MRK vs SPY
Comparison between Merck & Co Inc (MRK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MRK, delivering a return of +13.3% compared to +11.7%
MRK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
MRK
$281B
Winner
SPY
$652B
Expense Ratio
MRK
N/A
SPY
0.09%
Max Drawdown
MRK
77.88%
Winner
SPY
56.47%
Sharpe Ratio
MRK
1.38
Winner
SPY
2.07
5Y Beta
Winner
MRK
0.33
SPY
1.00
Industry
MRK
Drug Manufacturers - General
SPY
N/A
P/E Ratio
Winner
MRK
25.92
SPY
28.24
Forward P/E
MRK
22.42
Winner
SPY
21.85
PEG Ratio
MRK
3.46
SPY
N/A
Dividend Yield
MRK
2.92%
SPY
N/A
5Y Dividends CAGR
Winner
MRK
11.42%
SPY
5.43%
5Y EPS CAGR
MRK
4.39%
Winner
SPY
25.79%
Debt to Equity
MRK
107.06%
Winner
SPY
22.35%
Free Cash Flow Yield
MRK
5.03%
SPY
N/A
P/S Ratio
MRK
4.26
Winner
SPY
3.55
P/B Ratio
MRK
5.31
Winner
SPY
5.29
MRK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MRK
-9.58%
Winner
SPY
+9.11%
3M
MRK
-4.63%
Winner
SPY
+6.59%
6M
Winner
MRK
+31.14%
SPY
+10.56%
1Y
Winner
MRK
+48.65%
SPY
+32.04%
5Y(CAGR)
MRK
+11.73%
Winner
SPY
+13.35%
10Y(CAGR)
MRK
+11.37%
Winner
SPY
+15.49%
Max(CAGR)
MRK
+5.15%
Winner
SPY
+8.50%
MRK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MRK | SPY |
|---|---|---|
| 2026 | +5.40% | +8.27% |
| 2025 | +10.13% | +18.00% |
| 2024 | -9.75% | +25.59% |
| 2023 | +0.82% | +26.72% |
| 2022 | +48.94% | -18.64% |
| 2021 | +2.80% | +30.52% |
| 2020 | -8.31% | +17.28% |
| 2019 | +23.59% | +31.09% |
| 2018 | +40.12% | -5.24% |
| 2017 | -3.57% | +20.78% |
| 2016 | +15.80% | +13.59% |
| 2015 | -4.54% | +1.31% |
| 2014 | +18.27% | +14.56% |
| 2013 | +25.58% | +29.00% |
| 2012 | +11.35% | +14.17% |
| 2011 | +9.54% | +0.85% |
| 2010 | +1.56% | +13.14% |
| 2009 | +24.28% | +22.67% |
| 2008 | -44.64% | -36.25% |
| 2007 | +36.05% | +5.32% |
| 2006 | +38.56% | +13.85% |
| 2005 | +6.97% | +5.32% |
| 2004 | -29.07% | +10.75% |
| 2003 | -13.85% | +24.18% |
| 2002 | -2.84% | -22.42% |
| 2001 | -35.51% | -10.13% |
| 2000 | +40.86% | -8.84% |
| 1999 | -15.23% | +8.61% |
MRK vs SPY Drawdown Comparison
The maximum drawdown for MRK was -68.70%, occurring on Mar 9, 2009. Recovery took 3297 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MRK drawdown is -11.16%.
| Rank | MRK | SPY |
|---|---|---|
| #1 | -68.70% Dec 28, 2000 - Feb 10, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.45% Jun 24, 2024 - May 14, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -32.31% Nov 5, 1999 - Oct 20, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -27.28% Jan 2, 2020 - Oct 4, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.30% Jan 16, 2015 - Aug 5, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.17% Nov 4, 2021 - May 11, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.23% Sep 15, 2017 - Jul 30, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.23% May 8, 2023 - Jan 4, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.14% Apr 1, 2019 - Jun 12, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.03% Sep 5, 2014 - Dec 2, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.36% Jan 6, 2023 - Apr 13, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.28% Jul 15, 2022 - Oct 18, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.19% May 24, 2022 - Jun 27, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.68% Nov 30, 2018 - Feb 13, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.69% Nov 10, 2016 - Feb 6, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MRK and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
MRK vs SPY dividend yield comparison.
| Year | MRK | SPY |
|---|---|---|
| 2026 | 0.76% | 0.24% |
| 2025 | 3.12% | 1.07% |
| 2024 | 3.14% | 1.21% |
| 2023 | 2.72% | 1.40% |
| 2022 | 2.52% | 1.65% |
| 2021 | 3.41% | 1.20% |
| 2020 | 3.03% | 1.52% |
| 2019 | 2.48% | 1.75% |
| 2018 | 2.60% | 2.04% |
| 2017 | 3.36% | 1.80% |
| 2016 | 3.14% | 2.03% |
| 2015 | 3.43% | 2.06% |
| 2014 | 3.12% | 1.87% |
| 2013 | 3.46% | 1.81% |
| 2012 | 4.13% | 2.18% |
| 2011 | 4.14% | 2.05% |
| 2010 | 4.22% | 1.80% |
| 2009 | 4.16% | 1.95% |
| 2008 | 5.00% | 3.02% |
| 2007 | 2.62% | 1.85% |
| 2006 | 3.49% | 1.73% |
| 2005 | 4.78% | 1.73% |
| 2004 | 4.67% | 1.82% |
| 2003 | 9.39% | 1.47% |
| 2002 | 2.51% | 1.70% |
| 2001 | 2.35% | 1.25% |
| 2000 | 1.35% | 1.15% |
| 1999 | 0.43% | 0.24% |
Select Stocks to Compare
Popular: MRK vs SPY
More Comparisons
Compare with similar stocks