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SGU vs SPY

Comparison between Star Group L.P. (SGU, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SGU, delivering a return of +13.4% compared to +8.3%

SGU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SGU
$420M
Winner
SPY
$784B
Expense Ratio
SGU
N/A
SPY
0.09%
Max Drawdown
SGU
95.90%
Winner
SPY
56.47%
Sharpe Ratio
SGU
0.70
Winner
SPY
1.56
5Y Beta
Winner
SGU
0.22
SPY
1.00
Industry
SGU
Oil & Gas Refining & Marketing
SPY
N/A
P/E Ratio
Winner
SGU
2.00
SPY
28.29
Forward P/E
Winner
SGU
9.80
SPY
21.75
PEG Ratio
SGU
0.02
SPY
N/A
Dividend Yield
SGU
5.93%
SPY
N/A
5Y Dividends CAGR
Winner
SGU
12.08%
SPY
5.43%
5Y EPS CAGR
SGU
N/A
SPY
25.98%
Debt to Equity
SGU
N/A
SPY
30.79%
Free Cash Flow Yield
SGU
2.31%
SPY
N/A
P/S Ratio
Winner
SGU
0.23
SPY
3.79
P/B Ratio
Winner
SGU
0.99
SPY
5.67

SGU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SGU
-1.33%
Winner
SPY
+0.48%
3M
SGU
+3.95%
Winner
SPY
+11.67%
6M
Winner
SGU
+10.84%
SPY
+9.42%
1Y
SGU
+13.27%
Winner
SPY
+24.27%
5Y(CAGR)
SGU
+8.32%
Winner
SPY
+13.36%
10Y(CAGR)
SGU
+9.66%
Winner
SPY
+15.42%
Max(CAGR)
SGU
+5.35%
Winner
SPY
+8.49%

SGU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSGUSPY
2026+9.72%+8.88%
2025+10.50%+18.00%
2024+2.92%+25.59%
2023+2.39%+26.72%
2022+19.13%-18.64%
2021+21.14%+30.52%
2020+3.97%+17.28%
2019+7.23%+31.09%
2018-8.57%-5.24%
2017+5.01%+20.78%
2016+54.43%+13.59%
2015+27.27%+1.31%
2014+21.65%+14.56%
2013+35.76%+29.00%
2012-9.87%+14.17%
2011-4.41%+0.85%
2010+36.73%+13.14%
2009+93.33%+22.67%
2008-38.40%-36.25%
2007+19.94%+5.32%
2006+91.30%+13.85%
2005-74.24%+5.32%
2004-67.38%+10.75%
2003+45.19%+24.18%
2002+3.18%-22.42%
2001+35.40%-10.13%
2000+52.08%-8.84%
1999-16.48%+8.61%

SGU vs SPY Drawdown Comparison

The maximum drawdown for SGU was -95.67%, occurring on Nov 17, 2005. Recovery took 4367 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SGU drawdown is -6.10%. The current SPY drawdown is -2.35%.

RankSGUSPY
#1-95.67%
Mar 18, 2004 - Jul 23, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-30.84%
Jun 9, 2023 - Feb 3, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-28.41%
Nov 26, 2001 - Jan 15, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.67%
Jul 28, 2021 - Dec 13, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.37%
Nov 3, 1999 - Jun 12, 2000		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.10%
Jul 27, 2001 - Oct 12, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.32%
Jan 20, 2023 - Mar 29, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.42%
Sep 18, 2000 - Dec 26, 2000		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.71%
Jan 9, 2004 - Feb 10, 2004		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.29%
Jun 17, 2003 - Jul 8, 2003		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.23%
Feb 5, 2026 - May 7, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.49%
Jul 11, 2003 - Oct 13, 2003		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.30%
May 5, 2023 - Jun 6, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.69%
May 7, 2026 - May 29, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.25%
Feb 4, 2003 - Apr 22, 2003		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SGU and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

SGU vs SPY dividend yield comparison.

YearSGUSPY
20263.03%0.24%
20256.14%1.07%
20245.89%1.21%
20235.55%1.40%
20224.98%1.65%
20215.20%1.20%
20205.55%1.52%
20195.21%1.75%
20184.95%2.04%
20174.02%1.80%
20163.74%2.03%
20155.01%2.06%
20145.66%1.87%
20136.19%1.81%
20127.58%2.18%
20116.37%2.05%
20105.40%1.80%
20096.52%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
200423.15%1.82%
20039.41%1.47%
200212.43%1.70%
200114.06%1.25%
200013.03%1.15%
19998.73%0.24%

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