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GNE vs SPY

Comparison between Genie Energy Ltd - Class B (GNE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceGNE has outperformed SPY, delivering a return of +20.7% compared to +13.3%

GNE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
GNE
$365M
Winner
SPY
$735B
Expense Ratio
GNE
N/A
SPY
0.09%
Max Drawdown
GNE
77.92%
Winner
SPY
56.47%
Sharpe Ratio
GNE
-1.04
Winner
SPY
1.62
5Y Beta
Winner
GNE
0.53
SPY
1.00
Industry
GNE
Utilities - Regulated Electric
SPY
N/A
P/E Ratio
Winner
GNE
16.13
SPY
28.99
Forward P/E
GNE
N/A
SPY
22.37
PEG Ratio
GNE
0.00
SPY
N/A
Dividend Yield
GNE
2.17%
SPY
N/A
5Y Dividends CAGR
Winner
GNE
12.03%
SPY
5.43%
5Y EPS CAGR
GNE
N/A
SPY
26.05%
Debt to Equity
Winner
GNE
2.71%
SPY
32.40%
Free Cash Flow Yield
GNE
6.22%
SPY
N/A
P/S Ratio
Winner
GNE
0.73
SPY
3.74
P/B Ratio
Winner
GNE
1.46
SPY
5.61

GNE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
GNE
-2.20%
Winner
SPY
+1.90%
3M
GNE
-2.33%
Winner
SPY
+8.55%
6M
GNE
-0.43%
Winner
SPY
+8.18%
1Y
GNE
-37.26%
Winner
SPY
+25.79%
5Y(CAGR)
Winner
GNE
+20.73%
SPY
+13.32%
10Y(CAGR)
GNE
+10.09%
Winner
SPY
+15.19%
Max(CAGR)
GNE
+6.18%
Winner
SPY
+8.47%

GNE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGNESPY
2026+3.06%+8.26%
2025-9.18%+18.00%
2024-44.12%+25.59%
2023+188.38%+26.72%
2022+93.21%-18.64%
2021-22.71%+30.52%
2020-0.82%+17.28%
2019+25.03%+31.09%
2018+37.68%-5.24%
2017-22.02%+20.78%
2016-42.38%+13.59%
2015+83.13%+1.31%
2014-39.05%+14.56%
2013+42.40%+29.00%
2012-10.16%+14.17%
2011-7.21%+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

GNE vs SPY Drawdown Comparison

The maximum drawdown for GNE was -75.11%, occurring on Apr 13, 2018. Recovery took 2342 trading sessions.

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

The current GNE drawdown is -52.20%. The current SPY drawdown is -2.90%.

RankGNESPY
#1-75.11%
Dec 5, 2013 - Mar 28, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-55.52%
Dec 26, 2023 - May 14, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-46.87%
Feb 6, 2012 - Apr 3, 2013		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.22%
Apr 3, 2013 - Nov 18, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.49%
Oct 28, 2011 - Jan 10, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.58%
Apr 12, 2023 - Oct 9, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.73%
Nov 27, 2023 - Dec 7, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.32%
Nov 27, 2013 - Dec 5, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.12%
Nov 6, 2023 - Nov 9, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.89%
Oct 17, 2023 - Oct 30, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.84%
Jan 25, 2012 - Jan 31, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.64%
Nov 14, 2023 - Nov 22, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.63%
Dec 19, 2023 - Dec 22, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.18%
Nov 18, 2013 - Nov 22, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.08%
Apr 4, 2023 - Apr 6, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between GNE and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (1999 - 2026)

GNE vs SPY dividend yield comparison.

YearGNESPY
20261.08%0.24%
20252.18%1.07%
20241.92%1.21%
20231.07%1.40%
20223.72%1.65%
20211.44%1.20%
20204.58%1.52%
20193.88%1.75%
20184.98%2.04%
20176.88%1.80%
20164.17%2.03%
20151.08%2.06%
20140.97%1.87%
20130.00%1.81%
20121.87%2.18%
20110.63%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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