# Brookfield Finance Inc. 4.625% (BNH) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Brookfield Finance Inc. 4.625% (BNH) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: BNH -21.64%, SPY +84.62%. Regime BNH BEAR · SPY BULL. As of Oct 14, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/BNH/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=BNH%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| BNH | -21.64% | -36.69% | -7.09% |
| SPY | +84.62% | -24.49% | +13.53% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| BNH | -5.87% | -11.24% | +16.69% | -21.64% |
| SPY | +17.47% | +34.75% | +83.03% | +84.62% |

## Annual

| Year | BNH | SPY |
|---|---:|---:|
| YTD | -7.09% | +13.53% |
| 2025 | +2.95% | +18.01% |
| 2024 | +2.52% | +25.59% |
| 2023 | +17.51% | +26.73% |
| 2022 | -35.41% | -18.64% |
| 2021 | -1.00% | +6.90% |

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Research context only. Not personalized investment advice.