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LYG vs SPY

Comparison between Lloyds Banking Group plc (LYG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceLYG has outperformed SPY, delivering a return of +23.0% compared to +13.2%

LYG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
LYG
$83B
Winner
SPY
$784B
Expense Ratio
LYG
N/A
SPY
0.09%
Max Drawdown
LYG
97.51%
Winner
SPY
56.47%
Sharpe Ratio
LYG
1.32
Winner
SPY
1.54
5Y Beta
Winner
LYG
0.91
SPY
1.00
Industry
LYG
Banks - Regional
SPY
N/A
P/E Ratio
Winner
LYG
12.23
SPY
27.62
Forward P/E
Winner
LYG
11.24
SPY
21.11
PEG Ratio
LYG
0.43
SPY
N/A
Dividend Yield
LYG
0.67%
SPY
N/A
5Y Dividends CAGR
LYG
N/A
SPY
6.00%
5Y EPS CAGR
LYG
20.48%
Winner
SPY
25.30%
Debt to Equity
LYG
209.76%
Winner
SPY
31.11%
Free Cash Flow Yield
LYG
6.91%
SPY
N/A
P/S Ratio
LYG
4.21
Winner
SPY
3.49
P/B Ratio
Winner
LYG
1.25
SPY
5.30

LYG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LYG
+6.90%
SPY
-1.37%
3M
Winner
LYG
+16.70%
SPY
+12.22%
6M
Winner
LYG
+10.54%
SPY
+7.20%
1Y
Winner
LYG
+44.94%
SPY
+23.58%
5Y(CAGR)
Winner
LYG
+22.97%
SPY
+13.19%
10Y(CAGR)
LYG
+7.54%
Winner
SPY
+15.12%
Max(CAGR)
LYG
-1.17%
Winner
SPY
+8.44%

LYG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLYGSPY
2026+8.90%+7.95%
2025+104.96%+18.00%
2024+20.40%+25.59%
2023+12.62%+26.72%
2022-11.61%-18.64%
2021+41.73%+30.52%
2020-41.32%+17.28%
2019+36.88%+31.09%
2018-28.97%-5.24%
2017+25.68%+20.78%
2016-24.93%+13.59%
2015-4.46%+1.31%
2014-11.79%+14.56%
2013+62.20%+29.00%
2012+93.94%+14.17%
2011-62.35%+0.85%
2010+20.53%+13.14%
2009-13.66%+22.67%
2008-77.38%-36.25%
2007-12.22%+5.32%
2006+39.54%+13.85%
2005-1.43%+5.32%
2004+20.41%+10.75%
2003+19.44%+24.18%
2002-31.15%-22.42%
2001+7.07%-10.13%
2000N/A-8.84%
1999N/A+8.61%

LYG vs SPY Drawdown Comparison

The maximum drawdown for LYG was -94.84%, occurring on Mar 5, 2009. This drawdown has not yet recovered.

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

The current LYG drawdown is -55.81%. The current SPY drawdown is -3.18%.

RankLYGSPY
#1-94.84%
Oct 9, 2007 - Mar 5, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-56.03%
May 6, 2002 - Feb 1, 2006		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-10.92%
Jul 18, 2007 - Oct 4, 2007		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.80%
Feb 20, 2007 - Apr 16, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.71%
Feb 14, 2002 - Apr 17, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.59%
May 5, 2006 - Jul 28, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.41%
Mar 22, 2006 - May 5, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.31%
Dec 31, 2001 - Feb 14, 2002		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.25%
May 7, 2007 - Jul 18, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.50%
Feb 24, 2006 - Mar 14, 2006		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.13%
Feb 1, 2006 - Feb 9, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.93%
Oct 13, 2006 - Dec 12, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.59%
Sep 5, 2006 - Sep 25, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.47%
Jul 28, 2006 - Aug 29, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.75%
Dec 6, 2001 - Dec 17, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LYG and SPY is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32
-101

Dividend Comparison (1999 - 2026)

LYG vs SPY dividend yield comparison.

YearLYGSPY
20262.34%0.50%
20253.19%1.07%
20245.44%1.21%
20235.23%1.40%
20224.91%1.65%
20212.70%1.20%
20200.00%1.52%
20195.04%1.75%
20186.63%2.04%
20176.81%1.80%
20165.17%2.03%
20152.11%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
2009101.57%1.95%
200835.53%3.02%
20077.46%1.85%
20065.58%1.73%
20057.49%1.73%
20046.64%1.82%
20036.78%1.47%
20027.11%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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