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BIP vs SPY

Comparison between Brookfield Infrastructure Partners L.P (BIP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BIP, delivering a return of +13.3% compared to +5.3%

BIP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BIP
$17B
Winner
SPY
$652B
Expense Ratio
BIP
N/A
SPY
0.09%
Max Drawdown
BIP
59.34%
Winner
SPY
56.47%
Sharpe Ratio
BIP
0.95
Winner
SPY
2.07
5Y Beta
Winner
BIP
0.84
SPY
1.00
Industry
BIP
Utilities - Diversified
SPY
N/A
P/E Ratio
BIP
41.02
Winner
SPY
28.24
Forward P/E
BIP
142.86
Winner
SPY
21.85
PEG Ratio
BIP
0.29
SPY
N/A
Dividend Yield
BIP
4.95%
SPY
N/A
5Y Dividends CAGR
Winner
BIP
5.94%
SPY
5.43%
5Y EPS CAGR
BIP
1.89%
Winner
SPY
25.79%
Debt to Equity
BIP
1206.60%
Winner
SPY
22.35%
Free Cash Flow Yield
BIP
-3.96%
SPY
N/A
P/S Ratio
Winner
BIP
0.71
SPY
3.55
P/B Ratio
Winner
BIP
3.07
SPY
5.29

BIP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BIP
+0.16%
Winner
SPY
+9.11%
3M
BIP
-3.08%
Winner
SPY
+6.59%
6M
BIP
+6.88%
Winner
SPY
+10.56%
1Y
BIP
+21.05%
Winner
SPY
+32.04%
5Y(CAGR)
BIP
+5.30%
Winner
SPY
+13.35%
10Y(CAGR)
BIP
+13.05%
Winner
SPY
+15.49%
Max(CAGR)
Winner
BIP
+14.55%
SPY
+8.50%

BIP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBIPSPY
2026+8.45%+8.27%
2025+14.84%+18.00%
2024+7.69%+25.59%
2023+5.55%+26.72%
2022-21.10%-18.64%
2021+27.52%+30.52%
2020+15.36%+17.28%
2019+49.52%+31.09%
2018-18.87%-5.24%
2017+39.81%+20.78%
2016+42.16%+13.59%
2015-6.16%+1.31%
2014+13.17%+14.56%
2013+14.55%+29.00%
2012+31.91%+14.17%
2011+38.55%+0.85%
2010+34.03%+13.14%
2009+39.88%+22.67%
2008-37.64%-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+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%

BIP vs SPY Drawdown Comparison

The maximum drawdown for BIP was -56.05%, occurring on Mar 4, 2009. Recovery took 541 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BIP drawdown is -7.33%.

RankBIPSPY
#1-56.05%
Jan 28, 2008 - Mar 22, 2010
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.31%
Feb 20, 2020 - Nov 9, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-49.84%
Apr 20, 2022 - Feb 6, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.40%
Apr 6, 2015 - Jun 6, 2016
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.40%
Dec 27, 2017 - Jun 7, 2019
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.02%
Mar 22, 2010 - Sep 9, 2010
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.61%
Sep 20, 2011 - Dec 27, 2011
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.38%
Mar 4, 2013 - Oct 28, 2013
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.60%
Aug 29, 2014 - Dec 2, 2014
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.48%
Nov 18, 2013 - May 7, 2014
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.25%
Mar 2, 2026 - Apr 29, 2026
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.86%
Nov 8, 2010 - Feb 14, 2011
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.64%
Aug 3, 2011 - Aug 15, 2011
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.05%
Sep 30, 2016 - Jan 5, 2017
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.25%
Aug 22, 2012 - Jan 3, 2013
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BIP and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

BIP vs SPY dividend yield comparison.

YearBIPSPY
20261.24%0.24%
20254.95%1.07%
20245.10%1.21%
20234.86%1.40%
20224.65%1.65%
20213.35%1.20%
20203.92%1.52%
20194.02%1.75%
20185.45%2.04%
20173.88%1.80%
20164.62%2.03%
20155.59%2.06%
20144.59%1.87%
20134.38%1.81%
20124.26%2.18%
20114.77%2.05%
20105.22%1.80%
20096.32%1.95%
20087.89%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%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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