NVS vs SPY
Comparison between Novartis AG (NVS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceNVS has outperformed SPY, delivering a return of +14.9% compared to +13.3%
NVS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
NVS
$284B
Winner
SPY
$652B
Expense Ratio
NVS
N/A
SPY
0.09%
Max Drawdown
Winner
NVS
44.55%
SPY
56.47%
Sharpe Ratio
NVS
1.38
Winner
SPY
2.07
5Y Beta
Winner
NVS
0.27
SPY
1.00
Industry
NVS
Drug Manufacturers - General
SPY
N/A
P/E Ratio
Winner
NVS
21.25
SPY
28.24
Forward P/E
Winner
NVS
16.58
SPY
21.85
PEG Ratio
NVS
2.28
SPY
N/A
Dividend Yield
NVS
3.25%
SPY
N/A
5Y Dividends CAGR
Winner
NVS
21.01%
SPY
5.43%
5Y EPS CAGR
NVS
14.96%
Winner
SPY
25.79%
Debt to Equity
NVS
122.03%
Winner
SPY
22.35%
Free Cash Flow Yield
NVS
5.75%
SPY
N/A
P/S Ratio
NVS
5.00
Winner
SPY
3.55
P/B Ratio
NVS
7.17
Winner
SPY
5.29
NVS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NVS
-5.43%
Winner
SPY
+9.11%
3M
NVS
-4.17%
Winner
SPY
+6.59%
6M
Winner
NVS
+19.12%
SPY
+10.56%
1Y
Winner
NVS
+36.66%
SPY
+32.04%
5Y(CAGR)
Winner
NVS
+14.87%
SPY
+13.35%
10Y(CAGR)
NVS
+10.94%
Winner
SPY
+15.49%
Max(CAGR)
Winner
NVS
+8.73%
SPY
+8.50%
NVS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NVS | SPY |
|---|---|---|
| 2026 | +8.64% | +8.27% |
| 2025 | +47.15% | +18.00% |
| 2024 | -0.05% | +25.59% |
| 2023 | +14.25% | +26.72% |
| 2022 | +7.57% | -18.64% |
| 2021 | -3.56% | +30.52% |
| 2020 | +3.07% | +17.28% |
| 2019 | +16.26% | +31.09% |
| 2018 | +5.03% | -5.24% |
| 2017 | +19.42% | +20.78% |
| 2016 | -11.84% | +13.59% |
| 2015 | -4.25% | +1.31% |
| 2014 | +21.64% | +14.56% |
| 2013 | +30.51% | +29.00% |
| 2012 | +13.71% | +14.17% |
| 2011 | +0.66% | +0.85% |
| 2010 | +16.07% | +13.14% |
| 2009 | +14.72% | +22.67% |
| 2008 | -6.02% | -36.25% |
| 2007 | -4.79% | +5.32% |
| 2006 | +9.20% | +13.85% |
| 2005 | +6.25% | +5.32% |
| 2004 | +12.02% | +10.75% |
| 2003 | +26.10% | +24.18% |
| 2002 | +3.81% | -22.42% |
| 2001 | -17.60% | -10.13% |
| 2000 | +27.78% | -8.84% |
| 1999 | -0.50% | +8.61% |
NVS vs SPY Drawdown Comparison
The maximum drawdown for NVS was -41.93%, occurring on Mar 3, 2009. Recovery took 536 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NVS drawdown is -10.74%.
| Rank | NVS | SPY |
|---|---|---|
| #1 | -41.93% Aug 4, 2008 - Sep 20, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -33.89% Jul 20, 2015 - Mar 15, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.03% Feb 12, 2020 - Jan 15, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.86% Jan 3, 2001 - Dec 3, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.15% Dec 3, 1999 - Jun 30, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.57% Mar 29, 2019 - Feb 5, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.65% Nov 7, 2006 - Jul 22, 2008 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.42% Apr 11, 2022 - Mar 27, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.95% Aug 30, 2024 - Jun 2, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.95% May 31, 2011 - Oct 1, 2012 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.23% Aug 17, 2021 - Apr 7, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.76% Jan 25, 2021 - Aug 17, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.63% Feb 27, 2026 - Apr 29, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.23% Jul 20, 2023 - Jan 4, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.81% Feb 11, 2004 - Sep 1, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NVS and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
NVS vs SPY dividend yield comparison.
| Year | NVS | SPY |
|---|---|---|
| 2026 | 3.27% | 0.24% |
| 2025 | 2.90% | 1.07% |
| 2024 | 3.84% | 1.21% |
| 2023 | 3.44% | 1.40% |
| 2022 | 3.70% | 1.65% |
| 2021 | 3.86% | 1.20% |
| 2020 | 3.22% | 1.52% |
| 2019 | 3.03% | 1.75% |
| 2018 | 3.47% | 2.04% |
| 2017 | 3.24% | 1.80% |
| 2016 | 3.73% | 2.03% |
| 2015 | 3.10% | 2.06% |
| 2014 | 2.98% | 1.87% |
| 2013 | 3.02% | 1.81% |
| 2012 | 3.92% | 2.18% |
| 2011 | 4.13% | 2.05% |
| 2010 | 3.31% | 1.80% |
| 2009 | 3.15% | 1.95% |
| 2008 | 3.09% | 3.02% |
| 2007 | 2.02% | 1.85% |
| 2006 | 1.53% | 1.73% |
| 2005 | 1.68% | 1.73% |
| 2004 | 1.55% | 1.82% |
| 2003 | 1.54% | 1.47% |
| 2002 | 1.24% | 1.70% |
| 2001 | 1.15% | 1.25% |
| 2000 | 3.33% | 1.15% |
| 1999 | 0.00% | 0.24% |
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