MGY vs SPY

Comparison between Magnolia Oil & Gas Corp - Class A (MGY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceMGY has outperformed SPY, delivering a return of +22.5% compared to +13.8%

MGY vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGY(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.24B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	77.76%	56.47%
Sharpe Ratio	1.06	1.67
5Y Beta	0.85	1.00
Industry	Oil & Gas E&p	N/A
P/E Ratio	14.90	28.81
Forward P/E	10.36	22.07
Dividend Yield	2.11%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.84%
Debt to Equity	19.33%	34.16%
Free Cash Flow Yield	16.26%	N/A
P/S Ratio	4.13	3.69
P/B Ratio	2.53	5.54

Market Cap / Net Assets

MGY

$5.24B

Winner

SPY

$735B

Expense Ratio

MGY

N/A

SPY

0.09%

Max Drawdown

MGY

77.76%

Winner

SPY

56.47%

Sharpe Ratio

MGY

1.06

Winner

SPY

1.67

5Y Beta

Winner

MGY

0.85

SPY

1.00

Industry

MGY

Oil & Gas E&p

SPY

N/A

P/E Ratio

Winner

MGY

14.90

SPY

28.81

Forward P/E

Winner

MGY

10.36

SPY

22.07

Dividend Yield

MGY

2.11%

SPY

N/A

5Y Dividends CAGR

MGY

N/A

SPY

5.43%

5Y EPS CAGR

MGY

N/A

SPY

25.84%

Debt to Equity

Winner

MGY

19.33%

SPY

34.16%

Free Cash Flow Yield

MGY

16.26%

SPY

N/A

P/S Ratio

MGY

4.13

Winner

SPY

3.69

P/B Ratio

Winner

MGY

2.53

SPY

5.54

MGY vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MGY	SPY
1 month	+7.01%	+4.59%
3 months	+10.41%	+7.81%
6 months	+34.75%	+14.24%
1 year	+36.60%	+26.47%
5 years(CAGR)	+22.55%	+13.84%
10 years(CAGR)	+14.37%	+15.57%
Max(CAGR)	+14.37%	+8.50%

Winner

MGY

+7.01%

SPY

+4.59%

Winner

MGY

+10.41%

SPY

+7.81%

Winner

MGY

+34.75%

SPY

+14.24%

Winner

MGY

+36.60%

SPY

+26.47%

5Y(CAGR)

Winner

MGY

+22.55%

SPY

+13.84%

10Y(CAGR)

MGY

+14.37%

Winner

SPY

+15.57%

Max(CAGR)

Winner

MGY

+14.37%

SPY

+8.50%

MGY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MGY	SPY
2026	+33.97%	+8.80%
2025	-4.80%	+18.00%
2024	+11.12%	+25.59%
2023	-1.92%	+26.72%
2022	+20.44%	-18.64%
2021	+161.32%	+30.52%
2020	-44.10%	+17.28%
2019	+11.43%	+31.09%
2018	+15.09%	-5.24%
2017	-2.60%	+20.78%
2016	N/A	+13.59%
2015	N/A	+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%

MGY vs SPY Drawdown Comparison

The maximum drawdown for MGY was -77.76%, occurring on Mar 18, 2020. Recovery took 678 trading sessions.

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

The current MGY drawdown is -7.50%. The current SPY drawdown is -0.92%.

Rank	MGY	SPY
#1	-77.76% Oct 3, 2018 - Jun 15, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-38.15% Jun 7, 2022 - Nov 22, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-31.49% Nov 22, 2024 - Mar 2, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-19.37% Jun 25, 2021 - Sep 2, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-18.59% Oct 26, 2021 - Jan 14, 2022	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-15.55% Apr 18, 2022 - May 25, 2022	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-14.65% Mar 27, 2026 - Apr 17, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.45% Jun 15, 2021 - Jun 25, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-11.06% Feb 3, 2022 - Mar 2, 2022	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.71% Jan 14, 2022 - Feb 1, 2022	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-9.60% Mar 7, 2022 - Mar 21, 2022	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.55% Mar 25, 2022 - Apr 8, 2022	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.75% Sep 16, 2021 - Sep 23, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.69% Jul 24, 2018 - Aug 2, 2018	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-4.51% Aug 3, 2018 - Aug 17, 2018	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MGY and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (1999 - 2026)

MGY vs SPY dividend yield comparison.

Year	MGY	SPY
2026	1.11%	0.24%
2025	2.74%	1.07%
2024	2.22%	1.21%
2023	2.16%	1.40%
2022	1.71%	1.65%
2021	0.42%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	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	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	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%