MMC vs SPY
Comparison between Marsh & McLennan Cos. Inc (MMC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MMC, delivering a return of +13.3% compared to +11.6%
MMC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MMC vs SPY - Historical Returns
Returns include dividend reinvestment.
MMC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MMC | SPY |
|---|---|---|
| 2026 | +0.13% | +8.27% |
| 2025 | -10.82% | +18.00% |
| 2024 | +13.32% | +25.59% |
| 2023 | +15.80% | +26.72% |
| 2022 | +0.36% | -18.64% |
| 2021 | +55.45% | +30.52% |
| 2020 | +6.23% | +17.28% |
| 2019 | +43.61% | +31.09% |
| 2018 | +1.10% | -5.24% |
| 2017 | +22.21% | +20.78% |
| 2016 | +27.11% | +13.59% |
| 2015 | -0.59% | +1.31% |
| 2014 | +22.56% | +14.56% |
| 2013 | +39.55% | +29.00% |
| 2012 | +11.34% | +14.17% |
| 2011 | +18.61% | +0.85% |
| 2010 | +29.45% | +13.14% |
| 2009 | -7.96% | +22.67% |
| 2008 | -7.32% | -36.25% |
| 2007 | -13.10% | +5.32% |
| 2006 | -1.53% | +13.85% |
| 2005 | -1.20% | +5.32% |
| 2004 | -29.98% | +10.75% |
| 2003 | +3.15% | +24.18% |
| 2002 | -11.41% | -22.42% |
| 2001 | -3.28% | -10.13% |
| 2000 | +26.01% | -8.84% |
| 1999 | +24.06% | +8.61% |
MMC vs SPY Drawdown Comparison
The maximum drawdown for MMC was -67.50%, occurring on Mar 2, 2009. Recovery took 3298 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MMC drawdown is -24.54%.
| Rank | MMC | SPY |
|---|---|---|
| #1 | -67.50% Oct 5, 2000 - Nov 15, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -35.80% Feb 18, 2020 - Aug 5, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.74% Jan 14, 2000 - Mar 31, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -27.07% Apr 3, 2025 - Nov 6, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.23% Apr 21, 2022 - Apr 20, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.41% Mar 31, 2000 - May 30, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.24% Dec 3, 2018 - Feb 1, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.99% Dec 27, 2021 - Apr 7, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.40% Jun 18, 2015 - Mar 14, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.07% Sep 2, 2020 - Dec 17, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.58% Jul 18, 2018 - Nov 8, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.62% Nov 27, 2024 - Feb 24, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.87% May 31, 2000 - Jul 20, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.34% Dec 17, 2020 - Feb 22, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.95% Dec 23, 1999 - Jan 11, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MMC and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
MMC vs SPY dividend yield comparison.
| Year | MMC | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.85% | 1.07% |
| 2024 | 1.44% | 1.21% |
| 2023 | 1.37% | 1.40% |
| 2022 | 1.36% | 1.65% |
| 2021 | 1.15% | 1.20% |
| 2020 | 1.57% | 1.52% |
| 2019 | 1.56% | 1.75% |
| 2018 | 1.98% | 2.04% |
| 2017 | 1.76% | 1.80% |
| 2016 | 1.92% | 2.03% |
| 2015 | 2.13% | 2.06% |
| 2014 | 1.85% | 1.87% |
| 2013 | 1.99% | 1.81% |
| 2012 | 2.61% | 2.18% |
| 2011 | 2.72% | 2.05% |
| 2010 | 2.96% | 1.80% |
| 2009 | 3.62% | 1.95% |
| 2008 | 3.30% | 3.02% |
| 2007 | 2.87% | 1.85% |
| 2006 | 2.22% | 1.73% |
| 2005 | 2.14% | 1.73% |
| 2004 | 3.01% | 1.82% |
| 2003 | 3.11% | 1.47% |
| 2002 | 2.36% | 1.70% |
| 2001 | 1.92% | 1.25% |
| 2000 | 1.62% | 1.15% |
| 1999 | 0.00% | 0.24% |
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