StockComparison Logo
vs

MSFT vs SPY

Comparison between Microsoft Corporation (MSFT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MSFT, delivering a return of +13.3% compared to +11.4%

MSFT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
Winner
MSFT
$3.08T
SPY
$652B
Expense Ratio
MSFT
N/A
SPY
0.09%
Max Drawdown
MSFT
74.56%
Winner
SPY
56.47%
Sharpe Ratio
MSFT
-0.18
Winner
SPY
2.07
5Y Beta
Winner
MSFT
0.93
SPY
1.00
Industry
MSFT
Software - Infrastructure
SPY
N/A
P/E Ratio
Winner
MSFT
24.57
SPY
28.24
Forward P/E
Winner
MSFT
21.41
SPY
21.85
PEG Ratio
MSFT
0.83
SPY
N/A
Dividend Yield
MSFT
0.85%
SPY
N/A
5Y Dividends CAGR
Winner
MSFT
10.22%
SPY
5.43%
5Y EPS CAGR
MSFT
17.83%
Winner
SPY
25.79%
Debt to Equity
Winner
MSFT
9.72%
SPY
22.35%
Free Cash Flow Yield
MSFT
1.35%
SPY
N/A
P/S Ratio
MSFT
9.66
Winner
SPY
3.55
P/B Ratio
MSFT
7.42
Winner
SPY
5.29

MSFT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MSFT
+10.90%
SPY
+9.11%
3M
MSFT
+0.60%
Winner
SPY
+6.59%
6M
MSFT
-16.09%
Winner
SPY
+10.56%
1Y
MSFT
-4.53%
Winner
SPY
+32.04%
5Y(CAGR)
MSFT
+11.37%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
MSFT
+25.16%
SPY
+15.49%
Max(CAGR)
Winner
MSFT
+10.67%
SPY
+8.50%

MSFT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMSFTSPY
2026-12.03%+8.27%
2025+16.39%+18.00%
2024+14.49%+25.59%
2023+58.35%+26.72%
2022-27.68%-18.64%
2021+55.79%+30.52%
2020+39.94%+17.28%
2019+58.27%+31.09%
2018+20.22%-5.24%
2017+39.73%+20.78%
2016+16.49%+13.59%
2015+21.88%+1.31%
2014+28.40%+14.56%
2013+39.53%+29.00%
2012+2.65%+14.17%
2011-4.76%+0.85%
2010-7.95%+13.14%
2009+53.47%+22.67%
2008-43.79%-36.25%
2007+20.83%+5.32%
2006+12.85%+13.85%
2005-1.02%+5.32%
2004+8.60%+10.75%
2003+2.79%+24.18%
2002-22.88%-22.42%
2001+52.72%-10.13%
2000-62.78%-8.84%
1999+26.39%+8.61%

MSFT vs SPY Drawdown Comparison

The maximum drawdown for MSFT was -69.44%, occurring on Mar 9, 2009. Recovery took 3660 trading sessions.

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

The current MSFT drawdown is -23.10%.

RankMSFTSPY
#1-69.44%
Dec 27, 1999 - Jul 16, 2014
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.14%
Nov 19, 2021 - Jun 15, 2023
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.91%
Oct 28, 2025 - Mar 27, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.04%
Feb 10, 2020 - Jun 8, 2020
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.73%
Jul 5, 2024 - Jun 5, 2025
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.22%
Oct 1, 2018 - Mar 15, 2019
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.05%
Nov 13, 2014 - Apr 28, 2015
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.59%
Apr 28, 2015 - Oct 23, 2015
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.61%
Apr 18, 2016 - Jul 22, 2016
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.49%
Sep 2, 2020 - Jan 26, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.99%
Jul 18, 2023 - Nov 7, 2023
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.86%
Dec 29, 2015 - Apr 18, 2016
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.53%
Jan 31, 2018 - Feb 26, 2018
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.06%
Sep 19, 2014 - Nov 4, 2014
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.91%
Mar 12, 2018 - May 9, 2018
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MSFT and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

MSFT vs SPY dividend yield comparison.

YearMSFTSPY
20260.22%0.24%
20250.70%1.07%
20240.73%1.21%
20230.74%1.40%
20221.06%1.65%
20210.68%1.20%
20200.94%1.52%
20191.20%1.75%
20181.69%2.04%
20171.86%1.80%
20162.37%2.03%
20152.33%2.06%
20142.48%1.87%
20132.59%1.81%
20123.11%2.18%
20112.62%2.05%
20101.97%1.80%
20091.71%1.95%
20082.37%3.02%
20071.15%1.85%
20061.24%1.73%
20051.22%1.73%
200411.83%1.82%
20030.88%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: MSFT vs SPY