StockComparison Logo
vs

BSM vs SPY

Comparison between Black Stone Minerals L.P. (BSM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceBSM has outperformed SPY, delivering a return of +18.3% compared to +12.4%

BSM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BSM
$3.08B
Winner
SPY
$781B
Expense Ratio
BSM
N/A
SPY
0.09%
Max Drawdown
BSM
78.87%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BSM
1.27
SPY
1.22
5Y Beta
Winner
BSM
0.39
SPY
1.00
Industry
BSM
Oil & Gas E&p
SPY
N/A
P/E Ratio
Winner
BSM
12.76
SPY
28.78
Forward P/E
Winner
BSM
12.84
SPY
21.25
Dividend Yield
BSM
8.43%
SPY
N/A
5Y Dividends CAGR
Winner
BSM
23.20%
SPY
6.00%
5Y EPS CAGR
BSM
N/A
SPY
25.62%
Debt to Equity
Winner
BSM
8.88%
SPY
31.92%
Free Cash Flow Yield
BSM
9.98%
SPY
N/A
P/S Ratio
BSM
N/A
SPY
3.76
P/B Ratio
BSM
N/A
SPY
5.64

BSM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSM
+2.75%
SPY
+0.63%
3M
BSM
+3.75%
Winner
SPY
+4.46%
6M
BSM
+3.97%
Winner
SPY
+7.67%
1Y
Winner
BSM
+29.18%
SPY
+17.68%
5Y(CAGR)
Winner
BSM
+18.32%
SPY
+12.42%
10Y(CAGR)
BSM
+8.72%
Winner
SPY
+14.84%
Max(CAGR)
BSM
+6.88%
Winner
SPY
+8.44%

BSM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBSMSPY
2026+12.51%+8.63%
2025+0.27%+18.00%
2024+1.31%+25.59%
2023+13.62%+26.72%
2022+74.89%-18.64%
2021+54.36%+30.52%
2020-43.92%+17.28%
2019-9.62%+31.09%
2018-7.26%-5.24%
2017+0.87%+20.78%
2016+33.07%+13.59%
2015-18.50%+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%

BSM vs SPY Drawdown Comparison

The maximum drawdown for BSM was -75.55%, occurring on Mar 19, 2020. Recovery took 738 trading sessions.

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

The current BSM drawdown is -3.51%. The current SPY drawdown is -2.57%.

RankBSMSPY
#1-75.55%
May 7, 2019 - Apr 8, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.06%
May 1, 2015 - Sep 2, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.31%
Nov 8, 2022 - Sep 12, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.22%
Jun 8, 2022 - Oct 5, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.49%
Nov 3, 2023 - Dec 5, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.51%
Dec 21, 2016 - Dec 8, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.57%
Sep 11, 2018 - Feb 21, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.41%
Mar 5, 2026 - May 7, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.35%
Jan 12, 2018 - May 9, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.80%
Sep 15, 2016 - Nov 18, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.78%
Dec 5, 2025 - Jan 27, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.78%
Jun 25, 2018 - Aug 10, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.73%
Apr 28, 2022 - May 26, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.21%
Apr 18, 2022 - Apr 27, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.11%
Feb 25, 2019 - Apr 22, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BSM and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

BSM vs SPY dividend yield comparison.

YearBSMSPY
20264.12%0.50%
202510.16%1.07%
202410.96%1.21%
202311.90%1.40%
20229.13%1.65%
20218.23%1.20%
202010.18%1.52%
201911.64%1.75%
20188.61%2.04%
20176.69%1.80%
20165.86%2.03%
20152.94%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%

Select Stocks to Compare

Popular: BSM vs SPY