MA vs SPY
Comparison between Mastercard Incorporated - Class A (MA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MA, delivering a return of +13.3% compared to +6.3%
MA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MA vs SPY - Historical Returns
Returns include dividend reinvestment.
MA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MA | SPY |
|---|---|---|
| 2026 | -11.73% | +8.27% |
| 2025 | +9.90% | +18.00% |
| 2024 | +25.53% | +25.59% |
| 2023 | +23.73% | +26.72% |
| 2022 | -5.71% | -18.64% |
| 2021 | +2.72% | +30.52% |
| 2020 | +18.27% | +17.28% |
| 2019 | +58.25% | +31.09% |
| 2018 | +24.87% | -5.24% |
| 2017 | +44.68% | +20.78% |
| 2016 | +9.79% | +13.59% |
| 2015 | +14.44% | +1.31% |
| 2014 | +3.89% | +14.56% |
| 2013 | +64.32% | +29.00% |
| 2012 | +33.69% | +14.17% |
| 2011 | +69.18% | +0.85% |
| 2010 | -12.52% | +13.14% |
| 2009 | +71.51% | +22.67% |
| 2008 | -33.23% | -36.25% |
| 2007 | +124.14% | +5.32% |
| 2006 | +114.37% | +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% |
MA vs SPY Drawdown Comparison
The maximum drawdown for MA was -62.66%, occurring on Jan 20, 2009. Recovery took 781 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MA drawdown is -16.90%.
| Rank | MA | SPY |
|---|---|---|
| #1 | -62.66% Jun 2, 2008 - Jul 7, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.00% Feb 19, 2020 - Aug 24, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.25% Feb 2, 2022 - Jul 3, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.96% Jul 16, 2007 - Oct 31, 2007 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.40% Apr 28, 2021 - Feb 2, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.86% Oct 1, 2018 - Feb 22, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.71% Dec 13, 2007 - Mar 25, 2008 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -21.07% Aug 28, 2020 - Feb 24, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.38% Nov 6, 2015 - Sep 21, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.92% Aug 22, 2025 - Mar 27, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.46% Jan 9, 2014 - Nov 3, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.73% Feb 28, 2025 - May 12, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.38% Apr 27, 2012 - Sep 21, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.74% Aug 3, 2011 - Sep 7, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.09% Feb 8, 2007 - May 1, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MA and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
MA vs SPY dividend yield comparison.
| Year | MA | SPY |
|---|---|---|
| 2026 | 0.35% | 0.24% |
| 2025 | 0.53% | 1.07% |
| 2024 | 0.50% | 1.21% |
| 2023 | 0.53% | 1.40% |
| 2022 | 0.56% | 1.65% |
| 2021 | 0.49% | 1.20% |
| 2020 | 0.45% | 1.52% |
| 2019 | 0.44% | 1.75% |
| 2018 | 0.53% | 2.04% |
| 2017 | 0.58% | 1.80% |
| 2016 | 0.74% | 2.03% |
| 2015 | 0.66% | 2.06% |
| 2014 | 0.51% | 1.87% |
| 2013 | 0.25% | 1.81% |
| 2012 | 0.21% | 2.18% |
| 2011 | 0.16% | 2.05% |
| 2010 | 0.27% | 1.80% |
| 2009 | 0.23% | 1.95% |
| 2008 | 0.42% | 3.02% |
| 2007 | 0.25% | 1.85% |
| 2006 | 0.09% | 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% |
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