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BEP vs SPY

Comparison between Brookfield Renewable Partners LP (BEP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BEP, delivering a return of +13.3% compared to +3.3%

BEP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BEP
$20B
Winner
SPY
$652B
Expense Ratio
BEP
N/A
SPY
0.09%
Max Drawdown
BEP
59.46%
Winner
SPY
56.47%
Sharpe Ratio
BEP
1.59
Winner
SPY
2.07
5Y Beta
Winner
BEP
0.74
SPY
1.00
Industry
BEP
Utilities - Renewable
SPY
N/A
P/E Ratio
Winner
BEP
-40.55
SPY
28.24
Forward P/E
BEP
188.68
Winner
SPY
21.85
PEG Ratio
BEP
3.50
SPY
N/A
Dividend Yield
BEP
4.61%
SPY
N/A
5Y Dividends CAGR
BEP
5.22%
Winner
SPY
5.43%
5Y EPS CAGR
BEP
N/A
SPY
25.79%
Debt to Equity
BEP
N/A
SPY
22.35%
P/S Ratio
Winner
BEP
3.17
SPY
3.55
P/B Ratio
Winner
BEP
2.11
SPY
5.29

BEP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BEP
-0.76%
Winner
SPY
+9.11%
3M
Winner
BEP
+11.32%
SPY
+6.59%
6M
Winner
BEP
+12.04%
SPY
+10.56%
1Y
Winner
BEP
+58.23%
SPY
+32.04%
5Y(CAGR)
BEP
+3.30%
Winner
SPY
+13.35%
10Y(CAGR)
BEP
+13.77%
Winner
SPY
+15.49%
Max(CAGR)
Winner
BEP
+17.29%
SPY
+8.50%

BEP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBEPSPY
2026+23.23%+8.27%
2025+23.85%+18.00%
2024-7.33%+25.59%
2023+6.57%+26.72%
2022-26.60%-18.64%
2021-15.87%+30.52%
2020+84.05%+17.28%
2019+87.72%+31.09%
2018-20.95%-5.24%
2017+27.50%+20.78%
2016+24.01%+13.59%
2015-11.43%+1.31%
2014+23.95%+14.56%
2013-8.10%+29.00%
2012+11.06%+14.17%
2011+28.08%+0.85%
2010+74.08%+13.14%
2009+57.43%+22.67%
2008-27.47%-36.25%
2007+39.04%+5.32%
2006+18.81%+13.85%
2005+24.13%+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%

BEP vs SPY Drawdown Comparison

The maximum drawdown for BEP was -53.83%, occurring on Oct 3, 2023. 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 BEP drawdown is -11.04%.

RankBEPSPY
#1-53.83%
Jan 22, 2021 - Oct 3, 2023
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.44%
Feb 19, 2020 - Jul 17, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.27%
Aug 28, 2008 - Oct 6, 2009
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.14%
Apr 16, 2015 - Jul 29, 2016
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.77%
Sep 8, 2017 - May 24, 2019
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.98%
Dec 31, 2007 - Aug 28, 2008
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.32%
May 1, 2013 - May 7, 2014
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.08%
Sep 18, 2006 - Dec 19, 2006
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.67%
Apr 8, 2010 - Oct 13, 2010
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.48%
Oct 27, 2011 - Jul 13, 2012
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.16%
Sep 6, 2016 - Apr 11, 2017
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.06%
Jul 21, 2011 - Sep 13, 2011
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.77%
Nov 7, 2007 - Dec 31, 2007
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.08%
Nov 25, 2014 - Jan 16, 2015
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.58%
May 3, 2011 - Jul 20, 2011
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BEP and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

BEP vs SPY dividend yield comparison.

YearBEPSPY
20261.15%0.24%
20255.53%1.07%
20246.23%1.21%
20235.14%1.40%
20225.05%1.65%
20214.42%1.20%
20202.68%1.52%
20194.42%1.75%
20187.57%2.04%
20175.36%1.80%
20165.99%2.03%
20156.34%2.06%
20145.43%1.87%
20135.54%1.81%
20122.36%2.18%
20110.00%2.05%
201047.37%1.80%
200910.93%1.95%
200815.31%3.02%
20079.79%1.85%
200612.67%1.73%
20056.44%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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