EG vs SPY
Comparison between Everest Group Ltd (EG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EG, delivering a return of +13.3% compared to +7.5%
EG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
EG
$14B
Winner
SPY
$652B
Expense Ratio
EG
N/A
SPY
0.09%
Max Drawdown
Winner
EG
48.55%
SPY
56.47%
Sharpe Ratio
EG
0.18
Winner
SPY
2.07
5Y Beta
Winner
EG
0.51
SPY
1.00
Industry
EG
Insurance - Reinsurance
SPY
N/A
P/E Ratio
Winner
EG
7.16
SPY
28.24
Forward P/E
Winner
EG
5.48
SPY
21.85
PEG Ratio
EG
0.05
SPY
N/A
Dividend Yield
EG
2.27%
SPY
N/A
5Y Dividends CAGR
Winner
EG
16.55%
SPY
5.43%
5Y EPS CAGR
EG
18.30%
Winner
SPY
25.79%
Debt to Equity
EG
23.47%
Winner
SPY
22.35%
Free Cash Flow Yield
EG
-1.02%
SPY
N/A
P/S Ratio
Winner
EG
0.80
SPY
3.55
P/B Ratio
Winner
EG
0.91
SPY
5.29
EG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EG
+5.45%
Winner
SPY
+9.11%
3M
Winner
EG
+9.78%
SPY
+6.59%
6M
EG
+9.12%
Winner
SPY
+10.56%
1Y
EG
+3.70%
Winner
SPY
+32.04%
5Y(CAGR)
EG
+7.48%
Winner
SPY
+13.35%
10Y(CAGR)
EG
+9.35%
Winner
SPY
+15.49%
Max(CAGR)
Winner
EG
+12.37%
SPY
+8.50%
EG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EG | SPY |
|---|---|---|
| 2026 | +5.72% | +8.27% |
| 2025 | -4.38% | +18.00% |
| 2024 | +2.24% | +25.59% |
| 2023 | +8.03% | +26.72% |
| 2022 | +24.22% | -18.64% |
| 2021 | +22.98% | +30.52% |
| 2020 | -13.47% | +17.28% |
| 2019 | +32.66% | +31.09% |
| 2018 | +2.96% | -5.24% |
| 2017 | +4.61% | +20.78% |
| 2016 | +22.44% | +13.59% |
| 2015 | +10.90% | +1.31% |
| 2014 | +14.98% | +14.56% |
| 2013 | +42.41% | +29.00% |
| 2012 | +31.62% | +14.17% |
| 2011 | +0.94% | +0.85% |
| 2010 | +1.68% | +13.14% |
| 2009 | +14.90% | +22.67% |
| 2008 | -20.93% | -36.25% |
| 2007 | +3.07% | +5.32% |
| 2006 | -2.07% | +13.85% |
| 2005 | +13.89% | +5.32% |
| 2004 | +7.40% | +10.75% |
| 2003 | +51.87% | +24.18% |
| 2002 | -21.31% | -22.42% |
| 2001 | +3.07% | -10.13% |
| 2000 | +228.18% | -8.84% |
| 1999 | -11.63% | +8.61% |
EG vs SPY Drawdown Comparison
The maximum drawdown for EG was -46.66%, occurring on Mar 5, 2009. Recovery took 1156 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EG drawdown is -10.60%.
| Rank | EG | SPY |
|---|---|---|
| #1 | -46.66% Oct 10, 2007 - May 11, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.72% Oct 16, 2001 - Jun 17, 2003 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -44.22% Feb 13, 2020 - Oct 20, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -34.76% Jun 29, 2001 - Oct 15, 2001 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.10% Dec 27, 2000 - Jun 29, 2001 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.41% Oct 4, 2024 - Oct 28, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -22.27% Jul 24, 2017 - Jul 26, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -21.90% Apr 6, 2004 - Dec 22, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.72% Nov 14, 2005 - May 18, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.20% Nov 5, 1999 - Feb 17, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.99% Apr 1, 2022 - Oct 28, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.22% Jul 16, 2007 - Oct 9, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -15.05% Nov 27, 2023 - Oct 4, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.96% Mar 31, 2000 - May 15, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.54% Apr 1, 2016 - Oct 25, 2016 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EG 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)
EG vs SPY dividend yield comparison.
| Year | EG | SPY |
|---|---|---|
| 2026 | 0.57% | 0.24% |
| 2025 | 2.36% | 1.07% |
| 2024 | 2.14% | 1.21% |
| 2023 | 1.92% | 1.40% |
| 2022 | 1.96% | 1.65% |
| 2021 | 2.26% | 1.20% |
| 2020 | 2.65% | 1.52% |
| 2019 | 2.08% | 1.75% |
| 2018 | 2.43% | 2.04% |
| 2017 | 2.28% | 1.80% |
| 2016 | 2.17% | 2.03% |
| 2015 | 2.18% | 2.06% |
| 2014 | 1.88% | 1.87% |
| 2013 | 1.41% | 1.81% |
| 2012 | 1.75% | 2.18% |
| 2011 | 2.28% | 2.05% |
| 2010 | 2.26% | 1.80% |
| 2009 | 2.24% | 1.95% |
| 2008 | 2.52% | 3.02% |
| 2007 | 1.91% | 1.85% |
| 2006 | 0.61% | 1.73% |
| 2005 | 0.44% | 1.73% |
| 2004 | 0.45% | 1.82% |
| 2003 | 0.43% | 1.47% |
| 2002 | 0.58% | 1.70% |
| 2001 | 0.40% | 1.25% |
| 2000 | 0.17% | 1.15% |
| 1999 | 0.27% | 0.24% |
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