PHM vs SPY
Comparison between PulteGroup Inc (PHM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformancePHM has outperformed SPY, delivering a return of +14.9% compared to +13.3%
PHM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PHM
$23B
Winner
SPY
$652B
Expense Ratio
PHM
N/A
SPY
0.09%
Max Drawdown
PHM
92.61%
Winner
SPY
56.47%
Sharpe Ratio
PHM
0.52
Winner
SPY
2.07
5Y Beta
Winner
PHM
0.77
SPY
1.00
Industry
PHM
Residential Construction
SPY
N/A
P/E Ratio
Winner
PHM
11.52
SPY
28.24
Forward P/E
Winner
PHM
11.83
SPY
21.85
PEG Ratio
PHM
1.08
SPY
N/A
Dividend Yield
PHM
0.82%
SPY
N/A
5Y Dividends CAGR
Winner
PHM
17.81%
SPY
5.43%
5Y EPS CAGR
PHM
23.57%
Winner
SPY
25.79%
Debt to Equity
Winner
PHM
0.00%
SPY
22.35%
Free Cash Flow Yield
PHM
7.71%
SPY
N/A
P/S Ratio
Winner
PHM
1.32
SPY
3.55
P/B Ratio
Winner
PHM
1.77
SPY
5.29
PHM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PHM
-2.40%
Winner
SPY
+9.11%
3M
PHM
-11.01%
Winner
SPY
+6.59%
6M
PHM
-1.43%
Winner
SPY
+10.56%
1Y
PHM
+14.65%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
PHM
+14.85%
SPY
+13.35%
10Y(CAGR)
Winner
PHM
+21.92%
SPY
+15.49%
Max(CAGR)
Winner
PHM
+13.44%
SPY
+8.50%
PHM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PHM | SPY |
|---|---|---|
| 2026 | -1.07% | +8.27% |
| 2025 | +9.82% | +18.00% |
| 2024 | +7.98% | +25.59% |
| 2023 | +125.46% | +26.72% |
| 2022 | -17.68% | -18.64% |
| 2021 | +36.94% | +30.52% |
| 2020 | +13.00% | +17.28% |
| 2019 | +49.88% | +31.09% |
| 2018 | -21.05% | -5.24% |
| 2017 | +81.73% | +20.78% |
| 2016 | +9.17% | +13.59% |
| 2015 | -14.74% | +1.31% |
| 2014 | +8.11% | +14.56% |
| 2013 | +10.47% | +29.00% |
| 2012 | +178.53% | +14.17% |
| 2011 | -18.89% | +0.85% |
| 2010 | -26.56% | +13.14% |
| 2009 | -10.47% | +22.67% |
| 2008 | +6.27% | -36.25% |
| 2007 | -67.13% | +5.32% |
| 2006 | -19.29% | +13.85% |
| 2005 | +24.89% | +5.32% |
| 2004 | +40.78% | +10.75% |
| 2003 | +84.87% | +24.18% |
| 2002 | +8.56% | -22.42% |
| 2001 | +11.32% | -10.13% |
| 2000 | +101.03% | -8.84% |
| 1999 | +9.65% | +8.61% |
PHM vs SPY Drawdown Comparison
The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PHM drawdown is -20.17%.
| Rank | PHM | SPY |
|---|---|---|
| #1 | -92.39% Jul 28, 2005 - Jan 21, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -62.09% Feb 11, 2020 - Aug 21, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -45.40% Apr 27, 2001 - Feb 26, 2002 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -40.98% May 10, 2021 - Apr 18, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -38.01% Oct 18, 2024 - Apr 8, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -37.85% Jun 24, 2002 - May 7, 2003 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -31.65% Nov 16, 1999 - May 16, 2000 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -25.43% Sep 21, 2004 - Dec 15, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -25.27% Dec 5, 2000 - Apr 24, 2001 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -20.93% Mar 5, 2004 - Aug 16, 2004 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -19.11% Oct 9, 2000 - Nov 3, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.85% Aug 8, 2023 - Nov 14, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -18.38% Jun 16, 2003 - Oct 2, 2003 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -17.87% Oct 12, 2020 - Feb 10, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.44% Mar 4, 2002 - May 1, 2002 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PHM and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
PHM vs SPY dividend yield comparison.
| Year | PHM | SPY |
|---|---|---|
| 2026 | 0.22% | 0.24% |
| 2025 | 0.78% | 1.07% |
| 2024 | 0.75% | 1.21% |
| 2023 | 0.66% | 1.40% |
| 2022 | 1.34% | 1.65% |
| 2021 | 1.00% | 1.20% |
| 2020 | 1.16% | 1.52% |
| 2019 | 1.16% | 1.75% |
| 2018 | 1.46% | 2.04% |
| 2017 | 1.08% | 1.80% |
| 2016 | 1.96% | 2.03% |
| 2015 | 1.85% | 2.06% |
| 2014 | 1.07% | 1.87% |
| 2013 | 0.74% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 1.46% | 3.02% |
| 2007 | 1.52% | 1.85% |
| 2006 | 0.48% | 1.73% |
| 2005 | 0.33% | 1.73% |
| 2004 | 0.31% | 1.82% |
| 2003 | 0.18% | 1.47% |
| 2002 | 0.33% | 1.70% |
| 2001 | 0.36% | 1.25% |
| 2000 | 0.38% | 1.15% |
| 1999 | 0.18% | 0.24% |
Select Stocks to Compare
Popular: PHM vs SPY
More Comparisons
Compare with similar stocks