BHP vs. RIO
Compare and contrast key facts about BHP Group (BHP) and Rio Tinto Group (RIO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHP or RIO.
Key characteristics
| BHP | RIO | |
|---|---|---|
| YTD Return | -12.34% | -6.60% |
| 1Y Return | -2.82% | 1.60% |
| 3Y Return (Ann) | 2.19% | 1.25% |
| 5Y Return (Ann) | 9.75% | 11.21% |
| 10Y Return (Ann) | 5.43% | 9.76% |
| Sharpe Ratio | -0.04 | 0.13 |
| Daily Std Dev | 26.21% | 25.69% |
| Max Drawdown | -75.95% | -88.97% |
| Current Drawdown | -13.08% | -8.14% |
Fundamentals
| BHP | RIO | |
|---|---|---|
| Market Cap | $146.08B | $103.50B |
| EPS | $2.92 | $6.16 |
| PE Ratio | 19.76 | 10.35 |
| PEG Ratio | 0.00 | 0.00 |
| Revenue (TTM) | $55.66B | $54.04B |
| Gross Profit (TTM) | $43.24B | $21.30B |
| EBITDA (TTM) | $26.85B | $19.45B |
Correlation
The correlation between BHP and RIO is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BHP vs. RIO - Performance Comparison
In the year-to-date period, BHP achieves a -12.34% return, which is significantly lower than RIO's -6.60% return. Over the past 10 years, BHP has underperformed RIO with an annualized return of 5.43%, while RIO has yielded a comparatively higher 9.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BHP vs. RIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and Rio Tinto Group (RIO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BHP vs. RIO - Dividend Comparison
BHP's dividend yield for the trailing twelve months is around 5.20%, less than RIO's 6.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 5.20% | 4.98% | 10.27% | 9.98% | 3.67% | 8.59% | 4.89% | 3.61% | 1.68% | 9.32% | 5.11% | 3.40% |
RIO Rio Tinto Group | 6.51% | 5.40% | 10.48% | 14.39% | 5.13% | 10.70% | 6.32% | 4.45% | 3.96% | 7.79% | 4.46% | 3.15% |
Drawdowns
BHP vs. RIO - Drawdown Comparison
The maximum BHP drawdown since its inception was -75.95%, smaller than the maximum RIO drawdown of -88.97%. Use the drawdown chart below to compare losses from any high point for BHP and RIO. For additional features, visit the drawdowns tool.
Volatility
BHP vs. RIO - Volatility Comparison
BHP Group (BHP) and Rio Tinto Group (RIO) have volatilities of 7.67% and 7.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.