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BSET vs SPY

Comparison between Bassett Furniture Industries Inc (BSET, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BSET, delivering a return of +13.4% compared to -7.1%

BSET vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BSET
$129M
Winner
SPY
$784B
Expense Ratio
BSET
N/A
SPY
0.09%
Max Drawdown
BSET
96.63%
Winner
SPY
56.47%
Sharpe Ratio
BSET
0.17
Winner
SPY
1.50
5Y Beta
BSET
N/A
SPY
1.00
Industry
BSET
Furnishings, Fixtures & Appliances
SPY
N/A
P/E Ratio
Winner
BSET
22.85
SPY
28.29
Forward P/E
Winner
BSET
16.47
SPY
21.76
Dividend Yield
BSET
5.49%
SPY
N/A
5Y Dividends CAGR
BSET
0.93%
Winner
SPY
5.43%
5Y EPS CAGR
BSET
-3.32%
Winner
SPY
25.98%
Debt to Equity
Winner
BSET
0.00%
SPY
30.79%
Free Cash Flow Yield
BSET
2.75%
SPY
N/A
P/S Ratio
BSET
N/A
SPY
3.79
P/B Ratio
BSET
N/A
SPY
5.67

BSET vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSET
+12.51%
SPY
+0.48%
3M
Winner
BSET
+14.20%
SPY
+11.67%
6M
BSET
-4.76%
Winner
SPY
+9.42%
1Y
BSET
+2.99%
Winner
SPY
+24.27%
5Y(CAGR)
BSET
-7.15%
Winner
SPY
+13.36%
10Y(CAGR)
BSET
-1.07%
Winner
SPY
+15.42%
Max(CAGR)
BSET
+4.60%
Winner
SPY
+8.49%

BSET vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBSETSPY
2026-2.63%+8.88%
2025+25.87%+18.00%
2024-11.47%+25.59%
2023+1.88%+26.72%
2022+12.67%-18.64%
2021-9.96%+30.52%
2020+33.12%+17.28%
2019-17.68%+31.09%
2018-45.17%-5.24%
2017+27.49%+20.78%
2016+24.70%+13.59%
2015+32.34%+1.31%
2014+35.69%+14.56%
2013+24.37%+29.00%
2012+85.49%+14.17%
2011+90.42%+0.85%
2010+21.04%+13.14%
2009+2.35%+22.67%
2008-61.43%-36.25%
2007-41.25%+5.32%
2006-8.10%+13.85%
2005+1.41%+5.32%
2004+25.34%+10.75%
2003+23.44%+24.18%
2002+6.37%-22.42%
2001+35.22%-10.13%
2000-23.07%-8.84%
1999-10.69%+8.61%

BSET vs SPY Drawdown Comparison

The maximum drawdown for BSET was -95.34%, occurring on Mar 9, 2009. Recovery took 2252 trading sessions.

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

The current BSET drawdown is -40.90%. The current SPY drawdown is -2.35%.

RankBSETSPY
#1-95.34%
Feb 11, 2004 - Jan 23, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-88.65%
Sep 27, 2017 - May 3, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-61.69%
May 4, 2021 - Jan 21, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-49.57%
May 2, 2002 - Jan 13, 2004		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-41.72%
Nov 1, 1999 - Feb 13, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-38.79%
Jul 14, 2015 - Jun 30, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-28.89%
Jul 11, 2013 - Oct 21, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-21.55%
Mar 28, 2013 - Jul 1, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.05%
Apr 13, 2015 - Jul 1, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.16%
Jul 7, 2017 - Sep 27, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.38%
Feb 20, 2002 - Mar 4, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.82%
Feb 19, 2015 - Mar 20, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.05%
Nov 28, 2014 - Dec 29, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.12%
Apr 25, 2002 - May 2, 2002		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.03%
Jan 21, 2004 - Feb 3, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BSET and SPY is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (1999 - 2026)

BSET vs SPY dividend yield comparison.

YearBSETSPY
20262.54%0.24%
20254.77%1.07%
20245.50%1.21%
20234.10%1.40%
202212.08%1.65%
20213.91%1.20%
20204.13%1.52%
20193.00%1.75%
20182.35%2.04%
20172.05%1.80%
20162.24%2.03%
20152.15%2.06%
20142.46%1.87%
20132.75%1.81%
201211.63%2.18%
20117.94%2.05%
20100.00%1.80%
20090.00%1.95%
200844.78%3.02%
20078.57%1.85%
20064.90%1.73%
20054.32%1.73%
20044.08%1.82%
20034.85%1.47%
20025.59%1.70%
20015.71%1.25%
20007.11%1.15%
19991.25%0.24%

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