VNOM vs SPY

Comparison between Viper Energy Inc - Class A (VNOM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceVNOM has outperformed SPY, delivering a return of +29.3% compared to +13.7%

VNOM vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VNOM(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$6.95B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	88.17%	56.47%
Sharpe Ratio	0.72	1.76
5Y Beta	0.78	1.00
Industry	Oil & Gas Midstream	N/A
P/E Ratio	19.21	28.46
Forward P/E	33.90	21.99
PEG Ratio	0.65	N/A
Dividend Yield	4.84%	N/A
5Y Dividends CAGR	40.82%	5.43%
5Y EPS CAGR	N/A	25.20%
Debt to Equity	56.73%	33.33%
P/S Ratio	13.46	3.65
P/B Ratio	1.92	5.50

Market Cap / Net Assets

VNOM

$6.95B

Winner

SPY

$735B

Expense Ratio

VNOM

N/A

SPY

0.09%

Max Drawdown

VNOM

88.17%

Winner

SPY

56.47%

Sharpe Ratio

VNOM

0.72

Winner

SPY

1.76

5Y Beta

Winner

VNOM

0.78

SPY

1.00

Industry

VNOM

Oil & Gas Midstream

SPY

N/A

P/E Ratio

Winner

VNOM

19.21

SPY

28.46

Forward P/E

VNOM

33.90

Winner

SPY

21.99

PEG Ratio

VNOM

0.65

SPY

N/A

Dividend Yield

VNOM

4.84%

SPY

N/A

5Y Dividends CAGR

Winner

VNOM

40.82%

SPY

5.43%

5Y EPS CAGR

VNOM

N/A

SPY

25.20%

Debt to Equity

VNOM

56.73%

Winner

SPY

33.33%

P/S Ratio

VNOM

13.46

Winner

SPY

3.65

P/B Ratio

Winner

VNOM

1.92

SPY

5.50

VNOM vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	VNOM	SPY
1 month	+6.84%	+5.60%
3 months	+13.61%	+8.72%
6 months	+32.46%	+10.63%
1 year	+25.87%	+26.62%
5 years(CAGR)	+29.32%	+13.70%
10 years(CAGR)	+17.32%	+15.47%
Max(CAGR)	+9.76%	+8.50%

Winner

VNOM

+6.84%

SPY

+5.60%

Winner

VNOM

+13.61%

SPY

+8.72%

Winner

VNOM

+32.46%

SPY

+10.63%

VNOM

+25.87%

Winner

SPY

+26.62%

5Y(CAGR)

Winner

VNOM

+29.32%

SPY

+13.70%

10Y(CAGR)

Winner

VNOM

+17.32%

SPY

+15.47%

Max(CAGR)

Winner

VNOM

+9.76%

SPY

+8.50%

VNOM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VNOM	SPY
2026	+29.63%	+8.50%
2025	-17.87%	+18.00%
2024	+67.82%	+25.59%
2023	+14.77%	+26.72%
2022	+53.66%	-18.64%
2021	+85.15%	+30.52%
2020	-52.92%	+17.28%
2019	-2.14%	+31.09%
2018	+18.28%	-5.24%
2017	+53.47%	+20.78%
2016	+22.08%	+13.59%
2015	-25.50%	+1.31%
2014	-43.22%	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+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%

VNOM vs SPY Drawdown Comparison

The maximum drawdown for VNOM was -86.96%, occurring on Mar 23, 2020. Recovery took 925 trading sessions.

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

The current VNOM drawdown is -5.75%. The current SPY drawdown is -1.20%.

Rank	VNOM	SPY
#1	-86.96% Oct 3, 2018 - Jun 7, 2022	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-60.00% Jun 23, 2014 - Apr 13, 2018	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-34.44% Nov 22, 2024 - Apr 10, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-32.44% Jun 7, 2022 - Nov 7, 2022	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-26.71% Nov 7, 2022 - Feb 14, 2024	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-20.06% May 21, 2018 - Jul 9, 2018	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.29% Aug 26, 2024 - Oct 3, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-10.66% Jul 10, 2018 - Aug 1, 2018	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-10.53% Apr 11, 2024 - Jul 15, 2024	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-8.71% Mar 5, 2024 - Mar 28, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-8.53% Jul 19, 2024 - Aug 6, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.17% Nov 6, 2024 - Nov 22, 2024	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-5.58% May 9, 2018 - May 18, 2018	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-5.20% Aug 27, 2018 - Sep 18, 2018	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.83% Aug 6, 2018 - Aug 9, 2018	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VNOM and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (1999 - 2026)

VNOM vs SPY dividend yield comparison.

Year	VNOM	SPY
2026	2.45%	0.24%
2025	6.03%	1.07%
2024	4.89%	1.21%
2023	5.58%	1.40%
2022	7.68%	1.65%
2021	5.16%	1.20%
2020	5.85%	1.52%
2019	7.38%	1.75%
2018	8.14%	2.04%
2017	5.27%	1.80%
2016	4.83%	2.03%
2015	6.16%	2.06%
2014	1.38%	1.87%
2013	0.00%	1.81%
2012	0.00%	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%