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BWMX vs SPY

Comparison between Betterware de Mexico S.A.P.I. de C.V (BWMX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BWMX, delivering a return of +13.3% compared to -8.6%

BWMX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BWMX
$646M
Winner
SPY
$735B
Expense Ratio
BWMX
N/A
SPY
0.09%
Max Drawdown
BWMX
87.39%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BWMX
2.28
SPY
1.62
5Y Beta
Winner
BWMX
0.59
SPY
1.00
Industry
BWMX
Specialty Retail
SPY
N/A
P/E Ratio
Winner
BWMX
1.96
SPY
28.99
Forward P/E
Winner
BWMX
7.68
SPY
22.37
PEG Ratio
BWMX
0.00
SPY
N/A
Dividend Yield
BWMX
6.55%
SPY
N/A
5Y Dividends CAGR
BWMX
1.27%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
BWMX
51.69%
SPY
26.05%
Debt to Equity
BWMX
294.38%
Winner
SPY
32.40%
Free Cash Flow Yield
BWMX
11.60%
SPY
N/A
P/S Ratio
Winner
BWMX
0.05
SPY
3.74
P/B Ratio
BWMX
7.55
Winner
SPY
5.61

BWMX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BWMX
+7.96%
SPY
+1.90%
3M
BWMX
+4.84%
Winner
SPY
+8.55%
6M
Winner
BWMX
+33.16%
SPY
+8.18%
1Y
Winner
BWMX
+145.17%
SPY
+25.79%
5Y(CAGR)
BWMX
-8.65%
Winner
SPY
+13.32%
10Y(CAGR)
BWMX
N/A
SPY
+15.19%
Max(CAGR)
Winner
BWMX
+21.32%
SPY
+8.47%

BWMX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBWMXSPY
2026+19.61%+8.26%
2025+41.86%+18.00%
2024-9.56%+25.59%
2023+138.02%+26.72%
2022-66.22%-18.64%
2021-35.04%+30.52%
2020+297.91%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+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%

BWMX vs SPY Drawdown Comparison

The maximum drawdown for BWMX was -85.70%, occurring on Jan 3, 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 BWMX drawdown is -44.04%. The current SPY drawdown is -2.90%.

RankBWMXSPY
#1-85.70%
Jun 30, 2021 - Jan 3, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.72%
Mar 16, 2020 - Mar 31, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.00%
Apr 1, 2020 - Jun 16, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.83%
Sep 14, 2020 - Oct 14, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.00%
Jun 16, 2020 - Jul 31, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.60%
Nov 10, 2020 - Dec 30, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.09%
Feb 19, 2021 - Apr 28, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.05%
May 5, 2021 - Jun 30, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.48%
Sep 2, 2020 - Sep 10, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.69%
Jul 31, 2020 - Aug 5, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.40%
Oct 14, 2020 - Oct 28, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.44%
Jan 20, 2021 - Feb 3, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.61%
Aug 5, 2020 - Aug 7, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.23%
Aug 26, 2020 - Aug 28, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.04%
Feb 5, 2021 - Feb 17, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BWMX and SPY is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

0.07
-101

Dividend Comparison (1999 - 2026)

BWMX vs SPY dividend yield comparison.

YearBWMXSPY
20263.38%0.24%
20258.24%1.07%
202413.05%1.21%
20237.03%1.40%
202219.37%1.65%
20218.10%1.20%
20202.77%1.52%
20190.00%1.75%
20180.00%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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