PUK vs SPY
Comparison between Prudential plc (PUK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PUK, delivering a return of +13.3% compared to -4.0%
PUK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PUK
$42B
Winner
SPY
$652B
Expense Ratio
PUK
N/A
SPY
0.09%
Max Drawdown
PUK
83.15%
Winner
SPY
56.47%
Sharpe Ratio
PUK
1.44
Winner
SPY
2.07
5Y Beta
Winner
PUK
0.97
SPY
1.00
Industry
PUK
Insurance - Life
SPY
N/A
P/E Ratio
Winner
PUK
7.74
SPY
28.24
Forward P/E
Winner
PUK
10.32
SPY
21.85
PEG Ratio
PUK
0.01
SPY
N/A
Dividend Yield
PUK
0.84%
SPY
N/A
5Y Dividends CAGR
Winner
PUK
22.39%
SPY
5.43%
5Y EPS CAGR
PUK
15.11%
Winner
SPY
25.79%
Debt to Equity
PUK
30.00%
Winner
SPY
22.35%
Free Cash Flow Yield
PUK
12.27%
SPY
N/A
P/S Ratio
Winner
PUK
2.81
SPY
3.55
P/B Ratio
Winner
PUK
1.82
SPY
5.29
PUK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PUK
+2.56%
Winner
SPY
+9.11%
3M
PUK
-3.26%
Winner
SPY
+6.59%
6M
Winner
PUK
+10.76%
SPY
+10.56%
1Y
Winner
PUK
+45.43%
SPY
+32.04%
5Y(CAGR)
PUK
-4.00%
Winner
SPY
+13.35%
10Y(CAGR)
PUK
+2.31%
Winner
SPY
+15.49%
Max(CAGR)
PUK
+8.14%
Winner
SPY
+8.50%
PUK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PUK | SPY |
|---|---|---|
| 2026 | -0.02% | +8.27% |
| 2025 | +102.41% | +18.00% |
| 2024 | -24.68% | +25.59% |
| 2023 | -19.00% | +26.72% |
| 2022 | -20.88% | -18.64% |
| 2021 | -1.20% | +30.52% |
| 2020 | -2.38% | +17.28% |
| 2019 | +29.52% | +31.09% |
| 2018 | -28.65% | -5.24% |
| 2017 | +30.01% | +20.78% |
| 2016 | -4.56% | +13.59% |
| 2015 | +0.73% | +1.31% |
| 2014 | +6.71% | +14.56% |
| 2013 | +56.31% | +29.00% |
| 2012 | +46.11% | +14.17% |
| 2011 | -2.79% | +0.85% |
| 2010 | +4.41% | +13.14% |
| 2009 | +73.80% | +22.67% |
| 2008 | -53.90% | -36.25% |
| 2007 | +3.47% | +5.32% |
| 2006 | +43.19% | +13.85% |
| 2005 | +15.14% | +5.32% |
| 2004 | +6.69% | +10.75% |
| 2003 | +22.50% | +24.18% |
| 2002 | -38.91% | -22.42% |
| 2001 | -25.12% | -10.13% |
| 2000 | +187.24% | -8.84% |
| 1999 | N/A | +8.61% |
PUK vs SPY Drawdown Comparison
The maximum drawdown for PUK was -82.51%, occurring on Mar 9, 2009. Recovery took 1352 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PUK drawdown is -19.10%.
| Rank | PUK | SPY |
|---|---|---|
| #1 | -82.51% May 7, 2007 - Sep 14, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -68.74% Jan 3, 2001 - Mar 20, 2006 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -63.59% Oct 7, 2021 - Jan 13, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -63.54% Jan 24, 2018 - May 7, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -41.52% May 21, 2015 - Jul 31, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.52% Mar 20, 2006 - Nov 17, 2006 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.02% May 7, 2021 - Oct 7, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.39% Jul 21, 2000 - Nov 30, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.09% Jan 10, 2014 - Mar 4, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.02% Jan 17, 2007 - Mar 20, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.46% May 21, 2013 - Aug 2, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.11% Aug 25, 2014 - Jan 26, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.07% Aug 12, 2013 - Sep 16, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.82% Mar 14, 2013 - Apr 26, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.41% Mar 12, 2014 - Apr 30, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PUK and SPY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (1999 - 2026)
PUK vs SPY dividend yield comparison.
| Year | PUK | SPY |
|---|---|---|
| 2026 | 1.21% | 0.24% |
| 2025 | 1.54% | 1.07% |
| 2024 | 2.64% | 1.21% |
| 2023 | 1.72% | 1.40% |
| 2022 | 1.28% | 1.65% |
| 2021 | 4.60% | 1.20% |
| 2020 | 1.70% | 1.52% |
| 2019 | 17.06% | 1.75% |
| 2018 | 3.71% | 2.04% |
| 2017 | 2.33% | 1.80% |
| 2016 | 3.50% | 2.03% |
| 2015 | 2.62% | 2.06% |
| 2014 | 2.53% | 1.87% |
| 2013 | 2.09% | 1.81% |
| 2012 | 2.84% | 2.18% |
| 2011 | 4.05% | 2.05% |
| 2010 | 2.90% | 1.80% |
| 2009 | 2.99% | 1.95% |
| 2008 | 5.57% | 3.02% |
| 2007 | 2.42% | 1.85% |
| 2006 | 2.21% | 1.73% |
| 2005 | 3.02% | 1.73% |
| 2004 | 6.16% | 1.82% |
| 2003 | 4.28% | 1.47% |
| 2002 | 5.50% | 1.70% |
| 2001 | 3.03% | 1.25% |
| 2000 | 0.73% | 1.15% |
| 1999 | 0.00% | 0.24% |
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