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ZBH vs SPY

Comparison between Zimmer Biomet Holdings Inc (ZBH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ZBH, delivering a return of +13.3% compared to -12.5%

ZBH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ZBH
$16B
Winner
SPY
$652B
Expense Ratio
ZBH
N/A
SPY
0.09%
Max Drawdown
ZBH
65.03%
Winner
SPY
56.47%
Sharpe Ratio
ZBH
-0.37
Winner
SPY
2.07
5Y Beta
Winner
ZBH
0.35
SPY
1.00
Industry
ZBH
Medical Devices
SPY
N/A
P/E Ratio
Winner
ZBH
19.91
SPY
28.24
Forward P/E
Winner
ZBH
9.92
SPY
21.85
PEG Ratio
ZBH
107.34
SPY
N/A
Dividend Yield
ZBH
1.15%
SPY
N/A
5Y Dividends CAGR
ZBH
5.18%
Winner
SPY
5.43%
5Y EPS CAGR
ZBH
3.14%
Winner
SPY
25.79%
Debt to Equity
ZBH
58.95%
Winner
SPY
22.35%
Free Cash Flow Yield
ZBH
9.02%
SPY
N/A
P/S Ratio
Winner
ZBH
1.91
SPY
3.55
P/B Ratio
Winner
ZBH
1.26
SPY
5.29

ZBH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ZBH
-11.48%
Winner
SPY
+9.11%
3M
ZBH
-8.00%
Winner
SPY
+6.59%
6M
ZBH
-6.48%
Winner
SPY
+10.56%
1Y
ZBH
-12.54%
Winner
SPY
+32.04%
5Y(CAGR)
ZBH
-12.51%
Winner
SPY
+13.35%
10Y(CAGR)
ZBH
-2.33%
Winner
SPY
+15.49%
Max(CAGR)
ZBH
+4.83%
Winner
SPY
+8.50%

ZBH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearZBHSPY
2026-8.30%+8.27%
2025-13.07%+18.00%
2024-12.24%+25.59%
2023-3.65%+26.72%
2022+2.54%-18.64%
2021-16.52%+30.52%
2020+4.09%+17.28%
2019+47.42%+31.09%
2018-15.68%-5.24%
2017+17.71%+20.78%
2016+2.23%+13.59%
2015-8.12%+1.31%
2014+24.01%+14.56%
2013+39.03%+29.00%
2012+24.96%+14.17%
2011-2.82%+0.85%
2010-10.56%+13.14%
2009+41.55%+22.67%
2008-39.03%-36.25%
2007-14.20%+5.32%
2006+14.46%+13.85%
2005-15.04%+5.32%
2004+14.46%+10.75%
2003+74.69%+24.18%
2002+37.35%-22.42%
2001+2.62%-10.13%
2000N/A-8.84%
1999N/A+8.61%

ZBH vs SPY Drawdown Comparison

The maximum drawdown for ZBH was -65.03%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.

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

The current ZBH drawdown is -50.49%.

RankZBHSPY
#1-65.03%
Apr 26, 2007 - Nov 14, 2013
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.85%
Apr 29, 2021 - Apr 29, 2026
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-49.73%
Feb 14, 2020 - Jan 6, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-40.49%
Jul 7, 2004 - Apr 17, 2007
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.23%
Aug 9, 2016 - Jul 14, 2017
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-26.04%
Sep 28, 2018 - Jul 26, 2019
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.07%
Feb 24, 2015 - May 24, 2016
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.18%
Jul 17, 2017 - Sep 28, 2018
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.22%
Mar 4, 2002 - Jul 30, 2002
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.43%
Aug 7, 2001 - Oct 16, 2001
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.52%
Mar 21, 2003 - Aug 6, 2003
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.07%
Nov 7, 2002 - Feb 18, 2003
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.91%
Jun 6, 2014 - Oct 28, 2014
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.74%
Mar 8, 2004 - Apr 16, 2004
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.05%
Dec 6, 2001 - Jan 30, 2002
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ZBH and SPY is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

ZBH vs SPY dividend yield comparison.

YearZBHSPY
20260.29%0.24%
20251.07%1.07%
20240.91%1.21%
20230.79%1.40%
20220.75%1.65%
20210.76%1.20%
20200.62%1.52%
20190.64%1.75%
20180.93%2.04%
20170.80%1.80%
20160.93%2.03%
20150.86%2.06%
20140.78%1.87%
20130.86%1.81%
20121.08%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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