JNJ vs SPY
Comparison between Johnson & Johnson (JNJ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed JNJ, delivering a return of +13.3% compared to +8.6%
JNJ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
JNJ
$541B
Winner
SPY
$652B
Expense Ratio
JNJ
N/A
SPY
0.09%
Max Drawdown
Winner
JNJ
36.10%
SPY
56.47%
Sharpe Ratio
Winner
JNJ
2.07
SPY
2.07
5Y Beta
Winner
JNJ
0.01
SPY
1.00
Industry
JNJ
Drug Manufacturers - General
SPY
N/A
P/E Ratio
Winner
JNJ
20.09
SPY
28.24
Forward P/E
Winner
JNJ
19.42
SPY
21.85
PEG Ratio
JNJ
2.91
SPY
N/A
Dividend Yield
JNJ
2.34%
SPY
N/A
5Y Dividends CAGR
JNJ
0.83%
Winner
SPY
5.43%
5Y EPS CAGR
JNJ
11.59%
Winner
SPY
25.79%
Debt to Equity
JNJ
67.73%
Winner
SPY
22.35%
Free Cash Flow Yield
JNJ
3.29%
SPY
N/A
P/S Ratio
JNJ
5.61
Winner
SPY
3.55
P/B Ratio
JNJ
6.65
Winner
SPY
5.29
JNJ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
JNJ
-8.28%
Winner
SPY
+9.11%
3M
JNJ
-6.77%
Winner
SPY
+6.59%
6M
Winner
JNJ
+20.00%
SPY
+10.56%
1Y
Winner
JNJ
+46.12%
SPY
+32.04%
5Y(CAGR)
JNJ
+8.62%
Winner
SPY
+13.35%
10Y(CAGR)
JNJ
+9.87%
Winner
SPY
+15.49%
Max(CAGR)
JNJ
+8.32%
Winner
SPY
+8.50%
JNJ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JNJ | SPY |
|---|---|---|
| 2026 | +7.30% | +8.27% |
| 2025 | +48.08% | +18.00% |
| 2024 | -6.72% | +25.59% |
| 2023 | -9.39% | +26.72% |
| 2022 | +5.68% | -18.64% |
| 2021 | +12.08% | +30.52% |
| 2020 | +10.78% | +17.28% |
| 2019 | +17.39% | +31.09% |
| 2018 | -4.80% | -5.24% |
| 2017 | +23.73% | +20.78% |
| 2016 | +17.89% | +13.59% |
| 2015 | +1.21% | +1.31% |
| 2014 | +18.06% | +14.56% |
| 2013 | +33.21% | +29.00% |
| 2012 | +10.32% | +14.17% |
| 2011 | +8.19% | +0.85% |
| 2010 | -1.00% | +13.14% |
| 2009 | +9.77% | +22.67% |
| 2008 | -6.66% | -36.25% |
| 2007 | +3.02% | +5.32% |
| 2006 | +9.65% | +13.85% |
| 2005 | -2.56% | +5.32% |
| 2004 | +25.17% | +10.75% |
| 2003 | -4.98% | +24.18% |
| 2002 | -7.25% | -22.42% |
| 2001 | +17.43% | -10.13% |
| 2000 | +15.35% | -8.84% |
| 1999 | -11.04% | +8.61% |
JNJ vs SPY Drawdown Comparison
The maximum drawdown for JNJ was -35.88%, occurring on Jul 19, 2002. Recovery took 693 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current JNJ drawdown is -10.96%.
| Rank | JNJ | SPY |
|---|---|---|
| #1 | -35.88% Mar 19, 2002 - Dec 16, 2004 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -35.20% Nov 16, 1999 - Dec 29, 2000 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.42% Sep 8, 2008 - May 11, 2011 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -27.36% Feb 5, 2020 - Apr 23, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.52% Dec 29, 2000 - Jun 19, 2001 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.44% Apr 25, 2022 - Jul 23, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.29% Jan 22, 2018 - Nov 8, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.91% Dec 13, 2018 - Dec 19, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.89% Apr 15, 2005 - Oct 18, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.53% Dec 8, 2014 - Feb 22, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.16% Oct 23, 2006 - Nov 16, 2007 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.02% Aug 17, 2021 - Mar 15, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.37% Jul 7, 2011 - Apr 2, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.96% Mar 2, 2026 - May 8, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.92% Sep 24, 2014 - Nov 5, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between JNJ and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
JNJ vs SPY dividend yield comparison.
| Year | JNJ | SPY |
|---|---|---|
| 2026 | 0.59% | 0.24% |
| 2025 | 2.48% | 1.07% |
| 2024 | 3.40% | 1.21% |
| 2023 | 3.00% | 1.40% |
| 2022 | 2.52% | 1.65% |
| 2021 | 2.45% | 1.20% |
| 2020 | 2.53% | 1.52% |
| 2019 | 2.57% | 1.75% |
| 2018 | 2.74% | 2.04% |
| 2017 | 2.38% | 1.80% |
| 2016 | 2.73% | 2.03% |
| 2015 | 2.87% | 2.06% |
| 2014 | 2.64% | 1.87% |
| 2013 | 2.83% | 1.81% |
| 2012 | 3.42% | 2.18% |
| 2011 | 3.43% | 2.05% |
| 2010 | 3.41% | 1.80% |
| 2009 | 3.00% | 1.95% |
| 2008 | 3.00% | 3.02% |
| 2007 | 2.43% | 1.85% |
| 2006 | 2.20% | 1.73% |
| 2005 | 2.12% | 1.73% |
| 2004 | 1.73% | 1.82% |
| 2003 | 1.79% | 1.47% |
| 2002 | 1.48% | 1.70% |
| 2001 | 1.18% | 1.25% |
| 2000 | 0.99% | 1.15% |
| 1999 | 0.30% | 0.24% |
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