CMS vs SPY
Comparison between CMS Energy Corporation (CMS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed CMS, delivering a return of +13.3% compared to +5.7%
CMS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
CMS
$23B
Winner
SPY
$652B
Expense Ratio
CMS
N/A
SPY
0.09%
Max Drawdown
CMS
90.62%
Winner
SPY
56.47%
Sharpe Ratio
CMS
-0.07
Winner
SPY
2.07
5Y Beta
Winner
CMS
0.05
SPY
1.00
Industry
CMS
Utilities - Regulated Electric
SPY
N/A
P/E Ratio
Winner
CMS
20.42
SPY
28.24
Forward P/E
Winner
CMS
19.38
SPY
21.85
PEG Ratio
CMS
3.27
SPY
N/A
Dividend Yield
CMS
2.99%
SPY
N/A
5Y Dividends CAGR
Winner
CMS
5.80%
SPY
5.43%
5Y EPS CAGR
CMS
3.94%
Winner
SPY
25.79%
Debt to Equity
CMS
199.20%
Winner
SPY
22.35%
Free Cash Flow Yield
CMS
-16.23%
SPY
N/A
P/S Ratio
Winner
CMS
2.59
SPY
3.55
P/B Ratio
Winner
CMS
2.50
SPY
5.29
CMS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CMS
-7.87%
Winner
SPY
+9.11%
3M
CMS
+0.47%
Winner
SPY
+6.59%
6M
CMS
-0.09%
Winner
SPY
+10.56%
1Y
CMS
+3.04%
Winner
SPY
+32.04%
5Y(CAGR)
CMS
+5.74%
Winner
SPY
+13.35%
10Y(CAGR)
CMS
+8.95%
Winner
SPY
+15.49%
Max(CAGR)
CMS
+5.75%
Winner
SPY
+8.50%
CMS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CMS | SPY |
|---|---|---|
| 2026 | +3.90% | +8.27% |
| 2025 | +8.32% | +18.00% |
| 2024 | +16.31% | +25.59% |
| 2023 | -5.83% | +26.72% |
| 2022 | +1.41% | -18.64% |
| 2021 | +12.27% | +30.52% |
| 2020 | +1.51% | +17.28% |
| 2019 | +33.60% | +31.09% |
| 2018 | +9.03% | -5.24% |
| 2017 | +17.27% | +20.78% |
| 2016 | +20.42% | +13.59% |
| 2015 | +6.14% | +1.31% |
| 2014 | +36.99% | +14.56% |
| 2013 | +11.95% | +29.00% |
| 2012 | +16.44% | +14.17% |
| 2011 | +22.83% | +0.85% |
| 2010 | +22.64% | +13.14% |
| 2009 | +56.01% | +22.67% |
| 2008 | -39.46% | -36.25% |
| 2007 | +4.61% | +5.32% |
| 2006 | +14.78% | +13.85% |
| 2005 | +39.65% | +5.32% |
| 2004 | +21.65% | +10.75% |
| 2003 | -12.26% | +24.18% |
| 2002 | -58.14% | -22.42% |
| 2001 | -16.42% | -10.13% |
| 2000 | +14.51% | -8.84% |
| 1999 | -16.13% | +8.61% |
CMS vs SPY Drawdown Comparison
The maximum drawdown for CMS was -88.62%, occurring on Mar 11, 2003. Recovery took 3314 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CMS drawdown is -9.16%.
| Rank | CMS | SPY |
|---|---|---|
| #1 | -88.62% Nov 1, 1999 - Jan 4, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -29.55% Feb 18, 2020 - Mar 3, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.56% Apr 6, 2022 - Aug 26, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.37% Nov 14, 2017 - Aug 15, 2018 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.46% Jan 29, 2015 - Jan 27, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.21% Jul 6, 2016 - Mar 22, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.58% Apr 30, 2013 - Mar 17, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.78% Dec 13, 2018 - Feb 21, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.18% Oct 23, 2024 - Feb 21, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.16% Apr 9, 2026 - May 8, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.70% Jun 30, 2014 - Oct 14, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.51% Apr 3, 2025 - Oct 15, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.31% Nov 28, 2025 - Feb 13, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.85% Sep 26, 2019 - Jan 15, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.80% Apr 1, 2016 - Jun 3, 2016 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CMS and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
CMS vs SPY dividend yield comparison.
| Year | CMS | SPY |
|---|---|---|
| 2026 | 0.78% | 0.24% |
| 2025 | 3.10% | 1.07% |
| 2024 | 3.09% | 1.21% |
| 2023 | 3.36% | 1.40% |
| 2022 | 3.62% | 1.65% |
| 2021 | 2.67% | 1.20% |
| 2020 | 2.67% | 1.52% |
| 2019 | 2.43% | 1.75% |
| 2018 | 2.88% | 2.04% |
| 2017 | 2.81% | 1.80% |
| 2016 | 2.98% | 2.03% |
| 2015 | 3.22% | 2.06% |
| 2014 | 3.11% | 1.87% |
| 2013 | 3.81% | 1.81% |
| 2012 | 3.94% | 2.18% |
| 2011 | 3.80% | 2.05% |
| 2010 | 3.55% | 1.80% |
| 2009 | 3.19% | 1.95% |
| 2008 | 3.56% | 3.02% |
| 2007 | 1.15% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 11.55% | 1.70% |
| 2001 | 6.08% | 1.25% |
| 2000 | 4.61% | 1.15% |
| 1999 | 1.17% | 0.24% |
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