BBU vs WT

Comparison between Brookfield Business Partners L.P.Limited Partnership Units (BBU, Company) and WisdomTree Inc (WT, Company).

BBU is from the Industrials sector, while WT is from the Financial Services sector.

5-Year PerformanceWT has outperformed BBU, delivering a return of +25.0% compared to +14.8%

BBU vs WT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBU(COMPANY)	WT(COMPANY)
Market Cap	$2.88B	$2.88B
Max Drawdown	62.36%	99.82%
Sharpe Ratio	0.81	2.03
5Y Beta	N/A	1.26
Industry	Conglomerates	Asset Management
P/E Ratio	-271.04	42.73
Forward P/E	19.84	16.45
PEG Ratio	-0.50	N/A
Dividend Yield	0.78%	0.63%
5Y Dividends CAGR	9.23%	4.56%
5Y EPS CAGR	-38.63%	N/A
Debt to Equity	1907.11%	0.00%
Free Cash Flow Yield	49.76%	5.54%
P/S Ratio	0.10	N/A
P/B Ratio	1.26	N/A

Market Cap

Winner

BBU

$2.88B

Max Drawdown

Winner

BBU

62.36%

99.82%

Sharpe Ratio

BBU

0.81

Winner

2.03

5Y Beta

BBU

N/A

1.26

Industry

BBU

Conglomerates

Asset Management

P/E Ratio

Winner

BBU

-271.04

42.73

Forward P/E

BBU

19.84

Winner

16.45

PEG Ratio

BBU

-0.50

N/A

Dividend Yield

Winner

BBU

0.78%

0.63%

5Y Dividends CAGR

Winner

BBU

9.23%

4.56%

5Y EPS CAGR

BBU

-38.63%

N/A

Debt to Equity

BBU

1907.11%

Winner

0.00%

Free Cash Flow Yield

Winner

BBU

49.76%

5.54%

P/S Ratio

BBU

0.10

N/A

P/B Ratio

BBU

1.26

N/A

BBU vs WT - Historical Returns

Returns include dividend reinvestment.

Period	BBU	WT
1 month	-8.52%	+13.51%
3 months	-10.44%	+10.46%
6 months	-4.53%	+72.76%
1 year	+35.26%	+96.34%
5 years(CAGR)	+14.79%	+25.02%
10 years(CAGR)	+11.24%	+6.47%
Max(CAGR)	+11.24%	+8.40%

BBU

-8.52%

Winner

+13.51%

BBU

-10.44%

Winner

+10.46%

BBU

-4.53%

Winner

+72.76%

BBU

+35.26%

Winner

+96.34%

5Y(CAGR)

BBU

+14.79%

Winner

+25.02%

10Y(CAGR)

Winner

BBU

+11.24%

+6.47%

Max(CAGR)

Winner

BBU

+11.24%

+8.40%

BBU vs WT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BBU	WT
2026	-12.02%	+51.35%
2025	+49.94%	+21.91%
2024	+17.49%	+57.18%
2023	+24.34%	+28.15%
2022	-10.08%	-11.12%
2021	+22.22%	+15.49%
2020	-10.24%	+17.51%
2019	+35.95%	-26.74%
2018	-11.61%	-44.86%
2017	+44.91%	+9.09%
2016	-17.38%	-24.85%
2015	N/A	+4.48%
2014	N/A	-7.32%
2013	N/A	+173.72%
2012	N/A	+1.66%
2011	N/A	+36.57%
2010	N/A	+107.50%
2009	N/A	+117.65%
2008	N/A	-75.09%
2007	N/A	-63.79%
2006	N/A	+229.79%
2005	N/A	+32.95%
2004	N/A	+4225.00%
2003	N/A	-69.23%
2002	N/A	+85.71%
2001	N/A	-84.09%
2000	N/A	-89.24%
1999	N/A	+19.01%

BBU vs WT Drawdown Comparison

The maximum drawdown for BBU was -59.11%, occurring on Mar 23, 2020. Recovery took 305 trading sessions.

The maximum drawdown for WT was -99.82%, occurring on Oct 25, 2004. Recovery took 1677 trading sessions.

The current BBU drawdown is -15.19%. The current WT drawdown is -8.28%.

Rank	BBU	WT
#1	-59.11% Feb 19, 2020 - May 5, 2021	-99.82% Mar 22, 2000 - Nov 21, 2006
#2	-59.03% Mar 30, 2022 - Sep 25, 2025	-94.18% Dec 6, 2006 - Mar 7, 2013
#3	-37.36% Jun 17, 2016 - Aug 8, 2017	-91.14% Aug 3, 2015 - Mar 18, 2020
#4	-34.29% Sep 28, 2018 - Feb 14, 2020	-48.33% Jan 22, 2014 - Jan 26, 2015
#5	-23.91% Nov 12, 2021 - Mar 15, 2022	-33.40% Dec 10, 1999 - Mar 22, 2000
#6	-20.07% Feb 10, 2026 - Mar 13, 2026	-26.52% Nov 5, 1999 - Dec 6, 1999
#7	-19.84% Jul 6, 2021 - Oct 22, 2021	-23.70% May 21, 2013 - Oct 25, 2013
#8	-14.00% Apr 5, 2018 - Jun 11, 2018	-16.92% Apr 10, 2015 - Jun 10, 2015
#9	-13.75% Oct 15, 2025 - Dec 4, 2025	-12.58% Jun 26, 2015 - Jul 31, 2015
#10	-12.79% May 7, 2021 - Jul 6, 2021	-9.24% Oct 29, 2013 - Nov 26, 2013
#11	-12.22% Jan 26, 2018 - Apr 5, 2018	-8.00% Apr 10, 2013 - Apr 29, 2013
#12	-8.62% Jan 5, 2026 - Feb 10, 2026	-7.56% Jan 7, 2014 - Jan 22, 2014
#13	-7.81% Sep 11, 2017 - Dec 8, 2017	-7.39% Mar 20, 2013 - Apr 10, 2013
#14	-7.76% Jun 18, 2018 - Jul 18, 2018	-7.38% Mar 20, 2015 - Apr 10, 2015
#15	-7.26% Aug 27, 2018 - Sep 28, 2018	-7.37% May 7, 2013 - May 14, 2013

Correlation

Correlation between BBU and WT is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (2014 - 2026)

BBU vs WT dividend yield comparison.

Year	BBU	WT
2026	0.20%	0.32%
2025	0.71%	0.98%
2024	1.07%	1.14%
2023	1.21%	1.73%
2022	87.16%	2.20%
2021	0.54%	1.96%
2020	0.67%	2.24%
2019	0.61%	2.48%
2018	0.82%	1.80%
2017	0.72%	2.55%
2016	0.55%	2.87%
2015	0.00%	3.64%
2014	0.00%	0.51%