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TAL vs SPY

Comparison between TAL Education Group (TAL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed TAL, delivering a return of +13.4% compared to -20.5%

TAL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
TAL
$2.13B
Winner
SPY
$784B
Expense Ratio
TAL
N/A
SPY
0.09%
Max Drawdown
TAL
98.06%
Winner
SPY
56.47%
Sharpe Ratio
TAL
-0.21
Winner
SPY
1.56
5Y Beta
Winner
TAL
0.64
SPY
1.00
Industry
TAL
Education & Training Services
SPY
N/A
P/E Ratio
Winner
TAL
25.14
SPY
28.29
Forward P/E
Winner
TAL
15.29
SPY
21.75
PEG Ratio
TAL
0.75
SPY
N/A
5Y Dividends CAGR
TAL
N/A
SPY
5.43%
5Y EPS CAGR
TAL
N/A
SPY
25.98%
Debt to Equity
Winner
TAL
0.00%
SPY
30.79%
Free Cash Flow Yield
TAL
13.45%
SPY
N/A
P/S Ratio
Winner
TAL
2.35
SPY
3.79
P/B Ratio
Winner
TAL
1.91
SPY
5.67

TAL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
TAL
-16.50%
Winner
SPY
+0.48%
3M
TAL
-14.50%
Winner
SPY
+11.67%
6M
TAL
-19.55%
Winner
SPY
+9.42%
1Y
TAL
-13.62%
Winner
SPY
+24.27%
5Y(CAGR)
TAL
-20.53%
Winner
SPY
+13.36%
10Y(CAGR)
TAL
+0.36%
Winner
SPY
+15.42%
Max(CAGR)
Winner
TAL
+11.00%
SPY
+8.49%

TAL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTALSPY
2026-19.41%+8.88%
2025+11.21%+18.00%
2024-15.01%+25.59%
2023+67.06%+26.72%
2022+85.04%-18.64%
2021-94.32%+30.52%
2020+44.67%+17.28%
2019+85.46%+31.09%
2018-11.86%-5.24%
2017+148.87%+20.78%
2016+58.04%+13.59%
2015+74.36%+1.31%
2014+47.31%+14.56%
2013+155.89%+29.00%
2012+1.92%+14.17%
2011-36.98%+0.85%
2010+7.33%+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%

TAL vs SPY Drawdown Comparison

The maximum drawdown for TAL was -98.06%, occurring on Mar 14, 2022. 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 TAL drawdown is -89.73%. The current SPY drawdown is -2.35%.

RankTALSPY
#1-98.06%
Feb 19, 2021 - Mar 14, 2022
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-59.44%
Oct 26, 2010 - Oct 22, 2013
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-54.10%
Jun 8, 2018 - Dec 18, 2019
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.31%
Sep 18, 2014 - Apr 7, 2015
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.10%
Oct 16, 2017 - Feb 22, 2018
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.06%
Jun 18, 2015 - Oct 26, 2015
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.97%
Feb 21, 2020 - Jun 1, 2020
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.63%
Aug 5, 2020 - Feb 9, 2021
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.63%
May 12, 2014 - Jun 6, 2014
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-18.59%
Oct 28, 2016 - Feb 6, 2017
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.44%
Jan 15, 2020 - Feb 10, 2020
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-16.99%
Jan 22, 2014 - May 12, 2014
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-15.30%
Mar 20, 2018 - May 10, 2018
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.76%
Dec 18, 2015 - Feb 1, 2016
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.42%
Feb 1, 2016 - Feb 17, 2016
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between TAL and SPY is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

Dividend Comparison (1999 - 2026)

TAL vs SPY dividend yield comparison.

YearTALSPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.27%1.80%
20161.28%2.03%
20154.07%2.06%
201410.25%1.87%
20136.28%1.81%
20125.11%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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