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BIPH vs SPY

Comparison between Brookfield Infrastructure Finance ULC (BIPH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BIPH, delivering a return of +12.8% compared to -2.3%

BIPH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BIPH
$351K
Winner
SPY
$784B
Expense Ratio
BIPH
N/A
SPY
0.09%
Max Drawdown
Winner
BIPH
44.16%
SPY
56.47%
Sharpe Ratio
BIPH
0.08
Winner
SPY
1.32
5Y Beta
Winner
BIPH
0.17
SPY
1.00
Industry
BIPH
Medical Instruments & Supplies
SPY
N/A
P/E Ratio
BIPH
N/A
SPY
28.13
Forward P/E
BIPH
N/A
SPY
21.41
PEG Ratio
BIPH
0.00
SPY
N/A
Dividend Yield
BIPH
1.92%
SPY
N/A
5Y Dividends CAGR
BIPH
N/A
SPY
6.00%
5Y EPS CAGR
BIPH
N/A
SPY
25.27%
Debt to Equity
BIPH
N/A
SPY
31.16%
P/S Ratio
Winner
BIPH
0.95
SPY
3.66
P/B Ratio
Winner
BIPH
0.58
SPY
5.51

BIPH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BIPH
-1.14%
SPY
-2.63%
3M
BIPH
+2.18%
Winner
SPY
+13.29%
6M
BIPH
-2.15%
Winner
SPY
+6.17%
1Y
BIPH
+3.75%
Winner
SPY
+20.46%
5Y(CAGR)
BIPH
-2.28%
Winner
SPY
+12.82%
10Y(CAGR)
BIPH
N/A
SPY
+15.69%
Max(CAGR)
BIPH
-2.35%
Winner
SPY
+8.41%

BIPH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBIPHSPY
2026-0.01%+7.28%
2025+2.39%+18.00%
2024+8.52%+25.59%
2023+14.07%+26.72%
2022-34.53%-18.64%
2021+2.00%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-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%

BIPH vs SPY Drawdown Comparison

The maximum drawdown for BIPH was -38.16%, occurring on Oct 21, 2022. 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 BIPH drawdown is -16.10%. The current SPY drawdown is -3.78%.

RankBIPHSPY
#1-38.16%
Sep 22, 2021 - Oct 21, 2022
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-2.36%
Aug 5, 2021 - Sep 1, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-1.02%
May 27, 2021 - Jul 2, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.85%
Jul 14, 2021 - Jul 21, 2021
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.81%
Jul 21, 2021 - Jul 29, 2021
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.76%
Sep 3, 2021 - Sep 16, 2021
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.42%
Aug 2, 2021 - Aug 5, 2021
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.34%
Sep 1, 2021 - Sep 3, 2021
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.23%
Jul 12, 2021 - Jul 14, 2021
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.16%
Jul 2, 2021 - Jul 7, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.11%
Sep 17, 2021 - Sep 21, 2021
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.04%
Jul 7, 2021 - Jul 9, 2021
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BIPH and SPY is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

0.23
-101

Dividend Comparison (1999 - 2026)

BIPH vs SPY dividend yield comparison.

YearBIPHSPY
20263.95%0.51%
20257.69%1.07%
20247.50%1.21%
20237.46%1.40%
20228.10%1.65%
20213.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%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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