LFUS vs SPY

Comparison between Littelfuse Inc (LFUS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed LFUS, delivering a return of +13.3% compared to +12.7%

LFUS vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFUS(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$11B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	82.44%	56.47%
Sharpe Ratio	2.47	2.07
5Y Beta	1.52	1.00
Industry	Electronic Components	N/A
P/E Ratio	44.74	28.24
Forward P/E	33.67	21.85
PEG Ratio	2.64	N/A
Dividend Yield	0.67%	N/A
5Y Dividends CAGR	8.75%	5.43%
5Y EPS CAGR	6.84%	25.79%
Debt to Equity	25.12%	22.35%
Free Cash Flow Yield	3.52%	N/A
P/S Ratio	4.66	3.55
P/B Ratio	4.40	5.29

Market Cap / Net Assets

LFUS

$11B

Winner

SPY

$652B

Expense Ratio

LFUS

N/A

SPY

0.09%

Max Drawdown

LFUS

82.44%

Winner

SPY

56.47%

Sharpe Ratio

Winner

LFUS

2.47

SPY

2.07

5Y Beta

LFUS

1.52

Winner

SPY

1.00

Industry

LFUS

Electronic Components

SPY

N/A

P/E Ratio

LFUS

44.74

Winner

SPY

28.24

Forward P/E

LFUS

33.67

Winner

SPY

21.85

PEG Ratio

LFUS

2.64

SPY

N/A

Dividend Yield

LFUS

0.67%

SPY

N/A

5Y Dividends CAGR

Winner

LFUS

8.75%

SPY

5.43%

5Y EPS CAGR

LFUS

6.84%

Winner

SPY

25.79%

Debt to Equity

LFUS

25.12%

Winner

SPY

22.35%

Free Cash Flow Yield

LFUS

3.52%

SPY

N/A

P/S Ratio

LFUS

4.66

Winner

SPY

3.55

P/B Ratio

Winner

LFUS

4.40

SPY

5.29

LFUS vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	LFUS	SPY
1 month	+24.17%	+9.11%
3 months	+31.34%	+6.59%
6 months	+89.11%	+10.56%
1 year	+134.94%	+32.04%
5 years(CAGR)	+12.68%	+13.35%
10 years(CAGR)	+16.34%	+15.49%
Max(CAGR)	+12.76%	+8.50%

Winner

LFUS

+24.17%

SPY

+9.11%

Winner

LFUS

+31.34%

SPY

+6.59%

Winner

LFUS

+89.11%

SPY

+10.56%

Winner

LFUS

+134.94%

SPY

+32.04%

5Y(CAGR)

LFUS

+12.68%

Winner

SPY

+13.35%

10Y(CAGR)

Winner

LFUS

+16.34%

SPY

+15.49%

Max(CAGR)

Winner

LFUS

+12.76%

SPY

+8.50%

LFUS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LFUS	SPY
2026	+74.44%	+8.27%
2025	+9.09%	+18.00%
2024	-9.02%	+25.59%
2023	+21.19%	+26.72%
2022	-29.67%	-18.64%
2021	+25.78%	+30.52%
2020	+32.98%	+17.28%
2019	+13.61%	+31.09%
2018	-12.83%	-5.24%
2017	+32.24%	+20.78%
2016	+48.51%	+13.59%
2015	+13.16%	+1.31%
2014	+7.22%	+14.56%
2013	+49.56%	+29.00%
2012	+38.70%	+14.17%
2011	-10.07%	+0.85%
2010	+40.62%	+13.14%
2009	+86.16%	+22.67%
2008	-51.02%	-36.25%
2007	+5.24%	+5.32%
2006	+14.10%	+13.85%
2005	-19.02%	+5.32%
2004	+19.07%	+10.75%
2003	+66.11%	+24.18%
2002	-33.80%	-22.42%
2001	+4.96%	-10.13%
2000	+16.86%	-8.84%
1999	+9.08%	+8.61%

LFUS vs SPY Drawdown Comparison

The maximum drawdown for LFUS was -82.44%, occurring on Mar 9, 2009. Recovery took 2646 trading sessions.

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

Rank	LFUS	SPY
#1	-82.44% Jun 29, 2000 - Jan 6, 2011	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-54.17% Jun 20, 2018 - Nov 16, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-53.29% Nov 17, 2021 - Jan 29, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-40.12% May 2, 2011 - Apr 2, 2012	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-21.61% Apr 2, 2012 - Jan 23, 2013	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-19.75% Feb 25, 2026 - Apr 10, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-18.54% Apr 16, 2014 - Nov 3, 2014	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-18.17% Mar 2, 2015 - Nov 2, 2015	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-17.23% Nov 9, 2015 - Feb 23, 2016	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-17.03% Mar 29, 2000 - May 30, 2000	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-16.40% Mar 16, 2018 - Jun 6, 2018	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-15.89% Jan 20, 2021 - Aug 27, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-15.46% Nov 12, 1999 - Dec 30, 1999	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-13.00% Mar 29, 2016 - Jul 27, 2016	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-12.91% Oct 24, 2017 - Nov 21, 2017	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LFUS and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

LFUS vs SPY dividend yield comparison.

Year	LFUS	SPY
2026	0.16%	0.24%
2025	1.15%	1.07%
2024	1.15%	1.21%
2023	0.93%	1.40%
2022	1.03%	1.65%
2021	0.64%	1.20%
2020	0.75%	1.52%
2019	0.95%	1.75%
2018	0.93%	2.04%
2017	0.71%	1.80%
2016	0.82%	2.03%
2015	1.01%	2.06%
2014	0.97%	1.87%
2013	0.90%	1.81%
2012	1.23%	2.18%
2011	1.54%	2.05%
2010	0.32%	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%