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BVFL vs SPY

Comparison between BV Financial Inc (BVFL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BVFL, delivering a return of +13.4% compared to +11.2%

BVFL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BVFL
$177M
Winner
SPY
$784B
Expense Ratio
BVFL
N/A
SPY
0.09%
Max Drawdown
BVFL
57.57%
Winner
SPY
56.47%
Sharpe Ratio
BVFL
1.28
Winner
SPY
1.56
5Y Beta
Winner
BVFL
0.48
SPY
1.00
Industry
BVFL
Banks - Regional
SPY
N/A
P/E Ratio
Winner
BVFL
15.14
SPY
28.29
Forward P/E
BVFL
N/A
SPY
21.75
PEG Ratio
BVFL
0.46
SPY
N/A
5Y Dividends CAGR
BVFL
N/A
SPY
5.43%
5Y EPS CAGR
BVFL
N/A
SPY
25.98%
Debt to Equity
Winner
BVFL
0.00%
SPY
30.79%
Free Cash Flow Yield
BVFL
10.16%
SPY
N/A
P/S Ratio
BVFL
3.98
Winner
SPY
3.79
P/B Ratio
Winner
BVFL
0.95
SPY
5.67

BVFL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BVFL
+1.52%
SPY
+0.48%
3M
BVFL
+6.27%
Winner
SPY
+11.67%
6M
BVFL
+4.66%
Winner
SPY
+9.42%
1Y
Winner
BVFL
+37.65%
SPY
+24.27%
5Y(CAGR)
BVFL
+11.23%
Winner
SPY
+13.36%
10Y(CAGR)
Winner
BVFL
+16.85%
SPY
+15.42%
Max(CAGR)
Winner
BVFL
+15.56%
SPY
+8.49%

BVFL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBVFLSPY
2026+10.07%+8.88%
2025+6.14%+18.00%
2024+20.67%+25.59%
2023-13.17%+26.72%
2022+24.38%-18.64%
2021+18.23%+30.52%
2020-1.45%+17.28%
2019+18.97%+31.09%
2018+59.14%-5.24%
2017+39.24%+20.78%
2016-6.55%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+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%

BVFL vs SPY Drawdown Comparison

The maximum drawdown for BVFL was -57.57%, occurring on Aug 24, 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 BVFL drawdown is -12.52%. The current SPY drawdown is -2.35%.

RankBVFLSPY
#1-57.57%
Feb 15, 2023 - Aug 24, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.47%
Oct 25, 2019 - Mar 22, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.80%
Nov 22, 2017 - May 24, 2018		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.37%
Aug 23, 2018 - Aug 30, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.73%
Jul 13, 2018 - Aug 21, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.65%
Jul 6, 2017 - Nov 22, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.25%
Mar 22, 2021 - Aug 12, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.00%
Apr 11, 2022 - Jan 20, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.44%
Mar 4, 2016 - Apr 5, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.10%
Apr 5, 2017 - May 1, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.70%
Apr 25, 2019 - Sep 24, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.44%
May 25, 2018 - Jun 12, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.67%
Aug 27, 2021 - Apr 6, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.36%
Apr 16, 2019 - Apr 25, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.79%
Nov 6, 2018 - Apr 16, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BVFL and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

BVFL vs SPY dividend yield comparison.

YearBVFLSPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.69%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%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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