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PEG vs SPY

Comparison between Public Service Enterprise Group Inc (PEG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PEG, delivering a return of +13.3% compared to +7.6%

PEG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
PEG
$40B
Winner
SPY
$652B
Expense Ratio
PEG
N/A
SPY
0.09%
Max Drawdown
PEG
57.67%
Winner
SPY
56.47%
Sharpe Ratio
PEG
-0.11
Winner
SPY
2.07
5Y Beta
Winner
PEG
0.45
SPY
1.00
Industry
PEG
Utilities - Regulated Electric
SPY
N/A
P/E Ratio
Winner
PEG
15.60
SPY
28.24
Forward P/E
Winner
PEG
18.21
SPY
21.85
PEG Ratio
PEG
0.28
SPY
N/A
Dividend Yield
PEG
3.29%
SPY
N/A
5Y Dividends CAGR
Winner
PEG
10.01%
SPY
5.43%
5Y EPS CAGR
PEG
10.82%
Winner
SPY
25.79%
Debt to Equity
PEG
133.45%
Winner
SPY
22.35%
Free Cash Flow Yield
PEG
0.46%
SPY
N/A
P/S Ratio
Winner
PEG
3.25
SPY
3.55
P/B Ratio
Winner
PEG
2.36
SPY
5.29

PEG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PEG
-6.74%
Winner
SPY
+9.11%
3M
PEG
-4.22%
Winner
SPY
+6.59%
6M
PEG
-5.93%
Winner
SPY
+10.56%
1Y
PEG
+0.17%
Winner
SPY
+32.04%
5Y(CAGR)
PEG
+7.60%
Winner
SPY
+13.35%
10Y(CAGR)
PEG
+8.94%
Winner
SPY
+15.49%
Max(CAGR)
Winner
PEG
+9.65%
SPY
+8.50%

PEG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPEGSPY
2026-4.00%+8.27%
2025-2.60%+18.00%
2024+41.72%+25.59%
2023+2.31%+26.72%
2022-4.28%-18.64%
2021+23.79%+30.52%
2020+2.98%+17.28%
2019+19.89%+31.09%
2018+5.70%-5.24%
2017+23.15%+20.78%
2016+17.75%+13.59%
2015-3.92%+1.31%
2014+37.41%+14.56%
2013+8.26%+29.00%
2012+0.72%+14.17%
2011+8.29%+0.85%
2010-1.21%+13.14%
2009+15.72%+22.67%
2008-37.20%-36.25%
2007+51.44%+5.32%
2006+3.10%+13.85%
2005+32.32%+5.32%
2004+24.38%+10.75%
2003+40.15%+24.18%
2002-20.92%-22.42%
2001-5.22%-10.13%
2000+51.80%-8.84%
1999-9.91%+8.61%

PEG vs SPY Drawdown Comparison

The maximum drawdown for PEG was -54.33%, occurring on Oct 17, 2002. Recovery took 662 trading sessions.

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

The current PEG drawdown is -14.50%.

RankPEGSPY
#1-54.33%
May 31, 2001 - Jan 22, 2004
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.21%
Jan 9, 2008 - Apr 16, 2014
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.74%
Oct 31, 2019 - Mar 29, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.10%
Nov 2, 1999 - Sep 6, 2000
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.29%
Apr 20, 2022 - May 1, 2024
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.44%
Dec 26, 2000 - May 17, 2001
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.16%
Nov 26, 2024 - Apr 7, 2025
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.84%
Apr 1, 2004 - Dec 16, 2004
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.81%
Aug 22, 2006 - Feb 9, 2007
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.41%
Sep 16, 2005 - Jan 6, 2006
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.28%
Jun 30, 2014 - Oct 30, 2014
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.79%
Oct 19, 2015 - Feb 22, 2016
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.79%
Apr 1, 2016 - Apr 12, 2017
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.11%
Jan 24, 2006 - Aug 15, 2006
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-14.00%
Oct 2, 2000 - Dec 7, 2000
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PEG and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

PEG vs SPY dividend yield comparison.

YearPEGSPY
20260.87%0.24%
20253.14%1.07%
20242.84%1.21%
20233.73%1.40%
20223.53%1.65%
20213.06%1.20%
20203.36%1.52%
20193.18%1.75%
20183.46%2.04%
20173.34%1.80%
20163.74%2.03%
20154.03%2.06%
20143.57%1.87%
20134.49%1.81%
20124.64%2.18%
20114.15%2.05%
20104.31%1.80%
20094.00%1.95%
20084.42%3.02%
20072.38%1.85%
20063.43%1.73%
20053.45%1.73%
20044.25%1.82%
20034.93%1.47%
20026.73%1.70%
20015.12%1.25%
20004.44%1.15%
19991.55%0.24%

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