ES vs SPY
Comparison between Eversource Energy (ES, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ES, delivering a return of +13.3% compared to -0.8%
ES vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
ES
$26B
Winner
SPY
$652B
Expense Ratio
ES
N/A
SPY
0.09%
Max Drawdown
Winner
ES
46.76%
SPY
56.47%
Sharpe Ratio
ES
0.43
Winner
SPY
2.07
5Y Beta
Winner
ES
0.26
SPY
1.00
Industry
ES
Utilities - Regulated Electric
SPY
N/A
P/E Ratio
Winner
ES
14.99
SPY
28.24
Forward P/E
Winner
ES
14.37
SPY
21.85
PEG Ratio
ES
0.16
SPY
N/A
Dividend Yield
ES
4.54%
SPY
N/A
5Y Dividends CAGR
Winner
ES
5.73%
SPY
5.43%
5Y EPS CAGR
ES
5.16%
Winner
SPY
25.79%
Debt to Equity
ES
174.51%
Winner
SPY
22.35%
Free Cash Flow Yield
ES
-0.18%
SPY
N/A
P/S Ratio
Winner
ES
1.90
SPY
3.55
P/B Ratio
Winner
ES
1.61
SPY
5.29
ES vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ES
-4.93%
Winner
SPY
+9.11%
3M
ES
-0.62%
Winner
SPY
+6.59%
6M
ES
-6.95%
Winner
SPY
+10.56%
1Y
ES
+10.90%
Winner
SPY
+32.04%
5Y(CAGR)
ES
-0.79%
Winner
SPY
+13.35%
10Y(CAGR)
ES
+5.02%
Winner
SPY
+15.49%
Max(CAGR)
ES
+7.82%
Winner
SPY
+8.50%
ES vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ES | SPY |
|---|---|---|
| 2026 | -1.25% | +8.27% |
| 2025 | +23.04% | +18.00% |
| 2024 | -5.55% | +25.59% |
| 2023 | -23.74% | +26.72% |
| 2022 | -3.09% | -18.64% |
| 2021 | +10.78% | +30.52% |
| 2020 | +6.77% | +17.28% |
| 2019 | +37.76% | +31.09% |
| 2018 | +6.47% | -5.24% |
| 2017 | +18.29% | +20.78% |
| 2016 | +12.17% | +13.59% |
| 2015 | -1.66% | +1.31% |
| 2014 | +32.68% | +14.56% |
| 2013 | +10.32% | +29.00% |
| 2012 | +13.45% | +14.17% |
| 2011 | +16.51% | +0.85% |
| 2010 | +28.72% | +13.14% |
| 2009 | +9.86% | +22.67% |
| 2008 | -20.34% | -36.25% |
| 2007 | +13.02% | +5.32% |
| 2006 | +46.94% | +13.85% |
| 2005 | +10.23% | +5.32% |
| 2004 | -3.06% | +10.75% |
| 2003 | +34.78% | +24.18% |
| 2002 | -13.16% | -22.42% |
| 2001 | -23.40% | -10.13% |
| 2000 | +18.26% | -8.84% |
| 1999 | -2.10% | +8.61% |
ES vs SPY Drawdown Comparison
The maximum drawdown for ES was -43.12%, occurring on Oct 9, 2002. Recovery took 1120 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ES drawdown is -17.02%.
| Rank | ES | SPY |
|---|---|---|
| #1 | -43.12% Dec 29, 2000 - Jun 17, 2005 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.67% Aug 18, 2022 - Oct 23, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.15% Apr 3, 2007 - Oct 5, 2010 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -36.85% Mar 4, 2020 - Apr 20, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.54% Sep 11, 2000 - Dec 29, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.46% Aug 2, 2005 - Jul 10, 2006 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.14% Jan 29, 2015 - Feb 1, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.63% Nov 14, 2017 - Oct 24, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.42% May 27, 2022 - Aug 15, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.45% May 18, 2011 - Dec 27, 2011 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.12% Nov 18, 1999 - Apr 14, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.48% Jul 5, 2016 - Mar 15, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.85% Apr 30, 2013 - Aug 1, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.06% Jun 30, 2014 - Oct 14, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.65% Aug 1, 2013 - Feb 11, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ES and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (1999 - 2026)
ES vs SPY dividend yield comparison.
| Year | ES | SPY |
|---|---|---|
| 2026 | 1.18% | 0.24% |
| 2025 | 4.47% | 1.07% |
| 2024 | 4.98% | 1.21% |
| 2023 | 4.37% | 1.40% |
| 2022 | 3.04% | 1.65% |
| 2021 | 2.65% | 1.20% |
| 2020 | 2.62% | 1.52% |
| 2019 | 2.52% | 1.75% |
| 2018 | 3.11% | 2.04% |
| 2017 | 3.01% | 1.80% |
| 2016 | 3.22% | 2.03% |
| 2015 | 3.27% | 2.06% |
| 2014 | 2.93% | 1.87% |
| 2013 | 3.47% | 1.81% |
| 2012 | 3.38% | 2.18% |
| 2011 | 3.05% | 2.05% |
| 2010 | 3.45% | 1.80% |
| 2009 | 3.05% | 1.95% |
| 2008 | 2.13% | 3.02% |
| 2007 | 2.48% | 1.85% |
| 2006 | 2.57% | 1.73% |
| 2005 | 3.43% | 1.73% |
| 2004 | 3.32% | 1.82% |
| 2003 | 2.85% | 1.47% |
| 2002 | 3.46% | 1.70% |
| 2001 | 2.55% | 1.25% |
| 2000 | 0.82% | 1.15% |
| 1999 | 0.00% | 0.24% |
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