StockComparison Logo
vs

MBI vs SPY

Comparison between MBIA Inc (MBI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MBI, delivering a return of +13.8% compared to +5.9%

MBI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MBI
$307M
Winner
SPY
$784B
Expense Ratio
MBI
N/A
SPY
0.09%
Max Drawdown
MBI
96.88%
Winner
SPY
56.47%
Sharpe Ratio
MBI
0.91
Winner
SPY
1.56
5Y Beta
Winner
MBI
0.85
SPY
1.00
Industry
MBI
Insurance - Specialty
SPY
N/A
P/E Ratio
Winner
MBI
-1.83
SPY
28.29
Forward P/E
MBI
86.96
Winner
SPY
21.75
PEG Ratio
MBI
1.71
SPY
N/A
5Y Dividends CAGR
MBI
N/A
SPY
5.43%
5Y EPS CAGR
MBI
-6.95%
Winner
SPY
25.98%
Debt to Equity
Winner
MBI
0.00%
SPY
30.79%
Free Cash Flow Yield
MBI
15.62%
SPY
N/A
P/S Ratio
Winner
MBI
3.21
SPY
3.79
P/B Ratio
Winner
MBI
3.52
SPY
5.67

MBI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MBI
+4.95%
SPY
+2.12%
3M
MBI
+5.49%
Winner
SPY
+13.14%
6M
MBI
-18.11%
Winner
SPY
+11.52%
1Y
Winner
MBI
+42.03%
SPY
+26.68%
5Y(CAGR)
MBI
+5.93%
Winner
SPY
+13.75%
10Y(CAGR)
MBI
+7.12%
Winner
SPY
+15.65%
Max(CAGR)
MBI
-3.12%
Winner
SPY
+8.56%

MBI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMBISPY
2026-11.13%+10.80%
2025+3.77%+18.00%
2024+12.15%+25.59%
2023+7.00%+26.72%
2022-13.23%-18.64%
2021+146.33%+30.52%
2020-29.32%+17.28%
2019+4.38%+31.09%
2018+18.30%-5.24%
2017-33.33%+20.78%
2016+63.36%+13.59%
2015-32.71%+1.31%
2014-17.62%+14.56%
2013+46.32%+29.00%
2012-37.35%+14.17%
2011-9.03%+0.85%
2010+185.48%+13.14%
2009-11.56%+22.67%
2008-78.56%-36.25%
2007-73.57%+5.32%
2006+23.01%+13.85%
2005-2.46%+5.32%
2004+8.84%+10.75%
2003+32.74%+24.18%
2002-17.31%-22.42%
2001+17.94%-10.13%
2000+45.46%-8.84%
1999-2.79%+8.61%

MBI vs SPY Drawdown Comparison

The maximum drawdown for MBI was -96.79%, occurring on Mar 5, 2009. 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 MBI drawdown is -81.02%. The current SPY drawdown is -0.62%.

RankMBISPY
#1-96.79%
Dec 28, 2006 - Mar 5, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.09%
Mar 4, 2002 - Oct 6, 2003		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.41%
Nov 2, 1999 - May 22, 2000		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.26%
Aug 16, 2001 - Feb 26, 2002		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.18%
Mar 3, 2004 - Nov 10, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.25%
Jun 1, 2000 - Aug 3, 2000		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.19%
Dec 28, 2000 - Feb 12, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.15%
Apr 5, 2001 - Jun 21, 2001		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.94%
Oct 30, 2000 - Dec 8, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.26%
Oct 2, 2000 - Oct 30, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.43%
Mar 8, 2001 - Apr 2, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.92%
Nov 4, 2003 - Jan 12, 2004		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.77%
Sep 14, 2000 - Sep 28, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.86%
Aug 14, 2000 - Sep 8, 2000		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.69%
Jul 3, 2001 - Aug 1, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MBI and SPY is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41
-101

Dividend Comparison (1999 - 2026)

MBI vs SPY dividend yield comparison.

YearMBISPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
2023130.72%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%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%
20077.30%1.85%
20061.70%1.73%
20051.86%1.73%
20041.52%1.82%
20031.35%1.47%
20021.55%1.70%
20011.12%1.25%
20001.11%1.15%
19990.39%0.24%

Select Stocks to Compare

Popular: MBI vs SPY