NWG vs SPY
Comparison between NatWest Group Plc (NWG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceNWG has outperformed SPY, delivering a return of +30.7% compared to +13.3%
NWG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
NWG
$67B
Winner
SPY
$652B
Expense Ratio
NWG
N/A
SPY
0.09%
Max Drawdown
NWG
98.90%
Winner
SPY
56.47%
Sharpe Ratio
NWG
0.93
Winner
SPY
2.07
5Y Beta
NWG
1.03
Winner
SPY
1.00
Industry
NWG
Banks - Regional
SPY
N/A
P/E Ratio
Winner
NWG
8.69
SPY
28.24
Forward P/E
Winner
NWG
8.40
SPY
21.85
PEG Ratio
NWG
0.23
SPY
N/A
Dividend Yield
NWG
2.11%
SPY
N/A
5Y Dividends CAGR
Winner
NWG
31.43%
SPY
5.43%
5Y EPS CAGR
NWG
N/A
SPY
25.79%
Debt to Equity
NWG
116.10%
Winner
SPY
22.35%
Free Cash Flow Yield
NWG
24.64%
SPY
N/A
P/S Ratio
NWG
4.16
Winner
SPY
3.55
P/B Ratio
Winner
NWG
1.01
SPY
5.29
NWG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NWG
-3.53%
Winner
SPY
+9.11%
3M
NWG
-2.78%
Winner
SPY
+6.59%
6M
NWG
+3.88%
Winner
SPY
+10.56%
1Y
NWG
+29.30%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
NWG
+30.67%
SPY
+13.35%
10Y(CAGR)
Winner
NWG
+15.60%
SPY
+15.49%
Max(CAGR)
NWG
-7.77%
Winner
SPY
+8.50%
NWG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NWG | SPY |
|---|---|---|
| 2026 | -7.20% | +8.27% |
| 2025 | +84.05% | +18.00% |
| 2024 | +92.41% | +25.59% |
| 2023 | -5.87% | +26.72% |
| 2022 | +9.19% | -18.64% |
| 2021 | +48.07% | +30.52% |
| 2020 | -25.84% | +17.28% |
| 2019 | +31.49% | +31.09% |
| 2018 | -26.53% | -5.24% |
| 2017 | +34.75% | +20.78% |
| 2016 | -36.51% | +13.59% |
| 2015 | -25.65% | +1.31% |
| 2014 | +8.51% | +14.56% |
| 2013 | +3.00% | +29.00% |
| 2012 | +63.24% | +14.17% |
| 2011 | -49.32% | +0.85% |
| 2010 | +18.12% | +13.14% |
| 2009 | -40.87% | +22.67% |
| 2008 | -84.23% | -36.25% |
| 2007 | -17.05% | +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% |
NWG vs SPY Drawdown Comparison
The maximum drawdown for NWG was -97.62%, occurring on Sep 21, 2020. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NWG drawdown is -78.00%.
| Rank | NWG | SPY |
|---|---|---|
| #1 | -97.62% Oct 31, 2007 - Sep 21, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -2.69% Oct 18, 2007 - Oct 26, 2007 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -1.93% Oct 29, 2007 - Oct 31, 2007 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | N/A | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | N/A | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | N/A | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | N/A | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NWG and SPY is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.09
-101
Dividend Comparison (1999 - 2026)
NWG vs SPY dividend yield comparison.
| Year | NWG | SPY |
|---|---|---|
| 2026 | 3.92% | 0.24% |
| 2025 | 3.69% | 1.07% |
| 2024 | 4.36% | 1.21% |
| 2023 | 9.42% | 1.40% |
| 2022 | 11.58% | 1.65% |
| 2021 | 2.74% | 1.20% |
| 2020 | 4.59% | 1.52% |
| 2019 | 9.75% | 1.75% |
| 2018 | 0.91% | 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 | 406.86% | 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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