SPE vs BBBI

Comparison between Special Opportunities Fund Inc (SPE, ETF) and BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI, ETF).

SPE vs BBBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPE(ETF)	BBBI(ETF)
Net Assets	$169M	$168M
Expense Ratio	N/A	0.19%
Max Drawdown	58.53%	5.71%
Sharpe Ratio	-0.10	0.57
5Y Beta	0.56	0.10
5Y Dividends CAGR	13.47%	N/A

Net Assets

Winner

SPE

$169M

BBBI

$168M

Expense Ratio

SPE

N/A

BBBI

0.19%

Max Drawdown

SPE

58.53%

Winner

BBBI

5.71%

Sharpe Ratio

SPE

-0.10

Winner

BBBI

0.57

5Y Beta

SPE

0.56

Winner

BBBI

0.10

5Y Dividends CAGR

SPE

13.47%

BBBI

N/A

SPE vs BBBI - Historical Returns

Returns include dividend reinvestment.

Period	SPE	BBBI
1 month	-2.62%	+1.03%
3 months	-0.28%	+1.05%
6 months	-1.95%	+1.05%
1 year	+2.74%	+6.11%
5 years(CAGR)	+8.89%	N/A
10 years(CAGR)	+11.40%	N/A
Max(CAGR)	+8.94%	+5.93%

SPE

-2.62%

Winner

BBBI

+1.03%

SPE

-0.28%

Winner

BBBI

+1.05%

SPE

-1.95%

Winner

BBBI

+1.05%

SPE

+2.74%

Winner

BBBI

+6.11%

5Y(CAGR)

SPE

+8.89%

BBBI

N/A

10Y(CAGR)

SPE

+11.40%

BBBI

N/A

Max(CAGR)

Winner

SPE

+8.94%

BBBI

+5.93%

SPE vs BBBI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SPE	BBBI
2026	-3.48%	+0.63%
2025	+14.15%	+9.21%
2024	+34.11%	+4.36%
2023	+14.54%	N/A
2022	-18.85%	N/A
2021	+25.58%	N/A
2020	+4.29%	N/A
2019	+30.90%	N/A
2018	-9.91%	N/A
2017	+25.21%	N/A
2016	+10.69%	N/A
2015	-7.46%	N/A
2014	-1.88%	N/A
2013	+29.76%	N/A
2012	+11.73%	N/A
2011	+1.00%	N/A
2010	+5.05%	N/A
2009	+45.90%	N/A
2008	-15.82%	N/A
2007	+0.88%	N/A
2006	+9.61%	N/A
2005	+2.39%	N/A
2004	+1.11%	N/A
2003	+11.38%	N/A
2002	+11.83%	N/A
2001	+8.81%	N/A
2000	+18.23%	N/A
1999	-4.22%	N/A

SPE vs BBBI Drawdown Comparison

The maximum drawdown for SPE was -46.84%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.

The maximum drawdown for BBBI was -4.11%, occurring on Jan 13, 2025. Recovery took 126 trading sessions.

The current SPE drawdown is -6.34%. The current BBBI drawdown is -0.90%.

Rank	SPE	BBBI
#1	-46.84% Feb 19, 2020 - Dec 11, 2020	-4.11% Oct 1, 2024 - Apr 3, 2025
#2	-32.95% Jun 5, 2008 - Apr 27, 2009	-3.33% Feb 1, 2024 - Jun 5, 2024
#3	-24.14% Jan 7, 2022 - Mar 26, 2024	-3.30% Apr 3, 2025 - Jun 4, 2025
#4	-18.46% Dec 31, 2013 - Aug 23, 2016	-2.94% Feb 27, 2026 - Mar 27, 2026
#5	-17.47% Jan 26, 2018 - Jun 14, 2019	-1.24% Oct 27, 2025 - Nov 26, 2025
#6	-13.69% Feb 20, 2025 - May 20, 2025	-1.08% Jun 13, 2024 - Jul 5, 2024
#7	-13.13% Mar 15, 2004 - Aug 31, 2005	-1.01% Aug 2, 2024 - Aug 13, 2024
#8	-12.14% Jul 22, 2011 - Jan 25, 2012	-0.98% Jun 30, 2025 - Jul 22, 2025
#9	-12.05% Oct 6, 2009 - Oct 18, 2010	-0.85% Jun 5, 2024 - Jun 13, 2024
#10	-9.71% Jun 17, 2003 - Jan 20, 2004	-0.84% Sep 16, 2025 - Oct 14, 2025
#11	-9.32% Jan 15, 2026 - Mar 30, 2026	-0.80% Jul 17, 2024 - Jul 29, 2024
#12	-9.21% May 16, 2007 - Jan 25, 2008	-0.76% Jan 14, 2026 - Feb 5, 2026
#13	-8.92% Nov 19, 1999 - Jun 2, 2000	-0.75% Jun 4, 2025 - Jun 12, 2025
#14	-8.82% Sep 1, 2016 - Jan 18, 2017	-0.61% Nov 26, 2025 - Dec 26, 2025
#15	-8.09% Mar 26, 2012 - Sep 28, 2012	-0.47% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between SPE and BBBI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

SPE vs BBBI dividend yield comparison.

Year	SPE	BBBI
2026	3.96%	1.92%
2025	13.73%	4.90%
2024	7.83%	4.61%
2023	8.77%	0.00%
2022	11.58%	0.00%
2021	11.64%	0.00%
2020	8.01%	0.00%
2019	6.35%	0.00%
2018	14.10%	0.00%
2017	16.53%	0.00%
2016	5.93%	0.00%
2015	9.02%	0.00%
2014	9.63%	0.00%
2013	12.66%	0.00%
2012	10.08%	0.00%
2011	3.69%	0.00%
2010	0.20%	0.00%
2009	6.59%	0.00%
2008	8.05%	0.00%
2007	5.22%	0.00%
2006	5.55%	0.00%
2005	7.30%	0.00%
2004	6.49%	0.00%
2003	7.64%	0.00%
2002	6.36%	0.00%
2001	5.35%	0.00%
2000	5.62%	0.00%
1999	1.04%	0.00%