BHP vs SPY
Comparison between BHP Group Ltd (BHP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBHP has outperformed SPY, delivering a return of +13.6% compared to +13.3%
BHP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BHP
$215B
Winner
SPY
$652B
Expense Ratio
BHP
N/A
SPY
0.09%
Max Drawdown
BHP
80.09%
Winner
SPY
56.47%
Sharpe Ratio
BHP
2.06
Winner
SPY
2.07
5Y Beta
Winner
BHP
0.93
SPY
1.00
Industry
BHP
Other Industrial Metals & Mining
SPY
N/A
P/E Ratio
Winner
BHP
9.90
SPY
28.24
Forward P/E
Winner
BHP
14.73
SPY
21.85
PEG Ratio
BHP
0.08
SPY
N/A
Dividend Yield
BHP
1.61%
SPY
N/A
5Y Dividends CAGR
Winner
BHP
5.63%
SPY
5.43%
5Y EPS CAGR
BHP
17.72%
Winner
SPY
25.79%
Debt to Equity
BHP
62.55%
Winner
SPY
22.35%
Free Cash Flow Yield
BHP
9.72%
SPY
N/A
P/S Ratio
BHP
3.97
Winner
SPY
3.55
P/B Ratio
Winner
BHP
3.99
SPY
5.29
BHP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BHP
+10.10%
SPY
+9.11%
3M
Winner
BHP
+20.62%
SPY
+6.59%
6M
Winner
BHP
+56.73%
SPY
+10.56%
1Y
Winner
BHP
+83.43%
SPY
+32.04%
5Y(CAGR)
Winner
BHP
+13.57%
SPY
+13.35%
10Y(CAGR)
Winner
BHP
+22.34%
SPY
+15.49%
Max(CAGR)
Winner
BHP
+13.97%
SPY
+8.50%
BHP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BHP | SPY |
|---|---|---|
| 2026 | +39.98% | +8.27% |
| 2025 | +27.88% | +18.00% |
| 2024 | -24.24% | +25.59% |
| 2023 | +17.86% | +26.72% |
| 2022 | +44.04% | -18.64% |
| 2021 | -2.07% | +30.52% |
| 2020 | +25.10% | +17.28% |
| 2019 | +25.60% | +31.09% |
| 2018 | +7.03% | -5.24% |
| 2017 | +29.43% | +20.78% |
| 2016 | +43.42% | +13.59% |
| 2015 | -39.14% | +1.31% |
| 2014 | -26.80% | +14.56% |
| 2013 | -11.78% | +29.00% |
| 2012 | +8.31% | +14.17% |
| 2011 | -22.20% | +0.85% |
| 2010 | +19.58% | +13.14% |
| 2009 | +74.27% | +22.67% |
| 2008 | -37.79% | -36.25% |
| 2007 | +83.39% | +5.32% |
| 2006 | +15.62% | +13.85% |
| 2005 | +44.48% | +5.32% |
| 2004 | +31.80% | +10.75% |
| 2003 | +63.77% | +24.18% |
| 2002 | +7.06% | -22.42% |
| 2001 | +5.14% | -10.13% |
| 2000 | -17.20% | -8.84% |
| 1999 | +31.73% | +8.61% |
BHP vs SPY Drawdown Comparison
The maximum drawdown for BHP was -76.24%, occurring on Jan 20, 2016. Recovery took 2430 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | BHP | SPY |
|---|---|---|
| #1 | -76.24% Apr 11, 2011 - Dec 4, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -73.74% May 16, 2008 - Nov 4, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -42.56% Jan 7, 2000 - Jul 25, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -37.26% Dec 27, 2023 - Jan 5, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.79% Oct 29, 2007 - May 6, 2008 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -31.11% May 10, 2021 - Mar 3, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -30.30% Jun 7, 2022 - Jan 6, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -26.07% May 9, 2006 - Mar 26, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -23.83% Jul 12, 2007 - Sep 18, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -22.08% Feb 28, 2005 - Aug 3, 2005 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -21.84% Apr 1, 2022 - Jun 2, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -20.65% Jan 26, 2023 - Dec 21, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -20.54% Feb 19, 2004 - Sep 21, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -19.75% Mar 2, 2026 - May 6, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.41% Mar 3, 2021 - May 7, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BHP and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (1999 - 2026)
BHP vs SPY dividend yield comparison.
| Year | BHP | SPY |
|---|---|---|
| 2026 | 1.72% | 0.24% |
| 2025 | 3.64% | 1.07% |
| 2024 | 5.98% | 1.21% |
| 2023 | 4.98% | 1.40% |
| 2022 | 22.44% | 1.65% |
| 2021 | 9.98% | 1.20% |
| 2020 | 3.67% | 1.52% |
| 2019 | 8.59% | 1.75% |
| 2018 | 4.89% | 2.04% |
| 2017 | 3.61% | 1.80% |
| 2016 | 1.68% | 2.03% |
| 2015 | 9.38% | 2.06% |
| 2014 | 5.11% | 1.87% |
| 2013 | 3.40% | 1.81% |
| 2012 | 2.86% | 2.18% |
| 2011 | 2.86% | 2.05% |
| 2010 | 1.87% | 1.80% |
| 2009 | 2.14% | 1.95% |
| 2008 | 3.26% | 3.02% |
| 2007 | 1.34% | 1.85% |
| 2006 | 1.76% | 1.73% |
| 2005 | 1.68% | 1.73% |
| 2004 | 1.50% | 1.82% |
| 2003 | 1.70% | 1.47% |
| 2002 | 2.35% | 1.70% |
| 2001 | 2.45% | 1.25% |
| 2000 | 1.92% | 1.15% |
| 1999 | 0.56% | 0.24% |
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