PECO vs SPY

Comparison between Phillips Edison & Company Inc - New (PECO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PECO, delivering a return of +13.8% compared to +11.5%

PECO vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PECO(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.03B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	24.17%	56.47%
Sharpe Ratio	0.71	1.67
5Y Beta	0.37	1.00
Industry	Reit - Retail	N/A
P/E Ratio	22.54	28.81
Forward P/E	72.46	22.07
PEG Ratio	0.11	N/A
Dividend Yield	3.21%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.84%
Debt to Equity	109.24%	34.16%
Free Cash Flow Yield	6.82%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

PECO

$5.03B

Winner

SPY

$735B

Expense Ratio

PECO

N/A

SPY

0.09%

Max Drawdown

Winner

PECO

24.17%

SPY

56.47%

Sharpe Ratio

PECO

0.71

Winner

SPY

1.67

5Y Beta

Winner

PECO

0.37

SPY

1.00

Industry

PECO

Reit - Retail

SPY

N/A

P/E Ratio

Winner

PECO

22.54

SPY

28.81

Forward P/E

PECO

72.46

Winner

SPY

22.07

PEG Ratio

PECO

0.11

SPY

N/A

Dividend Yield

PECO

3.21%

SPY

N/A

5Y Dividends CAGR

PECO

N/A

SPY

5.43%

5Y EPS CAGR

PECO

N/A

SPY

25.84%

Debt to Equity

PECO

109.24%

Winner

SPY

34.16%

Free Cash Flow Yield

PECO

6.82%

SPY

N/A

P/S Ratio

PECO

N/A

SPY

3.69

P/B Ratio

PECO

N/A

SPY

5.54

PECO vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PECO	SPY
1 month	+1.96%	+4.59%
3 months	+2.74%	+7.81%
6 months	+17.27%	+14.24%
1 year	+16.93%	+26.47%
5 years(CAGR)	+11.51%	+13.84%
10 years(CAGR)	N/A	+15.57%
Max(CAGR)	+11.51%	+8.50%

PECO

+1.96%

Winner

SPY

+4.59%

PECO

+2.74%

Winner

SPY

+7.81%

Winner

PECO

+17.27%

SPY

+14.24%

PECO

+16.93%

Winner

SPY

+26.47%

5Y(CAGR)

PECO

+11.51%

Winner

SPY

+13.84%

10Y(CAGR)

PECO

N/A

SPY

+15.57%

Max(CAGR)

Winner

PECO

+11.51%

SPY

+8.50%

PECO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PECO	SPY
2026	+15.01%	+8.80%
2025	-0.23%	+18.00%
2024	+5.73%	+25.59%
2023	+18.90%	+26.72%
2022	-2.16%	-18.64%
2021	+20.41%	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+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%

PECO vs SPY Drawdown Comparison

The maximum drawdown for PECO was -23.13%, occurring on Sep 29, 2022. Recovery took 311 trading sessions.

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

The current PECO drawdown is -0.62%. The current SPY drawdown is -0.92%.

Rank	PECO	SPY
#1	-23.13% Apr 21, 2022 - Jul 19, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-15.77% Dec 14, 2023 - Aug 23, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-15.06% Nov 27, 2024 - Feb 13, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-12.31% Jan 13, 2022 - Mar 7, 2022	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-9.82% Aug 10, 2023 - Dec 4, 2023	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-9.23% Nov 18, 2021 - Jan 5, 2022	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-7.96% Mar 8, 2022 - Mar 29, 2022	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-7.51% Sep 16, 2024 - Nov 6, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-7.18% Mar 2, 2026 - Apr 17, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-5.81% Oct 12, 2021 - Nov 3, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-5.17% Aug 11, 2021 - Sep 28, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-3.41% Apr 17, 2026 - Apr 27, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-2.99% Dec 4, 2023 - Dec 13, 2023	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.88% Nov 5, 2021 - Nov 10, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-2.86% Jul 16, 2021 - Jul 20, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PECO 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)

PECO vs SPY dividend yield comparison.

Year	PECO	SPY
2026	1.35%	0.24%
2025	3.52%	1.07%
2024	3.18%	1.21%
2023	3.12%	1.40%
2022	3.43%	1.65%
2021	1.33%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	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	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%