EXE vs SPY

Comparison between Chesapeake Energy Corp - New (EXE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceEXE has outperformed SPY, delivering a return of +19.7% compared to +13.3%

EXE vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EXE(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$23B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	32.88%	56.47%
Sharpe Ratio	-0.30	2.07
5Y Beta	0.50	1.00
Industry	Oil & Gas E&p	N/A
P/E Ratio	9.57	28.24
Forward P/E	10.48	21.85
PEG Ratio	23.28	N/A
Dividend Yield	3.27%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	25.62%	22.35%
Free Cash Flow Yield	12.91%	N/A
P/S Ratio	1.79	3.55
P/B Ratio	1.23	5.29

Market Cap / Net Assets

EXE

$23B

Winner

SPY

$652B

Expense Ratio

EXE

N/A

SPY

0.09%

Max Drawdown

Winner

EXE

32.88%

SPY

56.47%

Sharpe Ratio

EXE

-0.30

Winner

SPY

2.07

5Y Beta

Winner

EXE

0.50

SPY

1.00

Industry

EXE

Oil & Gas E&p

SPY

N/A

P/E Ratio

Winner

EXE

9.57

SPY

28.24

Forward P/E

Winner

EXE

10.48

SPY

21.85

PEG Ratio

EXE

23.28

SPY

N/A

Dividend Yield

EXE

3.27%

SPY

N/A

5Y Dividends CAGR

EXE

N/A

SPY

5.43%

5Y EPS CAGR

EXE

N/A

SPY

25.79%

Debt to Equity

EXE

25.62%

Winner

SPY

22.35%

Free Cash Flow Yield

EXE

12.91%

SPY

N/A

P/S Ratio

Winner

EXE

1.79

SPY

3.55

P/B Ratio

Winner

EXE

1.23

SPY

5.29

EXE vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	EXE	SPY
1 month	-4.24%	+9.11%
3 months	-6.57%	+6.59%
6 months	-13.80%	+10.56%
1 year	-9.09%	+32.04%
5 years(CAGR)	+19.73%	+13.35%
10 years(CAGR)	N/A	+15.49%
Max(CAGR)	+20.80%	+8.50%

EXE

-4.24%

Winner

SPY

+9.11%

EXE

-6.57%

Winner

SPY

+6.59%

EXE

-13.80%

Winner

SPY

+10.56%

EXE

-9.09%

Winner

SPY

+32.04%

5Y(CAGR)

Winner

EXE

+19.73%

SPY

+13.35%

10Y(CAGR)

EXE

N/A

SPY

+15.49%

Max(CAGR)

Winner

EXE

+20.80%

SPY

+8.50%

EXE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EXE	SPY
2026	-12.13%	+8.27%
2025	+12.45%	+18.00%
2024	+33.06%	+25.59%
2023	-6.57%	+26.72%
2022	+57.07%	-18.64%
2021	+46.33%	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-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%

EXE vs SPY Drawdown Comparison

The maximum drawdown for EXE was -29.64%, occurring on Mar 15, 2023. Recovery took 494 trading sessions.

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

The current EXE drawdown is -21.51%.

Rank	EXE	SPY
#1	-29.64% Nov 30, 2022 - Nov 18, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-27.93% May 27, 2022 - Aug 18, 2022	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-22.90% Jun 24, 2025 - Nov 28, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-22.88% Dec 3, 2025 - Apr 21, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-15.29% Oct 25, 2021 - Jan 7, 2022	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-13.77% Jan 12, 2022 - Feb 25, 2022	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-13.59% Apr 18, 2022 - May 4, 2022	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-13.02% Jun 11, 2021 - Aug 11, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-12.88% Sep 14, 2022 - Nov 8, 2022	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-12.58% Apr 2, 2025 - May 15, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-12.32% May 5, 2022 - May 23, 2022	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-12.14% Mar 7, 2022 - Mar 24, 2022	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-11.96% Mar 3, 2021 - May 6, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-11.63% Aug 12, 2021 - Sep 3, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-10.90% Jan 16, 2025 - Mar 19, 2025	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EXE and SPY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (1999 - 2026)

EXE vs SPY dividend yield comparison.

Year	EXE	SPY
2026	0.60%	0.24%
2025	2.89%	1.07%
2024	2.45%	1.21%
2023	4.70%	1.40%
2022	10.16%	1.65%
2021	1.74%	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	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%