BMY vs SPY
Comparison between Bristol-Myers Squibb Company (BMY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BMY, delivering a return of +13.3% compared to +1.3%
BMY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BMY
$115B
Winner
SPY
$652B
Expense Ratio
BMY
N/A
SPY
0.09%
Max Drawdown
BMY
77.77%
Winner
SPY
56.47%
Sharpe Ratio
BMY
0.78
Winner
SPY
2.07
5Y Beta
Winner
BMY
0.27
SPY
1.00
Industry
BMY
Drug Manufacturers - General
SPY
N/A
P/E Ratio
Winner
BMY
13.31
SPY
28.24
Forward P/E
Winner
BMY
9.07
SPY
21.85
PEG Ratio
BMY
181.37
SPY
N/A
Dividend Yield
BMY
4.44%
SPY
N/A
5Y Dividends CAGR
Winner
BMY
6.01%
SPY
5.43%
5Y EPS CAGR
BMY
5.08%
Winner
SPY
25.79%
Debt to Equity
BMY
219.95%
Winner
SPY
22.35%
Free Cash Flow Yield
BMY
10.33%
SPY
N/A
P/S Ratio
Winner
BMY
2.37
SPY
3.55
P/B Ratio
BMY
5.80
Winner
SPY
5.29
BMY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BMY
-5.12%
Winner
SPY
+9.11%
3M
BMY
-6.59%
Winner
SPY
+6.59%
6M
Winner
BMY
+23.01%
SPY
+10.56%
1Y
BMY
+25.82%
Winner
SPY
+32.04%
5Y(CAGR)
BMY
+1.29%
Winner
SPY
+13.35%
10Y(CAGR)
BMY
+1.09%
Winner
SPY
+15.49%
Max(CAGR)
BMY
+2.54%
Winner
SPY
+8.50%
BMY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BMY | SPY |
|---|---|---|
| 2026 | +6.18% | +8.27% |
| 2025 | -0.28% | +18.00% |
| 2024 | +12.60% | +25.59% |
| 2023 | -26.47% | +26.72% |
| 2022 | +19.91% | -18.64% |
| 2021 | +3.98% | +30.52% |
| 2020 | +1.02% | +17.28% |
| 2019 | +26.77% | +31.09% |
| 2018 | -12.95% | -5.24% |
| 2017 | +5.89% | +20.78% |
| 2016 | -11.22% | +13.59% |
| 2015 | +18.28% | +1.31% |
| 2014 | +16.11% | +14.56% |
| 2013 | +67.54% | +29.00% |
| 2012 | -3.15% | +14.17% |
| 2011 | +38.90% | +0.85% |
| 2010 | +7.13% | +13.14% |
| 2009 | +11.75% | +22.67% |
| 2008 | -5.76% | -36.25% |
| 2007 | +3.41% | +5.32% |
| 2006 | +18.58% | +13.85% |
| 2005 | -5.46% | +5.32% |
| 2004 | -9.64% | +10.75% |
| 2003 | +24.30% | +24.18% |
| 2002 | -52.48% | -22.42% |
| 2001 | -27.31% | -10.13% |
| 2000 | +16.65% | -8.84% |
| 1999 | -16.91% | +8.61% |
BMY vs SPY Drawdown Comparison
The maximum drawdown for BMY was -71.90%, occurring on Jul 24, 2002. Recovery took 3398 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BMY drawdown is -19.16%.
| Rank | BMY | SPY |
|---|---|---|
| #1 | -71.90% Nov 16, 1999 - May 22, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -47.67% Dec 2, 2022 - Jul 3, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -39.24% Jul 14, 2016 - May 20, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -21.98% Aug 3, 2021 - Feb 25, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.21% Jul 14, 2015 - Dec 15, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.13% Mar 5, 2014 - Oct 30, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.29% Dec 16, 2015 - Apr 21, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.96% Jun 27, 2022 - Nov 7, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.60% Jan 10, 2014 - Mar 4, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.65% May 28, 2013 - Sep 19, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.45% Mar 18, 2015 - May 11, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.16% May 17, 2022 - Jun 24, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.76% Jan 13, 2015 - Mar 4, 2015 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.58% May 28, 2015 - Jul 10, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.35% Nov 22, 2013 - Dec 19, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BMY and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (1999 - 2026)
BMY vs SPY dividend yield comparison.
| Year | BMY | SPY |
|---|---|---|
| 2026 | 2.24% | 0.24% |
| 2025 | 4.60% | 1.07% |
| 2024 | 4.24% | 1.21% |
| 2023 | 4.44% | 1.40% |
| 2022 | 3.00% | 1.65% |
| 2021 | 2.36% | 1.20% |
| 2020 | 3.69% | 1.52% |
| 2019 | 2.55% | 1.75% |
| 2018 | 3.08% | 2.04% |
| 2017 | 2.55% | 1.80% |
| 2016 | 1.95% | 2.03% |
| 2015 | 2.17% | 2.06% |
| 2014 | 2.46% | 1.87% |
| 2013 | 3.31% | 1.81% |
| 2012 | 4.17% | 2.18% |
| 2011 | 3.75% | 2.05% |
| 2010 | 3.63% | 1.80% |
| 2009 | 4.95% | 1.95% |
| 2008 | 6.67% | 3.02% |
| 2007 | 4.22% | 1.85% |
| 2006 | 4.26% | 1.73% |
| 2005 | 4.87% | 1.73% |
| 2004 | 3.28% | 1.82% |
| 2003 | 3.92% | 1.47% |
| 2002 | 6.05% | 1.70% |
| 2001 | 2.16% | 1.25% |
| 2000 | 1.33% | 1.15% |
| 1999 | 0.00% | 0.24% |
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