NRG vs SPY
Comparison between NRG Energy Inc (NRG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceNRG has outperformed SPY, delivering a return of +35.4% compared to +13.3%
NRG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
NRG
$32B
Winner
SPY
$652B
Expense Ratio
NRG
N/A
SPY
0.09%
Max Drawdown
NRG
80.85%
Winner
SPY
56.47%
Sharpe Ratio
NRG
0.50
Winner
SPY
2.07
5Y Beta
NRG
1.56
Winner
SPY
1.00
Industry
NRG
Utilities - Independent Power Producers
SPY
N/A
P/E Ratio
NRG
126.52
Winner
SPY
28.24
Forward P/E
Winner
NRG
17.76
SPY
21.85
PEG Ratio
NRG
1.37
SPY
N/A
Dividend Yield
NRG
1.27%
SPY
N/A
5Y Dividends CAGR
Winner
NRG
12.67%
SPY
5.43%
5Y EPS CAGR
NRG
-1.11%
Winner
SPY
25.79%
Debt to Equity
NRG
475.05%
Winner
SPY
22.35%
Free Cash Flow Yield
NRG
-1.12%
SPY
N/A
P/S Ratio
Winner
NRG
1.04
SPY
3.55
P/B Ratio
NRG
31.89
Winner
SPY
5.29
NRG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NRG
-13.58%
Winner
SPY
+9.11%
3M
NRG
-11.03%
Winner
SPY
+6.59%
6M
NRG
-19.43%
Winner
SPY
+10.56%
1Y
NRG
+16.08%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
NRG
+35.37%
SPY
+13.35%
10Y(CAGR)
Winner
NRG
+26.92%
SPY
+15.49%
Max(CAGR)
Winner
NRG
+14.09%
SPY
+8.50%
NRG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NRG | SPY |
|---|---|---|
| 2026 | -16.36% | +8.27% |
| 2025 | +73.98% | +18.00% |
| 2024 | +80.22% | +25.59% |
| 2023 | +68.65% | +26.72% |
| 2022 | -23.25% | -18.64% |
| 2021 | +22.64% | +30.52% |
| 2020 | +0.25% | +17.28% |
| 2019 | +4.63% | +31.09% |
| 2018 | +37.56% | -5.24% |
| 2017 | +132.94% | +20.78% |
| 2016 | +8.62% | +13.59% |
| 2015 | -55.93% | +1.31% |
| 2014 | -4.01% | +14.56% |
| 2013 | +27.52% | +29.00% |
| 2012 | +29.05% | +14.17% |
| 2011 | -8.62% | +0.85% |
| 2010 | -18.14% | +13.14% |
| 2009 | -0.13% | +22.67% |
| 2008 | -45.52% | -36.25% |
| 2007 | +55.26% | +5.32% |
| 2006 | +16.81% | +13.85% |
| 2005 | +33.07% | +5.32% |
| 2004 | +60.58% | +10.75% |
| 2003 | +13.77% | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NRG vs SPY Drawdown Comparison
The maximum drawdown for NRG was -79.42%, occurring on Jan 25, 2016. Recovery took 2808 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NRG drawdown is -24.72%.
| Rank | NRG | SPY |
|---|---|---|
| #1 | -79.42% Oct 18, 2007 - Dec 13, 2018 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -48.76% Mar 21, 2019 - Jan 25, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -32.63% May 25, 2022 - Nov 2, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.22% Feb 26, 2025 - May 1, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -26.15% Mar 15, 2021 - Aug 6, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.72% Feb 24, 2026 - May 8, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -22.98% Aug 31, 2021 - May 17, 2022 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -21.32% Oct 3, 2005 - Jan 13, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.65% Mar 1, 2005 - Aug 1, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.80% Jun 15, 2007 - Oct 17, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -19.65% Dec 12, 2003 - Jun 9, 2004 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -19.45% May 24, 2024 - Sep 20, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -19.39% Oct 29, 2025 - Feb 20, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.76% Aug 4, 2025 - Oct 29, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.25% Feb 10, 2021 - Mar 15, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NRG and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (1999 - 2026)
NRG vs SPY dividend yield comparison.
| Year | NRG | SPY |
|---|---|---|
| 2026 | 0.69% | 0.24% |
| 2025 | 1.11% | 1.07% |
| 2024 | 1.81% | 1.21% |
| 2023 | 2.92% | 1.40% |
| 2022 | 4.40% | 1.65% |
| 2021 | 3.02% | 1.20% |
| 2020 | 3.20% | 1.52% |
| 2019 | 0.30% | 1.75% |
| 2018 | 0.30% | 2.04% |
| 2017 | 0.42% | 1.80% |
| 2016 | 1.92% | 2.03% |
| 2015 | 4.93% | 2.06% |
| 2014 | 2.00% | 1.87% |
| 2013 | 1.57% | 1.81% |
| 2012 | 0.78% | 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% |
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