EVRG vs SPY
Comparison between Evergy Inc (EVRG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EVRG, delivering a return of +13.3% compared to +9.3%
EVRG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
EVRG
$19B
Winner
SPY
$652B
Expense Ratio
EVRG
N/A
SPY
0.09%
Max Drawdown
Winner
EVRG
39.22%
SPY
56.47%
Sharpe Ratio
EVRG
1.08
Winner
SPY
2.07
5Y Beta
Winner
EVRG
0.14
SPY
1.00
Industry
EVRG
Utilities - Regulated Electric
SPY
N/A
P/E Ratio
Winner
EVRG
21.82
SPY
28.24
Forward P/E
Winner
EVRG
19.01
SPY
21.85
PEG Ratio
EVRG
2.28
SPY
N/A
Dividend Yield
EVRG
3.31%
SPY
N/A
5Y Dividends CAGR
Winner
EVRG
10.28%
SPY
5.43%
5Y EPS CAGR
EVRG
5.41%
Winner
SPY
25.79%
Debt to Equity
EVRG
131.16%
Winner
SPY
22.35%
Free Cash Flow Yield
EVRG
-4.03%
SPY
N/A
P/S Ratio
Winner
EVRG
3.13
SPY
3.55
P/B Ratio
Winner
EVRG
1.85
SPY
5.29
EVRG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EVRG
-1.99%
Winner
SPY
+9.11%
3M
Winner
EVRG
+6.90%
SPY
+6.59%
6M
EVRG
+10.11%
Winner
SPY
+10.56%
1Y
EVRG
+27.48%
Winner
SPY
+32.04%
5Y(CAGR)
EVRG
+9.32%
Winner
SPY
+13.35%
10Y(CAGR)
EVRG
N/A
SPY
+15.49%
Max(CAGR)
Winner
EVRG
+9.32%
SPY
+8.50%
EVRG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EVRG | SPY |
|---|---|---|
| 2026 | +12.85% | +8.27% |
| 2025 | +22.23% | +18.00% |
| 2024 | +20.54% | +25.59% |
| 2023 | -13.30% | +26.72% |
| 2022 | -4.29% | -18.64% |
| 2021 | +32.16% | +30.52% |
| 2020 | -9.33% | +17.28% |
| 2019 | +20.27% | +31.09% |
| 2018 | +6.83% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EVRG vs SPY Drawdown Comparison
The maximum drawdown for EVRG was -38.78%, occurring on Mar 23, 2020. Recovery took 534 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EVRG drawdown is -3.12%.
| Rank | EVRG | SPY |
|---|---|---|
| #1 | -38.78% Feb 19, 2020 - Mar 31, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -29.85% Apr 20, 2022 - Nov 26, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -8.98% Dec 6, 2018 - Jun 5, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.01% May 7, 2025 - Jul 1, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.01% Sep 6, 2018 - Nov 12, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.85% Nov 27, 2024 - Feb 6, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.31% Oct 22, 2025 - Feb 10, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.30% Apr 2, 2025 - May 5, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.10% Sep 26, 2019 - Jan 16, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.97% Mar 3, 2026 - Apr 9, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.65% Apr 9, 2026 - Apr 22, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.46% Mar 3, 2025 - Mar 31, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.96% Jun 4, 2018 - Jun 20, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.82% Feb 13, 2026 - Feb 25, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.59% Jul 2, 2018 - Aug 9, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EVRG and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (1999 - 2026)
EVRG vs SPY dividend yield comparison.
| Year | EVRG | SPY |
|---|---|---|
| 2026 | 0.85% | 0.24% |
| 2025 | 3.72% | 1.07% |
| 2024 | 4.22% | 1.21% |
| 2023 | 4.75% | 1.40% |
| 2022 | 3.70% | 1.65% |
| 2021 | 3.17% | 1.20% |
| 2020 | 3.69% | 1.52% |
| 2019 | 2.97% | 1.75% |
| 2018 | 1.65% | 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 | 0.00% | 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% |
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