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EPD vs SPY

Comparison between Enterprise Products Partners L P (EPD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceEPD has outperformed SPY, delivering a return of +18.0% compared to +13.3%

EPD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EPD
$82B
Winner
SPY
$652B
Expense Ratio
EPD
N/A
SPY
0.09%
Max Drawdown
EPD
70.15%
Winner
SPY
56.47%
Sharpe Ratio
EPD
1.60
Winner
SPY
2.07
5Y Beta
Winner
EPD
0.33
SPY
1.00
Industry
EPD
Oil & Gas Midstream
SPY
N/A
P/E Ratio
Winner
EPD
14.15
SPY
28.24
Forward P/E
Winner
EPD
13.55
SPY
21.85
PEG Ratio
EPD
2.18
SPY
N/A
Dividend Yield
EPD
5.80%
SPY
N/A
5Y Dividends CAGR
Winner
EPD
8.77%
SPY
5.43%
5Y EPS CAGR
EPD
9.13%
Winner
SPY
25.79%
Debt to Equity
EPD
N/A
SPY
22.35%
Free Cash Flow Yield
EPD
4.70%
SPY
N/A
P/S Ratio
Winner
EPD
1.57
SPY
3.55
P/B Ratio
Winner
EPD
2.80
SPY
5.29

EPD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EPD
-0.79%
Winner
SPY
+9.11%
3M
Winner
EPD
+7.31%
SPY
+6.59%
6M
Winner
EPD
+22.69%
SPY
+10.56%
1Y
EPD
+29.63%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
EPD
+18.04%
SPY
+13.35%
10Y(CAGR)
EPD
+11.38%
Winner
SPY
+15.49%
Max(CAGR)
Winner
EPD
+15.18%
SPY
+8.50%

EPD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEPDSPY
2026+19.26%+8.27%
2025+8.19%+18.00%
2024+26.62%+25.59%
2023+17.21%+26.72%
2022+14.69%-18.64%
2021+23.26%+30.52%
2020-23.68%+17.28%
2019+19.91%+31.09%
2018-2.69%-5.24%
2017+4.74%+20.78%
2016+8.72%+13.59%
2015-27.02%+1.31%
2014+15.18%+14.56%
2013+33.68%+29.00%
2012+12.01%+14.17%
2011+17.67%+0.85%
2010+35.64%+13.14%
2009+52.18%+22.67%
2008-30.23%-36.25%
2007+16.96%+5.32%
2006+25.48%+13.85%
2005+0.85%+5.32%
2004+13.80%+10.75%
2003+34.82%+24.18%
2002-14.33%-22.42%
2001+70.99%-10.13%
2000+80.98%-8.84%
1999-3.61%+8.61%

EPD vs SPY Drawdown Comparison

The maximum drawdown for EPD was -58.81%, occurring on Mar 18, 2020. Recovery took 1884 trading sessions.

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

The current EPD drawdown is -3.95%.

RankEPDSPY
#1-58.81%
Sep 9, 2014 - Mar 3, 2022
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.44%
May 7, 2008 - Sep 16, 2009
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.98%
Feb 27, 2002 - May 12, 2003
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.08%
Jun 7, 2022 - Apr 14, 2023
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.31%
Dec 29, 2003 - Oct 1, 2004
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.40%
Apr 1, 2025 - Nov 24, 2025
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.02%
Dec 27, 2000 - Jan 30, 2001
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.70%
Jul 13, 2007 - Jan 3, 2008
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.15%
Mar 6, 2001 - Apr 23, 2001
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.09%
Oct 11, 2000 - Dec 19, 2000
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.23%
Oct 17, 2001 - Feb 27, 2002
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.95%
Jul 21, 2011 - Oct 14, 2011
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.91%
May 15, 2001 - Jul 31, 2001
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.84%
May 19, 2003 - Dec 16, 2003
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.39%
Nov 23, 1999 - Jan 19, 2000
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPD 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)

EPD vs SPY dividend yield comparison.

YearEPDSPY
20262.96%0.24%
20256.74%1.07%
20246.63%1.21%
20237.51%1.40%
20227.79%1.65%
20218.20%1.20%
20209.09%1.52%
20196.23%1.75%
20186.97%2.04%
20176.29%1.80%
20165.88%2.03%
20155.90%2.06%
20143.96%1.87%
20134.07%1.81%
20124.41%2.18%
20115.19%2.05%
20105.49%1.80%
20096.89%1.95%
20089.86%3.02%
20076.01%1.85%
20066.19%1.73%
20056.91%1.73%
20045.85%1.82%
20035.88%1.47%
20026.84%1.70%
20014.92%1.25%
20004.10%1.15%
19990.00%0.24%

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