MUFG vs SPY

Comparison between Mitsubishi UFJ Financial Group Inc (MUFG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceMUFG has outperformed SPY, delivering a return of +37.7% compared to +13.2%

MUFG vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUFG(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$256B	$781B
Expense Ratio	N/A	0.09%
Max Drawdown	79.50%	56.47%
Sharpe Ratio	1.91	1.43
5Y Beta	0.97	1.00
Industry	Banks - Diversified	N/A
P/E Ratio	23.45	26.48
Forward P/E	14.12	20.89
PEG Ratio	0.74	0.30
Dividend Yield	2.47%	N/A
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	4.03%	26.40%
Debt to Equity	0.00%	48.17%
Free Cash Flow Yield	-9.05%	N/A
P/S Ratio	0.03	3.72
P/B Ratio	1.74	5.55

Market Cap / Net Assets

MUFG

$256B

Winner

SPY

$781B

Expense Ratio

MUFG

N/A

SPY

0.09%

Max Drawdown

MUFG

79.50%

Winner

SPY

56.47%

Sharpe Ratio

Winner

MUFG

1.91

SPY

1.43

5Y Beta

Winner

MUFG

0.97

SPY

1.00

Industry

MUFG

Banks - Diversified

SPY

N/A

P/E Ratio

Winner

MUFG

23.45

SPY

26.48

Forward P/E

Winner

MUFG

14.12

SPY

20.89

PEG Ratio

MUFG

0.74

Winner

SPY

0.30

Dividend Yield

MUFG

2.47%

SPY

N/A

5Y Dividends CAGR

MUFG

N/A

SPY

6.00%

5Y EPS CAGR

MUFG

4.03%

Winner

SPY

26.40%

Debt to Equity

Winner

MUFG

0.00%

SPY

48.17%

Free Cash Flow Yield

MUFG

-9.05%

SPY

N/A

P/S Ratio

Winner

MUFG

0.03

SPY

3.72

P/B Ratio

Winner

MUFG

1.74

SPY

5.55

MUFG vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MUFG	SPY
1 month	+6.38%	+2.30%
3 months	+22.46%	+5.00%
6 months	+19.84%	+11.88%
1 year	+64.97%	+22.80%
5 years(CAGR)	+37.70%	+13.20%
10 years(CAGR)	+19.04%	+15.26%
Max(CAGR)	+6.74%	+8.59%

Winner

MUFG

+6.38%

SPY

+2.30%

Winner

MUFG

+22.46%

SPY

+5.00%

Winner

MUFG

+19.84%

SPY

+11.88%

Winner

MUFG

+64.97%

SPY

+22.80%

5Y(CAGR)

Winner

MUFG

+37.70%

SPY

+13.20%

10Y(CAGR)

Winner

MUFG

+19.04%

SPY

+15.26%

Max(CAGR)

MUFG

+6.74%

Winner

SPY

+8.59%

MUFG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUFG	SPY
2026	+43.63%	+13.10%
2025	+40.67%	+18.00%
2024	+41.03%	+25.59%
2023	+30.72%	+26.72%
2022	+25.34%	-18.64%
2021	+27.10%	+30.52%
2020	-16.30%	+17.28%
2019	+9.48%	+31.09%
2018	-33.74%	-5.24%
2017	+19.60%	+20.78%
2016	+3.46%	+13.59%
2015	+15.55%	+1.31%
2014	-13.30%	+14.56%
2013	+22.85%	+29.00%
2012	+29.85%	+14.17%
2011	-20.99%	+0.85%
2010	+11.93%	+13.14%
2009	-20.18%	+22.67%
2008	-32.17%	-36.25%
2007	-24.10%	+5.32%
2006	-11.38%	+13.85%
2005	+37.27%	+5.32%
2004	+29.69%	+10.75%
2003	+66.65%	+24.18%
2002	-8.94%	-22.42%
2001	-27.97%	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

MUFG vs SPY Drawdown Comparison

The maximum drawdown for MUFG was -76.77%, occurring on Mar 9, 2009. Recovery took 4556 trading sessions.

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

The current MUFG drawdown is -2.51%. The current SPY drawdown is -0.36%.

Rank	MUFG	SPY
#1	-76.77% May 9, 2006 - Jul 2, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-66.84% May 4, 2001 - Mar 16, 2004	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-30.22% Apr 6, 2004 - Aug 31, 2005	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-26.55% Mar 21, 2025 - Jul 24, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-20.22% Jul 31, 2024 - Nov 6, 2024	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-17.28% Feb 13, 2026 - May 19, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-10.28% Nov 7, 2005 - Dec 19, 2005	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-10.16% Dec 20, 2005 - Jan 31, 2006	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-9.52% Sep 30, 2005 - Nov 1, 2005	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-8.28% Sep 30, 2025 - Dec 2, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-6.95% Dec 3, 2024 - Jan 15, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-6.89% Jul 24, 2025 - Aug 12, 2025	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.37% Jul 15, 2026 - Jul 24, 2026	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.23% Jan 31, 2006 - Feb 27, 2006	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-6.02% Jun 18, 2026 - Jul 6, 2026	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MUFG and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (1999 - 2026)

MUFG vs SPY dividend yield comparison.

Year	MUFG	SPY
2026	1.40%	0.48%
2025	3.12%	1.07%
2024	2.50%	1.21%
2023	2.90%	1.40%
2022	3.36%	1.65%
2021	2.18%	1.20%
2020	2.62%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	2.20%	1.80%
2016	2.70%	2.03%
2015	2.34%	2.06%
2014	2.94%	1.87%
2013	2.08%	1.81%
2012	2.73%	2.18%
2011	3.61%	2.05%
2010	2.57%	1.80%
2009	2.43%	1.95%
2008	2.27%	3.02%
2007	1.19%	1.85%
2006	0.62%	1.73%
2005	0.54%	1.73%
2004	0.50%	1.82%
2003	8.48%	1.47%
2002	12.49%	1.70%
2001	6.96%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%

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MUFG vs SPY

MUFG vs SPY - Performance Comparison

Key Characteristics

MUFG vs SPY - Historical Returns

MUFG vs SPY - Annual Returns (1999 - 2026)

MUFG vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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