MORN vs SPY
Comparison between Morningstar Inc (MORN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MORN, delivering a return of +13.9% compared to -4.9%
MORN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs SPY - Historical Returns
Returns include dividend reinvestment.
MORN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MORN | SPY |
|---|---|---|
| 2026 | -15.61% | +8.42% |
| 2025 | -34.19% | +18.00% |
| 2024 | +21.97% | +25.59% |
| 2023 | +32.17% | +26.72% |
| 2022 | -35.18% | -18.64% |
| 2021 | +48.27% | +30.52% |
| 2020 | +54.23% | +17.28% |
| 2019 | +40.51% | +31.09% |
| 2018 | +14.36% | -5.24% |
| 2017 | +32.26% | +20.78% |
| 2016 | -6.83% | +13.59% |
| 2015 | +24.65% | +1.31% |
| 2014 | -16.52% | +14.56% |
| 2013 | +23.36% | +29.00% |
| 2012 | +6.51% | +14.17% |
| 2011 | +11.00% | +0.85% |
| 2010 | +9.95% | +13.14% |
| 2009 | +30.79% | +22.67% |
| 2008 | -53.19% | -36.25% |
| 2007 | +72.97% | +5.32% |
| 2006 | +30.96% | +13.85% |
| 2005 | +72.77% | +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% |
MORN vs SPY Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MORN drawdown is -50.06%. The current SPY drawdown is -1.27%.
| Rank | MORN | SPY |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -56.69% Dec 12, 2024 - Feb 12, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MORN and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
MORN vs SPY dividend yield comparison.
| Year | MORN | SPY |
|---|---|---|
| 2026 | 0.56% | 0.24% |
| 2025 | 0.84% | 1.07% |
| 2024 | 0.48% | 1.21% |
| 2023 | 0.52% | 1.40% |
| 2022 | 0.66% | 1.65% |
| 2021 | 0.28% | 1.20% |
| 2020 | 0.65% | 1.52% |
| 2019 | 0.74% | 1.75% |
| 2018 | 0.91% | 2.04% |
| 2017 | 0.95% | 1.80% |
| 2016 | 1.20% | 2.03% |
| 2015 | 0.95% | 2.06% |
| 2014 | 1.05% | 1.87% |
| 2013 | 0.48% | 1.81% |
| 2012 | 0.84% | 2.18% |
| 2011 | 0.25% | 2.05% |
| 2010 | 0.09% | 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% |
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