LITE vs SPY
Comparison between Lumentum Holdings Inc (LITE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceLITE has outperformed SPY, delivering a return of +61.2% compared to +13.3%
LITE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
LITE
$68B
Winner
SPY
$652B
Expense Ratio
LITE
N/A
SPY
0.09%
Max Drawdown
LITE
66.89%
Winner
SPY
56.47%
Sharpe Ratio
Winner
LITE
3.60
SPY
2.07
5Y Beta
LITE
2.46
Winner
SPY
1.00
Industry
LITE
Communication Equipment
SPY
N/A
P/E Ratio
LITE
151.78
Winner
SPY
28.24
Forward P/E
LITE
64.10
Winner
SPY
21.85
PEG Ratio
LITE
0.63
SPY
N/A
5Y Dividends CAGR
LITE
N/A
SPY
5.43%
5Y EPS CAGR
LITE
4.88%
Winner
SPY
25.79%
Debt to Equity
LITE
110.37%
Winner
SPY
22.35%
Free Cash Flow Yield
LITE
0.17%
SPY
N/A
P/S Ratio
LITE
29.52
Winner
SPY
3.55
P/B Ratio
LITE
82.33
Winner
SPY
5.29
LITE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
LITE
+0.87%
Winner
SPY
+9.11%
3M
Winner
LITE
+56.60%
SPY
+6.59%
6M
Winner
LITE
+276.41%
SPY
+10.56%
1Y
Winner
LITE
+1276.48%
SPY
+32.04%
5Y(CAGR)
Winner
LITE
+61.21%
SPY
+13.35%
10Y(CAGR)
Winner
LITE
+43.82%
SPY
+15.49%
Max(CAGR)
Winner
LITE
+41.76%
SPY
+8.50%
LITE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LITE | SPY |
|---|---|---|
| 2026 | +134.08% | +8.27% |
| 2025 | +330.60% | +18.00% |
| 2024 | +61.32% | +25.59% |
| 2023 | -0.61% | +26.72% |
| 2022 | -51.30% | -18.64% |
| 2021 | +9.36% | +30.52% |
| 2020 | +14.63% | +17.28% |
| 2019 | +86.19% | +31.09% |
| 2018 | -16.23% | -5.24% |
| 2017 | +31.10% | +20.78% |
| 2016 | +73.09% | +13.59% |
| 2015 | +4.11% | +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% |
LITE vs SPY Drawdown Comparison
The maximum drawdown for LITE was -66.89%, occurring on Oct 27, 2023. Recovery took 1140 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LITE drawdown is -9.13%.
| Rank | LITE | SPY |
|---|---|---|
| #1 | -66.89% Jan 12, 2021 - Jul 29, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -48.77% Mar 14, 2018 - Nov 27, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.31% Jul 24, 2017 - Mar 9, 2018 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -34.14% Aug 18, 2015 - Dec 16, 2015 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.07% Feb 12, 2020 - Aug 3, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -28.70% Mar 2, 2026 - Mar 24, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -26.49% Aug 4, 2020 - Dec 22, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -24.49% Oct 10, 2016 - Feb 8, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.85% Mar 28, 2017 - May 16, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -20.94% Apr 8, 2016 - Jul 22, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.41% Jan 6, 2026 - Feb 2, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.35% Mar 24, 2026 - Apr 2, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -17.98% Feb 21, 2017 - Mar 24, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.62% Dec 30, 2015 - Feb 5, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.03% Dec 11, 2025 - Dec 22, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LITE and SPY is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
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