CB vs SPY
Comparison between Chubb Ltd (CB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceCB has outperformed SPY, delivering a return of +14.3% compared to +13.3%
CB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
CB
$125B
Winner
SPY
$652B
Expense Ratio
CB
N/A
SPY
0.09%
Max Drawdown
Winner
CB
52.83%
SPY
56.47%
Sharpe Ratio
CB
0.50
Winner
SPY
2.07
5Y Beta
Winner
CB
0.21
SPY
1.00
Industry
CB
Insurance - Property & Casualty
SPY
N/A
P/E Ratio
Winner
CB
11.21
SPY
28.24
Forward P/E
Winner
CB
11.92
SPY
21.85
PEG Ratio
CB
0.31
SPY
N/A
Dividend Yield
CB
1.21%
SPY
N/A
5Y Dividends CAGR
Winner
CB
9.16%
SPY
5.43%
5Y EPS CAGR
CB
18.31%
Winner
SPY
25.79%
Debt to Equity
CB
23.68%
Winner
SPY
22.35%
Free Cash Flow Yield
CB
12.15%
SPY
N/A
P/S Ratio
Winner
CB
2.05
SPY
3.55
P/B Ratio
Winner
CB
1.70
SPY
5.29
CB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CB
-3.91%
Winner
SPY
+9.11%
3M
CB
-1.72%
Winner
SPY
+6.59%
6M
Winner
CB
+11.83%
SPY
+10.56%
1Y
CB
+12.05%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
CB
+14.34%
SPY
+13.35%
10Y(CAGR)
CB
+12.07%
Winner
SPY
+15.49%
Max(CAGR)
Winner
CB
+12.94%
SPY
+8.50%
CB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CB | SPY |
|---|---|---|
| 2026 | +3.39% | +8.27% |
| 2025 | +16.04% | +18.00% |
| 2024 | +23.15% | +25.59% |
| 2023 | +4.10% | +26.72% |
| 2022 | +17.13% | -18.64% |
| 2021 | +31.46% | +30.52% |
| 2020 | +1.18% | +17.28% |
| 2019 | +24.75% | +31.09% |
| 2018 | -7.20% | -5.24% |
| 2017 | +13.16% | +20.78% |
| 2016 | +18.73% | +13.59% |
| 2015 | +6.86% | +1.31% |
| 2014 | +18.77% | +14.56% |
| 2013 | +31.12% | +29.00% |
| 2012 | +19.74% | +14.17% |
| 2011 | +17.36% | +0.85% |
| 2010 | +32.78% | +13.14% |
| 2009 | +0.94% | +22.67% |
| 2008 | -9.88% | -36.25% |
| 2007 | +6.27% | +5.32% |
| 2006 | +25.44% | +13.85% |
| 2005 | +31.91% | +5.32% |
| 2004 | +16.95% | +10.75% |
| 2003 | +31.15% | +24.18% |
| 2002 | -21.31% | -22.42% |
| 2001 | -15.18% | -10.13% |
| 2000 | +61.64% | -8.84% |
| 1999 | +1.35% | +8.61% |
CB vs SPY Drawdown Comparison
The maximum drawdown for CB was -50.98%, occurring on Mar 9, 2009. Recovery took 514 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CB drawdown is -6.47%.
| Rank | CB | SPY |
|---|---|---|
| #1 | -50.98% Sep 19, 2008 - Oct 5, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -49.75% Dec 8, 2000 - Feb 11, 2005 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -42.59% Feb 5, 2020 - Feb 4, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.92% Jun 5, 2008 - Sep 19, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -26.34% Nov 5, 1999 - Mar 29, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.32% Jan 31, 2018 - Jul 15, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.28% Jan 26, 2023 - Nov 27, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.06% Mar 25, 2022 - Nov 25, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.57% Jul 3, 2007 - Dec 24, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.03% May 24, 2000 - Jul 26, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.65% Dec 24, 2007 - Jun 5, 2008 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.35% Oct 17, 2024 - Mar 31, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.98% May 18, 2011 - Oct 20, 2011 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.87% Apr 3, 2000 - May 22, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.65% Dec 28, 2006 - Apr 25, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CB and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
CB vs SPY dividend yield comparison.
| Year | CB | SPY |
|---|---|---|
| 2026 | 0.30% | 0.24% |
| 2025 | 1.22% | 1.07% |
| 2024 | 1.30% | 1.21% |
| 2023 | 1.51% | 1.40% |
| 2022 | 1.49% | 1.65% |
| 2021 | 1.65% | 1.20% |
| 2020 | 2.01% | 1.52% |
| 2019 | 1.91% | 1.75% |
| 2018 | 2.24% | 2.04% |
| 2017 | 1.93% | 1.80% |
| 2016 | 2.07% | 2.03% |
| 2015 | 4.23% | 2.06% |
| 2014 | 4.54% | 1.87% |
| 2013 | 3.16% | 1.81% |
| 2012 | 5.08% | 2.18% |
| 2011 | 3.69% | 2.05% |
| 2010 | 4.47% | 1.80% |
| 2009 | 5.63% | 1.95% |
| 2008 | 4.04% | 3.02% |
| 2007 | 3.59% | 1.85% |
| 2006 | 1.02% | 1.73% |
| 2005 | 2.68% | 1.73% |
| 2004 | 3.09% | 1.82% |
| 2003 | 3.20% | 1.47% |
| 2002 | 3.95% | 1.70% |
| 2001 | 2.52% | 1.25% |
| 2000 | 1.06% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: CB vs SPY
More Comparisons
Compare with similar stocks