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BEN vs SPY

Comparison between Franklin Resources Inc (BEN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BEN, delivering a return of +13.2% compared to +6.1%

BEN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BEN
$17B
Winner
SPY
$784B
Expense Ratio
BEN
N/A
SPY
0.09%
Max Drawdown
BEN
74.00%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BEN
1.64
SPY
1.54
5Y Beta
BEN
1.05
Winner
SPY
1.00
Industry
BEN
Asset Management
SPY
N/A
P/E Ratio
Winner
BEN
23.42
SPY
27.62
Forward P/E
Winner
BEN
11.35
SPY
21.11
PEG Ratio
BEN
0.28
SPY
N/A
Dividend Yield
BEN
3.93%
SPY
N/A
5Y Dividends CAGR
Winner
BEN
8.05%
SPY
6.00%
5Y EPS CAGR
BEN
-8.38%
Winner
SPY
25.30%
Debt to Equity
Winner
BEN
18.59%
SPY
31.11%
Free Cash Flow Yield
BEN
5.44%
SPY
N/A
P/S Ratio
Winner
BEN
1.90
SPY
3.49
P/B Ratio
Winner
BEN
1.42
SPY
5.30

BEN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BEN
+8.93%
SPY
-1.37%
3M
Winner
BEN
+43.36%
SPY
+12.22%
6M
Winner
BEN
+43.60%
SPY
+7.20%
1Y
Winner
BEN
+55.92%
SPY
+23.58%
5Y(CAGR)
BEN
+6.12%
Winner
SPY
+13.19%
10Y(CAGR)
BEN
+4.79%
Winner
SPY
+15.12%
Max(CAGR)
BEN
+7.09%
Winner
SPY
+8.44%

BEN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBENSPY
2026+43.96%+7.95%
2025+25.62%+18.00%
2024-26.74%+25.59%
2023+13.72%+26.72%
2022-17.27%-18.64%
2021+42.64%+30.52%
2020+2.85%+17.28%
2019-9.88%+31.09%
2018-23.15%-5.24%
2017+9.20%+20.78%
2016+11.67%+13.59%
2015-32.65%+1.31%
2014-0.61%+14.56%
2013+34.34%+29.00%
2012+31.10%+14.17%
2011-12.47%+0.85%
2010+3.87%+13.14%
2009+64.51%+22.67%
2008-43.34%-36.25%
2007+1.46%+5.32%
2006+15.47%+13.85%
2005+39.98%+5.32%
2004+34.28%+10.75%
2003+48.70%+24.18%
2002-2.38%-22.42%
2001-5.29%-10.13%
2000+21.06%-8.84%
1999-6.22%+8.61%

BEN vs SPY Drawdown Comparison

The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.

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

The current BEN drawdown is -3.19%. The current SPY drawdown is -3.18%.

RankBENSPY
#1-72.80%
Jul 17, 2007 - Jul 7, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-67.78%
Dec 8, 2014 - Mar 23, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.33%
Feb 1, 2001 - Oct 13, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.57%
Jan 25, 2000 - Sep 1, 2000		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.99%
Jul 7, 2011 - Oct 17, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.91%
Oct 2, 2000 - Jan 29, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.44%
Feb 27, 2006 - Sep 12, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.86%
Jan 26, 2004 - Oct 28, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-20.23%
May 17, 2013 - Dec 18, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.20%
Jan 17, 2014 - Dec 5, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.03%
Nov 1, 1999 - Jan 20, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.40%
Feb 15, 2007 - Apr 10, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.07%
Nov 12, 2003 - Dec 11, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.34%
Mar 7, 2005 - May 18, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.85%
Oct 31, 2006 - Dec 14, 2006		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BEN and SPY is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (1999 - 2026)

BEN vs SPY dividend yield comparison.

YearBENSPY
20260.98%0.50%
20255.40%1.07%
20247.69%1.21%
20233.02%1.40%
20224.44%1.65%
20213.37%1.20%
20204.36%1.52%
20194.04%1.75%
201813.32%2.04%
20171.92%1.80%
20161.87%2.03%
20151.71%2.06%
20141.82%1.87%
20130.72%1.81%
20123.26%2.18%
20113.14%2.05%
20100.82%1.80%
20093.65%1.95%
20081.27%3.02%
20070.57%1.85%
20060.46%1.73%
20052.57%1.73%
20040.51%1.82%
20030.60%1.47%
20020.84%1.70%
20010.75%1.25%
20000.64%1.15%
19990.19%0.24%

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