BRO vs SPY
Comparison between Brown & Brown Inc (BRO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BRO, delivering a return of +13.3% compared to +1.7%
BRO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BRO
$19B
Winner
SPY
$652B
Expense Ratio
BRO
N/A
SPY
0.09%
Max Drawdown
Winner
BRO
55.58%
SPY
56.47%
Sharpe Ratio
BRO
-2.45
Winner
SPY
2.07
5Y Beta
Winner
BRO
0.29
SPY
1.00
Industry
BRO
Insurance Brokers
SPY
N/A
P/E Ratio
Winner
BRO
16.47
SPY
28.24
Forward P/E
Winner
BRO
12.55
SPY
21.85
PEG Ratio
BRO
1.51
SPY
N/A
Dividend Yield
BRO
1.09%
SPY
N/A
5Y Dividends CAGR
Winner
BRO
12.13%
SPY
5.43%
5Y EPS CAGR
BRO
12.98%
Winner
SPY
25.79%
Debt to Equity
BRO
62.02%
Winner
SPY
22.35%
Free Cash Flow Yield
BRO
7.53%
SPY
N/A
P/S Ratio
Winner
BRO
3.06
SPY
3.55
P/B Ratio
Winner
BRO
1.55
SPY
5.29
BRO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BRO
-16.71%
Winner
SPY
+9.11%
3M
BRO
-17.81%
Winner
SPY
+6.59%
6M
BRO
-27.98%
Winner
SPY
+10.56%
1Y
BRO
-49.03%
Winner
SPY
+32.04%
5Y(CAGR)
BRO
+1.65%
Winner
SPY
+13.35%
10Y(CAGR)
BRO
+13.33%
Winner
SPY
+15.49%
Max(CAGR)
Winner
BRO
+14.41%
SPY
+8.50%
BRO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BRO | SPY |
|---|---|---|
| 2026 | -27.12% | +8.27% |
| 2025 | -20.22% | +18.00% |
| 2024 | +45.05% | +25.59% |
| 2023 | +26.44% | +26.72% |
| 2022 | -16.62% | -18.64% |
| 2021 | +52.72% | +30.52% |
| 2020 | +20.66% | +17.28% |
| 2019 | +47.28% | +31.09% |
| 2018 | +9.09% | -5.24% |
| 2017 | +16.25% | +20.78% |
| 2016 | +43.90% | +13.59% |
| 2015 | -0.03% | +1.31% |
| 2014 | +7.11% | +14.56% |
| 2013 | +21.39% | +29.00% |
| 2012 | +13.55% | +14.17% |
| 2011 | -6.51% | +0.85% |
| 2010 | +35.03% | +13.14% |
| 2009 | -10.54% | +22.67% |
| 2008 | -9.41% | -36.25% |
| 2007 | -15.96% | +5.32% |
| 2006 | -8.18% | +13.85% |
| 2005 | +39.84% | +5.32% |
| 2004 | +33.50% | +10.75% |
| 2003 | -0.18% | +24.18% |
| 2002 | +19.52% | -22.42% |
| 2001 | +64.42% | -10.13% |
| 2000 | +86.89% | -8.84% |
| 1999 | +15.22% | +8.61% |
BRO vs SPY Drawdown Comparison
The maximum drawdown for BRO was -54.31%, occurring on May 8, 2026. 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 BRO drawdown is -54.31%.
| Rank | BRO | SPY |
|---|---|---|
| #1 | -54.31% Apr 3, 2025 - May 8, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -54.10% Apr 21, 2006 - May 13, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.74% Feb 20, 2020 - Apr 13, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -31.53% May 8, 2002 - Apr 14, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -27.28% Apr 7, 2022 - Aug 23, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.87% Dec 16, 1999 - Apr 10, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.27% Feb 21, 2001 - Apr 23, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.68% Nov 27, 2001 - Jan 24, 2002 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.37% Apr 23, 2003 - Mar 1, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.73% Aug 1, 2001 - Sep 28, 2001 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.58% Sep 13, 2018 - Apr 23, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.37% Jul 19, 2013 - Jun 11, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.20% Feb 6, 2002 - May 6, 2002 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -15.88% Aug 18, 2015 - Mar 11, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.07% Oct 6, 2004 - Feb 11, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BRO 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)
BRO vs SPY dividend yield comparison.
| Year | BRO | SPY |
|---|---|---|
| 2026 | 0.29% | 0.24% |
| 2025 | 0.77% | 1.07% |
| 2024 | 0.53% | 1.21% |
| 2023 | 0.67% | 1.40% |
| 2022 | 0.74% | 1.65% |
| 2021 | 0.54% | 1.20% |
| 2020 | 0.73% | 1.52% |
| 2019 | 0.82% | 1.75% |
| 2018 | 1.11% | 2.04% |
| 2017 | 1.08% | 1.80% |
| 2016 | 1.12% | 2.03% |
| 2015 | 1.41% | 2.06% |
| 2014 | 1.25% | 1.87% |
| 2013 | 1.18% | 1.81% |
| 2012 | 1.36% | 2.18% |
| 2011 | 1.44% | 2.05% |
| 2010 | 1.31% | 1.80% |
| 2009 | 1.68% | 1.95% |
| 2008 | 1.36% | 3.02% |
| 2007 | 1.06% | 1.85% |
| 2006 | 0.74% | 1.73% |
| 2005 | 0.56% | 1.73% |
| 2004 | 0.67% | 1.82% |
| 2003 | 0.74% | 1.47% |
| 2002 | 0.62% | 1.70% |
| 2001 | 0.59% | 1.25% |
| 2000 | 0.77% | 1.15% |
| 1999 | 0.34% | 0.24% |
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