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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 +20.3% compared to +12.8%

SUN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SUN
$8.54B
Winner
SPY
$784B
Expense Ratio
SUN
N/A
SPY
0.09%
Max Drawdown
SUN
79.87%
Winner
SPY
56.47%
Sharpe Ratio
SUN
1.30
Winner
SPY
1.32
5Y Beta
Winner
SUN
0.36
SPY
1.00
Industry
SUN
Oil & Gas Refining & Marketing
SPY
N/A
P/E Ratio
Winner
SUN
9.77
SPY
28.13
Forward P/E
Winner
SUN
13.66
SPY
21.41
PEG Ratio
SUN
0.74
SPY
N/A
Dividend Yield
SUN
5.80%
SPY
N/A
5Y Dividends CAGR
Winner
SUN
13.42%
SPY
6.00%
5Y EPS CAGR
SUN
0.77%
Winner
SPY
25.27%
Debt to Equity
SUN
57.77%
Winner
SPY
31.16%
Free Cash Flow Yield
SUN
9.77%
SPY
N/A
P/S Ratio
Winner
SUN
0.38
SPY
3.66
P/B Ratio
Winner
SUN
1.40
SPY
5.51

SUN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SUN
-2.11%
SPY
-2.63%
3M
SUN
+1.36%
Winner
SPY
+13.29%
6M
Winner
SUN
+29.31%
SPY
+6.17%
1Y
Winner
SUN
+33.37%
SPY
+20.46%
5Y(CAGR)
Winner
SUN
+20.30%
SPY
+12.82%
10Y(CAGR)
Winner
SUN
+18.94%
SPY
+15.69%
Max(CAGR)
Winner
SUN
+17.31%
SPY
+8.41%

SUN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSUNSPY
2026+30.05%+7.28%
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%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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.

The current SUN drawdown is -7.89%. The current SPY drawdown is -3.78%.

RankSUNSPY
#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
#5-13.96%
May 19, 2026 - Jun 24, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.50%
Feb 6, 2023 - Aug 30, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.17%
Dec 28, 2023 - Feb 15, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.06%
Mar 4, 2014 - Apr 28, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.10%
Oct 19, 2021 - Jan 4, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.43%
Jun 11, 2021 - Aug 3, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.18%
Sep 28, 2023 - Oct 18, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.27%
Apr 28, 2014 - May 19, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.02%
Nov 12, 2012 - Jan 2, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.86%
Feb 8, 2013 - Feb 26, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.57%
Feb 8, 2021 - Apr 6, 2021		-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.

YearSUNSPY
20262.89%0.51%
20256.89%1.07%
20246.74%1.21%
20235.59%1.40%
20227.66%1.65%
20218.09%1.20%
202011.47%1.52%
201910.79%1.75%
201812.14%2.04%
201711.63%1.80%
201612.16%2.03%
20156.78%2.06%
20144.12%1.87%
20135.43%1.81%
20120.11%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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