ESS vs SPY
Comparison between Essex Property Trust Inc (ESS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ESS, delivering a return of +13.3% compared to +1.7%
ESS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
ESS
$17B
Winner
SPY
$652B
Expense Ratio
ESS
N/A
SPY
0.09%
Max Drawdown
ESS
65.33%
Winner
SPY
56.47%
Sharpe Ratio
ESS
-0.25
Winner
SPY
2.07
5Y Beta
Winner
ESS
0.61
SPY
1.00
Industry
ESS
Reit - Residential
SPY
N/A
P/E Ratio
ESS
28.57
Winner
SPY
28.24
Forward P/E
ESS
47.62
Winner
SPY
21.85
PEG Ratio
ESS
7.02
SPY
N/A
Dividend Yield
ESS
3.85%
SPY
N/A
5Y Dividends CAGR
Winner
ESS
9.11%
SPY
5.43%
5Y EPS CAGR
ESS
6.35%
Winner
SPY
25.79%
Debt to Equity
ESS
125.78%
Winner
SPY
22.35%
Free Cash Flow Yield
ESS
6.29%
SPY
N/A
P/S Ratio
ESS
9.37
Winner
SPY
3.55
P/B Ratio
Winner
ESS
3.15
SPY
5.29
ESS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ESS
+4.65%
Winner
SPY
+9.11%
3M
ESS
+3.35%
Winner
SPY
+6.59%
6M
ESS
+3.33%
Winner
SPY
+10.56%
1Y
ESS
-2.66%
Winner
SPY
+32.04%
5Y(CAGR)
ESS
+1.75%
Winner
SPY
+13.35%
10Y(CAGR)
ESS
+4.61%
Winner
SPY
+15.49%
Max(CAGR)
Winner
ESS
+12.37%
SPY
+8.50%
ESS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ESS | SPY |
|---|---|---|
| 2026 | +3.71% | +8.27% |
| 2025 | -3.83% | +18.00% |
| 2024 | +17.40% | +25.59% |
| 2023 | +22.28% | +26.72% |
| 2022 | -38.03% | -18.64% |
| 2021 | +58.50% | +30.52% |
| 2020 | -17.37% | +17.28% |
| 2019 | +30.50% | +31.09% |
| 2018 | +5.33% | -5.24% |
| 2017 | +8.31% | +20.78% |
| 2016 | +0.75% | +13.59% |
| 2015 | +16.75% | +1.31% |
| 2014 | +45.18% | +14.56% |
| 2013 | -0.03% | +29.00% |
| 2012 | +7.66% | +14.17% |
| 2011 | +23.84% | +0.85% |
| 2010 | +43.89% | +13.14% |
| 2009 | +18.33% | +22.67% |
| 2008 | -16.57% | -36.25% |
| 2007 | -22.09% | +5.32% |
| 2006 | +40.90% | +13.85% |
| 2005 | +15.86% | +5.32% |
| 2004 | +36.53% | +10.75% |
| 2003 | +31.76% | +24.18% |
| 2002 | +9.40% | -22.42% |
| 2001 | -3.68% | -10.13% |
| 2000 | +72.93% | -8.84% |
| 1999 | +5.90% | +8.61% |
ESS vs SPY Drawdown Comparison
The maximum drawdown for ESS was -62.70%, occurring on Mar 2, 2009. Recovery took 1021 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ESS drawdown is -14.53%.
| Rank | ESS | SPY |
|---|---|---|
| #1 | -62.70% Feb 8, 2007 - Feb 28, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.85% Oct 21, 2019 - Jul 8, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -43.86% Apr 21, 2022 - Mar 23, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.28% Dec 18, 2000 - Mar 22, 2002 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.97% Dec 30, 2015 - Mar 23, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.82% Sep 8, 2011 - Oct 27, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.00% Sep 11, 2017 - Nov 28, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.84% Jun 27, 2002 - Mar 21, 2003 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.33% Dec 15, 2004 - Jun 10, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.57% Jul 22, 2013 - Feb 11, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.31% Oct 27, 2011 - Jan 26, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.85% Jul 22, 2011 - Aug 31, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.24% Jul 17, 2012 - Apr 8, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.93% May 21, 2013 - Jul 22, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.76% Mar 20, 2015 - Oct 19, 2015 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ESS and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (1999 - 2026)
ESS vs SPY dividend yield comparison.
| Year | ESS | SPY |
|---|---|---|
| 2026 | 1.96% | 0.24% |
| 2025 | 3.88% | 1.07% |
| 2024 | 2.57% | 1.21% |
| 2023 | 3.73% | 1.40% |
| 2022 | 4.15% | 1.65% |
| 2021 | 2.37% | 1.20% |
| 2020 | 3.50% | 1.52% |
| 2019 | 2.59% | 1.75% |
| 2018 | 3.03% | 2.04% |
| 2017 | 2.90% | 1.80% |
| 2016 | 2.75% | 2.03% |
| 2015 | 2.41% | 2.06% |
| 2014 | 2.47% | 1.87% |
| 2013 | 3.37% | 1.81% |
| 2012 | 3.00% | 2.18% |
| 2011 | 2.96% | 2.05% |
| 2010 | 3.62% | 1.80% |
| 2009 | 4.93% | 1.95% |
| 2008 | 5.32% | 3.02% |
| 2007 | 3.82% | 1.85% |
| 2006 | 2.60% | 1.73% |
| 2005 | 3.51% | 1.73% |
| 2004 | 3.77% | 1.82% |
| 2003 | 4.86% | 1.47% |
| 2002 | 6.06% | 1.70% |
| 2001 | 5.67% | 1.25% |
| 2000 | 4.32% | 1.15% |
| 1999 | 1.62% | 0.24% |
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