ERIE vs SPY
Comparison between Erie Indemnity Co. - Class A (ERIE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ERIE, delivering a return of +13.3% compared to +2.4%
ERIE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ERIE vs SPY - Historical Returns
Returns include dividend reinvestment.
ERIE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ERIE | SPY |
|---|---|---|
| 2026 | -21.43% | +8.27% |
| 2025 | -28.92% | +18.00% |
| 2024 | +24.67% | +25.59% |
| 2023 | +39.75% | +26.72% |
| 2022 | +31.76% | -18.64% |
| 2021 | -18.76% | +30.52% |
| 2020 | +53.13% | +17.28% |
| 2019 | +30.09% | +31.09% |
| 2018 | +14.91% | -5.24% |
| 2017 | +10.96% | +20.78% |
| 2016 | +21.90% | +13.59% |
| 2015 | +10.52% | +1.31% |
| 2014 | +29.89% | +14.56% |
| 2013 | +8.06% | +29.00% |
| 2012 | -4.19% | +14.17% |
| 2011 | +21.00% | +0.85% |
| 2010 | +71.55% | +13.14% |
| 2009 | +8.54% | +22.67% |
| 2008 | -23.30% | -36.25% |
| 2007 | -7.83% | +5.32% |
| 2006 | +11.45% | +13.85% |
| 2005 | +4.58% | +5.32% |
| 2004 | +27.59% | +10.75% |
| 2003 | +18.16% | +24.18% |
| 2002 | -2.49% | -22.42% |
| 2001 | +30.77% | -10.13% |
| 2000 | -1.93% | -8.84% |
| 1999 | +1.57% | +8.61% |
ERIE vs SPY Drawdown Comparison
The maximum drawdown for ERIE was -60.21%, occurring on May 4, 2026. 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 ERIE drawdown is -59.22%.
| Rank | ERIE | SPY |
|---|---|---|
| #1 | -60.21% Sep 24, 2024 - May 4, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -50.77% Sep 18, 2007 - Sep 1, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -49.12% Jul 25, 2019 - Jan 8, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -36.75% Feb 9, 2021 - Oct 31, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -27.64% Nov 30, 2022 - Aug 9, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -27.08% Nov 30, 1999 - May 16, 2001 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.03% May 6, 2002 - Feb 9, 2004 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.26% Oct 27, 2011 - Mar 15, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.94% Jul 22, 2013 - Oct 17, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.64% May 31, 2001 - Jul 30, 2001 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.91% Mar 7, 2024 - Jul 26, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.67% Jul 21, 2011 - Oct 10, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.29% Feb 23, 2015 - Nov 18, 2015 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.66% Jul 28, 2017 - Aug 1, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.36% Oct 17, 2023 - Dec 11, 2023 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ERIE and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
ERIE vs SPY dividend yield comparison.
| Year | ERIE | SPY |
|---|---|---|
| 2026 | 1.35% | 0.24% |
| 2025 | 1.90% | 1.07% |
| 2024 | 1.24% | 1.21% |
| 2023 | 1.42% | 1.40% |
| 2022 | 1.79% | 1.65% |
| 2021 | 2.15% | 1.20% |
| 2020 | 2.39% | 1.52% |
| 2019 | 2.17% | 1.75% |
| 2018 | 2.52% | 2.04% |
| 2017 | 2.57% | 1.80% |
| 2016 | 1.95% | 2.03% |
| 2015 | 3.61% | 2.06% |
| 2014 | 2.80% | 1.87% |
| 2013 | 2.43% | 1.81% |
| 2012 | 6.94% | 2.18% |
| 2011 | 2.64% | 2.05% |
| 2010 | 2.20% | 1.80% |
| 2009 | 4.69% | 1.95% |
| 2008 | 5.87% | 3.02% |
| 2007 | 3.08% | 1.85% |
| 2006 | 2.48% | 1.73% |
| 2005 | 2.44% | 1.73% |
| 2004 | 1.23% | 1.82% |
| 2003 | 2.30% | 1.47% |
| 2002 | 1.88% | 1.70% |
| 2001 | 1.58% | 1.25% |
| 2000 | 1.81% | 1.15% |
| 1999 | 0.00% | 0.24% |
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