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GSBD vs SPY

Comparison between Goldman Sachs BDC Inc (GSBD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed GSBD, delivering a return of +12.4% compared to -2.5%

GSBD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
GSBD
$975M
Winner
SPY
$781B
Expense Ratio
GSBD
N/A
SPY
0.09%
Max Drawdown
GSBD
67.05%
Winner
SPY
56.47%
Sharpe Ratio
GSBD
-0.77
Winner
SPY
1.06
5Y Beta
Winner
GSBD
0.58
SPY
1.00
Industry
GSBD
Asset Management
SPY
N/A
P/E Ratio
Winner
GSBD
13.45
SPY
28.53
Forward P/E
Winner
GSBD
10.78
SPY
21.48
PEG Ratio
GSBD
0.29
SPY
N/A
Dividend Yield
GSBD
14.80%
SPY
N/A
5Y Dividends CAGR
GSBD
1.23%
Winner
SPY
6.00%
5Y EPS CAGR
GSBD
N/A
SPY
25.58%
Debt to Equity
GSBD
138.55%
Winner
SPY
32.09%
Free Cash Flow Yield
GSBD
20.75%
SPY
N/A
P/S Ratio
Winner
GSBD
2.81
SPY
3.75
P/B Ratio
Winner
GSBD
0.72
SPY
5.64

GSBD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
GSBD
-4.47%
Winner
SPY
+0.78%
3M
GSBD
-5.97%
Winner
SPY
+3.76%
6M
GSBD
-1.23%
Winner
SPY
+7.78%
1Y
GSBD
-14.83%
Winner
SPY
+17.76%
5Y(CAGR)
GSBD
-2.50%
Winner
SPY
+12.44%
10Y(CAGR)
GSBD
+2.82%
Winner
SPY
+14.90%
Max(CAGR)
GSBD
+3.68%
Winner
SPY
+8.44%

GSBD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGSBDSPY
2026+0.16%+8.74%
2025-9.47%+18.00%
2024-5.82%+25.59%
2023+18.80%+26.72%
2022-20.19%-18.64%
2021+13.08%+30.52%
2020+0.49%+17.28%
2019+23.01%+31.09%
2018-11.17%-5.24%
2017+2.93%+20.78%
2016+35.05%+13.59%
2015+3.44%+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%

GSBD vs SPY Drawdown Comparison

The maximum drawdown for GSBD was -62.67%, occurring on Mar 18, 2020. Recovery took 270 trading sessions.

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

The current GSBD drawdown is -24.06%. The current SPY drawdown is -2.47%.

RankGSBDSPY
#1-62.67%
Feb 20, 2020 - Mar 17, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.53%
Jul 8, 2024 - Apr 8, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.00%
Apr 20, 2022 - Jul 8, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.58%
Aug 14, 2015 - Nov 23, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.65%
Apr 7, 2017 - Sep 25, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.62%
Sep 27, 2018 - Oct 21, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.89%
Apr 9, 2021 - Jun 24, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.43%
Feb 2, 2022 - Apr 13, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.09%
Jun 24, 2021 - Dec 30, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.95%
Jul 20, 2015 - Aug 13, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.87%
Jun 2, 2015 - Jun 25, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.62%
Jan 17, 2017 - Jan 30, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.94%
Apr 14, 2015 - May 29, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.80%
Dec 13, 2019 - Feb 11, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.57%
Jun 30, 2015 - Jul 10, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between GSBD and SPY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (1999 - 2026)

GSBD vs SPY dividend yield comparison.

YearGSBDSPY
20267.75%0.50%
202520.26%1.07%
202414.88%1.21%
202312.29%1.40%
202213.12%1.65%
202110.18%1.20%
20209.41%1.52%
20198.46%1.75%
20189.79%2.04%
20178.12%1.80%
20167.65%2.03%
20159.47%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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