TAK vs SPY
Comparison between Takeda Pharmaceutical Company (TAK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed TAK, delivering a return of +13.3% compared to +3.0%
TAK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TAK vs SPY - Historical Returns
Returns include dividend reinvestment.
TAK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TAK | SPY |
|---|---|---|
| 2026 | +5.38% | +8.27% |
| 2025 | +22.99% | +18.00% |
| 2024 | -3.61% | +25.59% |
| 2023 | -5.85% | +26.72% |
| 2022 | +18.65% | -18.64% |
| 2021 | -22.56% | +30.52% |
| 2020 | -6.18% | +17.28% |
| 2019 | +22.51% | +31.09% |
| 2018 | -39.08% | -5.24% |
| 2017 | +41.14% | +20.78% |
| 2016 | -12.79% | +13.59% |
| 2015 | +24.83% | +1.31% |
| 2014 | -6.18% | +14.56% |
| 2013 | +5.60% | +29.00% |
| 2012 | +4.65% | +14.17% |
| 2011 | -6.27% | +0.85% |
| 2010 | +18.84% | +13.14% |
| 2009 | -18.93% | +22.67% |
| 2008 | +16.78% | -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% |
TAK vs SPY Drawdown Comparison
The maximum drawdown for TAK was -54.24%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current TAK drawdown is -27.74%.
| Rank | TAK | SPY |
|---|---|---|
| #1 | -54.24% Jan 26, 2018 - Mar 18, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.78% Jan 2, 2009 - Feb 28, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.11% Mar 6, 2015 - May 17, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -21.72% Apr 25, 2013 - Mar 3, 2015 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.62% Sep 29, 2011 - Jul 18, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.73% Oct 30, 2008 - Dec 30, 2008 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.93% Feb 28, 2011 - Sep 27, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.91% Mar 27, 2013 - Apr 24, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.74% Sep 24, 2012 - Jan 11, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.57% Nov 1, 2017 - Dec 26, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.22% Jan 30, 2013 - Feb 22, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.22% Jun 5, 2017 - Jul 28, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.93% Sep 11, 2017 - Oct 4, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.91% Jan 10, 2018 - Jan 23, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.79% Jul 18, 2012 - Aug 7, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between TAK and SPY is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
TAK vs SPY dividend yield comparison.
| Year | TAK | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 4.24% | 1.07% |
| 2024 | 4.67% | 1.21% |
| 2023 | 4.41% | 1.40% |
| 2022 | 4.23% | 1.65% |
| 2021 | 2.98% | 1.20% |
| 2020 | 2.30% | 1.52% |
| 2019 | 4.20% | 1.75% |
| 2018 | 4.77% | 2.04% |
| 2017 | 2.81% | 1.80% |
| 2016 | 3.99% | 2.03% |
| 2015 | 2.92% | 2.06% |
| 2014 | 3.96% | 1.87% |
| 2013 | 3.88% | 1.81% |
| 2012 | 5.00% | 2.18% |
| 2011 | 5.14% | 2.05% |
| 2010 | 2.19% | 1.80% |
| 2009 | 4.87% | 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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