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 +21.6% compared to +13.3%
LYG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LYG vs SPY - Historical Returns
Returns include dividend reinvestment.
LYG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LYG | SPY |
|---|---|---|
| 2026 | +3.20% | +8.27% |
| 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% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -58.13%.
| Rank | LYG | SPY |
|---|---|---|
| #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 -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (1999 - 2026)
LYG vs SPY dividend yield comparison.
| Year | LYG | SPY |
|---|---|---|
| 2026 | 2.47% | 0.24% |
| 2025 | 3.19% | 1.07% |
| 2024 | 5.44% | 1.21% |
| 2023 | 5.23% | 1.40% |
| 2022 | 4.91% | 1.65% |
| 2021 | 2.70% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 5.04% | 1.75% |
| 2018 | 6.63% | 2.04% |
| 2017 | 6.81% | 1.80% |
| 2016 | 5.17% | 2.03% |
| 2015 | 2.11% | 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 | 101.57% | 1.95% |
| 2008 | 35.53% | 3.02% |
| 2007 | 7.46% | 1.85% |
| 2006 | 5.58% | 1.73% |
| 2005 | 7.49% | 1.73% |
| 2004 | 6.64% | 1.82% |
| 2003 | 6.78% | 1.47% |
| 2002 | 7.11% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks