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FI vs SPY

Comparison between Fiserv, Inc. (FI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FI, delivering a return of +13.2% compared to -15.1%

FI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FI
$33B
Winner
SPY
$784B
Expense Ratio
FI
N/A
SPY
0.09%
Max Drawdown
FI
80.16%
Winner
SPY
56.47%
Sharpe Ratio
FI
-1.87
Winner
SPY
1.54
5Y Beta
FI
N/A
SPY
1.00
Industry
FI
Information Technology Services
SPY
N/A
P/E Ratio
Winner
FI
9.50
SPY
27.62
Forward P/E
FI
N/A
SPY
21.11
PEG Ratio
FI
0.41
SPY
N/A
5Y Dividends CAGR
FI
N/A
SPY
6.00%
5Y EPS CAGR
FI
N/A
SPY
25.30%
Debt to Equity
FI
120.10%
Winner
SPY
31.11%
Free Cash Flow Yield
FI
13.87%
SPY
N/A
P/S Ratio
Winner
FI
1.57
SPY
3.49
P/B Ratio
Winner
FI
1.32
SPY
5.30

FI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FI
-17.21%
Winner
SPY
-1.37%
3M
FI
-18.04%
Winner
SPY
+12.22%
6M
FI
-30.15%
Winner
SPY
+7.20%
1Y
FI
-72.26%
Winner
SPY
+23.58%
5Y(CAGR)
FI
-15.12%
Winner
SPY
+13.19%
10Y(CAGR)
FI
-1.10%
Winner
SPY
+15.12%
Max(CAGR)
Winner
FI
+8.67%
SPY
+8.44%

FI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFISPY
2026-27.89%+7.95%
2025-67.39%+18.00%
2024+54.36%+25.59%
2023+31.25%+26.72%
2022-6.09%-18.64%
2021-7.26%+30.52%
2020-1.44%+17.28%
2019+60.13%+31.09%
2018+12.76%-5.24%
2017+22.16%+20.78%
2016+18.75%+13.59%
2015+29.51%+1.31%
2014+21.94%+14.56%
2013+45.30%+29.00%
2012+34.96%+14.17%
2011-1.28%+0.85%
2010+18.47%+13.14%
2009+26.94%+22.67%
2008-34.18%-36.25%
2007+7.60%+5.32%
2006+19.98%+13.85%
2005+8.12%+5.32%
2004+2.89%+10.75%
2003+10.94%+24.18%
2002-20.84%-22.42%
2001+43.04%-10.13%
2000+24.55%-8.84%
1999+23.82%+8.61%

FI vs SPY Drawdown Comparison

The maximum drawdown for FI was -80.16%, occurring on Jun 22, 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 FI drawdown is -80.11%. The current SPY drawdown is -3.18%.

RankFISPY
#1-80.16%
Mar 3, 2025 - Jun 22, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.50%
Mar 19, 2002 - Aug 15, 2005		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-51.14%
May 31, 2007 - Dec 14, 2010		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-37.85%
Feb 4, 2020 - Mar 11, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-32.23%
Dec 23, 1999 - Apr 25, 2000		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-30.16%
Apr 26, 2021 - Jul 10, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-29.99%
Sep 28, 2000 - Jun 26, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-25.14%
Jun 29, 2001 - Dec 17, 2001		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-24.10%
Jul 7, 2011 - Feb 3, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.24%
Sep 28, 2018 - Jan 24, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.72%
Jul 25, 2023 - Nov 30, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.85%
May 1, 2000 - May 31, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.43%
Jun 19, 2000 - Jul 25, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.14%
Aug 15, 2005 - Sep 13, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.77%
Jul 26, 2016 - Feb 15, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FI and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

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