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 +13.3% compared to +9.2%
SRE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
SRE
$61B
Winner
SPY
$652B
Expense Ratio
SRE
N/A
SPY
0.09%
Max Drawdown
Winner
SRE
45.00%
SPY
56.47%
Sharpe Ratio
SRE
1.03
Winner
SPY
2.07
5Y Beta
Winner
SRE
0.55
SPY
1.00
Industry
SRE
Utilities - Diversified
SPY
N/A
P/E Ratio
SRE
33.26
Winner
SPY
28.24
Forward P/E
Winner
SRE
18.25
SPY
21.85
PEG Ratio
SRE
0.84
SPY
N/A
Dividend Yield
SRE
2.73%
SPY
N/A
5Y Dividends CAGR
Winner
SRE
9.15%
SPY
5.43%
5Y EPS CAGR
Winner
SRE
35.01%
SPY
25.79%
Debt to Equity
Winner
SRE
13.19%
SPY
22.35%
Free Cash Flow Yield
SRE
7.47%
SPY
N/A
P/S Ratio
SRE
4.47
Winner
SPY
3.55
P/B Ratio
Winner
SRE
1.95
SPY
5.29
SRE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SRE
-7.42%
Winner
SPY
+9.11%
3M
SRE
+5.36%
Winner
SPY
+6.59%
6M
SRE
-0.94%
Winner
SPY
+10.56%
1Y
SRE
+24.48%
Winner
SPY
+32.04%
5Y(CAGR)
SRE
+9.24%
Winner
SPY
+13.35%
10Y(CAGR)
SRE
+9.16%
Winner
SPY
+15.49%
Max(CAGR)
Winner
SRE
+12.24%
SPY
+8.50%
SRE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SRE | SPY |
|---|---|---|
| 2026 | +2.74% | +8.27% |
| 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 -8.23%.
| Rank | SRE | SPY |
|---|---|---|
| #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 | -12.23% Oct 12, 2004 - Nov 18, 2004 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.43% Feb 22, 2006 - Jul 27, 2006 | -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.
| Year | SRE | SPY |
|---|---|---|
| 2026 | 0.72% | 0.24% |
| 2025 | 2.92% | 1.07% |
| 2024 | 2.83% | 1.21% |
| 2023 | 3.18% | 1.40% |
| 2022 | 2.96% | 1.65% |
| 2021 | 3.33% | 1.20% |
| 2020 | 3.28% | 1.52% |
| 2019 | 2.56% | 1.75% |
| 2018 | 3.31% | 2.04% |
| 2017 | 3.08% | 1.80% |
| 2016 | 3.37% | 2.03% |
| 2015 | 2.98% | 2.06% |
| 2014 | 2.37% | 1.87% |
| 2013 | 2.81% | 1.81% |
| 2012 | 3.38% | 2.18% |
| 2011 | 3.49% | 2.05% |
| 2010 | 2.97% | 1.80% |
| 2009 | 2.79% | 1.95% |
| 2008 | 4.03% | 3.02% |
| 2007 | 2.00% | 1.85% |
| 2006 | 2.14% | 1.73% |
| 2005 | 2.59% | 1.73% |
| 2004 | 2.73% | 1.82% |
| 2003 | 3.33% | 1.47% |
| 2002 | 4.23% | 1.70% |
| 2001 | 4.07% | 1.25% |
| 2000 | 4.30% | 1.15% |
| 1999 | 2.24% | 0.24% |
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