WRB vs SPY
Comparison between W.R. Berkley Corp (WRB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceWRB has outperformed SPY, delivering a return of +15.3% compared to +13.3%
WRB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
WRB
$25B
Winner
SPY
$652B
Expense Ratio
WRB
N/A
SPY
0.09%
Max Drawdown
Winner
WRB
55.15%
SPY
56.47%
Sharpe Ratio
WRB
-0.47
Winner
SPY
2.07
5Y Beta
Winner
WRB
0.22
SPY
1.00
Industry
WRB
Insurance - Property & Casualty
SPY
N/A
P/E Ratio
Winner
WRB
13.28
SPY
28.24
Forward P/E
Winner
WRB
14.31
SPY
21.85
PEG Ratio
WRB
1.43
SPY
N/A
Dividend Yield
WRB
0.54%
SPY
N/A
5Y Dividends CAGR
Winner
WRB
56.18%
SPY
5.43%
5Y EPS CAGR
WRB
21.09%
Winner
SPY
25.79%
Debt to Equity
Winner
WRB
0.00%
SPY
22.35%
Free Cash Flow Yield
WRB
14.23%
SPY
N/A
P/S Ratio
Winner
WRB
1.66
SPY
3.55
P/B Ratio
Winner
WRB
2.54
SPY
5.29
WRB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WRB
-2.29%
Winner
SPY
+9.11%
3M
WRB
-5.04%
Winner
SPY
+6.59%
6M
WRB
-10.90%
Winner
SPY
+10.56%
1Y
WRB
-7.29%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
WRB
+15.33%
SPY
+13.35%
10Y(CAGR)
Winner
WRB
+17.57%
SPY
+15.49%
Max(CAGR)
Winner
WRB
+17.69%
SPY
+8.50%
WRB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WRB | SPY |
|---|---|---|
| 2026 | -5.19% | +8.27% |
| 2025 | +24.07% | +18.00% |
| 2024 | +24.66% | +25.59% |
| 2023 | +0.23% | +26.72% |
| 2022 | +35.74% | -18.64% |
| 2021 | +30.24% | +30.52% |
| 2020 | -2.95% | +17.28% |
| 2019 | +46.79% | +31.09% |
| 2018 | +8.40% | -5.24% |
| 2017 | +9.88% | +20.78% |
| 2016 | +28.14% | +13.59% |
| 2015 | +9.06% | +1.31% |
| 2014 | +23.20% | +14.56% |
| 2013 | +13.39% | +29.00% |
| 2012 | +14.12% | +14.17% |
| 2011 | +25.48% | +0.85% |
| 2010 | +12.85% | +13.14% |
| 2009 | -18.60% | +22.67% |
| 2008 | +7.55% | -36.25% |
| 2007 | -13.19% | +5.32% |
| 2006 | +6.98% | +13.85% |
| 2005 | +53.37% | +5.32% |
| 2004 | +33.74% | +10.75% |
| 2003 | +33.20% | +24.18% |
| 2002 | +13.56% | -22.42% |
| 2001 | +16.66% | -10.13% |
| 2000 | +135.53% | -8.84% |
| 1999 | -7.16% | +8.61% |
WRB vs SPY Drawdown Comparison
The maximum drawdown for WRB was -54.39%, occurring on Oct 9, 2008. Recovery took 1524 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WRB drawdown is -14.86%.
| Rank | WRB | SPY |
|---|---|---|
| #1 | -54.39% Apr 20, 2006 - May 8, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.35% Feb 19, 2020 - Apr 8, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.36% Nov 3, 1999 - Jul 27, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.29% Nov 30, 2022 - Jan 5, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.92% Dec 26, 2000 - Mar 9, 2001 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.20% May 1, 2002 - Jan 10, 2003 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.36% Mar 9, 2001 - Sep 28, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.55% Aug 17, 2015 - Jun 30, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.41% Nov 6, 2001 - Apr 5, 2002 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.40% Oct 14, 2025 - Mar 25, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.84% Apr 11, 2013 - May 7, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.70% Jun 7, 2022 - Oct 18, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.51% Mar 15, 2017 - Dec 28, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.33% Mar 28, 2024 - Aug 27, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.62% Oct 8, 2003 - Jan 12, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WRB and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
WRB vs SPY dividend yield comparison.
| Year | WRB | SPY |
|---|---|---|
| 2026 | 0.14% | 0.24% |
| 2025 | 2.64% | 1.07% |
| 2024 | 2.39% | 1.21% |
| 2023 | 2.73% | 1.40% |
| 2022 | 1.22% | 1.65% |
| 2021 | 2.44% | 1.20% |
| 2020 | 0.71% | 1.52% |
| 2019 | 2.43% | 1.75% |
| 2018 | 2.83% | 2.04% |
| 2017 | 2.16% | 1.80% |
| 2016 | 2.27% | 2.03% |
| 2015 | 0.86% | 2.06% |
| 2014 | 2.79% | 1.87% |
| 2013 | 0.90% | 1.81% |
| 2012 | 3.58% | 2.18% |
| 2011 | 0.90% | 2.05% |
| 2010 | 0.98% | 1.80% |
| 2009 | 0.98% | 1.95% |
| 2008 | 0.74% | 3.02% |
| 2007 | 0.67% | 1.85% |
| 2006 | 0.35% | 1.73% |
| 2005 | 0.32% | 1.73% |
| 2004 | 0.44% | 1.82% |
| 2003 | 0.59% | 1.47% |
| 2002 | 0.89% | 1.70% |
| 2001 | 0.97% | 1.25% |
| 2000 | 0.83% | 1.15% |
| 1999 | 0.62% | 0.24% |
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