HAL vs SPY
Comparison between Halliburton Company (HAL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceHAL has outperformed SPY, delivering a return of +13.8% compared to +13.3%
HAL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
HAL
$34B
Winner
SPY
$652B
Expense Ratio
HAL
N/A
SPY
0.09%
Max Drawdown
HAL
93.77%
Winner
SPY
56.47%
Sharpe Ratio
Winner
HAL
2.13
SPY
2.07
5Y Beta
Winner
HAL
0.99
SPY
1.00
Industry
HAL
Oil & Gas Equipment & Services
SPY
N/A
P/E Ratio
HAL
29.74
Winner
SPY
28.24
Forward P/E
Winner
HAL
15.65
SPY
21.85
PEG Ratio
HAL
1.10
SPY
N/A
Dividend Yield
HAL
1.74%
SPY
N/A
5Y Dividends CAGR
Winner
HAL
36.40%
SPY
5.43%
5Y EPS CAGR
HAL
0.29%
Winner
SPY
25.79%
Debt to Equity
HAL
66.42%
Winner
SPY
22.35%
Free Cash Flow Yield
HAL
8.35%
SPY
N/A
P/S Ratio
Winner
HAL
1.52
SPY
3.55
P/B Ratio
Winner
HAL
3.25
SPY
5.29
HAL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
HAL
+5.34%
Winner
SPY
+9.11%
3M
Winner
HAL
+14.66%
SPY
+6.59%
6M
Winner
HAL
+46.05%
SPY
+10.56%
1Y
Winner
HAL
+102.21%
SPY
+32.04%
5Y(CAGR)
Winner
HAL
+13.76%
SPY
+13.35%
10Y(CAGR)
HAL
+2.25%
Winner
SPY
+15.49%
Max(CAGR)
HAL
+4.42%
Winner
SPY
+8.50%
HAL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HAL | SPY |
|---|---|---|
| 2026 | +35.19% | +8.27% |
| 2025 | +4.96% | +18.00% |
| 2024 | -23.11% | +25.59% |
| 2023 | -2.26% | +26.72% |
| 2022 | +66.37% | -18.64% |
| 2021 | +22.44% | +30.52% |
| 2020 | -21.87% | +17.28% |
| 2019 | -7.45% | +31.09% |
| 2018 | -45.44% | -5.24% |
| 2017 | -10.81% | +20.78% |
| 2016 | +59.60% | +13.59% |
| 2015 | -12.31% | +1.31% |
| 2014 | -20.44% | +14.56% |
| 2013 | +43.78% | +29.00% |
| 2012 | +2.71% | +14.17% |
| 2011 | -14.61% | +0.85% |
| 2010 | +32.20% | +13.14% |
| 2009 | +57.25% | +22.67% |
| 2008 | -52.44% | -36.25% |
| 2007 | +28.20% | +5.32% |
| 2006 | -4.12% | +13.85% |
| 2005 | +64.58% | +5.32% |
| 2004 | +53.10% | +10.75% |
| 2003 | +38.58% | +24.18% |
| 2002 | +57.19% | -22.42% |
| 2001 | -63.85% | -10.13% |
| 2000 | -4.27% | -8.84% |
| 1999 | +4.21% | +8.61% |
HAL vs SPY Drawdown Comparison
The maximum drawdown for HAL was -92.99%, occurring on Mar 18, 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 HAL drawdown is -32.74%.
| Rank | HAL | SPY |
|---|---|---|
| #1 | -92.99% Jul 23, 2014 - Mar 18, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -82.79% Sep 6, 2000 - Jul 22, 2005 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -74.98% Jul 1, 2008 - Jul 5, 2011 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -52.90% Jul 25, 2011 - Nov 14, 2013 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -35.95% Apr 21, 2006 - Oct 12, 2007 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.49% Oct 15, 2007 - Apr 7, 2008 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.41% Nov 17, 1999 - Mar 7, 2000 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.61% Sep 29, 2005 - Jan 11, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.94% May 15, 2000 - Aug 9, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.67% Mar 7, 2000 - Apr 27, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.14% Jan 30, 2006 - Apr 18, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.07% Nov 14, 2013 - Feb 24, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.23% Nov 1, 1999 - Nov 9, 1999 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.32% Aug 11, 2005 - Aug 30, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.38% Apr 22, 2008 - May 8, 2008 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HAL and SPY is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
0.29
-101
Dividend Comparison (1999 - 2026)
HAL vs SPY dividend yield comparison.
| Year | HAL | SPY |
|---|---|---|
| 2026 | 0.43% | 0.24% |
| 2025 | 2.41% | 1.07% |
| 2024 | 2.50% | 1.21% |
| 2023 | 1.77% | 1.40% |
| 2022 | 1.22% | 1.65% |
| 2021 | 0.79% | 1.20% |
| 2020 | 1.67% | 1.52% |
| 2019 | 2.94% | 1.75% |
| 2018 | 2.71% | 2.04% |
| 2017 | 1.47% | 1.80% |
| 2016 | 1.33% | 2.03% |
| 2015 | 2.12% | 2.06% |
| 2014 | 1.60% | 1.87% |
| 2013 | 1.03% | 1.81% |
| 2012 | 1.04% | 2.18% |
| 2011 | 1.04% | 2.05% |
| 2010 | 0.88% | 1.80% |
| 2009 | 1.20% | 1.95% |
| 2008 | 1.98% | 3.02% |
| 2007 | 0.91% | 1.85% |
| 2006 | 0.97% | 1.73% |
| 2005 | 0.81% | 1.73% |
| 2004 | 1.27% | 1.82% |
| 2003 | 1.92% | 1.47% |
| 2002 | 2.67% | 1.70% |
| 2001 | 3.82% | 1.25% |
| 2000 | 1.38% | 1.15% |
| 1999 | 0.31% | 0.24% |
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