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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 +13.2% compared to -4.9%

PUK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
PUK
$35B
Winner
SPY
$784B
Expense Ratio
PUK
N/A
SPY
0.09%
Max Drawdown
PUK
83.15%
Winner
SPY
56.47%
Sharpe Ratio
PUK
0.47
Winner
SPY
1.54
5Y Beta
Winner
PUK
0.98
SPY
1.00
Industry
PUK
Insurance - Life
SPY
N/A
P/E Ratio
Winner
PUK
5.24
SPY
27.62
Forward P/E
Winner
PUK
9.74
SPY
21.11
PEG Ratio
PUK
0.00
SPY
N/A
Dividend Yield
PUK
0.99%
SPY
N/A
5Y Dividends CAGR
Winner
PUK
22.39%
SPY
6.00%
5Y EPS CAGR
PUK
19.83%
Winner
SPY
25.30%
Debt to Equity
Winner
PUK
30.00%
SPY
31.11%
Free Cash Flow Yield
PUK
15.94%
SPY
N/A
P/S Ratio
Winner
PUK
2.32
SPY
3.49
P/B Ratio
Winner
PUK
1.66
SPY
5.30

PUK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PUK
-12.31%
Winner
SPY
-1.37%
3M
PUK
-6.54%
Winner
SPY
+12.22%
6M
PUK
-13.88%
Winner
SPY
+7.20%
1Y
PUK
+11.83%
Winner
SPY
+23.58%
5Y(CAGR)
PUK
-4.85%
Winner
SPY
+13.19%
10Y(CAGR)
PUK
+0.04%
Winner
SPY
+15.12%
Max(CAGR)
PUK
+7.45%
Winner
SPY
+8.44%

PUK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPUKSPY
2026-14.40%+7.95%
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%
1999N/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 -30.74%. The current SPY drawdown is -3.18%.

RankPUKSPY
#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 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

Dividend Comparison (1999 - 2026)

PUK vs SPY dividend yield comparison.

YearPUKSPY
20261.41%0.50%
20251.54%1.07%
20242.64%1.21%
20231.72%1.40%
20221.28%1.65%
20214.60%1.20%
20201.70%1.52%
201917.06%1.75%
20183.71%2.04%
20172.33%1.80%
20163.50%2.03%
20152.62%2.06%
20142.53%1.87%
20132.09%1.81%
20122.84%2.18%
20114.05%2.05%
20102.90%1.80%
20092.99%1.95%
20085.57%3.02%
20072.42%1.85%
20062.21%1.73%
20053.02%1.73%
20046.16%1.82%
20034.28%1.47%
20025.50%1.70%
20013.03%1.25%
20000.73%1.15%
19990.00%0.24%

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