SUI vs SPY
Comparison between Sun Communities Inc (SUI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SUI, delivering a return of +13.3% compared to -2.1%
SUI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
SUI
$16B
Winner
SPY
$652B
Expense Ratio
SUI
N/A
SPY
0.09%
Max Drawdown
SUI
83.58%
Winner
SPY
56.47%
Sharpe Ratio
SUI
0.31
Winner
SPY
2.07
5Y Beta
Winner
SUI
0.34
SPY
1.00
Industry
SUI
Reit - Residential
SPY
N/A
P/E Ratio
Winner
SUI
11.33
SPY
28.24
Forward P/E
SUI
53.48
Winner
SPY
21.85
PEG Ratio
SUI
0.01
SPY
N/A
Dividend Yield
SUI
3.36%
SPY
N/A
5Y Dividends CAGR
Winner
SUI
23.46%
SPY
5.43%
5Y EPS CAGR
Winner
SUI
53.03%
SPY
25.79%
Debt to Equity
Winner
SUI
0.00%
SPY
22.35%
Free Cash Flow Yield
SUI
5.73%
SPY
N/A
P/S Ratio
SUI
6.88
Winner
SPY
3.55
P/B Ratio
Winner
SUI
2.28
SPY
5.29
SUI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SUI
-2.08%
Winner
SPY
+9.11%
3M
SUI
+1.14%
Winner
SPY
+6.59%
6M
SUI
+1.19%
Winner
SPY
+10.56%
1Y
SUI
+8.94%
Winner
SPY
+32.04%
5Y(CAGR)
SUI
-2.09%
Winner
SPY
+13.35%
10Y(CAGR)
SUI
+8.87%
Winner
SPY
+15.49%
Max(CAGR)
Winner
SUI
+11.67%
SPY
+8.50%
SUI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SUI | SPY |
|---|---|---|
| 2026 | +4.04% | +8.27% |
| 2025 | +8.03% | +18.00% |
| 2024 | -6.52% | +25.59% |
| 2023 | -1.72% | +26.72% |
| 2022 | -28.95% | -18.64% |
| 2021 | +46.39% | +30.52% |
| 2020 | +5.50% | +17.28% |
| 2019 | +56.95% | +31.09% |
| 2018 | +14.19% | -5.24% |
| 2017 | +25.71% | +20.78% |
| 2016 | +18.36% | +13.59% |
| 2015 | +15.84% | +1.31% |
| 2014 | +51.51% | +14.56% |
| 2013 | +9.92% | +29.00% |
| 2012 | +14.52% | +14.17% |
| 2011 | +17.13% | +0.85% |
| 2010 | +83.48% | +13.14% |
| 2009 | +69.61% | +22.67% |
| 2008 | -20.32% | -36.25% |
| 2007 | -29.97% | +5.32% |
| 2006 | +10.76% | +13.85% |
| 2005 | -14.94% | +5.32% |
| 2004 | +9.93% | +10.75% |
| 2003 | +11.69% | +24.18% |
| 2002 | +4.84% | -22.42% |
| 2001 | +19.76% | -10.13% |
| 2000 | +12.42% | -8.84% |
| 1999 | -0.77% | +8.61% |
SUI vs SPY Drawdown Comparison
The maximum drawdown for SUI was -73.74%, occurring on Mar 5, 2009. Recovery took 849 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SUI drawdown is -29.95%.
| Rank | SUI | SPY |
|---|---|---|
| #1 | -73.74% Oct 30, 2006 - Mar 17, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -48.72% Dec 31, 2021 - Oct 25, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -40.96% Feb 21, 2020 - May 25, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -27.98% May 21, 2013 - Aug 4, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.38% Mar 31, 2004 - Oct 30, 2006 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.64% Jan 19, 2000 - Dec 22, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.51% Aug 3, 2012 - Feb 19, 2013 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.81% Jul 22, 2011 - Sep 16, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.12% Jun 26, 2002 - May 22, 2003 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.48% May 13, 2010 - Sep 17, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.91% Sep 16, 2011 - Jan 24, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.74% Mar 20, 2015 - Aug 3, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.83% Sep 26, 2016 - Feb 10, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.99% Oct 26, 2015 - Mar 16, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.62% Dec 28, 2000 - Jun 6, 2001 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SUI and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
SUI vs SPY dividend yield comparison.
| Year | SUI | SPY |
|---|---|---|
| 2026 | 0.89% | 0.24% |
| 2025 | 6.50% | 1.07% |
| 2024 | 3.06% | 1.21% |
| 2023 | 2.78% | 1.40% |
| 2022 | 2.46% | 1.65% |
| 2021 | 1.58% | 1.20% |
| 2020 | 2.08% | 1.52% |
| 2019 | 2.00% | 1.75% |
| 2018 | 2.79% | 2.04% |
| 2017 | 2.89% | 1.80% |
| 2016 | 3.39% | 2.03% |
| 2015 | 3.79% | 2.06% |
| 2014 | 4.30% | 1.87% |
| 2013 | 5.91% | 1.81% |
| 2012 | 6.32% | 2.18% |
| 2011 | 8.62% | 2.05% |
| 2010 | 7.57% | 1.80% |
| 2009 | 12.76% | 1.95% |
| 2008 | 18.00% | 3.02% |
| 2007 | 11.96% | 1.85% |
| 2006 | 7.79% | 1.73% |
| 2005 | 7.96% | 1.73% |
| 2004 | 6.06% | 1.82% |
| 2003 | 6.23% | 1.47% |
| 2002 | 6.26% | 1.70% |
| 2001 | 5.85% | 1.25% |
| 2000 | 6.27% | 1.15% |
| 1999 | 0.00% | 0.24% |
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