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EGP vs SPY

Comparison between Eastgroup Properties Inc (EGP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EGP, delivering a return of +13.3% compared to +8.8%

EGP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EGP
$11B
Winner
SPY
$652B
Expense Ratio
EGP
N/A
SPY
0.09%
Max Drawdown
EGP
63.17%
Winner
SPY
56.47%
Sharpe Ratio
EGP
1.27
Winner
SPY
2.07
5Y Beta
Winner
EGP
0.62
SPY
1.00
Industry
EGP
Reit - Industrial
SPY
N/A
P/E Ratio
EGP
36.99
Winner
SPY
28.24
Forward P/E
EGP
42.02
Winner
SPY
21.85
PEG Ratio
EGP
1.74
SPY
N/A
Dividend Yield
EGP
2.97%
SPY
N/A
5Y Dividends CAGR
Winner
EGP
19.01%
SPY
5.43%
5Y EPS CAGR
EGP
14.11%
Winner
SPY
25.79%
Debt to Equity
EGP
45.15%
Winner
SPY
22.35%
Free Cash Flow Yield
EGP
4.49%
SPY
N/A
P/S Ratio
EGP
14.90
Winner
SPY
3.55
P/B Ratio
Winner
EGP
3.01
SPY
5.29

EGP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EGP
+6.32%
Winner
SPY
+9.11%
3M
Winner
EGP
+8.66%
SPY
+6.59%
6M
Winner
EGP
+17.50%
SPY
+10.56%
1Y
EGP
+27.22%
Winner
SPY
+32.04%
5Y(CAGR)
EGP
+8.77%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
EGP
+15.76%
SPY
+15.49%
Max(CAGR)
Winner
EGP
+14.53%
SPY
+8.50%

EGP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEGPSPY
2026+15.06%+8.27%
2025+16.49%+18.00%
2024-10.21%+25.59%
2023+28.80%+26.72%
2022-32.16%-18.64%
2021+75.37%+30.52%
2020+8.09%+17.28%
2019+53.28%+31.09%
2018+7.81%-5.24%
2017+22.91%+20.78%
2016+40.43%+13.59%
2015-9.71%+1.31%
2014+13.61%+14.56%
2013+10.30%+29.00%
2012+27.22%+14.17%
2011+5.60%+0.85%
2010+16.82%+13.14%
2009+18.12%+22.67%
2008-9.30%-36.25%
2007-17.97%+5.32%
2006+20.91%+13.85%
2005+26.02%+5.32%
2004+24.21%+10.75%
2003+35.01%+24.18%
2002+19.96%-22.42%
2001+10.91%-10.13%
2000+31.46%-8.84%
1999+4.32%+8.61%

EGP vs SPY Drawdown Comparison

The maximum drawdown for EGP was -59.55%, occurring on Mar 9, 2009. Recovery took 1062 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

RankEGPSPY
#1-59.55%
Feb 9, 2007 - Apr 28, 2011
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.10%
Feb 20, 2020 - Oct 5, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.07%
Dec 31, 2021 - Apr 17, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.97%
May 31, 2011 - Jan 17, 2012
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.19%
Nov 3, 2014 - Jun 3, 2016
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.34%
Apr 1, 2004 - Oct 18, 2004
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.92%
Aug 2, 2000 - Dec 28, 2000
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.79%
May 21, 2013 - Apr 16, 2014
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.11%
Nov 21, 2017 - May 30, 2018
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.21%
Sep 28, 2016 - Jan 4, 2017
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.23%
Apr 16, 2002 - Jul 29, 2002
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.63%
Dec 6, 2018 - Jan 29, 2019
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.33%
Aug 21, 2001 - Nov 28, 2001
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.91%
Jul 11, 2005 - Nov 9, 2005
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.18%
Jul 29, 2002 - Dec 16, 2002
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EGP 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)

EGP vs SPY dividend yield comparison.

YearEGPSPY
20260.76%0.24%
20253.31%1.07%
20243.33%1.21%
20232.75%1.40%
20223.17%1.65%
20211.57%1.20%
20202.23%1.52%
20192.22%1.75%
20182.97%2.04%
20172.85%1.80%
20163.30%2.03%
20154.21%2.06%
20143.51%1.87%
20133.69%1.81%
20123.90%2.18%
20114.78%2.05%
20104.91%1.80%
20095.43%1.95%
20085.85%3.02%
20074.78%1.85%
20063.66%1.73%
20054.30%1.73%
20045.01%1.82%
20035.87%1.47%
20027.37%1.70%
20017.80%1.25%
20007.06%1.15%
19992.05%0.24%

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