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NTRS vs SPY

Comparison between Northern Trust Corp (NTRS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NTRS, delivering a return of +13.3% compared to +9.4%

NTRS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NTRS
$30B
Winner
SPY
$652B
Expense Ratio
NTRS
N/A
SPY
0.09%
Max Drawdown
NTRS
68.66%
Winner
SPY
56.47%
Sharpe Ratio
NTRS
1.93
Winner
SPY
2.07
5Y Beta
NTRS
1.04
Winner
SPY
1.00
Industry
NTRS
Asset Management
SPY
N/A
P/E Ratio
Winner
NTRS
16.39
SPY
28.24
Forward P/E
Winner
NTRS
15.60
SPY
21.85
PEG Ratio
NTRS
1.33
SPY
N/A
Dividend Yield
NTRS
1.97%
SPY
N/A
5Y Dividends CAGR
Winner
NTRS
6.85%
SPY
5.43%
5Y EPS CAGR
NTRS
11.13%
Winner
SPY
25.79%
Debt to Equity
Winner
NTRS
0.00%
SPY
22.35%
Free Cash Flow Yield
NTRS
7.92%
SPY
N/A
P/S Ratio
NTRS
3.61
Winner
SPY
3.55
P/B Ratio
Winner
NTRS
2.46
SPY
5.29

NTRS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NTRS
+5.71%
Winner
SPY
+9.11%
3M
NTRS
+4.22%
Winner
SPY
+6.59%
6M
Winner
NTRS
+24.89%
SPY
+10.56%
1Y
Winner
NTRS
+63.77%
SPY
+32.04%
5Y(CAGR)
NTRS
+9.36%
Winner
SPY
+13.35%
10Y(CAGR)
NTRS
+11.87%
Winner
SPY
+15.49%
Max(CAGR)
NTRS
+6.89%
Winner
SPY
+8.50%

NTRS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNTRSSPY
2026+15.84%+8.27%
2025+36.23%+18.00%
2024+24.92%+25.59%
2023-2.39%+26.72%
2022-24.51%-18.64%
2021+32.55%+30.52%
2020-10.25%+17.28%
2019+29.86%+31.09%
2018-14.31%-5.24%
2017+13.41%+20.78%
2016+28.77%+13.59%
2015+8.83%+1.31%
2014+12.92%+14.56%
2013+22.10%+29.00%
2012+26.63%+14.17%
2011-27.24%+0.85%
2010+7.82%+13.14%
2009+0.61%+22.67%
2008-28.41%-36.25%
2007+26.89%+5.32%
2006+18.00%+13.85%
2005+11.22%+5.32%
2004+7.00%+10.75%
2003+29.21%+24.18%
2002-40.27%-22.42%
2001-24.00%-10.13%
2000+62.85%-8.84%
1999+9.29%+8.61%

NTRS vs SPY Drawdown Comparison

The maximum drawdown for NTRS was -67.67%, occurring on Mar 11, 2003. Recovery took 1913 trading sessions.

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

The current NTRS drawdown is -6.60%.

RankNTRSSPY
#1-67.67%
Dec 7, 2000 - Jul 22, 2008
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-60.45%
Sep 11, 2008 - May 18, 2015
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-50.00%
Jan 14, 2022 - Jun 23, 2025
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-42.75%
Dec 12, 2019 - Mar 26, 2021
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.01%
Jul 16, 2015 - Nov 9, 2016
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-29.98%
Jul 24, 2018 - Dec 6, 2019
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.14%
Mar 22, 2000 - Jul 14, 2000
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.83%
Sep 12, 2000 - Dec 7, 2000
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.51%
Feb 1, 2000 - Mar 16, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.12%
Aug 27, 2021 - Oct 15, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.37%
Feb 9, 2026 - Apr 13, 2026
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.34%
Dec 30, 1999 - Jan 13, 2000
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.18%
Jul 5, 2017 - Dec 4, 2017
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.61%
Jun 1, 2021 - Aug 27, 2021
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.45%
Jan 22, 2018 - Feb 26, 2018
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NTRS 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)

NTRS vs SPY dividend yield comparison.

YearNTRSSPY
20260.50%0.24%
20252.27%1.07%
20242.93%1.21%
20233.56%1.40%
20223.28%1.65%
20212.34%1.20%
20203.01%1.52%
20192.45%1.75%
20182.32%2.04%
20171.60%1.80%
20161.66%2.03%
20151.96%2.06%
20141.93%1.87%
20131.99%1.81%
20122.35%2.18%
20112.82%2.05%
20102.02%1.80%
20092.14%1.95%
20082.15%3.02%
20071.34%1.85%
20061.55%1.73%
20051.66%1.73%
20041.61%1.82%
20031.51%1.47%
20021.94%1.70%
20011.05%1.25%
20000.69%1.15%
19990.13%0.24%

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