DUK vs SPY
Comparison between Duke Energy Corp (DUK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DUK, delivering a return of +13.3% compared to +8.3%
DUK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
DUK
$98B
Winner
SPY
$652B
Expense Ratio
DUK
N/A
SPY
0.09%
Max Drawdown
DUK
75.13%
Winner
SPY
56.47%
Sharpe Ratio
DUK
0.15
Winner
SPY
2.07
5Y Beta
Winner
DUK
-0.06
SPY
1.00
Industry
DUK
Utilities - Regulated Electric
SPY
N/A
P/E Ratio
Winner
DUK
19.00
SPY
28.24
Forward P/E
Winner
DUK
19.05
SPY
21.85
PEG Ratio
DUK
2.58
SPY
N/A
Dividend Yield
DUK
3.40%
SPY
N/A
5Y Dividends CAGR
DUK
2.01%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
DUK
28.45%
SPY
25.79%
Debt to Equity
DUK
161.36%
Winner
SPY
22.35%
Free Cash Flow Yield
DUK
-3.38%
SPY
N/A
P/S Ratio
Winner
DUK
2.99
SPY
3.55
P/B Ratio
Winner
DUK
1.86
SPY
5.29
DUK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DUK
-5.65%
Winner
SPY
+9.11%
3M
DUK
+2.86%
Winner
SPY
+6.59%
6M
DUK
+2.13%
Winner
SPY
+10.56%
1Y
DUK
+7.11%
Winner
SPY
+32.04%
5Y(CAGR)
DUK
+8.35%
Winner
SPY
+13.35%
10Y(CAGR)
DUK
+8.84%
Winner
SPY
+15.49%
Max(CAGR)
DUK
+8.31%
Winner
SPY
+8.50%
DUK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DUK | SPY |
|---|---|---|
| 2026 | +6.61% | +8.27% |
| 2025 | +12.65% | +18.00% |
| 2024 | +14.59% | +25.59% |
| 2023 | -2.31% | +26.72% |
| 2022 | +3.44% | -18.64% |
| 2021 | +21.57% | +30.52% |
| 2020 | +5.76% | +17.28% |
| 2019 | +12.35% | +31.09% |
| 2018 | +8.52% | -5.24% |
| 2017 | +12.80% | +20.78% |
| 2016 | +13.81% | +13.59% |
| 2015 | -11.30% | +1.31% |
| 2014 | +27.97% | +14.56% |
| 2013 | +10.90% | +29.00% |
| 2012 | +3.14% | +14.17% |
| 2011 | +29.89% | +0.85% |
| 2010 | +11.09% | +13.14% |
| 2009 | +18.92% | +22.67% |
| 2008 | -19.99% | -36.25% |
| 2007 | +10.15% | +5.32% |
| 2006 | +24.49% | +13.85% |
| 2005 | +14.38% | +5.32% |
| 2004 | +30.85% | +10.75% |
| 2003 | +9.85% | +24.18% |
| 2002 | -48.90% | -22.42% |
| 2001 | -2.50% | -10.13% |
| 2000 | +83.71% | -8.84% |
| 1999 | -9.78% | +8.61% |
DUK vs SPY Drawdown Comparison
The maximum drawdown for DUK was -71.89%, occurring on Mar 10, 2003. Recovery took 1500 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DUK drawdown is -6.96%.
| Rank | DUK | SPY |
|---|---|---|
| #1 | -71.89% Apr 26, 2001 - Apr 18, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -38.89% Dec 13, 2007 - Sep 13, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.37% Feb 21, 2020 - Apr 13, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.75% Nov 30, 2000 - Apr 20, 2001 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.16% May 27, 2022 - Jul 12, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.07% Jan 29, 2015 - Jun 27, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.02% Jan 27, 2000 - Apr 13, 2000 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.13% Nov 14, 2017 - Nov 16, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.07% Apr 25, 2007 - Dec 5, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.23% Nov 2, 1999 - Jan 21, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.77% Jul 6, 2016 - May 22, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.51% Apr 29, 2013 - Apr 8, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.20% Jun 18, 2012 - Jan 30, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.61% Oct 18, 2024 - Mar 3, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.90% Sep 12, 2000 - Sep 28, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DUK and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
DUK vs SPY dividend yield comparison.
| Year | DUK | SPY |
|---|---|---|
| 2026 | 0.86% | 0.24% |
| 2025 | 3.60% | 1.07% |
| 2024 | 3.84% | 1.21% |
| 2023 | 4.18% | 1.40% |
| 2022 | 3.86% | 1.65% |
| 2021 | 3.72% | 1.20% |
| 2020 | 4.17% | 1.52% |
| 2019 | 4.11% | 1.75% |
| 2018 | 4.21% | 2.04% |
| 2017 | 4.15% | 1.80% |
| 2016 | 4.33% | 2.03% |
| 2015 | 4.54% | 2.06% |
| 2014 | 3.77% | 1.87% |
| 2013 | 4.48% | 1.81% |
| 2012 | 4.75% | 2.18% |
| 2011 | 4.50% | 2.05% |
| 2010 | 5.45% | 1.80% |
| 2009 | 5.46% | 1.95% |
| 2008 | 6.00% | 3.02% |
| 2007 | 73.06% | 1.85% |
| 2006 | 3.79% | 1.73% |
| 2005 | 4.26% | 1.73% |
| 2004 | 4.34% | 1.82% |
| 2003 | 5.38% | 1.47% |
| 2002 | 5.63% | 1.70% |
| 2001 | 2.80% | 1.25% |
| 2000 | 3.06% | 1.15% |
| 1999 | 1.10% | 0.24% |
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