USOI vs BHP
Comparison between UBS AG London Branch (USOI, Company) and BHP Group Ltd (BHP, Company).
USOI vs BHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
USOI
$234B
BHP
$223B
Max Drawdown
Winner
USOI
39.19%
BHP
80.09%
Sharpe Ratio
USOI
1.53
Winner
BHP
1.83
5Y Beta
USOI
N/A
BHP
0.96
Industry
USOI
N/A
BHP
Other Industrial Metals & Mining
P/E Ratio
Winner
USOI
-48.77
BHP
10.31
Forward P/E
USOI
N/A
BHP
14.62
PEG Ratio
USOI
N/A
BHP
5.95
Dividend Yield
USOI
N/A
BHP
1.50%
5Y Dividends CAGR
USOI
N/A
BHP
5.63%
5Y EPS CAGR
USOI
N/A
BHP
16.99%
Debt to Equity
USOI
467.72%
Winner
BHP
62.55%
Free Cash Flow Yield
Winner
USOI
16.25%
BHP
9.34%
P/S Ratio
USOI
N/A
BHP
4.13
P/B Ratio
USOI
N/A
BHP
4.43
USOI vs BHP - Historical Returns
Returns include dividend reinvestment.
1M
USOI
-1.67%
Winner
BHP
+4.37%
3M
Winner
USOI
+21.74%
BHP
+11.61%
6M
USOI
+39.29%
Winner
BHP
+43.38%
1Y
USOI
+42.15%
Winner
BHP
+73.07%
5Y(CAGR)
USOI
N/A
BHP
+13.97%
10Y(CAGR)
USOI
N/A
BHP
+20.76%
Max(CAGR)
Winner
USOI
+18.42%
BHP
+13.83%
USOI vs BHP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USOI | BHP |
|---|---|---|
| 2026 | +44.10% | +36.63% |
| 2025 | -9.43% | +27.88% |
| 2024 | +6.91% | -24.24% |
| 2023 | N/A | +17.86% |
| 2022 | N/A | +44.04% |
| 2021 | N/A | -2.07% |
| 2020 | N/A | +25.10% |
| 2019 | N/A | +25.60% |
| 2018 | N/A | +7.03% |
| 2017 | N/A | +29.43% |
| 2016 | N/A | +43.42% |
| 2015 | N/A | -39.14% |
| 2014 | N/A | -26.80% |
| 2013 | N/A | -11.78% |
| 2012 | N/A | +8.31% |
| 2011 | N/A | -22.20% |
| 2010 | N/A | +19.58% |
| 2009 | N/A | +74.27% |
| 2008 | N/A | -37.79% |
| 2007 | N/A | +83.39% |
| 2006 | N/A | +15.62% |
| 2005 | N/A | +44.48% |
| 2004 | N/A | +31.80% |
| 2003 | N/A | +63.77% |
| 2002 | N/A | +7.06% |
| 2001 | N/A | +5.14% |
| 2000 | N/A | -17.20% |
| 1999 | N/A | +31.73% |
USOI vs BHP Drawdown Comparison
The maximum drawdown for USOI was -19.44%, occurring on May 5, 2025. Recovery took 281 trading sessions.
The maximum drawdown for BHP was -76.24%, occurring on Jan 20, 2016. Recovery took 2430 trading sessions.
The current USOI drawdown is -7.19%. The current BHP drawdown is -11.22%.
| Rank | USOI | BHP |
|---|---|---|
| #1 | -19.44% Jan 15, 2025 - Mar 2, 2026 | -76.24% Apr 11, 2011 - Dec 4, 2020 |
| #2 | -13.81% Jul 17, 2024 - Jan 15, 2025 | -73.74% May 16, 2008 - Nov 4, 2010 |
| #3 | -10.33% May 19, 2026 - May 29, 2026 | -42.56% Jan 7, 2000 - Jul 25, 2003 |
| #4 | -5.99% Apr 13, 2026 - Apr 21, 2026 | -37.26% Dec 27, 2023 - Jan 5, 2026 |
| #5 | -5.25% Apr 29, 2026 - May 12, 2026 | -33.79% Oct 29, 2007 - May 6, 2008 |
| #6 | -3.87% Mar 20, 2026 - Mar 27, 2026 | -31.11% May 10, 2021 - Mar 3, 2022 |
| #7 | -1.77% Jul 11, 2024 - Jul 17, 2024 | -30.30% Jun 7, 2022 - Jan 6, 2023 |
| #8 | -1.29% Apr 23, 2026 - Apr 27, 2026 | -26.07% May 9, 2006 - Mar 26, 2007 |
| #9 | -1.20% Mar 6, 2026 - Mar 12, 2026 | -23.83% Jul 12, 2007 - Sep 18, 2007 |
| #10 | -0.94% Mar 31, 2026 - Apr 2, 2026 | -22.08% Feb 28, 2005 - Aug 3, 2005 |
| #11 | -0.72% Apr 6, 2026 - Apr 13, 2026 | -21.84% Apr 1, 2022 - Jun 2, 2022 |
| #12 | -0.60% Jul 5, 2024 - Jul 11, 2024 | -20.65% Jan 26, 2023 - Dec 21, 2023 |
| #13 | -0.59% Jun 24, 2024 - Jun 27, 2024 | -20.54% Feb 19, 2004 - Sep 21, 2004 |
| #14 | -0.48% May 12, 2026 - May 14, 2026 | -19.75% Mar 2, 2026 - May 6, 2026 |
| #15 | -0.33% Jun 20, 2024 - Jun 24, 2024 | -14.41% Mar 3, 2021 - May 7, 2021 |
Correlation
Correlation between USOI and BHP is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (1999 - 2026)
USOI vs BHP dividend yield comparison.
| Year | USOI | BHP |
|---|---|---|
| 2026 | 23.98% | 1.77% |
| 2025 | 27.21% | 3.64% |
| 2024 | 12.54% | 5.98% |
| 2023 | 0.00% | 4.98% |
| 2022 | 0.00% | 22.44% |
| 2021 | 0.00% | 9.98% |
| 2020 | 0.00% | 3.67% |
| 2019 | 0.00% | 8.59% |
| 2018 | 0.00% | 4.89% |
| 2017 | 0.00% | 3.61% |
| 2016 | 0.00% | 1.68% |
| 2015 | 0.00% | 9.38% |
| 2014 | 0.00% | 5.11% |
| 2013 | 0.00% | 3.40% |
| 2012 | 0.00% | 2.86% |
| 2011 | 0.00% | 2.86% |
| 2010 | 0.00% | 1.87% |
| 2009 | 0.00% | 2.14% |
| 2008 | 0.00% | 3.26% |
| 2007 | 0.00% | 1.34% |
| 2006 | 0.00% | 1.76% |
| 2005 | 0.00% | 1.68% |
| 2004 | 0.00% | 1.50% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 2.35% |
| 2001 | 0.00% | 2.45% |
| 2000 | 0.00% | 1.92% |
| 1999 | 0.00% | 0.56% |
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