TYG vs SPY

Comparison between Tortoise Energy Infrastructure Corp (TYG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceTYG has outperformed SPY, delivering a return of +22.4% compared to +13.3%

TYG vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TYG(ETF)	SPY(ETF)
Net Assets	$1B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	97.33%	56.47%
Sharpe Ratio	1.32	2.07
5Y Beta	0.64	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	42.65%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

TYG

$1B

Winner

SPY

$652B

Expense Ratio

TYG

N/A

SPY

0.09%

Max Drawdown

TYG

97.33%

Winner

SPY

56.47%

Sharpe Ratio

TYG

1.32

Winner

SPY

2.07

5Y Beta

Winner

TYG

0.64

SPY

1.00

P/E Ratio

TYG

N/A

SPY

28.24

Forward P/E

TYG

N/A

SPY

21.85

5Y Dividends CAGR

Winner

TYG

42.65%

SPY

5.43%

5Y EPS CAGR

TYG

N/A

SPY

25.79%

Debt to Equity

TYG

N/A

SPY

22.35%

P/S Ratio

TYG

N/A

SPY

3.55

P/B Ratio

TYG

N/A

SPY

5.29

TYG vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	TYG	SPY
1 month	-1.24%	+9.11%
3 months	+3.85%	+6.59%
6 months	+15.18%	+10.56%
1 year	+30.36%	+32.04%
5 years(CAGR)	+22.40%	+13.35%
10 years(CAGR)	+0.14%	+15.49%
Max(CAGR)	+4.44%	+8.50%

TYG

-1.24%

Winner

SPY

+9.11%

TYG

+3.85%

Winner

SPY

+6.59%

Winner

TYG

+15.18%

SPY

+10.56%

TYG

+30.36%

Winner

SPY

+32.04%

5Y(CAGR)

Winner

TYG

+22.40%

SPY

+13.35%

10Y(CAGR)

TYG

+0.14%

Winner

SPY

+15.49%

Max(CAGR)

TYG

+4.44%

Winner

SPY

+8.50%

TYG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TYG	SPY
2026	+16.42%	+8.27%
2025	+8.38%	+18.00%
2024	+58.74%	+25.59%
2023	+1.65%	+26.72%
2022	+19.50%	-18.64%
2021	+45.17%	+30.52%
2020	-70.89%	+17.28%
2019	-1.81%	+31.09%
2018	-26.72%	-5.24%
2017	+0.67%	+20.78%
2016	+19.78%	+13.59%
2015	-30.70%	+1.31%
2014	-2.18%	+14.56%
2013	+26.84%	+29.00%
2012	-0.99%	+14.17%
2011	+8.51%	+0.85%
2010	+29.88%	+13.14%
2009	+94.53%	+22.67%
2008	-45.23%	-36.25%
2007	+2.46%	+5.32%
2006	+34.43%	+13.85%
2005	+5.74%	+5.32%
2004	+13.96%	+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%

TYG vs SPY Drawdown Comparison

The maximum drawdown for TYG was -95.33%, 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 TYG drawdown is -32.61%.

Rank	TYG	SPY
#1	-95.33% Jun 26, 2014 - Mar 18, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-75.57% Jul 12, 2007 - Aug 5, 2010	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-21.58% Mar 21, 2011 - Dec 1, 2011	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-17.61% Jul 29, 2005 - Aug 25, 2006	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-16.59% Dec 2, 2013 - May 16, 2014	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-15.42% Mar 1, 2004 - Sep 15, 2004	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-15.05% Mar 27, 2013 - Nov 21, 2013	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.59% Apr 25, 2012 - Oct 26, 2012	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-11.57% Jan 5, 2012 - Apr 24, 2012	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-9.90% Nov 5, 2012 - Jan 17, 2013	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-8.53% Feb 16, 2005 - Jun 15, 2005	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.79% Dec 1, 2006 - Feb 12, 2007	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-7.33% Sep 24, 2004 - Nov 11, 2004	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.84% Aug 6, 2010 - Sep 13, 2010	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.81% Nov 11, 2010 - Dec 13, 2010	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between TYG and SPY is -0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.12

-101

Dividend Comparison (1999 - 2026)

TYG vs SPY dividend yield comparison.

Year	TYG	SPY
2026	4.10%	0.24%
2025	11.25%	1.07%
2024	7.96%	1.21%
2023	9.87%	1.40%
2022	8.94%	1.65%
2021	5.27%	1.20%
2020	10.85%	1.52%
2019	14.61%	1.75%
2018	13.17%	2.04%
2017	9.01%	1.80%
2016	8.54%	2.03%
2015	13.95%	2.06%
2014	5.44%	1.87%
2013	4.79%	1.81%
2012	5.92%	2.18%
2011	5.50%	2.05%
2010	5.65%	1.80%
2009	6.96%	1.95%
2008	13.16%	3.02%
2007	7.26%	1.85%
2006	6.64%	1.73%
2005	6.62%	1.73%
2004	3.53%	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%