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ERIC vs SPY

Comparison between Telefonaktiebolaget L M Ericsson (ERIC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ERIC, delivering a return of +13.3% compared to +0.5%

ERIC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ERIC
$40B
Winner
SPY
$652B
Expense Ratio
ERIC
N/A
SPY
0.09%
Max Drawdown
ERIC
98.63%
Winner
SPY
56.47%
Sharpe Ratio
ERIC
1.20
Winner
SPY
2.07
5Y Beta
Winner
ERIC
0.69
SPY
1.00
Industry
ERIC
Communication Equipment
SPY
N/A
P/E Ratio
Winner
ERIC
15.12
SPY
28.24
Forward P/E
Winner
ERIC
21.23
SPY
21.85
PEG Ratio
ERIC
0.01
SPY
N/A
Dividend Yield
ERIC
2.63%
SPY
N/A
5Y Dividends CAGR
Winner
ERIC
9.14%
SPY
5.43%
5Y EPS CAGR
ERIC
4.69%
Winner
SPY
25.79%
Debt to Equity
ERIC
38.35%
Winner
SPY
22.35%
Free Cash Flow Yield
ERIC
8.72%
SPY
N/A
P/S Ratio
Winner
ERIC
1.59
SPY
3.55
P/B Ratio
Winner
ERIC
3.57
SPY
5.29

ERIC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ERIC
+0.25%
Winner
SPY
+9.11%
3M
ERIC
+6.50%
Winner
SPY
+6.59%
6M
Winner
ERIC
+23.79%
SPY
+10.56%
1Y
Winner
ERIC
+48.19%
SPY
+32.04%
5Y(CAGR)
ERIC
+0.55%
Winner
SPY
+13.35%
10Y(CAGR)
ERIC
+7.12%
Winner
SPY
+15.49%
Max(CAGR)
ERIC
-3.19%
Winner
SPY
+8.50%

ERIC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearERICSPY
2026+26.79%+8.27%
2025+24.02%+18.00%
2024+35.56%+25.59%
2023+11.30%+26.72%
2022-45.19%-18.64%
2021-7.97%+30.52%
2020+35.02%+17.28%
2019+2.95%+31.09%
2018+35.49%-5.24%
2017+17.54%+20.78%
2016-36.67%+13.59%
2015-17.05%+1.31%
2014+4.27%+14.56%
2013+22.24%+29.00%
2012+1.19%+14.17%
2011-10.85%+0.85%
2010+24.31%+13.14%
2009+16.29%+22.67%
2008-28.92%-36.25%
2007-42.50%+5.32%
2006+14.54%+13.85%
2005+10.98%+5.32%
2004+73.40%+10.75%
2003+132.28%+24.18%
2002-87.55%-22.42%
2001-51.99%-10.13%
2000-34.11%-8.84%
1999+57.57%+8.61%

ERIC vs SPY Drawdown Comparison

The maximum drawdown for ERIC was -98.59%, occurring on Sep 30, 2002. 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 ERIC drawdown is -83.17%.

RankERICSPY
#1-98.59%
Mar 3, 2000 - Sep 30, 2002
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.99%
Jan 3, 2000 - Jan 25, 2000
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.56%
Dec 8, 1999 - Dec 29, 1999
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.04%
Nov 18, 1999 - Dec 2, 1999
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.88%
Feb 10, 2000 - Feb 22, 2000
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.72%
Jan 25, 2000 - Jan 28, 2000
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.64%
Dec 29, 1999 - Dec 31, 1999
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.11%
Nov 8, 1999 - Nov 10, 1999
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.04%
Feb 28, 2000 - Mar 1, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.20%
Nov 1, 1999 - Nov 4, 1999
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.05%
Dec 6, 1999 - Dec 8, 1999
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.96%
Nov 11, 1999 - Nov 16, 1999
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.53%
Nov 16, 1999 - Nov 18, 1999
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.29%
Feb 4, 2000 - Feb 8, 2000
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ERIC and SPY is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13
-101

Dividend Comparison (1999 - 2026)

ERIC vs SPY dividend yield comparison.

YearERICSPY
20261.36%0.24%
20253.04%1.07%
20243.22%1.21%
20234.07%1.40%
20224.22%1.65%
20212.15%1.20%
20201.36%1.52%
20191.24%1.75%
20181.42%2.04%
20171.67%1.80%
20165.14%2.03%
20155.30%2.06%
20142.50%1.87%
20133.43%1.81%
20123.74%2.18%
20113.64%2.05%
20102.41%1.80%
20092.49%1.95%
20085.40%3.02%
20073.15%1.85%
20061.48%1.73%
20051.03%1.73%
20040.00%1.82%
20030.00%1.47%
20021.48%1.70%
20010.67%1.25%
20000.36%1.15%
19990.00%0.24%

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