SWX vs SPY
Comparison between Southwest Gas Holdings Inc (SWX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SWX, delivering a return of +13.9% compared to +9.3%
SWX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SWX vs SPY - Historical Returns
Returns include dividend reinvestment.
SWX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SWX | SPY |
|---|---|---|
| 2026 | +12.57% | +8.42% |
| 2025 | +17.58% | +18.00% |
| 2024 | +14.47% | +25.59% |
| 2023 | +6.74% | +26.72% |
| 2022 | -7.03% | -18.64% |
| 2021 | +21.98% | +30.52% |
| 2020 | -17.24% | +17.28% |
| 2019 | +5.39% | +31.09% |
| 2018 | -1.42% | -5.24% |
| 2017 | +7.85% | +20.78% |
| 2016 | +45.96% | +13.59% |
| 2015 | -7.73% | +1.31% |
| 2014 | +16.33% | +14.56% |
| 2013 | +32.27% | +29.00% |
| 2012 | +2.29% | +14.17% |
| 2011 | +16.45% | +0.85% |
| 2010 | +30.14% | +13.14% |
| 2009 | +17.33% | +22.67% |
| 2008 | -12.21% | -36.25% |
| 2007 | -20.99% | +5.32% |
| 2006 | +46.36% | +13.85% |
| 2005 | +8.80% | +5.32% |
| 2004 | +16.85% | +10.75% |
| 2003 | -0.59% | +24.18% |
| 2002 | +6.87% | -22.42% |
| 2001 | +4.89% | -10.13% |
| 2000 | +3.41% | -8.84% |
| 1999 | -1.01% | +8.61% |
SWX vs SPY Drawdown Comparison
The maximum drawdown for SWX was -53.68%, occurring on Mar 5, 2009. Recovery took 889 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SWX drawdown is -4.74%. The current SPY drawdown is -1.27%.
| Rank | SWX | SPY |
|---|---|---|
| #1 | -53.68% Apr 25, 2007 - Nov 2, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.48% Sep 16, 2019 - Apr 18, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.03% May 24, 2022 - Nov 28, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.89% Nov 18, 1999 - May 29, 2001 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -26.00% Mar 21, 2002 - Jan 23, 2004 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -25.07% Dec 1, 2017 - Nov 12, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -22.00% Aug 2, 2001 - Jan 22, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.00% May 13, 2011 - Oct 27, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.40% Dec 29, 2014 - Mar 4, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.86% Jul 22, 2016 - Jan 4, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.05% Mar 3, 2017 - Nov 29, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.71% Dec 31, 2013 - Oct 21, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.76% Jul 18, 2012 - Feb 13, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.45% Nov 16, 2018 - Feb 21, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.15% Feb 13, 2007 - Apr 25, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SWX and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
SWX vs SPY dividend yield comparison.
| Year | SWX | SPY |
|---|---|---|
| 2026 | 1.42% | 0.24% |
| 2025 | 3.10% | 1.07% |
| 2024 | 3.51% | 1.21% |
| 2023 | 3.91% | 1.40% |
| 2022 | 3.97% | 1.65% |
| 2021 | 3.36% | 1.20% |
| 2020 | 3.71% | 1.52% |
| 2019 | 2.84% | 1.75% |
| 2018 | 2.69% | 2.04% |
| 2017 | 2.40% | 1.80% |
| 2016 | 2.29% | 2.03% |
| 2015 | 2.86% | 2.06% |
| 2014 | 2.31% | 1.87% |
| 2013 | 2.30% | 1.81% |
| 2012 | 2.72% | 2.18% |
| 2011 | 2.46% | 2.05% |
| 2010 | 2.70% | 1.80% |
| 2009 | 3.29% | 1.95% |
| 2008 | 3.53% | 3.02% |
| 2007 | 2.86% | 1.85% |
| 2006 | 2.16% | 1.73% |
| 2005 | 3.11% | 1.73% |
| 2004 | 3.23% | 1.82% |
| 2003 | 3.70% | 1.47% |
| 2002 | 3.50% | 1.70% |
| 2001 | 3.67% | 1.25% |
| 2000 | 3.84% | 1.15% |
| 1999 | 0.91% | 0.24% |
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