BTSG vs SPY
Comparison between BrightSpring Health Services Inc (BTSG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
BTSG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BTSG
$11B
Winner
SPY
$735B
Expense Ratio
BTSG
N/A
SPY
0.09%
Max Drawdown
Winner
BTSG
35.56%
SPY
56.47%
Sharpe Ratio
Winner
BTSG
2.42
SPY
1.87
5Y Beta
BTSG
1.13
Winner
SPY
1.00
Industry
BTSG
Health Information Services
SPY
N/A
P/E Ratio
BTSG
34.46
Winner
SPY
28.55
Forward P/E
BTSG
40.65
Winner
SPY
21.99
PEG Ratio
BTSG
0.09
SPY
N/A
5Y Dividends CAGR
BTSG
N/A
SPY
5.43%
5Y EPS CAGR
BTSG
N/A
SPY
25.29%
Debt to Equity
BTSG
126.20%
Winner
SPY
22.22%
Free Cash Flow Yield
BTSG
3.78%
SPY
N/A
P/S Ratio
BTSG
N/A
SPY
3.63
P/B Ratio
BTSG
N/A
SPY
5.45
BTSG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTSG
+22.75%
SPY
+8.19%
3M
Winner
BTSG
+45.39%
SPY
+9.18%
6M
Winner
BTSG
+77.95%
SPY
+11.09%
1Y
Winner
BTSG
+143.12%
SPY
+27.94%
5Y(CAGR)
BTSG
N/A
SPY
+14.15%
10Y(CAGR)
BTSG
N/A
SPY
+15.63%
Max(CAGR)
Winner
BTSG
+104.05%
SPY
+8.52%
BTSG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BTSG | SPY |
|---|---|---|
| 2026 | +47.14% | +8.96% |
| 2025 | +116.10% | +18.00% |
| 2024 | +54.82% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +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% |
BTSG vs SPY Drawdown Comparison
The maximum drawdown for BTSG was -35.56%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | BTSG | SPY |
|---|---|---|
| #1 | -35.56% Jan 30, 2025 - May 16, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -28.37% Feb 7, 2024 - May 3, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -20.75% May 16, 2025 - Aug 22, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.12% Nov 11, 2024 - Jan 21, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.85% Jul 30, 2024 - Aug 26, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.58% May 15, 2024 - Jul 16, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.28% Mar 9, 2026 - Mar 18, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.34% Jan 6, 2026 - Feb 18, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.00% Oct 18, 2024 - Nov 1, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.90% Oct 29, 2025 - Nov 21, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.32% Mar 25, 2026 - Apr 8, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.32% Mar 19, 2026 - Mar 25, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.80% Sep 10, 2025 - Sep 29, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.32% Nov 26, 2025 - Dec 12, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.96% Oct 1, 2025 - Oct 14, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BTSG and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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