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SRE vs SPY

Comparison between Sempra (SRE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SRE, delivering a return of +13.2% compared to +9.9%

SRE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SRE
$59B
Winner
SPY
$784B
Expense Ratio
SRE
N/A
SPY
0.09%
Max Drawdown
Winner
SRE
45.00%
SPY
56.47%
Sharpe Ratio
SRE
1.20
Winner
SPY
1.54
5Y Beta
Winner
SRE
0.52
SPY
1.00
Industry
SRE
Utilities - Diversified
SPY
N/A
P/E Ratio
SRE
30.26
Winner
SPY
27.62
Forward P/E
Winner
SRE
17.86
SPY
21.11
PEG Ratio
SRE
0.81
SPY
N/A
Dividend Yield
SRE
2.85%
SPY
N/A
5Y Dividends CAGR
Winner
SRE
6.87%
SPY
6.00%
5Y EPS CAGR
Winner
SRE
41.00%
SPY
25.30%
Debt to Equity
Winner
SRE
11.50%
SPY
31.11%
Free Cash Flow Yield
SRE
8.26%
SPY
N/A
P/S Ratio
SRE
4.37
Winner
SPY
3.49
P/B Ratio
Winner
SRE
1.84
SPY
5.30

SRE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SRE
-0.16%
SPY
-1.37%
3M
SRE
-0.87%
Winner
SPY
+12.22%
6M
SRE
+5.20%
Winner
SPY
+7.20%
1Y
Winner
SRE
+25.95%
SPY
+23.58%
5Y(CAGR)
SRE
+9.87%
Winner
SPY
+13.19%
10Y(CAGR)
SRE
+8.64%
Winner
SPY
+15.12%
Max(CAGR)
Winner
SRE
+12.23%
SPY
+8.44%

SRE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSRESPY
2026+3.99%+7.95%
2025+4.64%+18.00%
2024+19.37%+25.59%
2023+0.52%+26.72%
2022+20.55%-18.64%
2021+10.51%+30.52%
2020-11.41%+17.28%
2019+45.90%+31.09%
2018+6.02%-5.24%
2017+8.89%+20.78%
2016+11.55%+13.59%
2015-13.73%+1.31%
2014+29.16%+14.56%
2013+28.11%+29.00%
2012+34.25%+14.17%
2011+8.78%+0.85%
2010-3.23%+13.14%
2009+32.10%+22.67%
2008-28.19%-36.25%
2007+11.24%+5.32%
2006+24.49%+13.85%
2005+26.93%+5.32%
2004+24.99%+10.75%
2003+27.88%+24.18%
2002-0.28%-22.42%
2001+13.56%-10.13%
2000+41.23%-8.84%
1999-13.13%+8.61%

SRE vs SPY Drawdown Comparison

The maximum drawdown for SRE was -45.00%, occurring on Mar 16, 2020. Recovery took 528 trading sessions.

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

The current SRE drawdown is -7.12%. The current SPY drawdown is -3.18%.

RankSRESPY
#1-45.00%
Jan 30, 2020 - Mar 4, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.89%
Apr 25, 2007 - Jan 25, 2012		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.77%
May 11, 2001 - Apr 14, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.62%
Nov 25, 2024 - Oct 6, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.93%
Nov 29, 2000 - Apr 5, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.76%
Dec 29, 2014 - Jun 29, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.72%
Sep 12, 2022 - Sep 3, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.22%
Apr 20, 2022 - Sep 7, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.68%
Jul 6, 2016 - Mar 22, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.30%
Nov 14, 2017 - Dec 14, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.00%
Nov 2, 1999 - Aug 17, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.92%
Oct 3, 2003 - Jan 16, 2004		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.74%
Oct 3, 2005 - Jan 13, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.65%
Apr 9, 2026 - Jun 1, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.23%
Oct 12, 2004 - Nov 18, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SRE and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

SRE vs SPY dividend yield comparison.

YearSRESPY
20261.10%0.50%
20252.92%1.07%
20242.83%1.21%
20233.18%1.40%
20222.96%1.65%
20213.33%1.20%
20203.28%1.52%
20192.56%1.75%
20183.31%2.04%
20173.08%1.80%
20163.37%2.03%
20152.98%2.06%
20142.37%1.87%
20132.81%1.81%
20123.38%2.18%
20113.49%2.05%
20102.97%1.80%
20092.79%1.95%
20084.03%3.02%
20072.00%1.85%
20062.14%1.73%
20052.59%1.73%
20042.73%1.82%
20033.33%1.47%
20024.23%1.70%
20014.07%1.25%
20004.30%1.15%
19992.24%0.24%

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