VALE vs SPY
Comparison between Vale S.A. (VALE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VALE, delivering a return of +13.3% compared to +3.9%
VALE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
VALE
$85B
Winner
SPY
$652B
Expense Ratio
VALE
N/A
SPY
0.09%
Max Drawdown
VALE
95.10%
Winner
SPY
56.47%
Sharpe Ratio
Winner
VALE
2.10
SPY
2.07
5Y Beta
Winner
VALE
0.79
SPY
1.00
Industry
VALE
Other Industrial Metals & Mining
SPY
N/A
P/E Ratio
Winner
VALE
3.73
SPY
28.24
Forward P/E
Winner
VALE
7.77
SPY
21.85
PEG Ratio
VALE
0.01
SPY
N/A
Dividend Yield
VALE
33.80%
SPY
N/A
5Y Dividends CAGR
VALE
5.32%
Winner
SPY
5.43%
5Y EPS CAGR
VALE
N/A
SPY
25.79%
Debt to Equity
Winner
VALE
0.00%
SPY
22.35%
Free Cash Flow Yield
VALE
0.00%
SPY
N/A
P/S Ratio
Winner
VALE
0.33
SPY
3.55
P/B Ratio
Winner
VALE
1.85
SPY
5.29
VALE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
VALE
-0.66%
Winner
SPY
+9.11%
3M
VALE
-0.95%
Winner
SPY
+6.59%
6M
Winner
VALE
+39.39%
SPY
+10.56%
1Y
Winner
VALE
+88.27%
SPY
+32.04%
5Y(CAGR)
VALE
+3.92%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
VALE
+22.52%
SPY
+15.49%
Max(CAGR)
Winner
VALE
+14.35%
SPY
+8.50%
VALE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VALE | SPY |
|---|---|---|
| 2026 | +25.41% | +8.27% |
| 2025 | +60.78% | +18.00% |
| 2024 | -38.21% | +25.59% |
| 2023 | +5.54% | +26.72% |
| 2022 | +34.53% | -18.64% |
| 2021 | -5.31% | +30.52% |
| 2020 | +29.96% | +17.28% |
| 2019 | +0.57% | +31.09% |
| 2018 | +7.41% | -5.24% |
| 2017 | +58.97% | +20.78% |
| 2016 | +143.46% | +13.59% |
| 2015 | -56.72% | +1.31% |
| 2014 | -40.55% | +14.56% |
| 2013 | -25.81% | +29.00% |
| 2012 | +2.05% | +14.17% |
| 2011 | -35.45% | +0.85% |
| 2010 | +16.75% | +13.14% |
| 2009 | +126.85% | +22.67% |
| 2008 | -62.17% | -36.25% |
| 2007 | +129.73% | +5.32% |
| 2006 | +41.37% | +13.85% |
| 2005 | +51.98% | +5.32% |
| 2004 | +46.25% | +10.75% |
| 2003 | +111.37% | +24.18% |
| 2002 | +10.13% | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
VALE vs SPY Drawdown Comparison
The maximum drawdown for VALE was -92.80%, occurring on Jan 25, 2016. Recovery took 3494 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VALE drawdown is -6.68%.
| Rank | VALE | SPY |
|---|---|---|
| #1 | -92.80% May 16, 2008 - Apr 1, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -49.74% Apr 4, 2022 - Jan 21, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -32.07% May 9, 2006 - Dec 5, 2006 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -32.04% Jan 5, 2004 - Sep 20, 2004 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -29.62% Nov 6, 2007 - Apr 16, 2008 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -28.82% Feb 24, 2005 - Sep 6, 2005 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -28.04% Jul 23, 2007 - Sep 13, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -27.50% May 31, 2002 - Feb 11, 2003 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.85% Feb 25, 2026 - Apr 14, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.53% Jan 31, 2006 - Apr 21, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.25% Sep 29, 2005 - Nov 25, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.15% Feb 22, 2007 - Mar 21, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.16% Oct 5, 2004 - Nov 12, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.32% Oct 1, 2007 - Oct 29, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.11% Apr 20, 2026 - May 4, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VALE and SPY is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (1999 - 2026)
VALE vs SPY dividend yield comparison.
| Year | VALE | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 7.30% | 1.07% |
| 2024 | 11.41% | 1.21% |
| 2023 | 7.75% | 1.40% |
| 2022 | 8.63% | 1.65% |
| 2021 | 19.70% | 1.20% |
| 2020 | 2.72% | 1.52% |
| 2019 | 2.63% | 1.75% |
| 2018 | 4.16% | 2.04% |
| 2017 | 3.77% | 1.80% |
| 2016 | 1.06% | 2.03% |
| 2015 | 7.48% | 2.06% |
| 2014 | 8.24% | 1.87% |
| 2013 | 4.71% | 1.81% |
| 2012 | 12.44% | 2.18% |
| 2011 | 7.58% | 2.05% |
| 2010 | 2.07% | 1.80% |
| 2009 | 2.32% | 1.95% |
| 2008 | 3.72% | 3.02% |
| 2007 | 1.04% | 1.85% |
| 2006 | 1.77% | 1.73% |
| 2005 | 2.77% | 1.73% |
| 2004 | 1.40% | 1.82% |
| 2003 | 2.63% | 1.47% |
| 2002 | 2.59% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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