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MOG-B vs SPY

Comparison between Moog Inc - Class B (MOG-B, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceMOG-B has outperformed SPY, delivering a return of +31.7% compared to +13.3%

MOG-B vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MOG-B
$10B
Winner
SPY
$652B
Expense Ratio
MOG-B
N/A
SPY
0.09%
Max Drawdown
MOG-B
65.51%
Winner
SPY
56.47%
Sharpe Ratio
Winner
MOG-B
2.23
SPY
2.07
5Y Beta
Winner
MOG-B
0.36
SPY
1.00
Industry
MOG-B
Aerospace & Defense
SPY
N/A
P/E Ratio
MOG-B
40.80
Winner
SPY
28.24
Forward P/E
Winner
MOG-B
15.24
SPY
21.85
PEG Ratio
MOG-B
0.00
SPY
N/A
Dividend Yield
MOG-B
0.36%
SPY
N/A
5Y Dividends CAGR
Winner
MOG-B
9.30%
SPY
5.43%
5Y EPS CAGR
MOG-B
N/A
SPY
25.79%
Debt to Equity
MOG-B
N/A
SPY
22.35%
P/S Ratio
Winner
MOG-B
2.55
SPY
3.55
P/B Ratio
Winner
MOG-B
5.01
SPY
5.29

MOG-B vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MOG-B
+8.14%
Winner
SPY
+9.11%
3M
MOG-B
-0.70%
Winner
SPY
+6.59%
6M
Winner
MOG-B
+50.47%
SPY
+10.56%
1Y
Winner
MOG-B
+91.79%
SPY
+32.04%
5Y(CAGR)
Winner
MOG-B
+31.72%
SPY
+13.35%
10Y(CAGR)
Winner
MOG-B
+21.03%
SPY
+15.49%
Max(CAGR)
Winner
MOG-B
+15.29%
SPY
+8.50%

MOG-B vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMOG-BSPY
2026+32.41%+8.27%
2025+27.94%+18.00%
2024+35.29%+25.59%
2023+68.61%+26.72%
2022+10.06%-18.64%
2021+5.14%+30.52%
2020-9.62%+17.28%
2019+12.83%+31.09%
2018-11.02%-5.24%
2017+32.13%+20.78%
2016+13.19%+13.59%
2015-17.07%+1.31%
2014+12.04%+14.56%
2013+62.34%+29.00%
2012-8.36%+14.17%
2011+9.78%+0.85%
2010+31.18%+13.14%
2009-20.66%+22.67%
2008-21.09%-36.25%
2007+26.26%+5.32%
2006+35.37%+13.85%
2005-1.30%+5.32%
2004+103.32%+10.75%
2003+54.80%+24.18%
2002+20.75%-22.42%
2001-0.93%-10.13%
2000+0.00%-8.84%
1999+0.00%+8.61%

MOG-B vs SPY Drawdown Comparison

The maximum drawdown for MOG-B was -65.10%, occurring on Mar 18, 2020. Recovery took 949 trading sessions.

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

The current MOG-B drawdown is -6.28%.

RankMOG-BSPY
#1-65.10%
Apr 23, 2019 - Jan 27, 2023
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-62.29%
Dec 26, 2007 - May 14, 2013
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-48.99%
Feb 24, 2015 - Sep 19, 2017
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.36%
Sep 24, 2001 - Oct 1, 2003
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.77%
Nov 13, 2024 - Dec 3, 2025
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.95%
May 5, 2006 - Feb 2, 2007
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.60%
Jan 26, 2018 - Feb 12, 2019
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.91%
Jul 12, 2005 - Jan 31, 2006
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.26%
Dec 26, 2013 - May 12, 2014
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.57%
Dec 23, 2004 - Mar 10, 2005
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.37%
Feb 24, 2026 - Mar 31, 2026
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.30%
May 7, 2007 - Oct 1, 2007
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.15%
Jul 26, 2024 - Sep 20, 2024
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.79%
Mar 16, 2005 - Jul 5, 2005
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.86%
Feb 20, 2019 - Apr 23, 2019
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MOG-B and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

MOG-B vs SPY dividend yield comparison.

YearMOG-BSPY
20260.09%0.24%
20250.47%1.07%
20240.57%1.21%
20230.74%1.40%
20221.20%1.65%
20211.25%1.20%
20200.94%1.52%
20191.16%1.75%
20180.65%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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