PSO vs SPY
Comparison between Pearson plc (PSO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PSO, delivering a return of +14.0% compared to +6.3%
PSO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PSO
$9.55B
Winner
SPY
$735B
Expense Ratio
PSO
N/A
SPY
0.09%
Max Drawdown
PSO
87.64%
Winner
SPY
56.47%
Sharpe Ratio
PSO
-0.25
Winner
SPY
1.88
5Y Beta
Winner
PSO
0.44
SPY
1.00
Industry
PSO
Publishing
SPY
N/A
P/E Ratio
Winner
PSO
9.89
SPY
28.46
Forward P/E
Winner
PSO
17.64
SPY
21.99
PEG Ratio
PSO
0.19
SPY
N/A
Dividend Yield
PSO
2.33%
SPY
N/A
5Y Dividends CAGR
Winner
PSO
16.18%
SPY
5.43%
5Y EPS CAGR
PSO
N/A
SPY
25.20%
Debt to Equity
PSO
52.00%
Winner
SPY
33.33%
Free Cash Flow Yield
PSO
15.66%
SPY
N/A
P/S Ratio
Winner
PSO
2.50
SPY
3.65
P/B Ratio
Winner
PSO
1.81
SPY
5.50
PSO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PSO
+5.38%
Winner
SPY
+7.73%
3M
Winner
PSO
+19.19%
SPY
+10.05%
6M
Winner
PSO
+13.41%
SPY
+11.98%
1Y
PSO
-5.38%
Winner
SPY
+28.79%
5Y(CAGR)
PSO
+6.34%
Winner
SPY
+13.98%
10Y(CAGR)
PSO
+5.61%
Winner
SPY
+15.71%
Max(CAGR)
PSO
+1.83%
Winner
SPY
+8.55%
PSO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PSO | SPY |
|---|---|---|
| 2026 | +9.28% | +9.82% |
| 2025 | -10.46% | +18.00% |
| 2024 | +35.22% | +25.59% |
| 2023 | +12.17% | +26.72% |
| 2022 | +37.33% | -18.64% |
| 2021 | -6.26% | +30.52% |
| 2020 | +12.25% | +17.28% |
| 2019 | -27.39% | +31.09% |
| 2018 | +23.14% | -5.24% |
| 2017 | +4.59% | +20.78% |
| 2016 | -0.43% | +13.59% |
| 2015 | -37.99% | +1.31% |
| 2014 | -12.35% | +14.56% |
| 2013 | +18.22% | +29.00% |
| 2012 | +5.22% | +14.17% |
| 2011 | +22.51% | +0.85% |
| 2010 | +14.46% | +13.14% |
| 2009 | +54.81% | +22.67% |
| 2008 | -30.71% | -36.25% |
| 2007 | -0.04% | +5.32% |
| 2006 | +29.31% | +13.85% |
| 2005 | +2.59% | +5.32% |
| 2004 | +12.20% | +10.75% |
| 2003 | +24.35% | +24.18% |
| 2002 | -20.05% | -22.42% |
| 2001 | -47.52% | -10.13% |
| 2000 | -28.44% | -8.84% |
| 1999 | +43.81% | +8.61% |
PSO vs SPY Drawdown Comparison
The maximum drawdown for PSO was -81.60%, occurring on Feb 26, 2003. Recovery took 6283 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PSO drawdown is -13.99%.
| Rank | PSO | SPY |
|---|---|---|
| #1 | -81.60% Mar 7, 2000 - Feb 28, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.71% Mar 4, 2025 - Feb 5, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.62% Feb 9, 2000 - Mar 7, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.29% Dec 31, 1999 - Jan 11, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.03% Jan 25, 2000 - Feb 9, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.80% Dec 13, 1999 - Dec 22, 1999 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.03% Nov 3, 1999 - Nov 17, 1999 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.72% Jan 18, 2000 - Jan 24, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.48% Nov 17, 1999 - Dec 7, 1999 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.70% Jan 13, 2000 - Jan 18, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.76% Dec 27, 1999 - Dec 30, 1999 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.29% Feb 28, 2025 - Mar 4, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PSO and SPY is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (1999 - 2026)
PSO vs SPY dividend yield comparison.
| Year | PSO | SPY |
|---|---|---|
| 2026 | 1.60% | 0.24% |
| 2025 | 2.12% | 1.07% |
| 2024 | 1.82% | 1.21% |
| 2023 | 2.21% | 1.40% |
| 2022 | 2.40% | 1.65% |
| 2021 | 3.27% | 1.20% |
| 2020 | 2.74% | 1.52% |
| 2019 | 2.90% | 1.75% |
| 2018 | 1.96% | 2.04% |
| 2017 | 5.14% | 1.80% |
| 2016 | 7.28% | 2.03% |
| 2015 | 7.48% | 2.06% |
| 2014 | 4.46% | 1.87% |
| 2013 | 3.13% | 1.81% |
| 2012 | 3.49% | 2.18% |
| 2011 | 3.43% | 2.05% |
| 2010 | 3.49% | 1.80% |
| 2009 | 3.62% | 1.95% |
| 2008 | 6.75% | 3.02% |
| 2007 | 4.06% | 1.85% |
| 2006 | 3.30% | 1.73% |
| 2005 | 4.00% | 1.73% |
| 2004 | 3.64% | 1.82% |
| 2003 | 3.63% | 1.47% |
| 2002 | 3.98% | 1.70% |
| 2001 | 2.87% | 1.25% |
| 2000 | 1.37% | 1.15% |
| 1999 | 0.00% | 0.24% |
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