SHEL vs SPY
Comparison between Shell Plc ADR (Representing - ) (SHEL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSHEL has outperformed SPY, delivering a return of +21.4% compared to +13.3%
SHEL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SHEL vs SPY - Historical Returns
Returns include dividend reinvestment.
SHEL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SHEL | SPY |
|---|---|---|
| 2026 | +12.35% | +8.27% |
| 2025 | +21.28% | +18.00% |
| 2024 | -1.05% | +25.59% |
| 2023 | +22.28% | +26.72% |
| 2022 | +32.25% | -18.64% |
| 2021 | +31.73% | +30.52% |
| 2020 | -41.70% | +17.28% |
| 2019 | +4.89% | +31.09% |
| 2018 | -8.77% | -5.24% |
| 2017 | +19.93% | +20.78% |
| 2016 | +34.66% | +13.59% |
| 2015 | -29.09% | +1.31% |
| 2014 | -1.99% | +14.56% |
| 2013 | +11.34% | +29.00% |
| 2012 | -3.74% | +14.17% |
| 2011 | +18.83% | +0.85% |
| 2010 | +17.44% | +13.14% |
| 2009 | +15.82% | +22.67% |
| 2008 | -35.05% | -36.25% |
| 2007 | +22.25% | +5.32% |
| 2006 | +9.42% | +13.85% |
| 2005 | +34.86% | +5.32% |
| 2004 | +18.37% | +10.75% |
| 2003 | +17.48% | +24.18% |
| 2002 | -2.33% | -22.42% |
| 2001 | -15.46% | -10.13% |
| 2000 | +5.71% | -8.84% |
| 1999 | +7.39% | +8.61% |
SHEL vs SPY Drawdown Comparison
The maximum drawdown for SHEL was -71.56%, occurring on Mar 18, 2020. Recovery took 1190 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SHEL drawdown is -10.81%.
| Rank | SHEL | SPY |
|---|---|---|
| #1 | -71.56% May 21, 2018 - Feb 10, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -54.81% May 21, 2008 - Apr 1, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -54.15% Jul 2, 2014 - Jan 12, 2018 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -36.27% Jun 5, 2001 - Nov 3, 2004 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.53% Oct 31, 2007 - May 21, 2008 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.66% Jan 10, 2000 - May 11, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.53% May 2, 2011 - Dec 23, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.47% Mar 27, 2025 - Jun 13, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.86% Jul 9, 2007 - Oct 26, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.76% Oct 12, 2000 - Jun 4, 2001 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.15% Aug 26, 2024 - Mar 20, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.04% Jan 3, 2012 - Sep 13, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.50% Nov 10, 2006 - May 4, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.89% Nov 18, 1999 - Jan 10, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.78% Mar 6, 2023 - Jul 13, 2023 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SHEL and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
SHEL vs SPY dividend yield comparison.
| Year | SHEL | SPY |
|---|---|---|
| 2026 | 0.89% | 0.24% |
| 2025 | 3.90% | 1.07% |
| 2024 | 4.39% | 1.21% |
| 2023 | 3.76% | 1.40% |
| 2022 | 3.48% | 1.65% |
| 2021 | 3.78% | 1.20% |
| 2020 | 5.69% | 1.52% |
| 2019 | 6.27% | 1.75% |
| 2018 | 6.27% | 2.04% |
| 2017 | 2.75% | 1.80% |
| 2016 | 6.49% | 2.03% |
| 2015 | 8.17% | 2.06% |
| 2014 | 5.35% | 1.87% |
| 2013 | 4.74% | 1.81% |
| 2012 | 4.82% | 2.18% |
| 2011 | 4.42% | 2.05% |
| 2010 | 5.04% | 1.80% |
| 2009 | 5.71% | 1.95% |
| 2008 | 6.07% | 3.02% |
| 2007 | 3.39% | 1.85% |
| 2006 | 3.44% | 1.73% |
| 2005 | 4.39% | 1.73% |
| 2004 | 3.40% | 1.82% |
| 2003 | 3.32% | 1.47% |
| 2002 | 3.42% | 1.70% |
| 2001 | 3.03% | 1.25% |
| 2000 | 2.81% | 1.15% |
| 1999 | 0.00% | 0.24% |
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