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FMX vs SPY

Comparison between Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceFMX has outperformed SPY, delivering a return of +13.4% compared to +13.3%

FMX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FMX
$40B
Winner
SPY
$652B
Expense Ratio
FMX
N/A
SPY
0.09%
Max Drawdown
FMX
61.02%
Winner
SPY
56.47%
Sharpe Ratio
FMX
0.96
Winner
SPY
2.07
5Y Beta
Winner
FMX
0.39
SPY
1.00
Industry
FMX
Beverages - Brewers
SPY
N/A
P/E Ratio
FMX
669.81
Winner
SPY
28.24
Forward P/E
FMX
131.58
Winner
SPY
21.85
PEG Ratio
FMX
6.77
SPY
N/A
Dividend Yield
FMX
5.54%
SPY
N/A
5Y Dividends CAGR
Winner
FMX
55.35%
SPY
5.43%
5Y EPS CAGR
FMX
N/A
SPY
25.79%
Debt to Equity
FMX
104.96%
Winner
SPY
22.35%
Free Cash Flow Yield
FMX
1.07%
SPY
N/A
P/S Ratio
Winner
FMX
0.05
SPY
3.55
P/B Ratio
Winner
FMX
2.15
SPY
5.29

FMX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FMX
+6.61%
Winner
SPY
+9.11%
3M
Winner
FMX
+10.56%
SPY
+6.59%
6M
Winner
FMX
+32.92%
SPY
+10.56%
1Y
FMX
+30.37%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
FMX
+13.43%
SPY
+13.35%
10Y(CAGR)
FMX
+6.31%
Winner
SPY
+15.49%
Max(CAGR)
Winner
FMX
+11.95%
SPY
+8.50%

FMX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMXSPY
2026+26.22%+8.27%
2025+28.80%+18.00%
2024-31.46%+25.59%
2023+70.83%+26.72%
2022+3.23%-18.64%
2021+4.94%+30.52%
2020-19.29%+17.28%
2019+10.05%+31.09%
2018-9.19%-5.24%
2017+24.72%+20.78%
2016-14.89%+13.59%
2015+9.71%+1.31%
2014-6.79%+14.56%
2013-0.30%+29.00%
2012+45.84%+14.17%
2011+25.52%+0.85%
2010+13.44%+13.14%
2009+52.58%+22.67%
2008-17.43%-36.25%
2007-1.34%+5.32%
2006+58.38%+13.85%
2005+40.25%+5.32%
2004+45.24%+10.75%
2003+3.17%+24.18%
2002+7.35%-22.42%
2001+21.90%-10.13%
2000-31.29%-8.84%
1999+35.34%+8.61%

FMX vs SPY Drawdown Comparison

The maximum drawdown for FMX was -61.02%, occurring on Oct 27, 2008. Recovery took 335 trading sessions.

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

The current FMX drawdown is -0.72%.

RankFMXSPY
#1-61.02%
Aug 6, 2008 - Dec 3, 2009
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.74%
Apr 12, 2013 - Jun 8, 2023
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-49.34%
Mar 9, 2000 - Mar 4, 2004
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-41.25%
Feb 14, 2024 - May 5, 2026
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-31.81%
Feb 14, 2007 - Apr 10, 2008
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.99%
May 9, 2006 - Sep 12, 2006
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.38%
Jan 7, 2010 - Aug 2, 2010
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.11%
Apr 2, 2004 - Dec 8, 2004
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.84%
Feb 11, 2000 - Mar 3, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.38%
Mar 1, 2005 - Jun 30, 2005
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.97%
Jul 27, 2011 - Oct 27, 2011
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.38%
Aug 29, 2023 - Nov 2, 2023
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.87%
Oct 27, 2011 - Feb 1, 2012
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.21%
Jan 14, 2000 - Feb 8, 2000
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.54%
Sep 9, 2005 - Jan 3, 2006
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FMX and SPY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (1999 - 2026)

FMX vs SPY dividend yield comparison.

YearFMXSPY
20264.34%0.24%
20258.42%1.07%
20243.64%1.21%
20231.60%1.40%
20222.17%1.65%
20211.47%1.20%
20201.88%1.52%
20191.62%1.75%
20181.73%2.04%
20171.43%1.80%
20161.77%2.03%
20151.49%2.06%
20140.00%1.87%
20133.19%1.81%
20121.39%2.18%
20111.57%2.05%
20101.11%1.80%
20091.51%1.95%
20081.52%3.02%
20071.07%1.85%
20061.34%1.73%
20051.66%1.73%
20041.78%1.82%
20032.11%1.47%
20023.82%1.70%
20012.62%1.25%
20001.66%1.15%
19990.00%0.24%

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