BTU vs SPY

Comparison between Peabody Energy Corp New (BTU, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceBTU has outperformed SPY, delivering a return of +33.6% compared to +13.9%

BTU vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTU(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.22B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	98.25%	56.47%
Sharpe Ratio	1.35	2.02
5Y Beta	0.72	1.00
Industry	Thermal Coal	N/A
P/E Ratio	-33.55	28.62
Forward P/E	24.69	22.20
Dividend Yield	1.22%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.35%
Debt to Equity	0.00%	33.33%
Free Cash Flow Yield	-5.21%	N/A
P/S Ratio	N/A	3.68
P/B Ratio	N/A	5.52

Market Cap / Net Assets

BTU

$3.22B

Winner

SPY

$735B

Expense Ratio

BTU

N/A

SPY

0.09%

Max Drawdown

BTU

98.25%

Winner

SPY

56.47%

Sharpe Ratio

BTU

1.35

Winner

SPY

2.02

5Y Beta

Winner

BTU

0.72

SPY

1.00

Industry

BTU

Thermal Coal

SPY

N/A

P/E Ratio

Winner

BTU

-33.55

SPY

28.62

Forward P/E

BTU

24.69

Winner

SPY

22.20

Dividend Yield

BTU

1.22%

SPY

N/A

5Y Dividends CAGR

BTU

N/A

SPY

5.43%

5Y EPS CAGR

BTU

N/A

SPY

26.35%

Debt to Equity

Winner

BTU

0.00%

SPY

33.33%

Free Cash Flow Yield

BTU

-5.21%

SPY

N/A

P/S Ratio

BTU

N/A

SPY

3.68

P/B Ratio

BTU

N/A

SPY

5.52

BTU vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BTU	SPY
1 month	-2.32%	+4.93%
3 months	-16.16%	+9.70%
6 months	-1.77%	+11.04%
1 year	+84.78%	+28.41%
5 years(CAGR)	+33.59%	+13.90%
10 years(CAGR)	-0.16%	+15.45%
Max(CAGR)	-0.16%	+8.55%

BTU

-2.32%

Winner

SPY

+4.93%

BTU

-16.16%

Winner

SPY

+9.70%

BTU

-1.77%

Winner

SPY

+11.04%

Winner

BTU

+84.78%

SPY

+28.41%

5Y(CAGR)

Winner

BTU

+33.59%

SPY

+13.90%

10Y(CAGR)

BTU

-0.16%

Winner

SPY

+15.45%

Max(CAGR)

BTU

-0.16%

Winner

SPY

+8.55%

BTU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTU	SPY
2026	-13.61%	+10.15%
2025	+44.81%	+18.00%
2024	-13.07%	+25.59%
2023	-2.16%	+26.72%
2022	+132.98%	-18.64%
2021	+242.52%	+30.52%
2020	-75.88%	+17.28%
2019	-67.95%	+31.09%
2018	-21.75%	-5.24%
2017	+27.00%	+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%

BTU vs SPY Drawdown Comparison

The maximum drawdown for BTU was -98.07%, occurring on Nov 10, 2020. This drawdown has not yet recovered.

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

The current BTU drawdown is -36.01%. The current SPY drawdown is -0.02%.

Rank	BTU	SPY
#1	-98.07% Jun 14, 2018 - Nov 10, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-25.77% Apr 3, 2017 - Nov 1, 2017	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-13.95% Feb 15, 2018 - May 17, 2018	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-8.07% Jan 26, 2018 - Feb 14, 2018	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-3.03% May 21, 2018 - May 30, 2018	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-2.54% Nov 6, 2017 - Nov 20, 2017	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-2.54% Jan 12, 2018 - Jan 26, 2018	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-2.20% Jun 7, 2018 - Jun 14, 2018	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-2.12% Dec 1, 2017 - Dec 7, 2017	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-0.99% Dec 28, 2017 - Jan 5, 2018	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-0.97% Dec 26, 2017 - Dec 28, 2017	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.89% Dec 13, 2017 - Dec 18, 2017	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.89% Nov 24, 2017 - Nov 28, 2017	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.84% May 17, 2018 - May 21, 2018	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.57% Nov 1, 2017 - Nov 6, 2017	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BTU and SPY is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

0.05

-101

Dividend Comparison (1999 - 2026)

BTU vs SPY dividend yield comparison.

Year	BTU	SPY
2026	0.57%	0.24%
2025	1.01%	1.07%
2024	1.43%	1.21%
2023	0.93%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	26.43%	1.75%
2018	1.59%	2.04%
2017	0.00%	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%