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LBTYB vs SPY

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

5-Year PerformanceSPY has outperformed LBTYB, delivering a return of +13.8% compared to -12.3%

LBTYB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
LBTYB
$4.88B
Winner
SPY
$735B
Expense Ratio
LBTYB
N/A
SPY
0.09%
Max Drawdown
LBTYB
88.33%
Winner
SPY
56.47%
Sharpe Ratio
LBTYB
0.83
Winner
SPY
1.67
5Y Beta
Winner
LBTYB
0.23
SPY
1.00
Industry
LBTYB
Telecom Services
SPY
N/A
P/E Ratio
Winner
LBTYB
-1.30
SPY
28.81
Forward P/E
LBTYB
57.14
Winner
SPY
22.07
PEG Ratio
LBTYB
-0.00
SPY
N/A
5Y Dividends CAGR
LBTYB
N/A
SPY
5.43%
5Y EPS CAGR
LBTYB
N/A
SPY
25.84%
Debt to Equity
LBTYB
88.40%
Winner
SPY
34.16%
Free Cash Flow Yield
LBTYB
24.39%
SPY
N/A
P/S Ratio
LBTYB
N/A
SPY
3.69
P/B Ratio
LBTYB
N/A
SPY
5.54

LBTYB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LBTYB
+1.53%
Winner
SPY
+4.59%
3M
Winner
LBTYB
+10.68%
SPY
+7.81%
6M
Winner
LBTYB
+38.67%
SPY
+14.24%
1Y
Winner
LBTYB
+53.51%
SPY
+26.47%
5Y(CAGR)
LBTYB
-12.27%
Winner
SPY
+13.84%
10Y(CAGR)
LBTYB
-7.33%
Winner
SPY
+15.57%
Max(CAGR)
LBTYB
+2.35%
Winner
SPY
+8.50%

LBTYB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLBTYBSPY
2026+30.23%+8.80%
2025-13.06%+18.00%
2024-27.29%+25.59%
2023-6.26%+26.72%
2022-31.65%-18.64%
2021+16.85%+30.52%
2020+7.84%+17.28%
2019+8.29%+31.09%
2018-41.91%-5.24%
2017+13.04%+20.78%
2016-11.26%+13.59%
2015-16.34%+1.31%
2014+12.27%+14.56%
2013+36.56%+29.00%
2012+52.80%+14.17%
2011+14.80%+0.85%
2010+63.54%+13.14%
2009+38.75%+22.67%
2008-57.24%-36.25%
2007+33.37%+5.32%
2006+31.34%+13.85%
2005-9.35%+5.32%
2004+24.22%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

LBTYB vs SPY Drawdown Comparison

The maximum drawdown for LBTYB was -81.49%, occurring on May 13, 2025. This drawdown has not yet recovered.

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

The current LBTYB drawdown is -70.55%. The current SPY drawdown is -0.92%.

RankLBTYBSPY
#1-81.49%
Aug 3, 2015 - May 13, 2025
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-78.80%
Jul 17, 2007 - Apr 19, 2011
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.85%
Sep 14, 2005 - Dec 18, 2006
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.61%
Jul 6, 2011 - Feb 8, 2012
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.45%
Jul 14, 2014 - Nov 19, 2014
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.30%
Nov 28, 2014 - Feb 24, 2015
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.27%
Jan 13, 2014 - May 29, 2014
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.91%
Apr 28, 2011 - Jul 6, 2011
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.52%
Jul 21, 2004 - Nov 9, 2004
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.50%
Mar 9, 2005 - Jul 22, 2005
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.09%
Nov 20, 2013 - Jan 13, 2014
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.82%
Oct 19, 2012 - Dec 19, 2012
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.92%
Mar 13, 2012 - Jul 20, 2012
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.54%
Feb 1, 2013 - Mar 8, 2013
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.59%
Jul 23, 2013 - Nov 20, 2013
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LBTYB and SPY is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

0.00
-101

Dividend Comparison (1999 - 2026)

LBTYB vs SPY dividend yield comparison.

YearLBTYBSPY
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%
20156.00%2.06%
201481.89%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%
2005114.20%1.73%
20042.76%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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