BP vs SPY
Comparison between BP plc (BP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBP has outperformed SPY, delivering a return of +15.5% compared to +13.3%
BP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BP
$116B
Winner
SPY
$652B
Expense Ratio
BP
N/A
SPY
0.09%
Max Drawdown
BP
81.30%
Winner
SPY
56.47%
Sharpe Ratio
BP
1.86
Winner
SPY
2.07
5Y Beta
Winner
BP
0.47
SPY
1.00
Industry
BP
Oil & Gas Integrated
SPY
N/A
P/E Ratio
BP
37.30
Winner
SPY
28.24
Forward P/E
Winner
BP
8.52
SPY
21.85
PEG Ratio
BP
0.05
SPY
N/A
Dividend Yield
BP
4.61%
SPY
N/A
5Y Dividends CAGR
Winner
BP
9.31%
SPY
5.43%
5Y EPS CAGR
BP
N/A
SPY
25.79%
Debt to Equity
BP
132.55%
Winner
SPY
22.35%
Free Cash Flow Yield
BP
9.80%
SPY
N/A
P/S Ratio
Winner
BP
0.58
SPY
3.55
P/B Ratio
Winner
BP
2.14
SPY
5.29
BP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BP
-5.58%
Winner
SPY
+9.11%
3M
Winner
BP
+11.92%
SPY
+6.59%
6M
Winner
BP
+21.64%
SPY
+10.56%
1Y
Winner
BP
+60.45%
SPY
+32.04%
5Y(CAGR)
Winner
BP
+15.52%
SPY
+13.35%
10Y(CAGR)
BP
+9.33%
Winner
SPY
+15.49%
Max(CAGR)
BP
+3.79%
Winner
SPY
+8.50%
BP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BP | SPY |
|---|---|---|
| 2026 | +22.51% | +8.27% |
| 2025 | +22.98% | +18.00% |
| 2024 | -12.06% | +25.59% |
| 2023 | +7.87% | +26.72% |
| 2022 | +33.31% | -18.64% |
| 2021 | +34.44% | +30.52% |
| 2020 | -41.94% | +17.28% |
| 2019 | +3.97% | +31.09% |
| 2018 | -5.30% | -5.24% |
| 2017 | +18.05% | +20.78% |
| 2016 | +29.75% | +13.59% |
| 2015 | -12.81% | +1.31% |
| 2014 | -16.52% | +14.56% |
| 2013 | +20.47% | +29.00% |
| 2012 | -1.16% | +14.17% |
| 2011 | -1.68% | +0.85% |
| 2010 | -22.92% | +13.14% |
| 2009 | +28.22% | +22.67% |
| 2008 | -32.54% | -36.25% |
| 2007 | +15.07% | +5.32% |
| 2006 | +4.36% | +13.85% |
| 2005 | +16.08% | +5.32% |
| 2004 | +21.95% | +10.75% |
| 2003 | +24.02% | +24.18% |
| 2002 | -8.96% | -22.42% |
| 2001 | -1.23% | -10.13% |
| 2000 | -16.57% | -8.84% |
| 1999 | +4.10% | +8.61% |
BP vs SPY Drawdown Comparison
The maximum drawdown for BP was -63.90%, occurring on Oct 28, 2020. Recovery took 1187 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BP drawdown is -9.03%.
| Rank | BP | SPY |
|---|---|---|
| #1 | -63.90% May 21, 2018 - Feb 7, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -59.96% Nov 6, 2007 - May 4, 2018 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.73% Dec 16, 1999 - May 5, 2004 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -30.61% Oct 17, 2023 - Nov 7, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.88% May 10, 2006 - Jul 9, 2007 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.77% Feb 16, 2023 - Oct 16, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.21% Jul 13, 2007 - Oct 12, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.69% Sep 28, 2005 - Jan 30, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.18% Mar 4, 2005 - Jul 5, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.55% Dec 3, 2025 - Jan 27, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.03% Apr 16, 2026 - May 8, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.63% Nov 1, 1999 - Nov 9, 1999 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.19% Nov 26, 2004 - Feb 10, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.96% Jan 31, 2006 - Apr 10, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.21% Aug 3, 2004 - Sep 17, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BP and SPY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (1999 - 2026)
BP vs SPY dividend yield comparison.
| Year | BP | SPY |
|---|---|---|
| 2026 | 1.15% | 0.24% |
| 2025 | 5.64% | 1.07% |
| 2024 | 6.20% | 1.21% |
| 2023 | 4.71% | 1.40% |
| 2022 | 3.94% | 1.65% |
| 2021 | 4.83% | 1.20% |
| 2020 | 9.21% | 1.52% |
| 2019 | 6.52% | 1.75% |
| 2018 | 6.41% | 2.04% |
| 2017 | 5.66% | 1.80% |
| 2016 | 6.37% | 2.03% |
| 2015 | 7.63% | 2.06% |
| 2014 | 6.14% | 1.87% |
| 2013 | 4.51% | 1.81% |
| 2012 | 4.76% | 2.18% |
| 2011 | 3.93% | 2.05% |
| 2010 | 3.80% | 1.80% |
| 2009 | 5.80% | 1.95% |
| 2008 | 7.07% | 3.02% |
| 2007 | 3.47% | 1.85% |
| 2006 | 3.43% | 1.73% |
| 2005 | 3.26% | 1.73% |
| 2004 | 2.85% | 1.82% |
| 2003 | 3.10% | 1.47% |
| 2002 | 3.47% | 1.70% |
| 2001 | 3.45% | 1.25% |
| 2000 | 2.61% | 1.15% |
| 1999 | 0.51% | 0.24% |
Select Stocks to Compare
Popular: BP vs SPY
More Comparisons
Compare with similar stocks