EMP vs SPY

Comparison between Entergy Utility Enterprises Inc (EMP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EMP, delivering a return of +14.1% compared to -0.6%

EMP vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMP(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$179M	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	26.92%	56.47%
Sharpe Ratio	0.53	2.00
5Y Beta	0.16	1.00
Industry	Electric Utilities	N/A
P/E Ratio	1.56	28.99
Forward P/E	N/A	22.43
PEG Ratio	0.00	N/A
Dividend Yield	5.98%	N/A
5Y Dividends CAGR	20.11%	5.43%
5Y EPS CAGR	N/A	26.05%
Debt to Equity	N/A	32.40%
P/S Ratio	0.88	3.74
P/B Ratio	0.55	5.61

Market Cap / Net Assets

EMP

$179M

Winner

SPY

$735B

Expense Ratio

EMP

N/A

SPY

0.09%

Max Drawdown

Winner

EMP

26.92%

SPY

56.47%

Sharpe Ratio

EMP

0.53

Winner

SPY

2.00

5Y Beta

Winner

EMP

0.16

SPY

1.00

Industry

EMP

Electric Utilities

SPY

N/A

P/E Ratio

Winner

EMP

1.56

SPY

28.99

Forward P/E

EMP

N/A

SPY

22.43

PEG Ratio

EMP

0.00

SPY

N/A

Dividend Yield

EMP

5.98%

SPY

N/A

5Y Dividends CAGR

Winner

EMP

20.11%

SPY

5.43%

5Y EPS CAGR

EMP

N/A

SPY

26.05%

Debt to Equity

EMP

N/A

SPY

32.40%

P/S Ratio

Winner

EMP

0.88

SPY

3.74

P/B Ratio

Winner

EMP

0.55

SPY

5.61

EMP vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	EMP	SPY
1 month	-1.52%	+5.40%
3 months	+0.01%	+10.97%
6 months	+1.64%	+12.09%
1 year	+7.45%	+29.62%
5 years(CAGR)	-0.65%	+14.12%
10 years(CAGR)	+1.08%	+15.55%
Max(CAGR)	+1.08%	+8.59%

EMP

-1.52%

Winner

SPY

+5.40%

EMP

+0.01%

Winner

SPY

+10.97%

EMP

+1.64%

Winner

SPY

+12.09%

EMP

+7.45%

Winner

SPY

+29.62%

5Y(CAGR)

EMP

-0.65%

Winner

SPY

+14.12%

10Y(CAGR)

EMP

+1.08%

Winner

SPY

+15.55%

Max(CAGR)

EMP

+1.08%

Winner

SPY

+8.59%

EMP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EMP	SPY
2026	+1.80%	+11.49%
2025	-2.58%	+18.00%
2024	+6.19%	+25.59%
2023	+13.99%	+26.72%
2022	-19.52%	-18.64%
2021	-5.18%	+30.52%
2020	+4.76%	+17.28%
2019	+18.84%	+31.09%
2018	-10.52%	-5.24%
2017	+22.00%	+20.78%
2016	-13.37%	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

EMP vs SPY Drawdown Comparison

The maximum drawdown for EMP was -24.70%, occurring on Dec 29, 2022. This drawdown has not yet recovered.

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

The current EMP drawdown is -8.07%.

Rank	EMP	SPY
#1	-24.70% Sep 1, 2020 - Dec 29, 2022	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-23.69% Feb 11, 2020 - Aug 20, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-16.24% Sep 30, 2016 - Jun 26, 2017	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-15.90% Dec 29, 2017 - Apr 30, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-6.25% Sep 30, 2019 - Jan 10, 2020	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-5.19% Aug 30, 2019 - Sep 26, 2019	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-2.49% Aug 1, 2019 - Aug 15, 2019	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-1.38% Dec 6, 2017 - Dec 19, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-1.29% May 31, 2019 - Jun 25, 2019	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-1.29% Jul 24, 2017 - Aug 28, 2017	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-1.16% Sep 29, 2017 - Oct 24, 2017	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.87% Apr 30, 2019 - May 30, 2019	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.83% Dec 19, 2017 - Dec 28, 2017	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.81% Jan 15, 2020 - Feb 4, 2020	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.80% Nov 2, 2017 - Dec 1, 2017	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EMP and SPY is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (1999 - 2026)

EMP vs SPY dividend yield comparison.

Year	EMP	SPY
2026	1.48%	0.24%
2025	5.96%	1.07%
2024	5.53%	1.21%
2023	5.53%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	3.43%	1.52%
2019	1.17%	1.75%
2018	0.00%	2.04%
2017	3.65%	1.80%
2016	1.71%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%