ESGR vs SPY

Comparison between Enstar Group Ltd (ESGR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceESGR has outperformed SPY, delivering a return of +17.2% compared to +13.8%

ESGR vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESGR(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.09B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	70.67%	56.47%
Sharpe Ratio	0.56	1.67
5Y Beta	N/A	1.00
P/E Ratio	9.89	28.81
Forward P/E	N/A	22.07
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	100.12%	25.84%
Debt to Equity	31.35%	34.16%
Free Cash Flow Yield	15.61%	N/A
P/S Ratio	4.39	3.69
P/B Ratio	0.82	5.54

Market Cap / Net Assets

ESGR

$5.09B

Winner

SPY

$735B

Expense Ratio

ESGR

N/A

SPY

0.09%

Max Drawdown

ESGR

70.67%

Winner

SPY

56.47%

Sharpe Ratio

ESGR

0.56

Winner

SPY

1.67

5Y Beta

ESGR

N/A

SPY

1.00

P/E Ratio

Winner

ESGR

9.89

SPY

28.81

Forward P/E

ESGR

N/A

SPY

22.07

5Y Dividends CAGR

ESGR

N/A

SPY

5.43%

5Y EPS CAGR

Winner

ESGR

100.12%

SPY

25.84%

Debt to Equity

Winner

ESGR

31.35%

SPY

34.16%

Free Cash Flow Yield

ESGR

15.61%

SPY

N/A

P/S Ratio

ESGR

4.39

Winner

SPY

3.69

P/B Ratio

Winner

ESGR

0.82

SPY

5.54

ESGR vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	ESGR	SPY
1 month	+1.02%	+4.59%
3 months	+1.70%	+7.81%
6 months	+4.16%	+14.24%
1 year	+5.24%	+26.47%
5 years(CAGR)	+17.19%	+13.84%
10 years(CAGR)	+8.07%	+15.57%
Max(CAGR)	+13.21%	+8.50%

ESGR

+1.02%

Winner

SPY

+4.59%

ESGR

+1.70%

Winner

SPY

+7.81%

ESGR

+4.16%

Winner

SPY

+14.24%

ESGR

+5.24%

Winner

SPY

+26.47%

5Y(CAGR)

Winner

ESGR

+17.19%

SPY

+13.84%

10Y(CAGR)

ESGR

+8.07%

Winner

SPY

+15.57%

Max(CAGR)

Winner

ESGR

+13.21%

SPY

+8.50%

ESGR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ESGR	SPY
2026	N/A	+8.80%
2025	+4.16%	+18.00%
2024	+9.69%	+25.59%
2023	+26.14%	+26.72%
2022	-7.75%	-18.64%
2021	+22.53%	+30.52%
2020	-1.83%	+17.28%
2019	+23.11%	+31.09%
2018	-16.09%	-5.24%
2017	+1.44%	+20.78%
2016	+31.62%	+13.59%
2015	+0.57%	+1.31%
2014	+11.08%	+14.56%
2013	+15.96%	+29.00%
2012	+12.66%	+14.17%
2011	+13.19%	+0.85%
2010	+14.39%	+13.14%
2009	+12.42%	+22.67%
2008	-47.85%	-36.25%
2007	+31.14%	+5.32%
2006	+45.66%	+13.85%
2005	+6.85%	+5.32%
2004	+32.28%	+10.75%
2003	+56.67%	+24.18%
2002	+24.95%	-22.42%
2001	+58.03%	-10.13%
2000	+15.85%	-8.84%
1999	-8.76%	+8.61%

ESGR vs SPY Drawdown Comparison

The maximum drawdown for ESGR was -70.67%, occurring on Dec 1, 2008. Recovery took 1674 trading sessions.

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

The current ESGR drawdown is -2.99%. The current SPY drawdown is -0.92%.

Rank	ESGR	SPY
#1	-70.67% Oct 12, 2007 - Jun 9, 2014	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-57.62% Oct 20, 2017 - Mar 1, 2021	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-40.74% Feb 25, 2022 - Dec 11, 2023	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-23.95% Feb 14, 2005 - Jun 17, 2005	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-18.24% Jul 2, 2007 - Aug 31, 2007	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-17.00% Dec 4, 2001 - Jul 3, 2002	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-16.31% Mar 18, 2021 - Jan 28, 2022	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-15.76% Apr 3, 2006 - Jun 30, 2006	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-14.64% Jan 20, 2004 - Jun 21, 2004	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-14.41% Jun 28, 2004 - Oct 27, 2004	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-14.13% Jul 13, 2001 - Nov 29, 2001	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-12.65% Dec 30, 2014 - Jun 2, 2015	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-12.45% Sep 4, 2007 - Sep 21, 2007	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-12.17% Jul 22, 2015 - Apr 1, 2016	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-11.80% Aug 17, 2006 - Jan 30, 2007	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ESGR and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

ESGR vs SPY dividend yield comparison.

Year	ESGR	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	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	2.45%	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%