MO vs SPY
Comparison between Altria Group Inc (MO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceMO has outperformed SPY, delivering a return of +15.1% compared to +13.3%
MO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
MO
$117B
Winner
SPY
$652B
Expense Ratio
MO
N/A
SPY
0.09%
Max Drawdown
MO
83.84%
Winner
SPY
56.47%
Sharpe Ratio
MO
0.75
Winner
SPY
2.07
5Y Beta
Winner
MO
-0.07
SPY
1.00
Industry
MO
Tobacco
SPY
N/A
P/E Ratio
Winner
MO
14.72
SPY
28.24
Forward P/E
Winner
MO
13.00
SPY
21.85
PEG Ratio
MO
1.86
SPY
N/A
Dividend Yield
MO
6.08%
SPY
N/A
5Y Dividends CAGR
Winner
MO
8.83%
SPY
5.43%
5Y EPS CAGR
MO
15.68%
Winner
SPY
25.79%
Debt to Equity
Winner
MO
-766.18%
SPY
22.35%
Free Cash Flow Yield
MO
7.35%
SPY
N/A
P/S Ratio
MO
5.75
Winner
SPY
3.55
P/B Ratio
MO
25.24
Winner
SPY
5.29
MO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MO
+1.98%
Winner
SPY
+9.11%
3M
Winner
MO
+7.53%
SPY
+6.59%
6M
Winner
MO
+21.53%
SPY
+10.56%
1Y
MO
+20.73%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
MO
+15.07%
SPY
+13.35%
10Y(CAGR)
MO
+7.74%
Winner
SPY
+15.49%
Max(CAGR)
Winner
MO
+16.72%
SPY
+8.50%
MO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MO | SPY |
|---|---|---|
| 2026 | +20.84% | +8.27% |
| 2025 | +17.71% | +18.00% |
| 2024 | +36.66% | +25.59% |
| 2023 | -3.17% | +26.72% |
| 2022 | +3.11% | -18.64% |
| 2021 | +24.75% | +30.52% |
| 2020 | -9.18% | +17.28% |
| 2019 | +8.13% | +31.09% |
| 2018 | -26.40% | -5.24% |
| 2017 | +9.43% | +20.78% |
| 2016 | +22.18% | +13.59% |
| 2015 | +23.85% | +1.31% |
| 2014 | +36.26% | +14.56% |
| 2013 | +24.21% | +29.00% |
| 2012 | +16.03% | +14.17% |
| 2011 | +28.28% | +0.85% |
| 2010 | +32.83% | +13.14% |
| 2009 | +39.02% | +22.67% |
| 2008 | -30.04% | -36.25% |
| 2007 | +21.09% | +5.32% |
| 2006 | +19.45% | +13.85% |
| 2005 | +28.71% | +5.32% |
| 2004 | +17.88% | +10.75% |
| 2003 | +43.37% | +24.18% |
| 2002 | -8.36% | -22.42% |
| 2001 | +3.93% | -10.13% |
| 2000 | +102.06% | -8.84% |
| 1999 | -1.02% | +8.61% |
MO vs SPY Drawdown Comparison
The maximum drawdown for MO was -53.62%, occurring on Mar 23, 2020. Recovery took 1774 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MO drawdown is -8.63%.
| Rank | MO | SPY |
|---|---|---|
| #1 | -53.62% Jun 19, 2017 - Jul 9, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -48.31% Jun 4, 2002 - Dec 11, 2003 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.85% Jan 9, 2008 - Apr 1, 2010 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.79% Nov 22, 1999 - May 15, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.15% Mar 10, 2004 - Nov 17, 2004 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.91% Aug 16, 2000 - Oct 23, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.66% May 4, 2001 - Feb 15, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.39% Oct 7, 2025 - Feb 11, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.21% Mar 9, 2001 - May 1, 2001 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.70% May 24, 2000 - Aug 8, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.57% Jul 30, 2012 - Feb 22, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.10% Mar 2, 2015 - Aug 5, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.12% Jan 2, 2001 - Feb 5, 2001 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.96% May 31, 2011 - Oct 7, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.58% Jul 11, 2016 - Jan 18, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MO and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (1999 - 2026)
MO vs SPY dividend yield comparison.
| Year | MO | SPY |
|---|---|---|
| 2026 | 1.56% | 0.24% |
| 2025 | 7.21% | 1.07% |
| 2024 | 7.65% | 1.21% |
| 2023 | 9.52% | 1.40% |
| 2022 | 8.05% | 1.65% |
| 2021 | 7.43% | 1.20% |
| 2020 | 8.29% | 1.52% |
| 2019 | 6.57% | 1.75% |
| 2018 | 6.07% | 2.04% |
| 2017 | 3.56% | 1.80% |
| 2016 | 3.48% | 2.03% |
| 2015 | 3.73% | 2.06% |
| 2014 | 4.06% | 1.87% |
| 2013 | 4.79% | 1.81% |
| 2012 | 5.41% | 2.18% |
| 2011 | 5.33% | 2.05% |
| 2010 | 5.93% | 1.80% |
| 2009 | 6.72% | 1.95% |
| 2008 | 346.35% | 3.02% |
| 2007 | 33.89% | 1.85% |
| 2006 | 3.87% | 1.73% |
| 2005 | 4.10% | 1.73% |
| 2004 | 4.62% | 1.82% |
| 2003 | 4.85% | 1.47% |
| 2002 | 6.02% | 1.70% |
| 2001 | 4.84% | 1.25% |
| 2000 | 4.59% | 1.15% |
| 1999 | 2.09% | 0.24% |
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