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LPLA vs SPY

Comparison between LPL Financial Holdings Inc (LPLA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceLPLA has outperformed SPY, delivering a return of +16.9% compared to +13.2%

LPLA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
LPLA
$24B
Winner
SPY
$784B
Expense Ratio
LPLA
N/A
SPY
0.09%
Max Drawdown
LPLA
70.50%
Winner
SPY
56.47%
Sharpe Ratio
LPLA
-0.60
Winner
SPY
1.54
5Y Beta
LPLA
1.06
Winner
SPY
1.00
Industry
LPLA
Capital Markets
SPY
N/A
P/E Ratio
Winner
LPLA
24.98
SPY
27.62
Forward P/E
Winner
LPLA
11.96
SPY
21.11
PEG Ratio
LPLA
0.44
SPY
N/A
Dividend Yield
LPLA
0.41%
SPY
N/A
5Y Dividends CAGR
LPLA
3.71%
Winner
SPY
6.00%
5Y EPS CAGR
LPLA
13.86%
Winner
SPY
25.30%
Debt to Equity
LPLA
126.32%
Winner
SPY
31.11%
Free Cash Flow Yield
LPLA
-4.58%
SPY
N/A
P/S Ratio
Winner
LPLA
1.32
SPY
3.49
P/B Ratio
Winner
LPLA
4.14
SPY
5.30

LPLA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LPLA
+3.26%
SPY
-1.37%
3M
LPLA
-1.62%
Winner
SPY
+12.22%
6M
LPLA
-21.00%
Winner
SPY
+7.20%
1Y
LPLA
-20.88%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
LPLA
+16.87%
SPY
+13.19%
10Y(CAGR)
Winner
LPLA
+28.99%
SPY
+15.12%
Max(CAGR)
Winner
LPLA
+17.21%
SPY
+8.44%

LPLA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLPLASPY
2026-18.23%+7.95%
2025+9.26%+18.00%
2024+42.17%+25.59%
2023+5.39%+26.72%
2022+33.43%-18.64%
2021+55.94%+30.52%
2020+12.56%+17.28%
2019+51.80%+31.09%
2018+8.40%-5.24%
2017+64.14%+20.78%
2016-13.85%+13.59%
2015-2.51%+1.31%
2014-3.43%+14.56%
2013+65.69%+29.00%
2012-2.00%+14.17%
2011-12.66%+0.85%
2010+13.13%+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

LPLA vs SPY Drawdown Comparison

The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.

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

The current LPLA drawdown is -25.77%. The current SPY drawdown is -3.18%.

RankLPLASPY
#1-69.32%
Mar 20, 2014 - Sep 27, 2017		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-60.33%
Jan 16, 2020 - Dec 3, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.78%
May 2, 2011 - Mar 15, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.18%
Jun 20, 2024 - Nov 6, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.12%
Jul 30, 2025 - May 28, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-32.61%
Nov 8, 2022 - Feb 26, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-30.11%
Apr 3, 2012 - May 9, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-26.06%
May 22, 2018 - Feb 1, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-26.02%
Feb 19, 2025 - May 13, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-24.69%
Feb 9, 2022 - Apr 8, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-23.36%
Apr 19, 2022 - Aug 4, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.87%
Jul 24, 2019 - Nov 7, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.45%
Apr 30, 2021 - Sep 27, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.36%
Mar 16, 2018 - May 8, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.71%
Feb 19, 2019 - May 3, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LPLA and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

LPLA vs SPY dividend yield comparison.

YearLPLASPY
20260.20%0.50%
20250.34%1.07%
20240.37%1.21%
20230.53%1.40%
20220.46%1.65%
20210.62%1.20%
20200.96%1.52%
20191.08%1.75%
20181.64%2.04%
20171.75%1.80%
20162.84%2.03%
20152.34%2.06%
20142.15%1.87%
20131.38%1.81%
20127.95%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%
20050.00%1.73%
20040.00%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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