BWA vs SPY

Comparison between BorgWarner Inc (BWA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BWA, delivering a return of +13.3% compared to +6.8%

BWA vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWA(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$12B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	72.54%	56.47%
Sharpe Ratio	2.04	2.07
5Y Beta	0.96	1.00
Industry	Auto Parts	N/A
P/E Ratio	16.16	28.24
Forward P/E	14.16	21.85
PEG Ratio	3.36	N/A
Dividend Yield	1.07%	N/A
5Y Dividends CAGR	4.06%	5.43%
5Y EPS CAGR	1.40%	25.79%
Debt to Equity	70.78%	22.35%
Free Cash Flow Yield	1.25%	N/A
P/S Ratio	0.86	3.55
P/B Ratio	2.17	5.29

Market Cap / Net Assets

BWA

$12B

Winner

SPY

$652B

Expense Ratio

BWA

N/A

SPY

0.09%

Max Drawdown

BWA

72.54%

Winner

SPY

56.47%

Sharpe Ratio

BWA

2.04

Winner

SPY

2.07

5Y Beta

Winner

BWA

0.96

SPY

1.00

Industry

BWA

Auto Parts

SPY

N/A

P/E Ratio

Winner

BWA

16.16

SPY

28.24

Forward P/E

Winner

BWA

14.16

SPY

21.85

PEG Ratio

BWA

3.36

SPY

N/A

Dividend Yield

BWA

1.07%

SPY

N/A

5Y Dividends CAGR

BWA

4.06%

Winner

SPY

5.43%

5Y EPS CAGR

BWA

1.40%

Winner

SPY

25.79%

Debt to Equity

BWA

70.78%

Winner

SPY

22.35%

Free Cash Flow Yield

BWA

1.25%

SPY

N/A

P/S Ratio

Winner

BWA

0.86

SPY

3.55

P/B Ratio

Winner

BWA

2.17

SPY

5.29

BWA vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BWA	SPY
1 month	+11.57%	+9.11%
3 months	+16.62%	+6.59%
6 months	+37.44%	+10.56%
1 year	+99.77%	+32.04%
5 years(CAGR)	+6.84%	+13.35%
10 years(CAGR)	+9.15%	+15.49%
Max(CAGR)	+11.69%	+8.50%

Winner

BWA

+11.57%

SPY

+9.11%

Winner

BWA

+16.62%

SPY

+6.59%

Winner

BWA

+37.44%

SPY

+10.56%

Winner

BWA

+99.77%

SPY

+32.04%

5Y(CAGR)

BWA

+6.84%

Winner

SPY

+13.35%

10Y(CAGR)

BWA

+9.15%

Winner

SPY

+15.49%

Max(CAGR)

Winner

BWA

+11.69%

SPY

+8.50%

BWA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BWA	SPY
2026	+31.87%	+8.27%
2025	+46.06%	+18.00%
2024	-10.38%	+25.59%
2023	+2.47%	+26.72%
2022	-9.40%	-18.64%
2021	+20.20%	+30.52%
2020	-10.38%	+17.28%
2019	+25.75%	+31.09%
2018	-31.89%	-5.24%
2017	+29.14%	+20.78%
2016	-5.18%	+13.59%
2015	-20.22%	+1.31%
2014	+0.89%	+14.56%
2013	+50.83%	+29.00%
2012	+9.46%	+14.17%
2011	-13.11%	+0.85%
2010	+114.21%	+13.14%
2009	+45.65%	+22.67%
2008	-52.77%	-36.25%
2007	+63.88%	+5.32%
2006	-3.39%	+13.85%
2005	+15.44%	+5.32%
2004	+28.28%	+10.75%
2003	+63.75%	+24.18%
2002	-2.65%	-22.42%
2001	+33.20%	-10.13%
2000	+5.11%	-8.84%
1999	+1.55%	+8.61%

BWA vs SPY Drawdown Comparison

The maximum drawdown for BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 617 trading sessions.

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

The current BWA drawdown is -7.58%.

Rank	BWA	SPY
#1	-72.14% May 16, 2008 - Oct 27, 2010	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-68.23% Jul 9, 2014 - Feb 4, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-42.29% May 23, 2002 - Jul 18, 2003	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-33.05% Aug 7, 2001 - Jan 29, 2002	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-31.25% Apr 4, 2011 - Feb 16, 2012	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-30.45% Mar 15, 2012 - Jul 10, 2013	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-28.43% Nov 19, 1999 - May 1, 2000	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-28.16% May 16, 2000 - Feb 6, 2001	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-23.80% Feb 12, 2026 - Mar 13, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-23.35% Oct 31, 2007 - May 7, 2008	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-21.49% Jan 26, 2004 - Nov 5, 2004	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-19.91% May 16, 2006 - Jan 24, 2007	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-17.83% Jul 16, 2007 - Oct 1, 2007	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-16.41% Feb 1, 2005 - Jun 13, 2005	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-15.08% Mar 8, 2001 - May 16, 2001	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BWA and SPY is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (1999 - 2026)

BWA vs SPY dividend yield comparison.

Year	BWA	SPY
2026	0.28%	0.24%
2025	1.24%	1.07%
2024	1.38%	1.21%
2023	1.45%	1.40%
2022	1.69%	1.65%
2021	1.51%	1.20%
2020	1.76%	1.52%
2019	1.57%	1.75%
2018	1.96%	2.04%
2017	1.15%	1.80%
2016	1.34%	2.03%
2015	1.20%	2.06%
2014	0.93%	1.87%
2013	0.45%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.36%	1.95%
2008	2.02%	3.02%
2007	0.70%	1.85%
2006	1.08%	1.73%
2005	0.92%	1.73%
2004	0.92%	1.82%
2003	0.85%	1.47%
2002	1.19%	1.70%
2001	1.15%	1.25%
2000	1.50%	1.15%
1999	0.00%	0.24%