BSBK vs SPY

Comparison between Bogota Financial Corp (BSBK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BSBK, delivering a return of +13.9% compared to -2.6%

BSBK vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSBK(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$109M	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	46.01%	56.47%
Sharpe Ratio	0.93	1.88
5Y Beta	0.15	1.00
Industry	Banks - Regional	N/A
P/E Ratio	52.70	28.99
Forward P/E	N/A	22.37
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.05%
Debt to Equity	0.00%	32.40%
Free Cash Flow Yield	3.55%	N/A
P/S Ratio	6.17	3.74
P/B Ratio	0.76	5.61

Market Cap / Net Assets

BSBK

$109M

Winner

SPY

$735B

Expense Ratio

BSBK

N/A

SPY

0.09%

Max Drawdown

Winner

BSBK

46.01%

SPY

56.47%

Sharpe Ratio

BSBK

0.93

Winner

SPY

1.88

5Y Beta

Winner

BSBK

0.15

SPY

1.00

Industry

BSBK

Banks - Regional

SPY

N/A

P/E Ratio

BSBK

52.70

Winner

SPY

28.99

Forward P/E

BSBK

N/A

SPY

22.37

5Y Dividends CAGR

BSBK

N/A

SPY

5.43%

5Y EPS CAGR

BSBK

N/A

SPY

26.05%

Debt to Equity

Winner

BSBK

0.00%

SPY

32.40%

Free Cash Flow Yield

BSBK

3.55%

SPY

N/A

P/S Ratio

BSBK

6.17

Winner

SPY

3.74

P/B Ratio

Winner

BSBK

0.76

SPY

5.61

BSBK vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BSBK	SPY
1 month	+8.53%	+5.44%
3 months	+7.35%	+10.81%
6 months	+6.71%	+11.25%
1 year	+24.88%	+28.50%
5 years(CAGR)	-2.57%	+13.92%
10 years(CAGR)	N/A	+15.54%
Max(CAGR)	-4.04%	+8.58%

Winner

BSBK

+8.53%

SPY

+5.44%

BSBK

+7.35%

Winner

SPY

+10.81%

BSBK

+6.71%

Winner

SPY

+11.25%

BSBK

+24.88%

Winner

SPY

+28.50%

5Y(CAGR)

BSBK

-2.57%

Winner

SPY

+13.92%

10Y(CAGR)

BSBK

N/A

SPY

+15.54%

Max(CAGR)

BSBK

-4.04%

Winner

SPY

+8.58%

BSBK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BSBK	SPY
2026	+3.24%	+11.13%
2025	+12.67%	+18.00%
2024	-8.31%	+25.59%
2023	-29.07%	+26.72%
2022	+10.56%	-18.64%
2021	+15.03%	+30.52%
2020	-23.12%	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

BSBK vs SPY Drawdown Comparison

The maximum drawdown for BSBK was -46.01%, occurring on Mar 23, 2020. 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 BSBK drawdown is -25.06%. The current SPY drawdown is -0.33%.

Rank	BSBK	SPY
#1	-46.01% Jan 21, 2020 - Mar 23, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	N/A	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	N/A	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	N/A	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	N/A	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	N/A	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	N/A	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	N/A	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BSBK and SPY is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

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