NWSA vs SPY
Comparison between News Corp - Class A (NWSA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed NWSA, delivering a return of +13.3% compared to +0.6%
NWSA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
NWSA
$15B
Winner
SPY
$652B
Expense Ratio
NWSA
N/A
SPY
0.09%
Max Drawdown
Winner
NWSA
55.54%
SPY
56.47%
Sharpe Ratio
NWSA
-0.18
Winner
SPY
2.07
5Y Beta
Winner
NWSA
0.77
SPY
1.00
Industry
NWSA
Entertainment
SPY
N/A
P/E Ratio
Winner
NWSA
23.77
SPY
28.24
Forward P/E
NWSA
28.65
Winner
SPY
21.85
PEG Ratio
NWSA
0.27
SPY
N/A
Dividend Yield
NWSA
0.76%
SPY
N/A
5Y Dividends CAGR
Winner
NWSA
24.57%
SPY
5.43%
5Y EPS CAGR
NWSA
N/A
SPY
25.79%
Debt to Equity
Winner
NWSA
22.19%
SPY
22.35%
Free Cash Flow Yield
NWSA
5.11%
SPY
N/A
P/S Ratio
Winner
NWSA
1.66
SPY
3.55
P/B Ratio
Winner
NWSA
1.61
SPY
5.29
NWSA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NWSA
+8.56%
Winner
SPY
+9.11%
3M
Winner
NWSA
+19.31%
SPY
+6.59%
6M
NWSA
+1.54%
Winner
SPY
+10.56%
1Y
NWSA
-4.40%
Winner
SPY
+32.04%
5Y(CAGR)
NWSA
+0.60%
Winner
SPY
+13.35%
10Y(CAGR)
NWSA
+9.47%
Winner
SPY
+15.49%
Max(CAGR)
NWSA
+5.33%
Winner
SPY
+8.50%
NWSA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NWSA | SPY |
|---|---|---|
| 2026 | +3.59% | +8.27% |
| 2025 | -4.19% | +18.00% |
| 2024 | +13.64% | +25.59% |
| 2023 | +35.64% | +26.72% |
| 2022 | -19.21% | -18.64% |
| 2021 | +23.88% | +30.52% |
| 2020 | +26.42% | +17.28% |
| 2019 | +25.97% | +31.09% |
| 2018 | -29.94% | -5.24% |
| 2017 | +40.85% | +20.78% |
| 2016 | -11.85% | +13.59% |
| 2015 | -13.64% | +1.31% |
| 2014 | -12.59% | +14.56% |
| 2013 | +14.05% | +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% |
NWSA vs SPY Drawdown Comparison
The maximum drawdown for NWSA was -51.97%, occurring on Apr 3, 2020. Recovery took 1687 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NWSA drawdown is -12.56%.
| Rank | NWSA | SPY |
|---|---|---|
| #1 | -51.97% Mar 4, 2014 - Nov 11, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.08% May 11, 2021 - May 30, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.81% Sep 29, 2025 - Feb 12, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -21.09% Feb 19, 2025 - Aug 22, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.87% Dec 31, 2013 - Feb 26, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.65% Jul 16, 2024 - Nov 6, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.65% Dec 3, 2024 - Feb 14, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.32% Mar 19, 2021 - Apr 21, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.05% Jul 8, 2013 - Jul 19, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.63% Sep 12, 2013 - Oct 23, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.10% Dec 4, 2020 - Jan 6, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.63% Apr 21, 2021 - May 7, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.39% Jun 19, 2013 - Jul 8, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.42% Feb 16, 2021 - Feb 24, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.41% Aug 22, 2025 - Sep 18, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NWSA and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
NWSA vs SPY dividend yield comparison.
| Year | NWSA | SPY |
|---|---|---|
| 2026 | 0.37% | 0.24% |
| 2025 | 0.77% | 1.07% |
| 2024 | 0.73% | 1.21% |
| 2023 | 0.81% | 1.40% |
| 2022 | 1.10% | 1.65% |
| 2021 | 0.90% | 1.20% |
| 2020 | 1.11% | 1.52% |
| 2019 | 1.41% | 1.75% |
| 2018 | 1.76% | 2.04% |
| 2017 | 1.23% | 1.80% |
| 2016 | 1.75% | 2.03% |
| 2015 | 0.75% | 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% |
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