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OXY vs SPY

Comparison between Occidental Petroleum Corp (OXY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceOXY has outperformed SPY, delivering a return of +15.6% compared to +13.3%

OXY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OXY
$55B
Winner
SPY
$652B
Expense Ratio
OXY
N/A
SPY
0.09%
Max Drawdown
OXY
92.33%
Winner
SPY
56.47%
Sharpe Ratio
OXY
1.02
Winner
SPY
2.07
5Y Beta
Winner
OXY
0.61
SPY
1.00
Industry
OXY
Oil & Gas E&p
SPY
N/A
P/E Ratio
Winner
OXY
11.38
SPY
28.24
Forward P/E
Winner
OXY
12.64
SPY
21.85
PEG Ratio
OXY
0.27
SPY
N/A
Dividend Yield
OXY
1.82%
SPY
N/A
5Y Dividends CAGR
Winner
OXY
98.09%
SPY
5.43%
5Y EPS CAGR
OXY
N/A
SPY
25.79%
Debt to Equity
OXY
39.16%
Winner
SPY
22.35%
Free Cash Flow Yield
OXY
6.58%
SPY
N/A
P/S Ratio
Winner
OXY
2.54
SPY
3.55
P/B Ratio
Winner
OXY
2.15
SPY
5.29

OXY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OXY
-11.28%
Winner
SPY
+9.11%
3M
Winner
OXY
+14.21%
SPY
+6.59%
6M
Winner
OXY
+29.74%
SPY
+10.56%
1Y
OXY
+30.71%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
OXY
+15.58%
SPY
+13.35%
10Y(CAGR)
OXY
-0.37%
Winner
SPY
+15.49%
Max(CAGR)
Winner
OXY
+9.22%
SPY
+8.50%

OXY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOXYSPY
2026+25.74%+8.27%
2025-15.66%+18.00%
2024-16.39%+25.59%
2023-1.02%+26.72%
2022+104.49%-18.64%
2021+66.37%+30.52%
2020-56.69%+17.28%
2019-28.93%+31.09%
2018-13.39%-5.24%
2017+6.99%+20.78%
2016+10.19%+13.59%
2015-12.65%+1.31%
2014-7.91%+14.56%
2013+25.22%+29.00%
2012-18.68%+14.17%
2011-2.53%+0.85%
2010+20.18%+13.14%
2009+33.49%+22.67%
2008-22.09%-36.25%
2007+67.48%+5.32%
2006+15.52%+13.85%
2005+43.60%+5.32%
2004+41.94%+10.75%
2003+49.68%+24.18%
2002+11.09%-22.42%
2001+13.77%-10.13%
2000+22.19%-8.84%
1999-3.77%+8.61%

OXY vs SPY Drawdown Comparison

The maximum drawdown for OXY was -88.06%, occurring on Oct 28, 2020. Recovery took 2848 trading sessions.

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

The current OXY drawdown is -26.15%.

RankOXYSPY
#1-88.06%
May 2, 2011 - Aug 24, 2022
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-58.06%
May 20, 2008 - Dec 10, 2010
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-50.77%
Nov 7, 2022 - Apr 8, 2025
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.10%
Nov 15, 1999 - May 17, 2000
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.32%
May 18, 2001 - May 16, 2002
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.94%
Aug 29, 2022 - Nov 7, 2022
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.86%
May 23, 2002 - Oct 15, 2002
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-21.70%
May 18, 2000 - Sep 15, 2000
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-21.24%
Sep 19, 2005 - Jan 9, 2006
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-20.77%
Sep 18, 2000 - Dec 26, 2000
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-19.80%
Jan 3, 2008 - Apr 16, 2008
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-19.34%
Aug 1, 2006 - May 17, 2007
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-16.51%
Jul 13, 2007 - Sep 18, 2007
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.77%
May 10, 2006 - Jul 31, 2006
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.33%
Dec 27, 2000 - Mar 7, 2001
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OXY and SPY is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

Dividend Comparison (1999 - 2026)

OXY vs SPY dividend yield comparison.

YearOXYSPY
20260.49%0.24%
20252.33%1.07%
20241.78%1.21%
20231.21%1.40%
20220.83%1.65%
20210.14%1.20%
20204.74%1.52%
20197.62%1.75%
20185.05%2.04%
20174.15%1.80%
20164.24%2.03%
20154.39%2.06%
20147.43%1.87%
20132.69%1.81%
20122.82%2.18%
20111.96%2.05%
20101.50%1.80%
20091.61%1.95%
20082.02%3.02%
20071.22%1.85%
20061.64%1.73%
20051.61%1.73%
20041.88%1.82%
20032.46%1.47%
20023.51%1.70%
20013.77%1.25%
20004.12%1.15%
19991.16%0.24%

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