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BHP vs. VZ

Last updated Jun 3, 2023

Compare and contrast key facts about BHP Group (BHP) and Verizon Communications Inc. (VZ).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHP or VZ.

Key characteristics


BHPVZ
YTD Return-2.60%-9.38%
1Y Return-4.28%-28.33%
5Y Return (Ann)16.17%-1.74%
10Y Return (Ann)7.95%1.20%
Sharpe Ratio0.15-1.27
Daily Std Dev37.14%22.37%
Max Drawdown-75.42%-56.77%

Fundamentals


BHPVZ
Market Cap$213.12B$149.79B
EPS$8.47$5.14
PE Ratio7.006.93
PEG Ratio0.005.51
Revenue (TTM)$60.56B$136.19B
Gross Profit (TTM)$56.07B$77.70B
EBITDA (TTM)$32.35B$48.12B

Correlation

0.22
-1.001.00

The correlation between BHP and VZ is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

BHP vs. VZ - Performance Comparison

In the year-to-date period, BHP achieves a -2.60% return, which is significantly lower than VZ's -9.38% return. Over the past 10 years, BHP has outperformed VZ with an annualized return of 7.95%, while VZ has yielded a comparatively lower 1.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%2023FebruaryMarchAprilMayJune
-3.27%
-3.68%
BHP
VZ

Compare stocks, funds, or ETFs


BHP Group

Verizon Communications Inc.

BHP vs. VZ - Dividend Comparison

BHP's dividend yield for the trailing twelve months is around 13.92%, more than VZ's 11.21% yield.


TTM20222021202020192018201720162015201420132012
BHP
BHP Group
13.92%10.57%12.93%5.26%12.99%8.22%6.43%3.13%17.80%10.47%7.25%6.32%
VZ
Verizon Communications Inc.
11.21%6.74%5.29%4.79%4.69%5.23%5.69%5.79%6.81%6.82%6.58%7.57%

BHP vs. VZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and Verizon Communications Inc. (VZ). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BHP
BHP Group
0.15
VZ
Verizon Communications Inc.
-1.27

BHP vs. VZ - Sharpe Ratio Comparison

The current BHP Sharpe Ratio is 0.15, which is higher than the VZ Sharpe Ratio of -1.27. The chart below compares the 12-month rolling Sharpe Ratio of BHP and VZ.


-1.00-0.500.000.501.002023FebruaryMarchAprilMayJune
0.15
-1.27
BHP
VZ

BHP vs. VZ - Drawdown Comparison

The maximum BHP drawdown for the period was -20.68%, higher than the maximum VZ drawdown of -36.24%. The drawdown chart below compares losses from any high point along the way for BHP and VZ


-40.00%-30.00%-20.00%-10.00%0.00%2023FebruaryMarchAprilMayJune
-15.16%
-36.24%
BHP
VZ

BHP vs. VZ - Volatility Comparison

BHP Group (BHP) has a higher volatility of 10.75% compared to Verizon Communications Inc. (VZ) at 6.12%. This indicates that BHP's price experiences larger fluctuations and is considered to be riskier than VZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%2023FebruaryMarchAprilMayJune
10.75%
6.12%
BHP
VZ