FG vs SPY
Comparison between F&G Annuities & Life Inc (FG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
FG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
FG
$3.75B
Winner
SPY
$735B
Expense Ratio
FG
N/A
SPY
0.09%
Max Drawdown
FG
57.57%
Winner
SPY
56.47%
Sharpe Ratio
FG
-0.22
Winner
SPY
1.91
5Y Beta
FG
1.07
Winner
SPY
1.00
Industry
FG
Insurance - Life
SPY
N/A
P/E Ratio
Winner
FG
7.03
SPY
28.68
Forward P/E
Winner
FG
4.86
SPY
22.19
Dividend Yield
FG
3.48%
SPY
N/A
5Y Dividends CAGR
FG
N/A
SPY
5.43%
5Y EPS CAGR
FG
N/A
SPY
26.37%
Debt to Equity
FG
48.24%
Winner
SPY
34.04%
P/S Ratio
Winner
FG
0.61
SPY
3.76
P/B Ratio
Winner
FG
0.78
SPY
5.55
FG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
FG
+2.43%
Winner
SPY
+4.84%
3M
Winner
FG
+20.43%
SPY
+9.57%
6M
FG
-9.53%
Winner
SPY
+13.79%
1Y
FG
-9.58%
Winner
SPY
+29.34%
5Y(CAGR)
FG
N/A
SPY
+13.98%
10Y(CAGR)
FG
N/A
SPY
+15.66%
Max(CAGR)
Winner
FG
+18.55%
SPY
+8.53%
FG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FG | SPY |
|---|---|---|
| 2026 | -6.51% | +9.45% |
| 2025 | -23.00% | +18.00% |
| 2024 | -6.54% | +25.59% |
| 2023 | +136.31% | +26.72% |
| 2022 | +19.46% | -18.64% |
| 2021 | N/A | +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% |
FG vs SPY Drawdown Comparison
The maximum drawdown for FG was -56.22%, occurring on Mar 12, 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 FG drawdown is -40.58%. The current SPY drawdown is -0.34%.
| Rank | FG | SPY |
|---|---|---|
| #1 | -56.22% Dec 2, 2024 - Mar 12, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.28% Nov 23, 2022 - Jul 18, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -25.72% Jan 29, 2024 - Nov 6, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.60% Aug 14, 2023 - Oct 17, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.98% Dec 13, 2023 - Jan 25, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.84% Oct 18, 2023 - Nov 2, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.62% Nov 27, 2023 - Dec 6, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.64% Nov 6, 2024 - Nov 22, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.85% Nov 9, 2023 - Nov 14, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.66% Aug 8, 2023 - Aug 11, 2023 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.62% Nov 3, 2023 - Nov 8, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.43% Dec 7, 2023 - Dec 11, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.80% Nov 15, 2023 - Nov 20, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.52% Jan 25, 2024 - Jan 29, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.50% Jul 28, 2023 - Aug 3, 2023 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FG and SPY is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.33
-101
Dividend Comparison (1999 - 2026)
FG vs SPY dividend yield comparison.
| Year | FG | SPY |
|---|---|---|
| 2026 | 0.90% | 0.24% |
| 2025 | 2.95% | 1.07% |
| 2024 | 2.05% | 1.21% |
| 2023 | 1.76% | 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 | 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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