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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 +12.9% compared to -7.8%

MORN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MORN
$6.16B
Winner
SPY
$784B
Expense Ratio
MORN
N/A
SPY
0.09%
Max Drawdown
MORN
67.92%
Winner
SPY
56.47%
Sharpe Ratio
MORN
-1.57
Winner
SPY
1.35
5Y Beta
Winner
MORN
0.68
SPY
1.00
Industry
MORN
Financial Data & Stock Exchanges
SPY
N/A
P/E Ratio
Winner
MORN
16.15
SPY
28.30
Forward P/E
Winner
MORN
16.29
SPY
21.43
PEG Ratio
MORN
1.38
SPY
N/A
Dividend Yield
MORN
1.22%
SPY
N/A
5Y Dividends CAGR
Winner
MORN
14.25%
SPY
6.00%
5Y EPS CAGR
MORN
10.99%
Winner
SPY
25.31%
Debt to Equity
MORN
169.92%
Winner
SPY
31.81%
Free Cash Flow Yield
MORN
7.10%
SPY
N/A
P/S Ratio
Winner
MORN
2.46
SPY
3.67
P/B Ratio
MORN
6.05
Winner
SPY
5.56

MORN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MORN
-10.49%
Winner
SPY
-1.70%
3M
MORN
-4.03%
Winner
SPY
+13.85%
6M
MORN
-20.91%
Winner
SPY
+9.60%
1Y
MORN
-46.08%
Winner
SPY
+21.37%
5Y(CAGR)
MORN
-7.83%
Winner
SPY
+12.94%
10Y(CAGR)
MORN
+8.25%
Winner
SPY
+15.34%
Max(CAGR)
Winner
MORN
+11.13%
SPY
+8.50%

MORN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMORNSPY
2026-20.91%+9.60%
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%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -53.20%. The current SPY drawdown is -1.70%.

RankMORNSPY
#1-67.92%
Dec 11, 2007 - Oct 25, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-59.99%
Dec 12, 2024 - Jun 25, 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 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

MORN vs SPY dividend yield comparison.

YearMORNSPY
20260.60%0.50%
20250.84%1.07%
20240.48%1.21%
20230.52%1.40%
20220.66%1.65%
20210.28%1.20%
20200.65%1.52%
20190.74%1.75%
20180.91%2.04%
20170.95%1.80%
20161.20%2.03%
20150.95%2.06%
20141.05%1.87%
20130.48%1.81%
20120.84%2.18%
20110.25%2.05%
20100.09%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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