BHP vs UBS
Comparison between BHP Group Ltd (BHP, Company) and UBS Group AG (UBS, Company).
BHP is from the Basic Materials sector, while UBS is from the Financial Services sector.
5-Year PerformanceUBS has outperformed BHP, delivering a return of +30.3% compared to +14.3%
BHP vs UBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BHP vs UBS - Historical Returns
Returns include dividend reinvestment.
BHP vs UBS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BHP | UBS |
|---|---|---|
| 2026 | +37.90% | +12.55% |
| 2025 | +27.88% | +60.28% |
| 2024 | -24.24% | +3.70% |
| 2023 | +17.86% | +65.08% |
| 2022 | +44.04% | +4.48% |
| 2021 | -2.07% | +26.53% |
| 2020 | +25.10% | +14.90% |
| 2019 | +25.60% | +5.74% |
| 2018 | +7.03% | -33.08% |
| 2017 | +29.43% | +16.55% |
| 2016 | +43.42% | -13.45% |
| 2015 | -39.14% | +17.52% |
| 2014 | -26.80% | -1.96% |
| 2013 | -11.78% | N/A |
| 2012 | +8.31% | N/A |
| 2011 | -22.20% | N/A |
| 2010 | +19.58% | N/A |
| 2009 | +74.27% | N/A |
| 2008 | -37.79% | N/A |
| 2007 | +83.39% | N/A |
| 2006 | +15.62% | N/A |
| 2005 | +44.48% | N/A |
| 2004 | +31.80% | N/A |
| 2003 | +63.77% | N/A |
| 2002 | +7.06% | N/A |
| 2001 | +5.14% | N/A |
| 2000 | -17.20% | N/A |
| 1999 | +31.73% | N/A |
BHP vs UBS Drawdown Comparison
The maximum drawdown for BHP was -76.24%, occurring on Jan 20, 2016. Recovery took 2430 trading sessions.
The maximum drawdown for UBS was -61.37%, occurring on Mar 16, 2020. Recovery took 994 trading sessions.
The current BHP drawdown is -10.39%. The current UBS drawdown is -4.98%.
| Rank | BHP | UBS |
|---|---|---|
| #1 | -76.24% Apr 11, 2011 - Dec 4, 2020 | -61.37% Jan 26, 2018 - Jan 6, 2022 |
| #2 | -73.74% May 16, 2008 - Nov 4, 2010 | -43.38% Aug 3, 2015 - Jan 26, 2018 |
| #3 | -42.56% Jan 7, 2000 - Jul 25, 2003 | -33.40% Feb 9, 2022 - Jan 17, 2023 |
| #4 | -37.26% Dec 27, 2023 - Jan 5, 2026 | -30.04% Nov 26, 2014 - Jul 29, 2015 |
| #5 | -33.79% Oct 29, 2007 - May 6, 2008 | -27.00% Jan 27, 2025 - Jul 2, 2025 |
| #6 | -31.11% May 10, 2021 - Mar 3, 2022 | -26.07% Jan 27, 2026 - Jun 12, 2026 |
| #7 | -30.30% Jun 7, 2022 - Jan 6, 2023 | -17.87% Mar 6, 2023 - Apr 14, 2023 |
| #8 | -26.07% May 9, 2006 - Mar 26, 2007 | -14.71% Mar 15, 2024 - May 24, 2024 |
| #9 | -23.83% Jul 12, 2007 - Sep 18, 2007 | -13.69% Apr 14, 2023 - Jul 28, 2023 |
| #10 | -22.08% Feb 28, 2005 - Aug 3, 2005 | -13.27% Dec 27, 2023 - Mar 12, 2024 |
| #11 | -21.84% Apr 1, 2022 - Jun 2, 2022 | -13.19% Sep 22, 2025 - Dec 11, 2025 |
| #12 | -20.65% Jan 26, 2023 - Dec 21, 2023 | -12.54% Aug 31, 2023 - Nov 29, 2023 |
| #13 | -20.54% Feb 19, 2004 - Sep 21, 2004 | -12.26% May 31, 2024 - Oct 11, 2024 |
| #14 | -19.75% Mar 2, 2026 - May 6, 2026 | -9.98% Nov 7, 2024 - Jan 16, 2025 |
| #15 | -15.94% Jun 2, 2026 - Jul 8, 2026 | -6.55% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between BHP and UBS is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
BHP vs UBS dividend yield comparison.
| Year | BHP | UBS |
|---|---|---|
| 2026 | 1.75% | 1.05% |
| 2025 | 3.64% | 2.92% |
| 2024 | 5.98% | 3.46% |
| 2023 | 4.98% | 0.89% |
| 2022 | 22.44% | 1.34% |
| 2021 | 9.98% | 1.04% |
| 2020 | 3.67% | 3.87% |
| 2019 | 8.59% | 5.48% |
| 2018 | 4.89% | 0.00% |
| 2017 | 3.61% | 3.30% |
| 2016 | 1.68% | 5.42% |
| 2015 | 9.38% | 3.87% |
| 2014 | 5.11% | 0.00% |
| 2013 | 3.40% | 0.00% |
| 2012 | 2.86% | 0.00% |
| 2011 | 2.86% | 0.00% |
| 2010 | 1.87% | 0.00% |
| 2009 | 2.14% | 0.00% |
| 2008 | 3.26% | 0.00% |
| 2007 | 1.34% | 0.00% |
| 2006 | 1.76% | 0.00% |
| 2005 | 1.68% | 0.00% |
| 2004 | 1.50% | 0.00% |
| 2003 | 1.70% | 0.00% |
| 2002 | 2.35% | 0.00% |
| 2001 | 2.45% | 0.00% |
| 2000 | 1.92% | 0.00% |
| 1999 | 0.56% | 0.00% |
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