.19%
Oct 18, 2021 - Nov 1, 2021
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.58%
Nov 1, 2021 - Nov 3, 2021
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BRBS and SPY is -0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.18
-101

Dividend Comparison (1999 - 2026)

BRBS vs SPY dividend yield comparison.

YearBRBSSPY
202618.18%0.24%
20255.85%1.07%
20240.00%1.21%
20238.09%1.40%
20223.90%1.65%
20212.43%1.20%
20202.40%1.52%
20192.04%1.75%
20183.13%2.04%
20171.88%1.80%
20162.07%2.03%
20152.83%2.06%
20142.42%1.87%
20132.84%1.81%
20123.57%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%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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