BTI vs SPY
Comparison between British American Tobacco Plc (BTI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBTI has outperformed SPY, delivering a return of +16.6% compared to +13.3%
BTI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BTI
$131B
Winner
SPY
$652B
Expense Ratio
BTI
N/A
SPY
0.09%
Max Drawdown
BTI
62.28%
Winner
SPY
56.47%
Sharpe Ratio
BTI
1.44
Winner
SPY
2.07
5Y Beta
Winner
BTI
0.13
SPY
1.00
Industry
BTI
Tobacco
SPY
N/A
P/E Ratio
Winner
BTI
9.10
SPY
28.24
Forward P/E
Winner
BTI
12.02
SPY
21.85
PEG Ratio
BTI
1.52
SPY
N/A
Dividend Yield
BTI
5.73%
SPY
N/A
5Y Dividends CAGR
Winner
BTI
6.64%
SPY
5.43%
5Y EPS CAGR
BTI
4.53%
Winner
SPY
25.79%
Debt to Equity
BTI
73.18%
Winner
SPY
22.35%
Free Cash Flow Yield
BTI
11.20%
SPY
N/A
P/S Ratio
BTI
5.03
Winner
SPY
3.55
P/B Ratio
Winner
BTI
1.98
SPY
5.29
BTI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BTI
-2.77%
Winner
SPY
+9.11%
3M
BTI
-3.30%
Winner
SPY
+6.59%
6M
BTI
+9.76%
Winner
SPY
+10.56%
1Y
Winner
BTI
+42.63%
SPY
+32.04%
5Y(CAGR)
Winner
BTI
+16.55%
SPY
+13.35%
10Y(CAGR)
BTI
+6.47%
Winner
SPY
+15.49%
Max(CAGR)
Winner
BTI
+14.54%
SPY
+8.50%
BTI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BTI | SPY |
|---|---|---|
| 2026 | +4.57% | +8.27% |
| 2025 | +64.84% | +18.00% |
| 2024 | +33.14% | +25.59% |
| 2023 | -20.88% | +26.72% |
| 2022 | +13.15% | -18.64% |
| 2021 | +7.43% | +30.52% |
| 2020 | -5.78% | +17.28% |
| 2019 | +44.44% | +31.09% |
| 2018 | -49.54% | -5.24% |
| 2017 | +24.00% | +20.78% |
| 2016 | +7.62% | +13.59% |
| 2015 | +8.37% | +1.31% |
| 2014 | +6.59% | +14.56% |
| 2013 | +10.40% | +29.00% |
| 2012 | +10.02% | +14.17% |
| 2011 | +28.72% | +0.85% |
| 2010 | +24.75% | +13.14% |
| 2009 | +24.54% | +22.67% |
| 2008 | -28.76% | -36.25% |
| 2007 | +41.41% | +5.32% |
| 2006 | +27.67% | +13.85% |
| 2005 | +37.22% | +5.32% |
| 2004 | +30.71% | +10.75% |
| 2003 | +47.19% | +24.18% |
| 2002 | +21.74% | -22.42% |
| 2001 | +13.05% | -10.13% |
| 2000 | +56.19% | -8.84% |
| 1999 | -23.39% | +8.61% |
BTI vs SPY Drawdown Comparison
The maximum drawdown for BTI was -56.03%, occurring on Mar 23, 2020. Recovery took 1930 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BTI drawdown is -6.18%.
| Rank | BTI | SPY |
|---|---|---|
| #1 | -56.03% Jun 7, 2017 - Feb 10, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.71% Apr 18, 2008 - Sep 10, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.10% Nov 3, 1999 - May 15, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.66% Sep 11, 2002 - Oct 28, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.28% May 31, 2002 - Sep 9, 2002 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.64% Aug 11, 2000 - Oct 27, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.29% Jul 5, 2016 - Mar 16, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.93% Sep 17, 2001 - Feb 22, 2002 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.64% May 20, 2013 - Mar 28, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.43% Dec 19, 2000 - Mar 1, 2001 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.97% Jan 10, 2008 - Mar 13, 2008 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.56% Mar 9, 2001 - Aug 20, 2001 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.53% Oct 28, 2015 - Mar 17, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.49% Jun 20, 2014 - Jul 31, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.74% Aug 21, 2025 - Nov 28, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BTI and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (1999 - 2026)
BTI vs SPY dividend yield comparison.
| Year | BTI | SPY |
|---|---|---|
| 2026 | 1.43% | 0.24% |
| 2025 | 5.29% | 1.07% |
| 2024 | 8.18% | 1.21% |
| 2023 | 9.72% | 1.40% |
| 2022 | 7.23% | 1.65% |
| 2021 | 7.98% | 1.20% |
| 2020 | 7.22% | 1.52% |
| 2019 | 6.35% | 1.75% |
| 2018 | 8.53% | 2.04% |
| 2017 | 4.27% | 1.80% |
| 2016 | 3.85% | 2.03% |
| 2015 | 4.11% | 2.06% |
| 2014 | 4.47% | 1.87% |
| 2013 | 4.03% | 1.81% |
| 2012 | 4.16% | 2.18% |
| 2011 | 4.05% | 2.05% |
| 2010 | 4.08% | 1.80% |
| 2009 | 4.23% | 1.95% |
| 2008 | 4.95% | 3.02% |
| 2007 | 2.97% | 1.85% |
| 2006 | 3.14% | 1.73% |
| 2005 | 3.52% | 1.73% |
| 2004 | 4.02% | 1.82% |
| 2003 | 4.02% | 1.47% |
| 2002 | 4.80% | 1.70% |
| 2001 | 4.91% | 1.25% |
| 2000 | 5.59% | 1.15% |
| 1999 | 0.00% | 0.24% |
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