PEPG vs SPY

Comparison between PepGen Inc (PEPG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

PEPG vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEPG(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$103M	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	94.61%	56.47%
Sharpe Ratio	0.67	1.88
5Y Beta	0.74	1.00
Industry	Biotechnology	N/A
P/E Ratio	-0.64	28.99
Forward P/E	N/A	22.37
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.05%
Debt to Equity	0.00%	32.40%
Free Cash Flow Yield	-74.93%	N/A
P/S Ratio	N/A	3.74
P/B Ratio	0.78	5.61

Market Cap / Net Assets

PEPG

$103M

Winner

SPY

$735B

Expense Ratio

PEPG

N/A

SPY

0.09%

Max Drawdown

PEPG

94.61%

Winner

SPY

56.47%

Sharpe Ratio

PEPG

0.67

Winner

SPY

1.88

5Y Beta

Winner

PEPG

0.74

SPY

1.00

Industry

PEPG

Biotechnology

SPY

N/A

P/E Ratio

Winner

PEPG

-0.64

SPY

28.99

Forward P/E

PEPG

N/A

SPY

22.37

5Y Dividends CAGR

PEPG

N/A

SPY

5.43%

5Y EPS CAGR

PEPG

N/A

SPY

26.05%

Debt to Equity

Winner

PEPG

0.00%

SPY

32.40%

Free Cash Flow Yield

PEPG

-74.93%

SPY

N/A

P/S Ratio

PEPG

N/A

SPY

3.74

P/B Ratio

Winner

PEPG

0.78

SPY

5.61

PEPG vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PEPG	SPY
1 month	-26.94%	+1.90%
3 months	-74.39%	+8.55%
6 months	-74.08%	+8.18%
1 year	-0.70%	+25.79%
5 years(CAGR)	-41.85%	+13.32%
10 years(CAGR)	N/A	+15.19%
Max(CAGR)	-41.85%	+8.47%

PEPG

-26.94%

Winner

SPY

+1.90%

PEPG

-74.39%

Winner

SPY

+8.55%

PEPG

-74.08%

Winner

SPY

+8.18%

PEPG

-0.70%

Winner

SPY

+25.79%

5Y(CAGR)

PEPG

-41.85%

Winner

SPY

+13.32%

10Y(CAGR)

PEPG

N/A

SPY

+15.19%

Max(CAGR)

PEPG

-41.85%

Winner

SPY

+8.47%

PEPG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEPG	SPY
2026	-80.33%	+8.26%
2025	+72.68%	+18.00%
2024	-46.54%	+25.59%
2023	-48.99%	+26.72%
2022	+3.72%	-18.64%
2021	N/A	+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%

PEPG vs SPY Drawdown Comparison

The maximum drawdown for PEPG was -94.61%, occurring on Apr 8, 2025. 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 PEPG drawdown is -92.40%. The current SPY drawdown is -2.90%.

Rank	PEPG	SPY
#1	-94.61% Jul 26, 2024 - Apr 8, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-78.19% Feb 13, 2023 - Jun 5, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-62.30% May 6, 2022 - Oct 11, 2022	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-35.89% Oct 11, 2022 - Nov 16, 2022	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-19.55% Nov 21, 2022 - Jan 20, 2023	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-12.02% Jun 5, 2024 - Jul 26, 2024	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.05% Jan 20, 2023 - Feb 13, 2023	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-4.73% Nov 17, 2022 - Nov 21, 2022	-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 PEPG and SPY is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.64

-101