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ELS vs SPY

Comparison between Equity Lifestyle Properties Inc (ELS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ELS, delivering a return of +13.3% compared to +0.7%

ELS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ELS
$12B
Winner
SPY
$652B
Expense Ratio
ELS
N/A
SPY
0.09%
Max Drawdown
ELS
59.93%
Winner
SPY
56.47%
Sharpe Ratio
ELS
-0.03
Winner
SPY
2.07
5Y Beta
Winner
ELS
0.13
SPY
1.00
Industry
ELS
Reit - Residential
SPY
N/A
P/E Ratio
ELS
30.66
Winner
SPY
28.24
Forward P/E
ELS
31.25
Winner
SPY
21.85
PEG Ratio
ELS
18.27
SPY
N/A
Dividend Yield
ELS
3.30%
SPY
N/A
5Y Dividends CAGR
Winner
ELS
13.36%
SPY
5.43%
5Y EPS CAGR
ELS
10.23%
Winner
SPY
25.79%
Debt to Equity
Winner
ELS
0.00%
SPY
22.35%
Free Cash Flow Yield
ELS
4.66%
SPY
N/A
P/S Ratio
ELS
8.23
Winner
SPY
3.55
P/B Ratio
ELS
6.88
Winner
SPY
5.29

ELS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ELS
-0.86%
Winner
SPY
+9.11%
3M
ELS
-2.83%
Winner
SPY
+6.59%
6M
ELS
+3.54%
Winner
SPY
+10.56%
1Y
ELS
+2.65%
Winner
SPY
+32.04%
5Y(CAGR)
ELS
+0.69%
Winner
SPY
+13.35%
10Y(CAGR)
ELS
+7.93%
Winner
SPY
+15.49%
Max(CAGR)
Winner
ELS
+13.41%
SPY
+8.50%

ELS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearELSSPY
2026+6.68%+8.27%
2025-6.01%+18.00%
2024-3.66%+25.59%
2023+12.87%+26.72%
2022-22.16%-18.64%
2021+47.75%+30.52%
2020-6.16%+17.28%
2019+52.66%+31.09%
2018+12.53%-5.24%
2017+27.70%+20.78%
2016+13.10%+13.59%
2015+30.68%+1.31%
2014+46.95%+14.56%
2013+8.95%+29.00%
2012+2.24%+14.17%
2011+20.25%+0.85%
2010+13.96%+13.14%
2009+39.78%+22.67%
2008-14.06%-36.25%
2007-15.07%+5.32%
2006+19.14%+13.85%
2005+24.90%+5.32%
2004+21.92%+10.75%
2003+32.14%+24.18%
2002+1.66%-22.42%
2001+19.31%-10.13%
2000+28.36%-8.84%
1999+4.00%+8.61%

ELS vs SPY Drawdown Comparison

The maximum drawdown for ELS was -58.96%, occurring on Nov 20, 2008. Recovery took 793 trading sessions.

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

The current ELS drawdown is -18.61%.

RankELSSPY
#1-58.96%
Feb 9, 2007 - Apr 6, 2010
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.46%
Feb 20, 2020 - Jun 8, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.53%
Sep 2, 2021 - Oct 20, 2022
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.65%
May 21, 2013 - Apr 28, 2014
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.25%
Feb 10, 2004 - Nov 30, 2004
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.97%
Mar 17, 2006 - Nov 21, 2006
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.90%
Jun 27, 2002 - Jun 3, 2003
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.08%
Apr 14, 2010 - Oct 20, 2010
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-18.94%
Aug 1, 2016 - Apr 18, 2017
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.74%
Sep 16, 2011 - Jul 3, 2012
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.29%
Jul 22, 2011 - Aug 31, 2011
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-16.36%
Sep 7, 2005 - Feb 22, 2006
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.41%
Jan 19, 2000 - May 2, 2000
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.01%
Jul 18, 2012 - Jan 22, 2013
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.64%
Oct 13, 2003 - Jan 28, 2004
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ELS and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

ELS vs SPY dividend yield comparison.

YearELSSPY
20260.86%0.24%
20253.40%1.07%
20242.87%1.21%
20232.54%1.40%
20222.54%1.65%
20211.65%1.20%
20202.16%1.52%
20191.74%1.75%
20182.27%2.04%
20172.19%1.80%
20162.36%2.03%
20152.25%2.06%
20142.52%1.87%
20132.76%1.81%
20122.60%2.18%
20112.25%2.05%
20102.15%1.80%
20092.18%1.95%
20082.09%3.02%
20071.31%1.85%
20060.55%1.73%
20050.23%1.73%
200422.52%1.82%
20033.95%1.47%
20027.91%1.70%
20015.71%1.25%
20005.73%1.15%
19991.60%0.24%

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