FDS vs SPY
Comparison between Factset Research Systems Inc (FDS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed FDS, delivering a return of +13.7% compared to -7.6%
FDS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FDS vs SPY - Historical Returns
Returns include dividend reinvestment.
FDS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FDS | SPY |
|---|---|---|
| 2026 | -25.08% | +8.50% |
| 2025 | -38.39% | +18.00% |
| 2024 | +4.75% | +25.59% |
| 2023 | +18.58% | +26.72% |
| 2022 | -15.01% | -18.64% |
| 2021 | +48.34% | +30.52% |
| 2020 | +24.93% | +17.28% |
| 2019 | +36.00% | +31.09% |
| 2018 | +5.64% | -5.24% |
| 2017 | +18.21% | +20.78% |
| 2016 | +5.61% | +13.59% |
| 2015 | +16.85% | +1.31% |
| 2014 | +31.43% | +14.56% |
| 2013 | +22.63% | +29.00% |
| 2012 | +1.24% | +14.17% |
| 2011 | -7.28% | +0.85% |
| 2010 | +42.32% | +13.14% |
| 2009 | +46.56% | +22.67% |
| 2008 | -18.61% | -36.25% |
| 2007 | +0.54% | +5.32% |
| 2006 | +38.99% | +13.85% |
| 2005 | +8.92% | +5.32% |
| 2004 | +55.38% | +10.75% |
| 2003 | +33.05% | +24.18% |
| 2002 | -20.85% | -22.42% |
| 2001 | -1.10% | -10.13% |
| 2000 | -5.80% | -8.84% |
| 1999 | +10.78% | +8.61% |
FDS vs SPY Drawdown Comparison
The maximum drawdown for FDS was -61.13%, occurring on Feb 17, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FDS drawdown is -56.35%. The current SPY drawdown is -1.20%.
| Rank | FDS | SPY |
|---|---|---|
| #1 | -61.13% Nov 14, 2024 - Feb 17, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -58.96% Jun 5, 2001 - Jul 1, 2003 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -54.43% Oct 10, 2007 - Nov 13, 2009 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -47.28% Dec 29, 1999 - Dec 12, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -36.39% Dec 12, 2000 - Jun 5, 2001 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -33.56% Feb 19, 2020 - May 29, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -31.12% Sep 3, 2003 - Nov 5, 2004 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -29.87% Dec 29, 2004 - Dec 1, 2005 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -29.63% May 11, 2011 - Jul 19, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -28.36% Dec 29, 2021 - Feb 1, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -22.30% Oct 23, 2015 - Aug 18, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -22.23% Jun 19, 2019 - Feb 18, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -19.93% Jun 20, 2007 - Oct 5, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -19.66% Nov 28, 2018 - Feb 27, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -18.86% Mar 20, 2024 - Nov 13, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FDS and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
FDS vs SPY dividend yield comparison.
| Year | FDS | SPY |
|---|---|---|
| 2026 | 0.52% | 0.24% |
| 2025 | 1.50% | 1.07% |
| 2024 | 0.85% | 1.21% |
| 2023 | 0.80% | 1.40% |
| 2022 | 0.87% | 1.65% |
| 2021 | 0.66% | 1.20% |
| 2020 | 0.91% | 1.52% |
| 2019 | 1.04% | 1.75% |
| 2018 | 1.24% | 2.04% |
| 2017 | 1.13% | 1.80% |
| 2016 | 1.19% | 2.03% |
| 2015 | 1.05% | 2.06% |
| 2014 | 1.08% | 1.87% |
| 2013 | 1.25% | 1.81% |
| 2012 | 1.36% | 2.18% |
| 2011 | 1.19% | 2.05% |
| 2010 | 0.95% | 1.80% |
| 2009 | 1.18% | 1.95% |
| 2008 | 1.49% | 3.02% |
| 2007 | 0.75% | 1.85% |
| 2006 | 0.41% | 1.73% |
| 2005 | 0.49% | 1.73% |
| 2004 | 0.46% | 1.82% |
| 2003 | 0.60% | 1.47% |
| 2002 | 0.67% | 1.70% |
| 2001 | 0.43% | 1.25% |
| 2000 | 0.30% | 1.15% |
| 1999 | 0.06% | 0.24% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks