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LBTYA vs SPY

Comparison between Liberty Global plc - Class A (LBTYA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed LBTYA, delivering a return of +13.9% compared to -2.8%

LBTYA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
LBTYA
$3.98B
Winner
SPY
$735B
Expense Ratio
LBTYA
N/A
SPY
0.09%
Max Drawdown
LBTYA
82.00%
Winner
SPY
56.47%
Sharpe Ratio
LBTYA
0.73
Winner
SPY
1.72
5Y Beta
Winner
LBTYA
0.57
SPY
1.00
Industry
LBTYA
Telecom Services
SPY
N/A
P/E Ratio
Winner
LBTYA
-1.06
SPY
28.68
Forward P/E
LBTYA
54.95
Winner
SPY
22.00
PEG Ratio
LBTYA
-0.00
SPY
N/A
5Y Dividends CAGR
LBTYA
N/A
SPY
5.43%
5Y EPS CAGR
LBTYA
N/A
SPY
26.37%
Debt to Equity
LBTYA
88.40%
Winner
SPY
34.04%
Free Cash Flow Yield
LBTYA
29.91%
SPY
N/A
P/S Ratio
Winner
LBTYA
0.81
SPY
3.85
P/B Ratio
Winner
LBTYA
0.43
SPY
5.68

LBTYA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LBTYA
-1.21%
Winner
SPY
+5.49%
3M
LBTYA
-2.39%
Winner
SPY
+8.03%
6M
LBTYA
+10.97%
Winner
SPY
+13.34%
1Y
LBTYA
+25.28%
Winner
SPY
+28.89%
5Y(CAGR)
LBTYA
-2.83%
Winner
SPY
+13.90%
10Y(CAGR)
LBTYA
-2.86%
Winner
SPY
+15.59%
Max(CAGR)
LBTYA
+5.20%
Winner
SPY
+8.51%

LBTYA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLBTYASPY
2026+12.29%+9.02%
2025-15.09%+18.00%
2024+37.83%+25.59%
2023-10.34%+26.72%
2022-32.13%-18.64%
2021+14.11%+30.52%
2020+7.74%+17.28%
2019+6.46%+31.09%
2018-41.12%-5.24%
2017+16.93%+20.78%
2016-16.03%+13.59%
2015-5.25%+1.31%
2014+10.83%+14.56%
2013+36.63%+29.00%
2012+48.42%+14.17%
2011+12.57%+0.85%
2010+60.82%+13.14%
2009+26.68%+22.67%
2008-59.20%-36.25%
2007+33.53%+5.32%
2006+31.25%+13.85%
2005-5.35%+5.32%
2004+21.45%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

LBTYA vs SPY Drawdown Comparison

The maximum drawdown for LBTYA was -79.08%, occurring on Mar 9, 2009. Recovery took 947 trading sessions.

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

The current LBTYA drawdown is -49.83%. The current SPY drawdown is -0.73%.

RankLBTYASPY
#1-79.08%
Jul 18, 2007 - Apr 19, 2011
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-68.09%
Aug 5, 2015 - Oct 27, 2023
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.49%
Sep 16, 2005 - Nov 10, 2006
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-29.01%
Jul 5, 2011 - Feb 3, 2012
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.42%
Jun 3, 2004 - Nov 12, 2004
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.20%
Jan 6, 2014 - Nov 7, 2014
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.96%
May 10, 2011 - Jul 5, 2011
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.99%
Mar 10, 2005 - Jun 22, 2005
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.68%
May 8, 2013 - Jul 11, 2013
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.37%
Mar 13, 2012 - Jul 17, 2012
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.67%
Oct 19, 2012 - Dec 18, 2012
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.75%
Nov 28, 2014 - Feb 13, 2015
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.06%
Feb 1, 2013 - Mar 5, 2013
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.71%
Mar 3, 2015 - May 21, 2015
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.44%
Dec 17, 2004 - Mar 9, 2005
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LBTYA and SPY is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24
-101

Dividend Comparison (1999 - 2026)

LBTYA vs SPY dividend yield comparison.

YearLBTYASPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20157.08%2.06%
201482.75%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
2005111.58%1.73%
20041.99%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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