SPGI vs SPY
Comparison between S&P Global Inc (SPGI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SPGI, delivering a return of +13.3% compared to +2.3%
SPGI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
SPGI
$125B
Winner
SPY
$652B
Expense Ratio
SPGI
N/A
SPY
0.09%
Max Drawdown
SPGI
75.83%
Winner
SPY
56.47%
Sharpe Ratio
SPGI
-0.67
Winner
SPY
2.07
5Y Beta
Winner
SPGI
0.72
SPY
1.00
Industry
SPGI
Financial Data & Stock Exchanges
SPY
N/A
P/E Ratio
Winner
SPGI
27.06
SPY
28.24
Forward P/E
Winner
SPGI
21.55
SPY
21.85
PEG Ratio
SPGI
0.85
SPY
N/A
Dividend Yield
SPGI
0.90%
SPY
N/A
5Y Dividends CAGR
Winner
SPGI
6.87%
SPY
5.43%
5Y EPS CAGR
SPGI
15.16%
Winner
SPY
25.79%
Debt to Equity
SPGI
42.72%
Winner
SPY
22.35%
Free Cash Flow Yield
SPGI
4.57%
SPY
N/A
P/S Ratio
SPGI
7.97
Winner
SPY
3.55
P/B Ratio
Winner
SPGI
4.02
SPY
5.29
SPGI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SPGI
-3.85%
Winner
SPY
+9.11%
3M
SPGI
-5.20%
Winner
SPY
+6.59%
6M
SPGI
-15.01%
Winner
SPY
+10.56%
1Y
SPGI
-16.58%
Winner
SPY
+32.04%
5Y(CAGR)
SPGI
+2.30%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
SPGI
+16.00%
SPY
+15.49%
Max(CAGR)
Winner
SPGI
+13.12%
SPY
+8.50%
SPGI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPGI | SPY |
|---|---|---|
| 2026 | -17.86% | +8.27% |
| 2025 | +6.25% | +18.00% |
| 2024 | +15.02% | +25.59% |
| 2023 | +32.70% | +26.72% |
| 2022 | -26.71% | -18.64% |
| 2021 | +42.73% | +30.52% |
| 2020 | +19.31% | +17.28% |
| 2019 | +62.35% | +31.09% |
| 2018 | +2.14% | -5.24% |
| 2017 | +58.06% | +20.78% |
| 2016 | +14.96% | +13.59% |
| 2015 | +12.67% | +1.31% |
| 2014 | +16.12% | +14.56% |
| 2013 | +43.14% | +29.00% |
| 2012 | +27.94% | +14.17% |
| 2011 | +26.04% | +0.85% |
| 2010 | +11.66% | +13.14% |
| 2009 | +40.74% | +22.67% |
| 2008 | -44.27% | -36.25% |
| 2007 | -33.74% | +5.32% |
| 2006 | +32.51% | +13.85% |
| 2005 | +16.27% | +5.32% |
| 2004 | +33.74% | +10.75% |
| 2003 | +14.58% | +24.18% |
| 2002 | +3.22% | -22.42% |
| 2001 | +9.19% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SPGI vs SPY Drawdown Comparison
The maximum drawdown for SPGI was -74.69%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPGI drawdown is -25.08%.
| Rank | SPGI | SPY |
|---|---|---|
| #1 | -74.69% Jun 4, 2007 - Jul 22, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -39.77% Dec 15, 2021 - Jul 11, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -38.13% Feb 19, 2020 - May 18, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -30.48% Aug 14, 2025 - Feb 11, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -29.48% May 17, 2001 - Nov 24, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -25.58% Jul 25, 2018 - Apr 2, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.86% Mar 20, 2015 - Apr 27, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.25% Feb 18, 2025 - Jul 31, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.99% Sep 2, 2020 - Apr 16, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.31% Mar 16, 2006 - Oct 5, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.44% Sep 21, 2016 - Feb 15, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.43% Mar 4, 2005 - Aug 11, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.25% Feb 5, 2001 - Apr 18, 2001 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.40% Feb 8, 2007 - May 11, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.26% Mar 10, 2014 - May 30, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPGI and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
SPGI vs SPY dividend yield comparison.
| Year | SPGI | SPY |
|---|---|---|
| 2026 | 0.23% | 0.24% |
| 2025 | 0.73% | 1.07% |
| 2024 | 0.73% | 1.21% |
| 2023 | 0.82% | 1.40% |
| 2022 | 0.99% | 1.65% |
| 2021 | 0.65% | 1.20% |
| 2020 | 0.82% | 1.52% |
| 2019 | 0.84% | 1.75% |
| 2018 | 1.18% | 2.04% |
| 2017 | 0.97% | 1.80% |
| 2016 | 1.34% | 2.03% |
| 2015 | 1.34% | 2.06% |
| 2014 | 1.35% | 1.87% |
| 2013 | 1.43% | 1.81% |
| 2012 | 6.44% | 2.18% |
| 2011 | 2.22% | 2.05% |
| 2010 | 2.58% | 1.80% |
| 2009 | 2.69% | 1.95% |
| 2008 | 3.79% | 3.02% |
| 2007 | 1.87% | 1.85% |
| 2006 | 0.80% | 1.73% |
| 2005 | 1.28% | 1.73% |
| 2004 | 1.31% | 1.82% |
| 2003 | 1.54% | 1.47% |
| 2002 | 1.69% | 1.70% |
| 2001 | 1.61% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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