STT vs SPY
Comparison between State Street Corp (STT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSTT has outperformed SPY, delivering a return of +15.0% compared to +13.3%
STT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
STT
$42B
Winner
SPY
$652B
Expense Ratio
STT
N/A
SPY
0.09%
Max Drawdown
STT
82.56%
Winner
SPY
56.47%
Sharpe Ratio
Winner
STT
2.08
SPY
2.07
5Y Beta
STT
1.04
Winner
SPY
1.00
Industry
STT
Asset Management
SPY
N/A
P/E Ratio
Winner
STT
13.86
SPY
28.24
Forward P/E
Winner
STT
12.42
SPY
21.85
PEG Ratio
STT
1.22
SPY
N/A
Dividend Yield
STT
2.20%
SPY
N/A
5Y Dividends CAGR
Winner
STT
14.20%
SPY
5.43%
5Y EPS CAGR
STT
10.73%
Winner
SPY
25.79%
Debt to Equity
Winner
STT
0.00%
SPY
22.35%
Free Cash Flow Yield
STT
-8.93%
SPY
N/A
P/S Ratio
Winner
STT
2.91
SPY
3.55
P/B Ratio
Winner
STT
1.70
SPY
5.29
STT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STT
+9.81%
SPY
+9.11%
3M
Winner
STT
+12.06%
SPY
+6.59%
6M
Winner
STT
+28.01%
SPY
+10.56%
1Y
Winner
STT
+63.36%
SPY
+32.04%
5Y(CAGR)
Winner
STT
+14.99%
SPY
+13.35%
10Y(CAGR)
STT
+12.79%
Winner
SPY
+15.49%
Max(CAGR)
STT
+7.33%
Winner
SPY
+8.50%
STT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | STT | SPY |
|---|---|---|
| 2026 | +16.58% | +8.27% |
| 2025 | +34.77% | +18.00% |
| 2024 | +29.69% | +25.59% |
| 2023 | +2.42% | +26.72% |
| 2022 | -15.02% | -18.64% |
| 2021 | +32.02% | +30.52% |
| 2020 | -6.79% | +17.28% |
| 2019 | +27.59% | +31.09% |
| 2018 | -33.36% | -5.24% |
| 2017 | +25.36% | +20.78% |
| 2016 | +22.05% | +13.59% |
| 2015 | -13.71% | +1.31% |
| 2014 | +9.04% | +14.56% |
| 2013 | +54.30% | +29.00% |
| 2012 | +14.88% | +14.17% |
| 2011 | -13.83% | +0.85% |
| 2010 | +4.33% | +13.14% |
| 2009 | +6.04% | +22.67% |
| 2008 | -49.21% | -36.25% |
| 2007 | +20.72% | +5.32% |
| 2006 | +19.89% | +13.85% |
| 2005 | +15.49% | +5.32% |
| 2004 | -3.35% | +10.75% |
| 2003 | +29.77% | +24.18% |
| 2002 | -24.32% | -22.42% |
| 2001 | -12.89% | -10.13% |
| 2000 | +79.16% | -8.84% |
| 1999 | -2.78% | +8.61% |
STT vs SPY Drawdown Comparison
The maximum drawdown for STT was -82.23%, occurring on Jan 20, 2009. Recovery took 1742 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current STT drawdown is -2.94%.
| Rank | STT | SPY |
|---|---|---|
| #1 | -82.23% Jan 3, 2008 - Dec 3, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -59.60% Jan 24, 2018 - Jan 7, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -51.72% Nov 9, 2000 - Feb 22, 2006 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -41.42% Jan 14, 2022 - Nov 6, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -36.14% Jul 22, 2015 - Nov 15, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -25.68% Jan 30, 2025 - Jun 24, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.72% Feb 8, 2000 - Mar 16, 2000 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.74% Oct 2, 2000 - Nov 9, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.88% Apr 3, 2000 - May 8, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.46% Aug 8, 2007 - Oct 16, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.04% May 8, 2006 - Dec 14, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.18% May 23, 2000 - Sep 6, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -15.76% Nov 16, 1999 - Jan 14, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.57% Jan 17, 2007 - Jul 17, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.79% Jan 15, 2026 - Apr 8, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between STT and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (1999 - 2026)
STT vs SPY dividend yield comparison.
| Year | STT | SPY |
|---|---|---|
| 2026 | 1.12% | 0.24% |
| 2025 | 2.42% | 1.07% |
| 2024 | 2.18% | 1.21% |
| 2023 | 3.41% | 1.40% |
| 2022 | 3.09% | 1.65% |
| 2021 | 2.34% | 1.20% |
| 2020 | 2.86% | 1.52% |
| 2019 | 2.50% | 1.75% |
| 2018 | 2.82% | 2.04% |
| 2017 | 1.64% | 1.80% |
| 2016 | 1.85% | 2.03% |
| 2015 | 1.99% | 2.06% |
| 2014 | 1.48% | 1.87% |
| 2013 | 1.42% | 1.81% |
| 2012 | 2.04% | 2.18% |
| 2011 | 1.79% | 2.05% |
| 2010 | 0.09% | 1.80% |
| 2009 | 0.09% | 1.95% |
| 2008 | 2.42% | 3.02% |
| 2007 | 1.08% | 1.85% |
| 2006 | 1.19% | 1.73% |
| 2005 | 1.30% | 1.73% |
| 2004 | 1.30% | 1.82% |
| 2003 | 1.08% | 1.47% |
| 2002 | 1.23% | 1.70% |
| 2001 | 0.78% | 1.25% |
| 2000 | 0.56% | 1.15% |
| 1999 | 0.22% | 0.24% |
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