LAD vs SPY
Comparison between Lithia Motors Inc - Class A (LAD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LAD, delivering a return of +13.9% compared to -5.1%
LAD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LAD vs SPY - Historical Returns
Returns include dividend reinvestment.
LAD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LAD | SPY |
|---|---|---|
| 2026 | -19.97% | +8.42% |
| 2025 | -4.01% | +18.00% |
| 2024 | +10.83% | +25.59% |
| 2023 | +64.95% | +26.72% |
| 2022 | -30.82% | -18.64% |
| 2021 | +4.86% | +30.52% |
| 2020 | +100.29% | +17.28% |
| 2019 | +89.01% | +31.09% |
| 2018 | -32.82% | -5.24% |
| 2017 | +17.04% | +20.78% |
| 2016 | -4.96% | +13.59% |
| 2015 | +23.12% | +1.31% |
| 2014 | +27.61% | +14.56% |
| 2013 | +79.17% | +29.00% |
| 2012 | +71.54% | +14.17% |
| 2011 | +49.69% | +0.85% |
| 2010 | +80.14% | +13.14% |
| 2009 | +149.09% | +22.67% |
| 2008 | -74.04% | -36.25% |
| 2007 | -48.37% | +5.32% |
| 2006 | -6.17% | +13.85% |
| 2005 | +22.27% | +5.32% |
| 2004 | +8.42% | +10.75% |
| 2003 | +64.99% | +24.18% |
| 2002 | -23.46% | -22.42% |
| 2001 | +60.71% | -10.13% |
| 2000 | -29.68% | -8.84% |
| 1999 | -8.59% | +8.61% |
LAD vs SPY Drawdown Comparison
The maximum drawdown for LAD was -95.16%, occurring on Oct 27, 2008. Recovery took 1626 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LAD drawdown is -33.77%. The current SPY drawdown is -1.27%.
| Rank | LAD | SPY |
|---|---|---|
| #1 | -95.16% Mar 27, 2006 - Sep 7, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -64.23% May 7, 2002 - Mar 8, 2004 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -61.15% Nov 27, 2019 - Jul 10, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -55.47% Mar 17, 2021 - Oct 20, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -44.79% Dec 1, 2015 - Jan 12, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -44.69% Jan 26, 2018 - Jul 24, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -42.47% May 15, 2001 - Jan 4, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -41.82% Nov 1, 1999 - May 9, 2001 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -33.46% Jul 3, 2014 - Mar 19, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -32.35% Mar 8, 2004 - Jul 26, 2005 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -26.32% Oct 1, 2013 - Apr 29, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -20.19% Aug 18, 2020 - Oct 5, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -19.62% Aug 3, 2005 - Dec 14, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -19.11% Oct 7, 2020 - Nov 23, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -16.59% Jan 4, 2002 - Mar 8, 2002 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LAD and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
LAD vs SPY dividend yield comparison.
| Year | LAD | SPY |
|---|---|---|
| 2026 | 0.42% | 0.24% |
| 2025 | 0.66% | 1.07% |
| 2024 | 0.58% | 1.21% |
| 2023 | 0.58% | 1.40% |
| 2022 | 0.79% | 1.65% |
| 2021 | 0.46% | 1.20% |
| 2020 | 0.42% | 1.52% |
| 2019 | 0.81% | 1.75% |
| 2018 | 1.49% | 2.04% |
| 2017 | 0.93% | 1.80% |
| 2016 | 0.98% | 2.03% |
| 2015 | 0.71% | 2.06% |
| 2014 | 0.70% | 1.87% |
| 2013 | 0.56% | 1.81% |
| 2012 | 1.26% | 2.18% |
| 2011 | 1.19% | 2.05% |
| 2010 | 1.05% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 14.42% | 3.02% |
| 2007 | 4.08% | 1.85% |
| 2006 | 1.81% | 1.73% |
| 2005 | 1.27% | 1.73% |
| 2004 | 1.12% | 1.82% |
| 2003 | 0.56% | 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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