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BWFG vs SPY

Comparison between Bankwell Financial Group Inc (BWFG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceBWFG has outperformed SPY, delivering a return of +17.2% compared to +13.4%

BWFG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BWFG
$445M
Winner
SPY
$784B
Expense Ratio
BWFG
N/A
SPY
0.09%
Max Drawdown
BWFG
66.06%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BWFG
1.77
SPY
1.50
5Y Beta
Winner
BWFG
0.94
SPY
1.00
Industry
BWFG
Banks - Regional
SPY
N/A
P/E Ratio
Winner
BWFG
11.14
SPY
28.29
Forward P/E
Winner
BWFG
8.14
SPY
21.76
PEG Ratio
BWFG
0.05
SPY
N/A
Dividend Yield
BWFG
1.48%
SPY
N/A
5Y Dividends CAGR
Winner
BWFG
12.30%
SPY
5.43%
5Y EPS CAGR
Winner
BWFG
31.06%
SPY
25.98%
Debt to Equity
Winner
BWFG
0.00%
SPY
30.79%
Free Cash Flow Yield
BWFG
6.87%
SPY
N/A
P/S Ratio
BWFG
3.82
Winner
SPY
3.79
P/B Ratio
Winner
BWFG
1.42
SPY
5.67

BWFG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BWFG
+9.83%
SPY
+0.48%
3M
Winner
BWFG
+19.01%
SPY
+11.67%
6M
Winner
BWFG
+14.77%
SPY
+9.42%
1Y
Winner
BWFG
+57.78%
SPY
+24.27%
5Y(CAGR)
Winner
BWFG
+17.20%
SPY
+13.36%
10Y(CAGR)
BWFG
+12.87%
Winner
SPY
+15.42%
Max(CAGR)
Winner
BWFG
+9.14%
SPY
+8.49%

BWFG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBWFGSPY
2026+24.45%+8.88%
2025+54.53%+18.00%
2024+10.41%+25.59%
2023+9.40%+26.72%
2022-6.83%-18.64%
2021+77.17%+30.52%
2020-30.46%+17.28%
2019+2.26%+31.09%
2018-13.51%-5.24%
2017+8.05%+20.78%
2016+65.75%+13.59%
2015-4.46%+1.31%
2014+0.10%+14.56%
2013+54.81%+29.00%
2012+3.85%+14.17%
2011-13.33%+0.85%
2010-11.76%+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%

BWFG vs SPY Drawdown Comparison

The maximum drawdown for BWFG was -64.65%, occurring on Apr 3, 2020. Recovery took 1084 trading sessions.

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

The current BWFG drawdown is -0.20%. The current SPY drawdown is -2.35%.

RankBWFGSPY
#1-64.65%
Oct 19, 2017 - Feb 9, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.18%
May 19, 2010 - May 15, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.80%
Jun 1, 2022 - Nov 25, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.17%
May 15, 2013 - Jul 6, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.26%
Nov 25, 2024 - May 2, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.58%
May 12, 2017 - Sep 28, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.32%
Dec 27, 2016 - Mar 17, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.40%
Dec 18, 2025 - Apr 8, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.35%
Mar 17, 2017 - Apr 20, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.55%
Sep 24, 2025 - Nov 26, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.97%
May 4, 2022 - Jun 1, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.45%
Apr 9, 2026 - Jun 4, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.33%
May 15, 2025 - Jun 12, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.87%
Feb 16, 2022 - May 2, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.02%
Jul 6, 2016 - Sep 6, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BWFG 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)

BWFG vs SPY dividend yield comparison.

YearBWFGSPY
20260.72%0.24%
20251.75%1.07%
20243.21%1.21%
20232.65%1.40%
20222.72%1.65%
20211.95%1.20%
20202.86%1.52%
20191.80%1.75%
20181.67%2.04%
20170.82%1.80%
20160.68%2.03%
20150.25%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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