BWXT vs SPY
Comparison between BWX Technologies Inc (BWXT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBWXT has outperformed SPY, delivering a return of +26.9% compared to +13.3%
BWXT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BWXT vs SPY - Historical Returns
Returns include dividend reinvestment.
BWXT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BWXT | SPY |
|---|---|---|
| 2026 | +13.00% | +8.27% |
| 2025 | +56.24% | +18.00% |
| 2024 | +47.28% | +25.59% |
| 2023 | +34.98% | +26.72% |
| 2022 | +21.64% | -18.64% |
| 2021 | -17.57% | +30.52% |
| 2020 | -3.96% | +17.28% |
| 2019 | +61.65% | +31.09% |
| 2018 | -36.14% | -5.24% |
| 2017 | +55.48% | +20.78% |
| 2016 | +27.37% | +13.59% |
| 2015 | +47.55% | +1.31% |
| 2014 | -9.77% | +14.56% |
| 2013 | +30.53% | +29.00% |
| 2012 | +11.44% | +14.17% |
| 2011 | -7.37% | +0.85% |
| 2010 | +10.54% | +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% |
BWXT vs SPY Drawdown Comparison
The maximum drawdown for BWXT was -47.88%, occurring on Sep 22, 2011. Recovery took 718 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BWXT drawdown is -13.93%.
| Rank | BWXT | SPY |
|---|---|---|
| #1 | -47.88% Mar 9, 2011 - Jan 15, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -47.74% Apr 20, 2018 - Feb 19, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -40.10% Feb 20, 2020 - Jun 13, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -32.87% Nov 21, 2024 - Jun 11, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.14% May 2, 2014 - Jul 2, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -22.01% Nov 3, 2025 - Jan 16, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.38% Mar 6, 2024 - Jul 23, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.95% Dec 29, 2015 - Mar 1, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.98% Jan 16, 2026 - Mar 25, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.93% Apr 15, 2026 - May 8, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.90% Aug 5, 2010 - Nov 18, 2010 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.75% Mar 25, 2026 - Apr 8, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.63% Jul 23, 2024 - Sep 23, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.94% Aug 5, 2025 - Sep 29, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.54% Oct 16, 2025 - Oct 29, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BWXT and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
BWXT vs SPY dividend yield comparison.
| Year | BWXT | SPY |
|---|---|---|
| 2026 | 0.13% | 0.24% |
| 2025 | 0.58% | 1.07% |
| 2024 | 0.86% | 1.21% |
| 2023 | 1.20% | 1.40% |
| 2022 | 1.52% | 1.65% |
| 2021 | 1.75% | 1.20% |
| 2020 | 1.26% | 1.52% |
| 2019 | 1.10% | 1.75% |
| 2018 | 1.67% | 2.04% |
| 2017 | 0.69% | 1.80% |
| 2016 | 0.91% | 2.03% |
| 2015 | 30.37% | 2.06% |
| 2014 | 1.32% | 1.87% |
| 2013 | 0.99% | 1.81% |
| 2012 | 0.31% | 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks