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 +13.3% compared to +3.1%
BEN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BEN
$16B
Winner
SPY
$652B
Expense Ratio
BEN
N/A
SPY
0.09%
Max Drawdown
BEN
74.00%
Winner
SPY
56.47%
Sharpe Ratio
BEN
1.74
Winner
SPY
2.07
5Y Beta
BEN
1.06
Winner
SPY
1.00
Industry
BEN
Asset Management
SPY
N/A
P/E Ratio
Winner
BEN
22.08
SPY
28.24
Forward P/E
Winner
BEN
11.85
SPY
21.85
PEG Ratio
BEN
0.27
SPY
N/A
Dividend Yield
BEN
4.26%
SPY
N/A
5Y Dividends CAGR
Winner
BEN
8.05%
SPY
5.43%
5Y EPS CAGR
BEN
-8.38%
Winner
SPY
25.79%
Debt to Equity
Winner
BEN
18.59%
SPY
22.35%
Free Cash Flow Yield
BEN
5.77%
SPY
N/A
P/S Ratio
Winner
BEN
1.79
SPY
3.55
P/B Ratio
Winner
BEN
1.33
SPY
5.29
BEN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BEN
+24.76%
SPY
+9.11%
3M
Winner
BEN
+13.71%
SPY
+6.59%
6M
Winner
BEN
+43.54%
SPY
+10.56%
1Y
Winner
BEN
+57.32%
SPY
+32.04%
5Y(CAGR)
BEN
+3.08%
Winner
SPY
+13.35%
10Y(CAGR)
BEN
+3.51%
Winner
SPY
+15.49%
Max(CAGR)
BEN
+6.78%
Winner
SPY
+8.50%
BEN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BEN | SPY |
|---|---|---|
| 2026 | +32.24% | +8.27% |
| 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 -11.07%.
| Rank | BEN | SPY |
|---|---|---|
| #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 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (1999 - 2026)
BEN vs SPY dividend yield comparison.
| Year | BEN | SPY |
|---|---|---|
| 2026 | 1.06% | 0.24% |
| 2025 | 5.40% | 1.07% |
| 2024 | 7.69% | 1.21% |
| 2023 | 3.02% | 1.40% |
| 2022 | 4.44% | 1.65% |
| 2021 | 3.37% | 1.20% |
| 2020 | 4.36% | 1.52% |
| 2019 | 4.04% | 1.75% |
| 2018 | 13.32% | 2.04% |
| 2017 | 1.92% | 1.80% |
| 2016 | 1.87% | 2.03% |
| 2015 | 1.71% | 2.06% |
| 2014 | 1.82% | 1.87% |
| 2013 | 0.72% | 1.81% |
| 2012 | 3.26% | 2.18% |
| 2011 | 3.14% | 2.05% |
| 2010 | 0.82% | 1.80% |
| 2009 | 3.65% | 1.95% |
| 2008 | 1.27% | 3.02% |
| 2007 | 0.57% | 1.85% |
| 2006 | 0.46% | 1.73% |
| 2005 | 2.57% | 1.73% |
| 2004 | 0.51% | 1.82% |
| 2003 | 0.60% | 1.47% |
| 2002 | 0.84% | 1.70% |
| 2001 | 0.75% | 1.25% |
| 2000 | 0.64% | 1.15% |
| 1999 | 0.19% | 0.24% |
Select Stocks to Compare
Popular: BEN vs SPY
More Comparisons
Compare with similar stocks