SPG vs SPY
Comparison between Simon Property Group Inc (SPG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPG has outperformed SPY, delivering a return of +16.1% compared to +13.3%
SPG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
SPG
$67B
Winner
SPY
$652B
Expense Ratio
SPG
N/A
SPY
0.09%
Max Drawdown
SPG
80.66%
Winner
SPY
56.47%
Sharpe Ratio
SPG
1.29
Winner
SPY
2.07
5Y Beta
Winner
SPG
0.80
SPY
1.00
Industry
SPG
Reit - Retail
SPY
N/A
P/E Ratio
Winner
SPG
12.50
SPY
28.24
Forward P/E
SPG
30.21
Winner
SPY
21.85
PEG Ratio
SPG
0.12
SPY
N/A
Dividend Yield
SPG
4.25%
SPY
N/A
5Y Dividends CAGR
Winner
SPG
22.48%
SPY
5.43%
5Y EPS CAGR
Winner
SPG
29.16%
SPY
25.79%
Debt to Equity
SPG
545.87%
Winner
SPY
22.35%
Free Cash Flow Yield
SPG
6.17%
SPY
N/A
P/S Ratio
SPG
12.29
Winner
SPY
3.55
P/B Ratio
SPG
12.67
Winner
SPY
5.29
SPG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SPG
+4.16%
Winner
SPY
+9.11%
3M
SPG
+4.00%
Winner
SPY
+6.59%
6M
Winner
SPG
+12.70%
SPY
+10.56%
1Y
SPG
+30.13%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
SPG
+16.12%
SPY
+13.35%
10Y(CAGR)
SPG
+4.72%
Winner
SPY
+15.49%
Max(CAGR)
Winner
SPG
+14.26%
SPY
+8.50%
SPG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPG | SPY |
|---|---|---|
| 2026 | +11.12% | +8.27% |
| 2025 | +12.10% | +18.00% |
| 2024 | +26.58% | +25.59% |
| 2023 | +29.22% | +26.72% |
| 2022 | -22.17% | -18.64% |
| 2021 | +101.61% | +30.52% |
| 2020 | -36.97% | +17.28% |
| 2019 | -5.06% | +31.09% |
| 2018 | +2.14% | -5.24% |
| 2017 | -1.77% | +20.78% |
| 2016 | -4.49% | +13.59% |
| 2015 | +8.31% | +1.31% |
| 2014 | +33.16% | +14.56% |
| 2013 | -1.99% | +29.00% |
| 2012 | +25.59% | +14.17% |
| 2011 | +31.66% | +0.85% |
| 2010 | +29.85% | +13.14% |
| 2009 | +63.03% | +22.67% |
| 2008 | -34.45% | -36.25% |
| 2007 | -11.70% | +5.32% |
| 2006 | +33.83% | +13.85% |
| 2005 | +24.69% | +5.32% |
| 2004 | +47.10% | +10.75% |
| 2003 | +42.19% | +24.18% |
| 2002 | +23.82% | -22.42% |
| 2001 | +30.04% | -10.13% |
| 2000 | +15.11% | -8.84% |
| 1999 | +3.36% | +8.61% |
SPG vs SPY Drawdown Comparison
The maximum drawdown for SPG was -77.02%, occurring on Apr 2, 2020. Recovery took 1916 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPG drawdown is -2.62%.
| Rank | SPG | SPY |
|---|---|---|
| #1 | -77.02% Aug 1, 2016 - Mar 13, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -76.32% Feb 7, 2007 - Nov 5, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.30% Mar 3, 2025 - Sep 11, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.35% Apr 1, 2004 - Oct 18, 2004 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.32% May 21, 2013 - May 1, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.51% Jul 26, 2011 - Oct 24, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.54% Aug 21, 2001 - Feb 6, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.35% Aug 1, 2000 - Jan 22, 2001 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.56% Aug 3, 2005 - Dec 14, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.31% Jun 28, 2002 - Sep 26, 2002 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.26% May 5, 2000 - Jul 27, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.35% Jan 26, 2015 - Oct 19, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.83% Sep 26, 2002 - Mar 17, 2003 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.65% Dec 3, 1999 - Jan 10, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.49% Oct 27, 2015 - Mar 17, 2016 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPG 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)
SPG vs SPY dividend yield comparison.
| Year | SPG | SPY |
|---|---|---|
| 2026 | 1.09% | 0.24% |
| 2025 | 4.62% | 1.07% |
| 2024 | 4.70% | 1.21% |
| 2023 | 5.22% | 1.40% |
| 2022 | 5.87% | 1.65% |
| 2021 | 3.66% | 1.20% |
| 2020 | 7.04% | 1.52% |
| 2019 | 5.57% | 1.75% |
| 2018 | 4.70% | 2.04% |
| 2017 | 4.16% | 1.80% |
| 2016 | 3.66% | 2.03% |
| 2015 | 3.11% | 2.06% |
| 2014 | 9.97% | 1.87% |
| 2013 | 3.06% | 1.81% |
| 2012 | 2.59% | 2.18% |
| 2011 | 2.71% | 2.05% |
| 2010 | 2.61% | 1.80% |
| 2009 | 3.38% | 1.95% |
| 2008 | 8.75% | 3.02% |
| 2007 | 3.87% | 1.85% |
| 2006 | 3.00% | 1.73% |
| 2005 | 3.65% | 1.73% |
| 2004 | 4.02% | 1.82% |
| 2003 | 5.18% | 1.47% |
| 2002 | 6.38% | 1.70% |
| 2001 | 7.09% | 1.25% |
| 2000 | 8.42% | 1.15% |
| 1999 | 2.20% | 0.24% |
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