SM vs SPY
Comparison between SM Energy Company (SM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSM has outperformed SPY, delivering a return of +15.1% compared to +13.7%
SM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SM vs SPY - Historical Returns
Returns include dividend reinvestment.
SM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SM | SPY |
|---|---|---|
| 2026 | +71.80% | +8.50% |
| 2025 | -51.47% | +18.00% |
| 2024 | +1.24% | +25.59% |
| 2023 | +23.24% | +26.72% |
| 2022 | +10.45% | -18.64% |
| 2021 | +363.97% | +30.52% |
| 2020 | -44.67% | +17.28% |
| 2019 | -26.03% | +31.09% |
| 2018 | -33.18% | -5.24% |
| 2017 | -35.30% | +20.78% |
| 2016 | +73.27% | +13.59% |
| 2015 | -48.64% | +1.31% |
| 2014 | -53.20% | +14.56% |
| 2013 | +52.35% | +29.00% |
| 2012 | -31.45% | +14.17% |
| 2011 | +21.34% | +0.85% |
| 2010 | +63.50% | +13.14% |
| 2009 | +56.80% | +22.67% |
| 2008 | -48.20% | -36.25% |
| 2007 | +10.56% | +5.32% |
| 2006 | -4.22% | +13.85% |
| 2005 | +82.35% | +5.32% |
| 2004 | +44.17% | +10.75% |
| 2003 | +11.53% | +24.18% |
| 2002 | +16.86% | -22.42% |
| 2001 | -30.19% | -10.13% |
| 2000 | +185.26% | -8.84% |
| 1999 | -0.33% | +8.61% |
SM vs SPY Drawdown Comparison
The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SM drawdown is -59.79%. The current SPY drawdown is -1.20%.
| Rank | SM | SPY |
|---|---|---|
| #1 | -98.85% Nov 26, 2013 - Apr 1, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -82.05% Jun 30, 2008 - Feb 15, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -57.19% Jan 16, 2001 - Apr 12, 2004 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -51.83% Oct 27, 2011 - Oct 18, 2013 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -31.07% Aug 3, 2011 - Oct 26, 2011 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -30.27% Jul 7, 2000 - Sep 6, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -29.50% Apr 21, 2006 - May 2, 2008 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -24.07% Nov 9, 1999 - Feb 1, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -22.46% Oct 13, 2000 - Nov 21, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -21.62% Dec 28, 2000 - Jan 16, 2001 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -19.66% Apr 5, 2011 - Jul 15, 2011 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.80% Mar 4, 2005 - Jun 1, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -18.52% Jan 30, 2006 - Apr 18, 2006 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.88% Oct 3, 2005 - Dec 5, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -16.26% Mar 10, 2000 - Apr 4, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SM and SPY is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
SM vs SPY dividend yield comparison.
| Year | SM | SPY |
|---|---|---|
| 2026 | 0.68% | 0.24% |
| 2025 | 5.35% | 1.07% |
| 2024 | 1.91% | 1.21% |
| 2023 | 1.55% | 1.40% |
| 2022 | 0.46% | 1.65% |
| 2021 | 0.07% | 1.20% |
| 2020 | 0.33% | 1.52% |
| 2019 | 0.89% | 1.75% |
| 2018 | 0.65% | 2.04% |
| 2017 | 0.45% | 1.80% |
| 2016 | 0.29% | 2.03% |
| 2015 | 0.51% | 2.06% |
| 2014 | 0.26% | 1.87% |
| 2013 | 0.12% | 1.81% |
| 2012 | 0.19% | 2.18% |
| 2011 | 0.14% | 2.05% |
| 2010 | 0.17% | 1.80% |
| 2009 | 0.29% | 1.95% |
| 2008 | 0.49% | 3.02% |
| 2007 | 0.26% | 1.85% |
| 2006 | 0.27% | 1.73% |
| 2005 | 0.27% | 1.73% |
| 2004 | 0.24% | 1.82% |
| 2003 | 0.35% | 1.47% |
| 2002 | 0.40% | 1.70% |
| 2001 | 0.47% | 1.25% |
| 2000 | 0.32% | 1.15% |
| 1999 | 0.20% | 0.24% |
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