PSX vs SPY
Comparison between Phillips 66 (PSX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformancePSX has outperformed SPY, delivering a return of +19.3% compared to +13.3%
PSX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PSX
$69B
Winner
SPY
$652B
Expense Ratio
PSX
N/A
SPY
0.09%
Max Drawdown
PSX
65.87%
Winner
SPY
56.47%
Sharpe Ratio
PSX
1.71
Winner
SPY
2.07
5Y Beta
Winner
PSX
0.80
SPY
1.00
Industry
PSX
Oil & Gas Refining & Marketing
SPY
N/A
P/E Ratio
PSX
40.98
Winner
SPY
28.24
Forward P/E
Winner
PSX
11.68
SPY
21.85
PEG Ratio
PSX
1.07
SPY
N/A
Dividend Yield
PSX
2.89%
SPY
N/A
5Y Dividends CAGR
Winner
PSX
10.83%
SPY
5.43%
5Y EPS CAGR
PSX
-15.36%
Winner
SPY
25.79%
Debt to Equity
PSX
29.61%
Winner
SPY
22.35%
Free Cash Flow Yield
PSX
3.64%
SPY
N/A
P/S Ratio
Winner
PSX
0.51
SPY
3.55
P/B Ratio
Winner
PSX
2.51
SPY
5.29
PSX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PSX
+2.12%
Winner
SPY
+9.11%
3M
Winner
PSX
+9.82%
SPY
+6.59%
6M
Winner
PSX
+26.48%
SPY
+10.56%
1Y
Winner
PSX
+62.95%
SPY
+32.04%
5Y(CAGR)
Winner
PSX
+19.33%
SPY
+13.35%
10Y(CAGR)
PSX
+12.32%
Winner
SPY
+15.49%
Max(CAGR)
Winner
PSX
+15.98%
SPY
+8.50%
PSX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PSX | SPY |
|---|---|---|
| 2026 | +32.47% | +8.27% |
| 2025 | +17.07% | +18.00% |
| 2024 | -12.36% | +25.59% |
| 2023 | +37.15% | +26.72% |
| 2022 | +43.13% | -18.64% |
| 2021 | +8.59% | +30.52% |
| 2020 | -34.39% | +17.28% |
| 2019 | +31.00% | +31.09% |
| 2018 | -12.81% | -5.24% |
| 2017 | +20.43% | +20.78% |
| 2016 | +11.32% | +13.59% |
| 2015 | +16.17% | +1.31% |
| 2014 | -3.92% | +14.56% |
| 2013 | +42.54% | +29.00% |
| 2012 | +57.93% | +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% |
PSX vs SPY Drawdown Comparison
The maximum drawdown for PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 647 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PSX drawdown is -8.88%.
| Rank | PSX | SPY |
|---|---|---|
| #1 | -64.21% Nov 8, 2019 - Jun 6, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.36% Apr 3, 2024 - Mar 4, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -35.39% Jul 31, 2018 - Oct 29, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -32.01% Sep 5, 2014 - Oct 29, 2015 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -32.01% Jun 8, 2022 - Nov 11, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.12% Nov 24, 2015 - Sep 18, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.68% Apr 13, 2012 - Jul 18, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.10% Mar 28, 2013 - Nov 27, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.37% Nov 22, 2022 - Jul 28, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.28% Mar 27, 2026 - Apr 20, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.56% Jan 23, 2018 - Apr 16, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.14% Sep 12, 2023 - Nov 30, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.55% Jan 9, 2014 - Mar 6, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.39% Nov 6, 2012 - Nov 27, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.30% May 21, 2018 - Jul 30, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PSX and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
PSX vs SPY dividend yield comparison.
| Year | PSX | SPY |
|---|---|---|
| 2026 | 0.74% | 0.24% |
| 2025 | 3.68% | 1.07% |
| 2024 | 3.95% | 1.21% |
| 2023 | 3.15% | 1.40% |
| 2022 | 3.68% | 1.65% |
| 2021 | 5.00% | 1.20% |
| 2020 | 5.15% | 1.52% |
| 2019 | 3.14% | 1.75% |
| 2018 | 3.60% | 2.04% |
| 2017 | 2.70% | 1.80% |
| 2016 | 2.84% | 2.03% |
| 2015 | 2.67% | 2.06% |
| 2014 | 2.64% | 1.87% |
| 2013 | 1.72% | 1.81% |
| 2012 | 0.85% | 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% |
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