LBTYK vs SPY

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

5-Year PerformanceSPY has outperformed LBTYK, delivering a return of +14.0% compared to -3.8%

LBTYK vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LBTYK(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.87B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	79.02%	56.47%
Sharpe Ratio	0.55	1.91
5Y Beta	0.54	1.00
Industry	Telecom Services	N/A
P/E Ratio	-1.03	28.68
Forward P/E	58.14	22.19
PEG Ratio	-0.00	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	88.40%	34.04%
Free Cash Flow Yield	30.74%	N/A
P/S Ratio	0.78	3.76
P/B Ratio	0.42	5.55

Market Cap / Net Assets

LBTYK

$3.87B

Winner

SPY

$735B

Expense Ratio

LBTYK

N/A

SPY

0.09%

Max Drawdown

LBTYK

79.02%

Winner

SPY

56.47%

Sharpe Ratio

LBTYK

0.55

Winner

SPY

1.91

5Y Beta

Winner

LBTYK

0.54

SPY

1.00

Industry

LBTYK

Telecom Services

SPY

N/A

P/E Ratio

Winner

LBTYK

-1.03

SPY

28.68

Forward P/E

LBTYK

58.14

Winner

SPY

22.19

PEG Ratio

LBTYK

-0.00

SPY

N/A

5Y Dividends CAGR

LBTYK

N/A

SPY

5.43%

5Y EPS CAGR

LBTYK

N/A

SPY

26.37%

Debt to Equity

LBTYK

88.40%

Winner

SPY

34.04%

Free Cash Flow Yield

LBTYK

30.74%

SPY

N/A

P/S Ratio

Winner

LBTYK

0.78

SPY

3.76

P/B Ratio

Winner

LBTYK

0.42

SPY

5.55

LBTYK vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	LBTYK	SPY
1 month	+1.73%	+4.84%
3 months	-4.77%	+9.57%
6 months	+6.41%	+13.79%
1 year	+19.33%	+29.34%
5 years(CAGR)	-3.83%	+13.98%
10 years(CAGR)	-3.01%	+15.66%
Max(CAGR)	+4.52%	+8.53%

LBTYK

+1.73%

Winner

SPY

+4.84%

LBTYK

-4.77%

Winner

SPY

+9.57%

LBTYK

+6.41%

Winner

SPY

+13.79%

LBTYK

+19.33%

Winner

SPY

+29.34%

5Y(CAGR)

LBTYK

-3.83%

Winner

SPY

+13.98%

10Y(CAGR)

LBTYK

-3.01%

Winner

SPY

+15.66%

Max(CAGR)

LBTYK

+4.52%

Winner

SPY

+8.53%

LBTYK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LBTYK	SPY
2026	+8.96%	+9.45%
2025	-18.70%	+18.00%
2024	+32.72%	+25.59%
2023	-8.81%	+26.72%
2022	-30.95%	-18.64%
2021	+19.38%	+30.52%
2020	+9.49%	+17.28%
2019	+5.31%	+31.09%
2018	-39.68%	-5.24%
2017	+13.56%	+20.78%
2016	-14.95%	+13.59%
2015	-2.86%	+1.31%
2014	+15.01%	+14.56%
2013	+38.52%	+29.00%
2012	+43.89%	+14.17%
2011	+13.69%	+0.85%
2010	+54.54%	+13.14%
2009	+33.95%	+22.67%
2008	-58.24%	-36.25%
2007	+29.25%	+5.32%
2006	+33.40%	+13.85%
2005	-11.48%	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

LBTYK vs SPY Drawdown Comparison

The maximum drawdown for LBTYK was -78.54%, occurring on Mar 9, 2009. Recovery took 948 trading sessions.

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

The current LBTYK drawdown is -48.34%. The current SPY drawdown is -0.34%.

Rank	LBTYK	SPY
#1	-78.54% Jul 17, 2007 - Apr 19, 2011	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-66.17% Aug 5, 2015 - Mar 16, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-32.60% Sep 14, 2005 - Nov 9, 2006	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-28.89% May 10, 2011 - Feb 1, 2012	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-13.99% Feb 20, 2014 - May 23, 2014	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-12.48% May 8, 2013 - Jul 11, 2013	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-12.01% Oct 19, 2012 - Dec 18, 2012	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.81% Mar 13, 2012 - Jul 17, 2012	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-10.90% Feb 1, 2013 - Mar 5, 2013	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-9.70% Nov 28, 2014 - Feb 13, 2015	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-9.67% Mar 3, 2015 - May 22, 2015	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-8.90% May 23, 2014 - Oct 28, 2014	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-8.56% Jan 6, 2014 - Feb 18, 2014	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-7.37% Jan 23, 2007 - Mar 20, 2007	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-7.23% Jul 31, 2013 - Oct 28, 2013	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LBTYK and SPY is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (1999 - 2026)

LBTYK vs SPY dividend yield comparison.

Year	LBTYK	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	8.57%	2.06%
2014	86.59%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%