BKR vs SPY
Comparison between Baker Hughes Co - Class A (BKR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBKR has outperformed SPY, delivering a return of +24.1% compared to +13.3%
BKR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BKR
$54B
Winner
SPY
$652B
Expense Ratio
BKR
N/A
SPY
0.09%
Max Drawdown
BKR
75.39%
Winner
SPY
56.47%
Sharpe Ratio
BKR
1.88
Winner
SPY
2.07
5Y Beta
BKR
1.02
Winner
SPY
1.00
Industry
BKR
Oil & Gas Equipment & Services
SPY
N/A
P/E Ratio
Winner
BKR
21.30
SPY
28.24
Forward P/E
BKR
26.04
Winner
SPY
21.85
PEG Ratio
BKR
2.77
SPY
N/A
Dividend Yield
BKR
1.45%
SPY
N/A
5Y Dividends CAGR
Winner
BKR
9.82%
SPY
5.43%
5Y EPS CAGR
BKR
N/A
SPY
25.79%
Debt to Equity
Winner
BKR
3.90%
SPY
22.35%
Free Cash Flow Yield
BKR
6.70%
SPY
N/A
P/S Ratio
Winner
BKR
2.37
SPY
3.55
P/B Ratio
Winner
BKR
3.54
SPY
5.29
BKR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BKR
+1.50%
Winner
SPY
+9.11%
3M
Winner
BKR
+8.07%
SPY
+6.59%
6M
Winner
BKR
+34.43%
SPY
+10.56%
1Y
Winner
BKR
+79.35%
SPY
+32.04%
5Y(CAGR)
Winner
BKR
+24.08%
SPY
+13.35%
10Y(CAGR)
BKR
+9.24%
Winner
SPY
+15.49%
Max(CAGR)
Winner
BKR
+9.24%
SPY
+8.50%
BKR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BKR | SPY |
|---|---|---|
| 2026 | +36.51% | +8.27% |
| 2025 | +11.95% | +18.00% |
| 2024 | +23.99% | +25.59% |
| 2023 | +21.79% | +26.72% |
| 2022 | +20.97% | -18.64% |
| 2021 | +18.01% | +30.52% |
| 2020 | -15.06% | +17.28% |
| 2019 | +25.57% | +31.09% |
| 2018 | -31.69% | -5.24% |
| 2017 | -14.16% | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BKR vs SPY Drawdown Comparison
The maximum drawdown for BKR was -73.51%, occurring on Mar 23, 2020. Recovery took 1173 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BKR drawdown is -7.99%.
| Rank | BKR | SPY |
|---|---|---|
| #1 | -73.51% Jul 7, 2017 - Mar 4, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.54% Mar 25, 2022 - Jul 26, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.00% Feb 5, 2025 - Sep 23, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.86% Feb 27, 2026 - Apr 24, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.43% Jul 31, 2024 - Nov 5, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.13% Dec 4, 2025 - Jan 15, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.03% Sep 29, 2025 - Dec 3, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.32% Nov 21, 2024 - Jan 14, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.60% Mar 11, 2022 - Mar 24, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.50% Apr 30, 2026 - May 7, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.44% Jan 21, 2025 - Feb 3, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.06% Feb 4, 2026 - Feb 9, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.84% Mar 8, 2022 - Mar 10, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.81% Nov 11, 2024 - Nov 20, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.12% Feb 12, 2026 - Feb 18, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BKR and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (1999 - 2026)
BKR vs SPY dividend yield comparison.
| Year | BKR | SPY |
|---|---|---|
| 2026 | 0.72% | 0.24% |
| 2025 | 2.02% | 1.07% |
| 2024 | 2.05% | 1.21% |
| 2023 | 2.28% | 1.40% |
| 2022 | 2.47% | 1.65% |
| 2021 | 2.99% | 1.20% |
| 2020 | 3.45% | 1.52% |
| 2019 | 2.81% | 1.75% |
| 2018 | 3.35% | 2.04% |
| 2017 | 56.42% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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