SJM vs SPY

Comparison between J.M. Smucker Company (SJM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SJM, delivering a return of +13.3% compared to -3.0%

SJM vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SJM(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$10B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	46.25%	56.47%
Sharpe Ratio	-0.25	2.07
5Y Beta	0.15	1.00
Industry	Packaged Foods	N/A
P/E Ratio	-8.21	28.24
Forward P/E	9.84	21.85
PEG Ratio	-0.02	N/A
Dividend Yield	4.40%	N/A
5Y Dividends CAGR	4.13%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	139.96%	22.35%
Free Cash Flow Yield	9.40%	N/A
P/S Ratio	1.16	3.55
P/B Ratio	1.97	5.29

Market Cap / Net Assets

SJM

$10B

Winner

SPY

$652B

Expense Ratio

SJM

N/A

SPY

0.09%

Max Drawdown

Winner

SJM

46.25%

SPY

56.47%

Sharpe Ratio

SJM

-0.25

Winner

SPY

2.07

5Y Beta

Winner

SJM

0.15

SPY

1.00

Industry

SJM

Packaged Foods

SPY

N/A

P/E Ratio

Winner

SJM

-8.21

SPY

28.24

Forward P/E

Winner

SJM

9.84

SPY

21.85

PEG Ratio

SJM

-0.02

SPY

N/A

Dividend Yield

SJM

4.40%

SPY

N/A

5Y Dividends CAGR

SJM

4.13%

Winner

SPY

5.43%

5Y EPS CAGR

SJM

N/A

SPY

25.79%

Debt to Equity

SJM

139.96%

Winner

SPY

22.35%

Free Cash Flow Yield

SJM

9.40%

SPY

N/A

P/S Ratio

Winner

SJM

1.16

SPY

3.55

P/B Ratio

Winner

SJM

1.97

SPY

5.29

SJM vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SJM	SPY
1 month	+5.82%	+9.11%
3 months	-6.72%	+6.59%
6 months	-5.43%	+10.56%
1 year	-7.85%	+32.04%
5 years(CAGR)	-2.99%	+13.35%
10 years(CAGR)	+0.42%	+15.49%
Max(CAGR)	+9.21%	+8.50%

SJM

+5.82%

Winner

SPY

+9.11%

SJM

-6.72%

Winner

SPY

+6.59%

SJM

-5.43%

Winner

SPY

+10.56%

SJM

-7.85%

Winner

SPY

+32.04%

5Y(CAGR)

SJM

-2.99%

Winner

SPY

+13.35%

10Y(CAGR)

SJM

+0.42%

Winner

SPY

+15.49%

Max(CAGR)

Winner

SJM

+9.21%

SPY

+8.50%

SJM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SJM	SPY
2026	+3.73%	+8.27%
2025	-8.60%	+18.00%
2024	-11.83%	+25.59%
2023	-18.06%	+26.72%
2022	+19.21%	-18.64%
2021	+21.00%	+30.52%
2020	+16.77%	+17.28%
2019	+14.43%	+31.09%
2018	-22.26%	-5.24%
2017	-1.19%	+20.78%
2016	+6.85%	+13.59%
2015	+25.62%	+1.31%
2014	+1.44%	+14.56%
2013	+18.05%	+29.00%
2012	+14.41%	+14.17%
2011	+22.31%	+0.85%
2010	+8.35%	+13.14%
2009	+46.26%	+22.67%
2008	-4.17%	-36.25%
2007	+6.67%	+5.32%
2006	+9.55%	+13.85%
2005	-3.95%	+5.32%
2004	+6.36%	+10.75%
2003	+13.63%	+24.18%
2002	+9.32%	-22.42%
2001	+37.10%	-10.13%
2000	+51.05%	-8.84%
1999	-3.02%	+8.61%

SJM vs SPY Drawdown Comparison

The maximum drawdown for SJM was -38.30%, occurring on Mar 11, 2009. Recovery took 581 trading sessions.

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

The current SJM drawdown is -31.39%.

Rank	SJM	SPY
#1	-38.30% Jun 29, 2007 - Oct 19, 2009	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-38.11% Jan 6, 2023 - Apr 13, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-36.72% Aug 22, 2016 - May 6, 2021	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-28.36% Nov 15, 1999 - Sep 6, 2000	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-26.01% Apr 1, 2004 - Feb 20, 2007	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-25.26% Dec 6, 2001 - Nov 15, 2002	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-20.31% Dec 28, 2000 - Sep 5, 2001	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-18.62% Jan 16, 2003 - Jun 17, 2003	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-18.37% Aug 5, 2013 - Feb 4, 2015	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-15.54% May 12, 2022 - Aug 24, 2022	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-14.87% Sep 6, 2001 - Oct 10, 2001	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-14.83% Jul 22, 2011 - Jan 12, 2012	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-14.17% Jun 4, 2021 - Dec 16, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-12.86% Apr 20, 2010 - Jul 26, 2010	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-12.45% Jan 18, 2022 - May 9, 2022	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SJM and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (1999 - 2026)

SJM vs SPY dividend yield comparison.

Year	SJM	SPY
2026	1.11%	0.24%
2025	4.46%	1.07%
2024	3.89%	1.21%
2023	3.29%	1.40%
2022	2.54%	1.65%
2021	2.78%	1.20%
2020	3.08%	1.52%
2019	3.32%	1.75%
2018	3.49%	2.04%
2017	2.46%	1.80%
2016	2.22%	2.03%
2015	2.12%	2.06%
2014	2.42%	1.87%
2013	2.12%	1.81%
2012	2.32%	2.18%
2011	2.35%	2.05%
2010	2.36%	1.80%
2009	2.22%	1.95%
2008	14.44%	3.02%
2007	2.29%	1.85%
2006	2.29%	1.73%
2005	2.41%	1.73%
2004	2.08%	1.82%
2003	1.97%	1.47%
2002	1.86%	1.70%
2001	1.81%	1.25%
2000	2.25%	1.15%
1999	0.77%	0.24%