PFG vs SPY
Comparison between Principal Financial Group Inc (PFG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PFG, delivering a return of +13.3% compared to +12.5%
PFG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFG vs SPY - Historical Returns
Returns include dividend reinvestment.
PFG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFG | SPY |
|---|---|---|
| 2026 | +13.41% | +8.27% |
| 2025 | +18.35% | +18.00% |
| 2024 | +1.32% | +25.59% |
| 2023 | -2.65% | +26.72% |
| 2022 | +18.61% | -18.64% |
| 2021 | +55.49% | +30.52% |
| 2020 | -6.29% | +17.28% |
| 2019 | +29.23% | +31.09% |
| 2018 | -34.82% | -5.24% |
| 2017 | +23.96% | +20.78% |
| 2016 | +35.95% | +13.59% |
| 2015 | -10.53% | +1.31% |
| 2014 | +9.56% | +14.56% |
| 2013 | +73.71% | +29.00% |
| 2012 | +16.26% | +14.17% |
| 2011 | -24.66% | +0.85% |
| 2010 | +32.83% | +13.14% |
| 2009 | +3.84% | +22.67% |
| 2008 | -65.93% | -36.25% |
| 2007 | +17.59% | +5.32% |
| 2006 | +24.67% | +13.85% |
| 2005 | +18.46% | +5.32% |
| 2004 | +26.09% | +10.75% |
| 2003 | +9.71% | +24.18% |
| 2002 | +27.56% | -22.42% |
| 2001 | +14.29% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PFG vs SPY Drawdown Comparison
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PFG drawdown is -1.03%.
| Rank | PFG | SPY |
|---|---|---|
| #1 | -91.47% Dec 24, 2007 - Nov 10, 2016 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -64.71% Jan 26, 2018 - May 5, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.31% Nov 11, 2022 - Oct 11, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.00% Jun 28, 2002 - Dec 23, 2002 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.42% Oct 17, 2024 - Dec 5, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.12% Feb 9, 2022 - Aug 12, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.66% Apr 27, 2007 - Oct 1, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.25% Dec 23, 2002 - May 15, 2003 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.46% Jan 28, 2002 - Apr 4, 2002 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.59% Feb 17, 2004 - Oct 4, 2004 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.96% Feb 26, 2026 - Apr 22, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.61% Feb 7, 2005 - Jun 27, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.55% Jun 16, 2003 - Dec 2, 2003 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.65% May 17, 2021 - Aug 11, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.58% Sep 12, 2022 - Oct 18, 2022 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PFG and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PFG vs SPY dividend yield comparison.
| Year | PFG | SPY |
|---|---|---|
| 2026 | 0.80% | 0.24% |
| 2025 | 3.49% | 1.07% |
| 2024 | 3.68% | 1.21% |
| 2023 | 3.30% | 1.40% |
| 2022 | 3.05% | 1.65% |
| 2021 | 3.37% | 1.20% |
| 2020 | 4.52% | 1.52% |
| 2019 | 3.96% | 1.75% |
| 2018 | 4.75% | 2.04% |
| 2017 | 2.65% | 1.80% |
| 2016 | 2.78% | 2.03% |
| 2015 | 3.33% | 2.06% |
| 2014 | 2.46% | 1.87% |
| 2013 | 1.99% | 1.81% |
| 2012 | 2.73% | 2.18% |
| 2011 | 2.85% | 2.05% |
| 2010 | 1.69% | 1.80% |
| 2009 | 2.08% | 1.95% |
| 2008 | 1.99% | 3.02% |
| 2007 | 1.31% | 1.85% |
| 2006 | 1.36% | 1.73% |
| 2005 | 1.37% | 1.73% |
| 2004 | 1.34% | 1.82% |
| 2003 | 1.36% | 1.47% |
| 2002 | 0.83% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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