SUN vs SPY
Comparison between Sunoco LP (SUN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSUN has outperformed SPY, delivering a return of +23.2% compared to +14.0%
SUN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
SUN
$9.63B
Winner
SPY
$735B
Expense Ratio
SUN
N/A
SPY
0.09%
Max Drawdown
SUN
79.87%
Winner
SPY
56.47%
Sharpe Ratio
SUN
1.13
Winner
SPY
1.88
5Y Beta
Winner
SUN
0.41
SPY
1.00
Industry
SUN
Oil & Gas Refining & Marketing
SPY
N/A
P/E Ratio
Winner
SUN
11.52
SPY
28.46
Forward P/E
Winner
SUN
8.32
SPY
21.99
PEG Ratio
SUN
1.41
SPY
N/A
Dividend Yield
SUN
5.36%
SPY
N/A
5Y Dividends CAGR
Winner
SUN
13.42%
SPY
5.43%
5Y EPS CAGR
SUN
-0.14%
Winner
SPY
25.20%
Debt to Equity
SUN
57.77%
Winner
SPY
33.33%
Free Cash Flow Yield
SUN
8.67%
SPY
N/A
P/S Ratio
Winner
SUN
0.43
SPY
3.65
P/B Ratio
Winner
SUN
1.51
SPY
5.50
SUN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUN
+10.15%
SPY
+7.73%
3M
Winner
SUN
+19.50%
SPY
+10.05%
6M
Winner
SUN
+37.65%
SPY
+11.98%
1Y
Winner
SUN
+31.11%
SPY
+28.79%
5Y(CAGR)
Winner
SUN
+23.17%
SPY
+13.98%
10Y(CAGR)
Winner
SUN
+17.98%
SPY
+15.71%
Max(CAGR)
Winner
SUN
+17.92%
SPY
+8.55%
SUN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SUN | SPY |
|---|---|---|
| 2026 | +37.05% | +9.82% |
| 2025 | +8.16% | +18.00% |
| 2024 | -3.70% | +25.59% |
| 2023 | +49.92% | +26.72% |
| 2022 | +13.29% | -18.64% |
| 2021 | +56.21% | +30.52% |
| 2020 | +5.58% | +17.28% |
| 2019 | +25.24% | +31.09% |
| 2018 | +6.01% | -5.24% |
| 2017 | +17.21% | +20.78% |
| 2016 | -24.42% | +13.59% |
| 2015 | -14.02% | +1.31% |
| 2014 | +58.77% | +14.56% |
| 2013 | +35.09% | +29.00% |
| 2012 | +9.95% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SUN vs SPY Drawdown Comparison
The maximum drawdown for SUN was -65.45%, occurring on Mar 18, 2020. Recovery took 1621 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | SUN | SPY |
|---|---|---|
| #1 | -65.45% Aug 22, 2014 - Feb 1, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -21.29% Mar 6, 2024 - Jan 12, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -20.82% Feb 1, 2022 - Nov 1, 2022 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.64% Mar 26, 2013 - Nov 6, 2013 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.50% Feb 6, 2023 - Aug 30, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.17% Dec 28, 2023 - Feb 15, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.06% Mar 4, 2014 - Apr 28, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.10% Oct 19, 2021 - Jan 4, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.43% Jun 11, 2021 - Aug 3, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.18% Sep 28, 2023 - Oct 18, 2023 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.27% Apr 28, 2014 - May 19, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.02% Nov 12, 2012 - Jan 2, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.86% Feb 8, 2013 - Feb 26, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.57% Feb 8, 2021 - Apr 6, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.26% Mar 19, 2026 - Apr 29, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SUN 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)
SUN vs SPY dividend yield comparison.
| Year | SUN | SPY |
|---|---|---|
| 2026 | 2.74% | 0.24% |
| 2025 | 6.89% | 1.07% |
| 2024 | 6.74% | 1.21% |
| 2023 | 5.59% | 1.40% |
| 2022 | 7.66% | 1.65% |
| 2021 | 8.09% | 1.20% |
| 2020 | 11.47% | 1.52% |
| 2019 | 10.79% | 1.75% |
| 2018 | 12.14% | 2.04% |
| 2017 | 11.63% | 1.80% |
| 2016 | 12.16% | 2.03% |
| 2015 | 6.78% | 2.06% |
| 2014 | 4.12% | 1.87% |
| 2013 | 5.43% | 1.81% |
| 2012 | 0.11% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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