PM vs SPY
Comparison between Philip Morris International Inc (PM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformancePM has outperformed SPY, delivering a return of +17.4% compared to +13.3%
PM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PM vs SPY - Historical Returns
Returns include dividend reinvestment.
PM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PM | SPY |
|---|---|---|
| 2026 | +7.63% | +8.27% |
| 2025 | +37.15% | +18.00% |
| 2024 | +32.25% | +25.59% |
| 2023 | -1.87% | +26.72% |
| 2022 | +11.50% | -18.64% |
| 2021 | +22.71% | +30.52% |
| 2020 | +3.74% | +17.28% |
| 2019 | +33.87% | +31.09% |
| 2018 | -32.43% | -5.24% |
| 2017 | +20.22% | +20.78% |
| 2016 | +9.71% | +13.59% |
| 2015 | +14.02% | +1.31% |
| 2014 | -0.86% | +14.56% |
| 2013 | +4.62% | +29.00% |
| 2012 | +10.48% | +14.17% |
| 2011 | +39.42% | +0.85% |
| 2010 | +24.21% | +13.14% |
| 2009 | +14.91% | +22.67% |
| 2008 | -9.06% | -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% |
PM vs SPY Drawdown Comparison
The maximum drawdown for PM was -42.75%, occurring on Mar 23, 2020. Recovery took 1002 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PM drawdown is -9.10%.
| Rank | PM | SPY |
|---|---|---|
| #1 | -42.75% Jun 19, 2017 - Jun 11, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -40.87% Aug 12, 2008 - Mar 19, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.74% Feb 17, 2022 - May 9, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.63% Jun 23, 2025 - Feb 4, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.33% Apr 12, 2013 - Oct 15, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.53% Feb 25, 2026 - Apr 21, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.47% Apr 12, 2010 - Aug 9, 2010 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.97% Sep 3, 2021 - Jan 14, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.85% Jul 15, 2016 - Feb 7, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.61% Jul 28, 2011 - Oct 28, 2011 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.11% Oct 5, 2012 - Feb 21, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.98% Nov 29, 2024 - Feb 6, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.30% May 2, 2012 - Jul 3, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.41% May 31, 2011 - Jul 21, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.92% Apr 3, 2025 - Apr 17, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PM and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PM vs SPY dividend yield comparison.
| Year | PM | SPY |
|---|---|---|
| 2026 | 0.86% | 0.24% |
| 2025 | 3.52% | 1.07% |
| 2024 | 4.40% | 1.21% |
| 2023 | 5.46% | 1.40% |
| 2022 | 4.98% | 1.65% |
| 2021 | 5.16% | 1.20% |
| 2020 | 5.73% | 1.52% |
| 2019 | 5.43% | 1.75% |
| 2018 | 6.73% | 2.04% |
| 2017 | 3.99% | 1.80% |
| 2016 | 4.50% | 2.03% |
| 2015 | 4.60% | 2.06% |
| 2014 | 4.76% | 1.87% |
| 2013 | 4.11% | 1.81% |
| 2012 | 3.87% | 2.18% |
| 2011 | 3.59% | 2.05% |
| 2010 | 4.17% | 1.80% |
| 2009 | 4.65% | 1.95% |
| 2008 | 3.54% | 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% |
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