PRU vs SPY
Comparison between Prudential Financial Inc (PRU, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PRU, delivering a return of +13.3% compared to +3.9%
PRU vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PRU vs SPY - Historical Returns
Returns include dividend reinvestment.
PRU vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PRU | SPY |
|---|---|---|
| 2026 | -10.27% | +8.27% |
| 2025 | +0.37% | +18.00% |
| 2024 | +18.55% | +25.59% |
| 2023 | +10.05% | +26.72% |
| 2022 | -5.33% | -18.64% |
| 2021 | +48.41% | +30.52% |
| 2020 | -12.51% | +17.28% |
| 2019 | +18.43% | +31.09% |
| 2018 | -26.76% | -5.24% |
| 2017 | +12.78% | +20.78% |
| 2016 | +35.09% | +13.59% |
| 2015 | -6.99% | +1.31% |
| 2014 | +2.25% | +14.56% |
| 2013 | +68.63% | +29.00% |
| 2012 | +7.37% | +14.17% |
| 2011 | -14.95% | +0.85% |
| 2010 | +15.83% | +13.14% |
| 2009 | +64.09% | +22.67% |
| 2008 | -65.36% | -36.25% |
| 2007 | +9.22% | +5.32% |
| 2006 | +14.78% | +13.85% |
| 2005 | +37.28% | +5.32% |
| 2004 | +32.80% | +10.75% |
| 2003 | +31.47% | +24.18% |
| 2002 | +2.77% | -22.42% |
| 2001 | +13.28% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PRU vs SPY Drawdown Comparison
The maximum drawdown for PRU was -88.45%, occurring on Mar 5, 2009. Recovery took 1634 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PRU drawdown is -17.04%.
| Rank | PRU | SPY |
|---|---|---|
| #1 | -88.45% May 21, 2007 - Nov 13, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -65.90% Jan 26, 2018 - May 17, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -35.77% Aug 10, 2015 - Nov 7, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -33.12% Apr 20, 2022 - Mar 6, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -28.67% Jun 6, 2002 - Jul 7, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -25.67% Nov 27, 2024 - Apr 8, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.60% Sep 19, 2014 - Jun 23, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.11% Jul 17, 2024 - Oct 16, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.50% Dec 26, 2013 - Jul 3, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.05% Feb 10, 2022 - Mar 25, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.67% Mar 4, 2004 - Oct 4, 2004 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.76% Aug 2, 2017 - Nov 29, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.80% Jun 1, 2021 - Aug 27, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.37% Oct 4, 2004 - Nov 4, 2004 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.30% Oct 20, 2021 - Jan 4, 2022 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PRU and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PRU vs SPY dividend yield comparison.
| Year | PRU | SPY |
|---|---|---|
| 2026 | 1.39% | 0.24% |
| 2025 | 4.78% | 1.07% |
| 2024 | 4.39% | 1.21% |
| 2023 | 4.82% | 1.40% |
| 2022 | 4.83% | 1.65% |
| 2021 | 4.25% | 1.20% |
| 2020 | 5.64% | 1.52% |
| 2019 | 4.27% | 1.75% |
| 2018 | 4.41% | 2.04% |
| 2017 | 2.61% | 1.80% |
| 2016 | 2.69% | 2.03% |
| 2015 | 3.00% | 2.06% |
| 2014 | 2.40% | 1.87% |
| 2013 | 1.88% | 1.81% |
| 2012 | 3.00% | 2.18% |
| 2011 | 2.89% | 2.05% |
| 2010 | 1.96% | 1.80% |
| 2009 | 1.41% | 1.95% |
| 2008 | 1.92% | 3.02% |
| 2007 | 1.24% | 1.85% |
| 2006 | 1.11% | 1.73% |
| 2005 | 1.07% | 1.73% |
| 2004 | 1.14% | 1.82% |
| 2003 | 1.20% | 1.47% |
| 2002 | 1.26% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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