MUSA vs SPY

Comparison between Murphy USA Inc (MUSA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceMUSA has outperformed SPY, delivering a return of +33.3% compared to +13.3%

MUSA vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUSA(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$11B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	35.81%	56.47%
Sharpe Ratio	0.46	2.07
5Y Beta	0.16	1.00
Industry	Specialty Retail	N/A
P/E Ratio	23.72	28.24
Forward P/E	21.41	21.85
PEG Ratio	1.51	N/A
Dividend Yield	0.39%	N/A
5Y Dividends CAGR	40.93%	5.43%
5Y EPS CAGR	42.25%	25.79%
Debt to Equity	0.00%	22.35%
Free Cash Flow Yield	7.32%	N/A
P/S Ratio	0.61	3.55
P/B Ratio	16.62	5.29

Market Cap / Net Assets

MUSA

$11B

Winner

SPY

$652B

Expense Ratio

MUSA

N/A

SPY

0.09%

Max Drawdown

Winner

MUSA

35.81%

SPY

56.47%

Sharpe Ratio

MUSA

0.46

Winner

SPY

2.07

5Y Beta

Winner

MUSA

0.16

SPY

1.00

Industry

MUSA

Specialty Retail

SPY

N/A

P/E Ratio

Winner

MUSA

23.72

SPY

28.24

Forward P/E

Winner

MUSA

21.41

SPY

21.85

PEG Ratio

MUSA

1.51

SPY

N/A

Dividend Yield

MUSA

0.39%

SPY

N/A

5Y Dividends CAGR

Winner

MUSA

40.93%

SPY

5.43%

5Y EPS CAGR

Winner

MUSA

42.25%

SPY

25.79%

Debt to Equity

Winner

MUSA

0.00%

SPY

22.35%

Free Cash Flow Yield

MUSA

7.32%

SPY

N/A

P/S Ratio

Winner

MUSA

0.61

SPY

3.55

P/B Ratio

MUSA

16.62

Winner

SPY

5.29

MUSA vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MUSA	SPY
1 month	+15.79%	+9.11%
3 months	+56.86%	+6.59%
6 months	+59.43%	+10.56%
1 year	+30.91%	+32.04%
5 years(CAGR)	+33.28%	+13.35%
10 years(CAGR)	+24.75%	+15.49%
Max(CAGR)	+23.94%	+8.50%

Winner

MUSA

+15.79%

SPY

+9.11%

Winner

MUSA

+56.86%

SPY

+6.59%

Winner

MUSA

+59.43%

SPY

+10.56%

MUSA

+30.91%

Winner

SPY

+32.04%

5Y(CAGR)

Winner

MUSA

+33.28%

SPY

+13.35%

10Y(CAGR)

Winner

MUSA

+24.75%

SPY

+15.49%

Max(CAGR)

Winner

MUSA

+23.94%

SPY

+8.50%

MUSA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUSA	SPY
2026	+42.80%	+8.27%
2025	-17.82%	+18.00%
2024	+40.32%	+25.59%
2023	+31.35%	+26.72%
2022	+42.14%	-18.64%
2021	+56.51%	+30.52%
2020	+14.02%	+17.28%
2019	+53.44%	+31.09%
2018	-5.01%	-5.24%
2017	+29.78%	+20.78%
2016	+1.14%	+13.59%
2015	-10.47%	+1.31%
2014	+64.30%	+14.56%
2013	+6.98%	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+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%

MUSA vs SPY Drawdown Comparison

The maximum drawdown for MUSA was -35.54%, occurring on Nov 6, 2025. Recovery took 355 trading sessions.

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

The current MUSA drawdown is -4.41%.

Rank	MUSA	SPY
#1	-35.54% Nov 26, 2024 - Apr 30, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-33.72% Mar 30, 2015 - Jun 23, 2016	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-32.56% Nov 18, 2019 - Jul 21, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-29.37% Jan 23, 2018 - Aug 6, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-27.10% Aug 5, 2016 - Dec 4, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-24.48% Nov 1, 2022 - Jul 18, 2023	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-18.92% Nov 22, 2013 - May 9, 2014	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-16.58% Mar 29, 2021 - Aug 19, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-15.95% May 17, 2022 - Jul 11, 2022	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-15.85% Aug 18, 2020 - Mar 25, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-14.87% Dec 31, 2021 - Mar 29, 2022	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-11.97% Sep 16, 2024 - Nov 22, 2024	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-11.31% Aug 29, 2022 - Oct 27, 2022	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-10.80% Sep 4, 2014 - Oct 23, 2014	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-9.71% Jun 6, 2014 - Aug 14, 2014	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MUSA and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

MUSA vs SPY dividend yield comparison.

Year	MUSA	SPY
2026	0.11%	0.24%
2025	0.53%	1.07%
2024	0.36%	1.21%
2023	0.43%	1.40%
2022	0.45%	1.65%
2021	0.52%	1.20%
2020	0.19%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	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%