LEVI vs SPY

Comparison between Levi Strauss & Co. Cls A (LEVI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed LEVI, delivering a return of +13.7% compared to -3.8%

LEVI vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEVI(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$8.33B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	60.33%	56.47%
Sharpe Ratio	0.67	1.76
5Y Beta	1.35	1.00
Industry	Apparel Manufacturing	N/A
P/E Ratio	14.14	28.46
Forward P/E	12.80	21.99
PEG Ratio	0.01	N/A
Dividend Yield	2.55%	N/A
5Y Dividends CAGR	41.88%	5.43%
5Y EPS CAGR	N/A	25.20%
Debt to Equity	47.56%	33.33%
Free Cash Flow Yield	5.69%	N/A
P/S Ratio	1.26	3.65
P/B Ratio	3.95	5.50

Market Cap / Net Assets

LEVI

$8.33B

Winner

SPY

$735B

Expense Ratio

LEVI

N/A

SPY

0.09%

Max Drawdown

LEVI

60.33%

Winner

SPY

56.47%

Sharpe Ratio

LEVI

0.67

Winner

SPY

1.76

5Y Beta

LEVI

1.35

Winner

SPY

1.00

Industry

LEVI

Apparel Manufacturing

SPY

N/A

P/E Ratio

Winner

LEVI

14.14

SPY

28.46

Forward P/E

Winner

LEVI

12.80

SPY

21.99

PEG Ratio

LEVI

0.01

SPY

N/A

Dividend Yield

LEVI

2.55%

SPY

N/A

5Y Dividends CAGR

Winner

LEVI

41.88%

SPY

5.43%

5Y EPS CAGR

LEVI

N/A

SPY

25.20%

Debt to Equity

LEVI

47.56%

Winner

SPY

33.33%

Free Cash Flow Yield

LEVI

5.69%

SPY

N/A

P/S Ratio

Winner

LEVI

1.26

SPY

3.65

P/B Ratio

Winner

LEVI

3.95

SPY

5.50

LEVI vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	LEVI	SPY
1 month	-5.26%	+5.60%
3 months	-3.70%	+8.72%
6 months	-0.82%	+10.63%
1 year	+22.92%	+26.62%
5 years(CAGR)	-3.84%	+13.70%
10 years(CAGR)	N/A	+15.47%
Max(CAGR)	+1.21%	+8.50%

LEVI

-5.26%

Winner

SPY

+5.60%

LEVI

-3.70%

Winner

SPY

+8.72%

LEVI

-0.82%

Winner

SPY

+10.63%

LEVI

+22.92%

Winner

SPY

+26.62%

5Y(CAGR)

LEVI

-3.84%

Winner

SPY

+13.70%

10Y(CAGR)

LEVI

N/A

SPY

+15.47%

Max(CAGR)

LEVI

+1.21%

Winner

SPY

+8.50%

LEVI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LEVI	SPY
2026	+1.99%	+8.50%
2025	+22.57%	+18.00%
2024	+9.37%	+25.59%
2023	+9.70%	+26.72%
2022	-35.50%	-18.64%
2021	+28.64%	+30.52%
2020	+6.12%	+17.28%
2019	-13.26%	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+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%

LEVI vs SPY Drawdown Comparison

The maximum drawdown for LEVI was -59.86%, occurring on Apr 3, 2020. Recovery took 467 trading sessions.

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

The current LEVI drawdown is -21.44%. The current SPY drawdown is -1.20%.

Rank	LEVI	SPY
#1	-59.86% Apr 15, 2019 - Feb 22, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-55.56% May 3, 2021 - Sep 21, 2023	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-10.42% Mar 15, 2021 - Apr 12, 2021	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-9.55% Mar 29, 2019 - Apr 15, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-3.06% Apr 27, 2021 - May 3, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-2.86% Mar 21, 2019 - Mar 28, 2019	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-2.62% Apr 16, 2021 - Apr 21, 2021	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-2.12% Feb 22, 2021 - Mar 1, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-2.06% Apr 23, 2021 - Apr 27, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-1.25% Mar 9, 2021 - Mar 12, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-0.87% Mar 3, 2021 - Mar 8, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.52% Apr 21, 2021 - Apr 23, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LEVI and SPY is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (1999 - 2026)

LEVI vs SPY dividend yield comparison.

Year	LEVI	SPY
2026	1.34%	0.24%
2025	2.60%	1.07%
2024	2.89%	1.21%
2023	2.90%	1.40%
2022	2.84%	1.65%
2021	1.04%	1.20%
2020	0.80%	1.52%
2019	0.78%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	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%