PFH vs SPY

Comparison between Prudential Financial Inc (PFH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PFH, delivering a return of +13.3% compared to -3.2%

PFH vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFH(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$45B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	38.48%	56.47%
Sharpe Ratio	0.05	2.07
5Y Beta	0.22	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
PEG Ratio	0.00	N/A
Dividend Yield	108.90%	N/A
5Y Dividends CAGR	38.60%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Market Cap / Net Assets

PFH

$45B

Winner

SPY

$652B

Expense Ratio

PFH

N/A

SPY

0.09%

Max Drawdown

Winner

PFH

38.48%

SPY

56.47%

Sharpe Ratio

PFH

0.05

Winner

SPY

2.07

5Y Beta

Winner

PFH

0.22

SPY

1.00

P/E Ratio

PFH

N/A

SPY

28.24

Forward P/E

PFH

N/A

SPY

21.85

PEG Ratio

PFH

0.00

SPY

N/A

Dividend Yield

PFH

108.90%

SPY

N/A

5Y Dividends CAGR

Winner

PFH

38.60%

SPY

5.43%

5Y EPS CAGR

PFH

N/A

SPY

25.79%

Debt to Equity

PFH

N/A

SPY

22.35%

P/S Ratio

PFH

N/A

SPY

3.55

P/B Ratio

PFH

N/A

SPY

5.29

PFH vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PFH	SPY
1 month	+0.30%	+9.11%
3 months	-2.55%	+6.59%
6 months	-3.59%	+10.56%
1 year	+4.07%	+32.04%
5 years(CAGR)	-3.17%	+13.35%
10 years(CAGR)	N/A	+15.49%
Max(CAGR)	-2.49%	+8.50%

PFH

+0.30%

Winner

SPY

+9.11%

PFH

-2.55%

Winner

SPY

+6.59%

PFH

-3.59%

Winner

SPY

+10.56%

PFH

+4.07%

Winner

SPY

+32.04%

5Y(CAGR)

PFH

-3.17%

Winner

SPY

+13.35%

10Y(CAGR)

PFH

N/A

SPY

+15.49%

Max(CAGR)

PFH

-2.49%

Winner

SPY

+8.50%

PFH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFH	SPY
2026	-1.55%	+8.27%
2025	-2.79%	+18.00%
2024	+0.53%	+25.59%
2023	+10.99%	+26.72%
2022	-26.38%	-18.64%
2021	+2.98%	+30.52%
2020	+3.64%	+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%

PFH vs SPY Drawdown Comparison

The maximum drawdown for PFH was -28.59%, occurring on Nov 4, 2022. 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 PFH drawdown is -18.32%.

Rank	PFH	SPY
#1	-28.59% Dec 22, 2021 - Nov 4, 2022	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-6.22% Dec 31, 2020 - Jun 17, 2021	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-2.37% Sep 14, 2020 - Dec 2, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-2.21% Sep 22, 2021 - Dec 2, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-1.45% Jul 6, 2021 - Aug 5, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-1.21% Sep 3, 2020 - Sep 10, 2020	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-0.95% Aug 6, 2021 - Aug 13, 2021	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-0.92% Sep 1, 2021 - Sep 22, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-0.73% Dec 2, 2021 - Dec 22, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-0.50% Aug 13, 2021 - Aug 27, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-0.31% Dec 9, 2020 - Dec 15, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.27% Jun 17, 2021 - Jun 23, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.23% Dec 23, 2020 - Dec 28, 2020	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.19% Dec 15, 2020 - Dec 21, 2020	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.15% Jun 23, 2021 - Jun 28, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PFH and SPY is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101

Dividend Comparison (1999 - 2026)

PFH vs SPY dividend yield comparison.

Year	PFH	SPY
2026	1.52%	0.24%
2025	5.98%	1.07%
2024	5.57%	1.21%
2023	5.33%	1.40%
2022	5.65%	1.65%
2021	3.96%	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%