PRS vs SPY

Comparison between Prudential Financial, Inc. 5.625% Junior Subordinated Notes due 2058 (PRS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

PRS vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRS(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$7.95B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	11.41%	56.47%
Sharpe Ratio	0.29	1.76
5Y Beta	N/A	1.00
P/E Ratio	2.46	28.46
Forward P/E	N/A	21.99
PEG Ratio	0.04	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	1.78%	25.20%
Debt to Equity	62.01%	33.33%
P/S Ratio	N/A	3.65
P/B Ratio	N/A	5.50

Market Cap / Net Assets

PRS

$7.95B

Winner

SPY

$735B

Expense Ratio

PRS

N/A

SPY

0.09%

Max Drawdown

Winner

PRS

11.41%

SPY

56.47%

Sharpe Ratio

PRS

0.29

Winner

SPY

1.76

5Y Beta

PRS

N/A

SPY

1.00

P/E Ratio

Winner

PRS

2.46

SPY

28.46

Forward P/E

PRS

N/A

SPY

21.99

PEG Ratio

PRS

0.04

SPY

N/A

5Y Dividends CAGR

PRS

N/A

SPY

5.43%

5Y EPS CAGR

PRS

1.78%

Winner

SPY

25.20%

Debt to Equity

PRS

62.01%

Winner

SPY

33.33%

P/S Ratio

PRS

N/A

SPY

3.65

P/B Ratio

PRS

N/A

SPY

5.50

PRS vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PRS	SPY
1 month	-1.71%	+5.60%
3 months	-3.67%	+8.72%
6 months	-2.87%	+10.63%
1 year	+6.44%	+26.62%
5 years(CAGR)	N/A	+13.70%
10 years(CAGR)	N/A	+15.47%
Max(CAGR)	+3.58%	+8.50%

PRS

-1.71%

Winner

SPY

+5.60%

PRS

-3.67%

Winner

SPY

+8.72%

PRS

-2.87%

Winner

SPY

+10.63%

PRS

+6.44%

Winner

SPY

+26.62%

5Y(CAGR)

PRS

N/A

SPY

+13.70%

10Y(CAGR)

PRS

N/A

SPY

+15.47%

Max(CAGR)

PRS

+3.58%

Winner

SPY

+8.50%

PRS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PRS	SPY
2026	-2.18%	+8.50%
2025	+6.75%	+18.00%
2024	-1.01%	+25.59%
2023	+5.40%	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+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%

PRS vs SPY Drawdown Comparison

The maximum drawdown for PRS was -9.38%, occurring on Oct 19, 2023. Recovery took 132 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PRS drawdown is -5.39%. The current SPY drawdown is -1.20%.

Rank	PRS	SPY
#1	-9.38% Jun 6, 2023 - Dec 13, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-8.50% Oct 16, 2024 - Jul 10, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-7.84% Sep 15, 2025 - Mar 31, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-4.23% Feb 12, 2024 - Jul 11, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-3.12% Dec 13, 2023 - Dec 27, 2023	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-2.52% May 15, 2023 - May 31, 2023	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-1.60% Jul 10, 2025 - Jul 31, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-1.58% Sep 19, 2024 - Oct 11, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-1.56% Jan 12, 2024 - Jan 25, 2024	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-1.49% Jul 11, 2024 - Jul 31, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-1.43% Aug 29, 2024 - Sep 9, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-1.33% Aug 1, 2024 - Aug 7, 2024	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-1.11% Dec 29, 2023 - Jan 8, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.64% Aug 8, 2024 - Aug 14, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.61% May 10, 2023 - May 15, 2023	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PRS and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (1999 - 2026)

PRS vs SPY dividend yield comparison.

Year	PRS	SPY
2026	3.09%	0.24%
2025	5.90%	1.07%
2024	6.05%	1.21%
2023	2.82%	1.40%
2022	0.00%	1.65%
2021	0.00%	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%