PFS vs SPY
Comparison between Provident Financial Services Inc (PFS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PFS, delivering a return of +14.0% compared to +2.3%
PFS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PFS
$2.89B
Winner
SPY
$735B
Expense Ratio
PFS
N/A
SPY
0.09%
Max Drawdown
PFS
66.53%
Winner
SPY
56.47%
Sharpe Ratio
PFS
1.28
Winner
SPY
2.02
5Y Beta
Winner
PFS
0.96
SPY
1.00
Industry
PFS
Banks - Regional
SPY
N/A
P/E Ratio
Winner
PFS
9.44
SPY
28.62
Forward P/E
Winner
PFS
9.43
SPY
22.20
PEG Ratio
PFS
0.09
SPY
N/A
Dividend Yield
PFS
4.35%
SPY
N/A
5Y Dividends CAGR
Winner
PFS
5.46%
SPY
5.43%
5Y EPS CAGR
PFS
6.54%
Winner
SPY
26.35%
Debt to Equity
Winner
PFS
0.00%
SPY
33.33%
Free Cash Flow Yield
PFS
14.69%
SPY
N/A
P/S Ratio
PFS
N/A
SPY
3.68
P/B Ratio
PFS
N/A
SPY
5.52
PFS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PFS
-2.53%
Winner
SPY
+6.03%
3M
PFS
+6.50%
Winner
SPY
+10.31%
6M
Winner
PFS
+18.05%
SPY
+11.05%
1Y
Winner
PFS
+40.02%
SPY
+29.87%
5Y(CAGR)
PFS
+2.34%
Winner
SPY
+13.99%
10Y(CAGR)
PFS
+5.59%
Winner
SPY
+15.51%
Max(CAGR)
PFS
+5.34%
Winner
SPY
+8.57%
PFS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFS | SPY |
|---|---|---|
| 2026 | +14.64% | +10.76% |
| 2025 | +11.85% | +18.00% |
| 2024 | +10.06% | +25.59% |
| 2023 | -11.24% | +26.72% |
| 2022 | -9.44% | -18.64% |
| 2021 | +40.97% | +30.52% |
| 2020 | -21.87% | +17.28% |
| 2019 | +5.27% | +31.09% |
| 2018 | -7.90% | -5.24% |
| 2017 | -2.10% | +20.78% |
| 2016 | +50.94% | +13.59% |
| 2015 | +17.57% | +1.31% |
| 2014 | -1.83% | +14.56% |
| 2013 | +29.41% | +29.00% |
| 2012 | +13.64% | +14.17% |
| 2011 | -10.35% | +0.85% |
| 2010 | +46.12% | +13.14% |
| 2009 | -25.84% | +22.67% |
| 2008 | +11.54% | -36.25% |
| 2007 | -18.95% | +5.32% |
| 2006 | +0.03% | +13.85% |
| 2005 | -1.54% | +5.32% |
| 2004 | +4.06% | +10.75% |
| 2003 | +22.81% | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PFS vs SPY Drawdown Comparison
The maximum drawdown for PFS was -64.08%, occurring on Mar 18, 2020. Recovery took 739 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PFS drawdown is -4.83%.
| Rank | PFS | SPY |
|---|---|---|
| #1 | -64.08% Jun 6, 2018 - May 13, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -58.74% Sep 19, 2008 - Jul 5, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -43.64% Aug 18, 2022 - Jan 28, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -38.89% Dec 2, 2003 - Sep 19, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.00% May 17, 2021 - Nov 1, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.46% Dec 27, 2016 - Oct 27, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.51% Dec 23, 2013 - Mar 23, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.56% Jan 7, 2022 - Aug 16, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.65% Oct 28, 2015 - Aug 5, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.50% Feb 6, 2026 - Mar 18, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.31% Nov 29, 2017 - May 30, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.83% Aug 1, 2013 - Oct 25, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.92% Oct 27, 2017 - Nov 29, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.82% Nov 11, 2021 - Jan 6, 2022 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.29% Sep 2, 2003 - Nov 28, 2003 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PFS and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (1999 - 2026)
PFS vs SPY dividend yield comparison.
| Year | PFS | SPY |
|---|---|---|
| 2026 | 2.17% | 0.24% |
| 2025 | 4.86% | 1.07% |
| 2024 | 5.09% | 1.21% |
| 2023 | 5.32% | 1.40% |
| 2022 | 4.49% | 1.65% |
| 2021 | 3.84% | 1.20% |
| 2020 | 5.12% | 1.52% |
| 2019 | 4.54% | 1.75% |
| 2018 | 3.40% | 2.04% |
| 2017 | 3.45% | 1.80% |
| 2016 | 2.51% | 2.03% |
| 2015 | 3.23% | 2.06% |
| 2014 | 3.32% | 1.87% |
| 2013 | 2.90% | 1.81% |
| 2012 | 4.76% | 2.18% |
| 2011 | 3.51% | 2.05% |
| 2010 | 2.91% | 1.80% |
| 2009 | 4.13% | 1.95% |
| 2008 | 2.88% | 3.02% |
| 2007 | 2.91% | 1.85% |
| 2006 | 2.15% | 1.73% |
| 2005 | 1.73% | 1.73% |
| 2004 | 1.24% | 1.82% |
| 2003 | 0.74% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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