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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 +13.2% compared to +0.8%

SPGI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SPGI
$122B
Winner
SPY
$784B
Expense Ratio
SPGI
N/A
SPY
0.09%
Max Drawdown
SPGI
75.83%
Winner
SPY
56.47%
Sharpe Ratio
SPGI
-0.79
Winner
SPY
1.54
5Y Beta
Winner
SPGI
0.68
SPY
1.00
Industry
SPGI
Financial Data & Stock Exchanges
SPY
N/A
P/E Ratio
Winner
SPGI
26.25
SPY
27.62
Forward P/E
Winner
SPGI
20.79
SPY
21.11
PEG Ratio
SPGI
0.82
SPY
N/A
Dividend Yield
SPGI
0.95%
SPY
N/A
5Y Dividends CAGR
Winner
SPGI
6.03%
SPY
6.00%
5Y EPS CAGR
SPGI
15.16%
Winner
SPY
25.30%
Debt to Equity
SPGI
42.72%
Winner
SPY
31.11%
Free Cash Flow Yield
SPGI
4.72%
SPY
N/A
P/S Ratio
SPGI
7.71
Winner
SPY
3.49
P/B Ratio
Winner
SPGI
3.90
SPY
5.30

SPGI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SPGI
-3.96%
Winner
SPY
-1.37%
3M
SPGI
-6.48%
Winner
SPY
+12.22%
6M
SPGI
-23.45%
Winner
SPY
+7.20%
1Y
SPGI
-21.59%
Winner
SPY
+23.58%
5Y(CAGR)
SPGI
+0.80%
Winner
SPY
+13.19%
10Y(CAGR)
SPGI
+14.77%
Winner
SPY
+15.12%
Max(CAGR)
Winner
SPGI
+12.84%
SPY
+8.44%

SPGI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPGISPY
2026-21.59%+7.95%
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%
2000N/A-8.84%
1999N/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 -28.48%. The current SPY drawdown is -3.18%.

RankSPGISPY
#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 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

SPGI vs SPY dividend yield comparison.

YearSPGISPY
20260.48%0.50%
20250.73%1.07%
20240.73%1.21%
20230.82%1.40%
20220.99%1.65%
20210.65%1.20%
20200.82%1.52%
20190.84%1.75%
20181.18%2.04%
20170.97%1.80%
20161.34%2.03%
20151.34%2.06%
20141.35%1.87%
20131.43%1.81%
20126.44%2.18%
20112.22%2.05%
20102.58%1.80%
20092.69%1.95%
20083.79%3.02%
20071.87%1.85%
20060.80%1.73%
20051.28%1.73%
20041.31%1.82%
20031.54%1.47%
20021.69%1.70%
20011.61%1.25%
20000.00%1.15%
19990.00%0.24%

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