WTRG vs SPY
Comparison between Essential Utilities Inc (WTRG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed WTRG, delivering a return of +13.3% compared to -1.4%
WTRG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
WTRG
$11B
Winner
SPY
$652B
Expense Ratio
WTRG
N/A
SPY
0.09%
Max Drawdown
Winner
WTRG
50.46%
SPY
56.47%
Sharpe Ratio
WTRG
-0.31
Winner
SPY
2.07
5Y Beta
Winner
WTRG
-0.09
SPY
1.00
Industry
WTRG
Utilities - Regulated Water
SPY
N/A
P/E Ratio
Winner
WTRG
16.98
SPY
28.24
Forward P/E
Winner
WTRG
16.67
SPY
21.85
PEG Ratio
WTRG
0.75
SPY
N/A
Dividend Yield
WTRG
3.60%
SPY
N/A
5Y Dividends CAGR
Winner
WTRG
11.60%
SPY
5.43%
5Y EPS CAGR
WTRG
17.73%
Winner
SPY
25.79%
Debt to Equity
WTRG
118.59%
Winner
SPY
22.35%
Free Cash Flow Yield
WTRG
9.51%
SPY
N/A
P/S Ratio
WTRG
4.30
Winner
SPY
3.55
P/B Ratio
Winner
WTRG
1.55
SPY
5.29
WTRG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WTRG
-7.09%
Winner
SPY
+9.11%
3M
WTRG
+1.60%
Winner
SPY
+6.59%
6M
WTRG
-3.81%
Winner
SPY
+10.56%
1Y
WTRG
-4.41%
Winner
SPY
+32.04%
5Y(CAGR)
WTRG
-1.40%
Winner
SPY
+13.35%
10Y(CAGR)
WTRG
+4.05%
Winner
SPY
+15.49%
Max(CAGR)
Winner
WTRG
+9.27%
SPY
+8.50%
WTRG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WTRG | SPY |
|---|---|---|
| 2026 | -2.23% | +8.27% |
| 2025 | +10.28% | +18.00% |
| 2024 | -0.73% | +25.59% |
| 2023 | -20.09% | +26.72% |
| 2022 | -7.97% | -18.64% |
| 2021 | +18.80% | +30.52% |
| 2020 | +5.31% | +17.28% |
| 2019 | +46.23% | +31.09% |
| 2018 | -9.34% | -5.24% |
| 2017 | +34.03% | +20.78% |
| 2016 | +4.38% | +13.59% |
| 2015 | +13.90% | +1.31% |
| 2014 | +18.41% | +14.56% |
| 2013 | +14.35% | +29.00% |
| 2012 | +19.91% | +14.17% |
| 2011 | -0.03% | +0.85% |
| 2010 | +32.71% | +13.14% |
| 2009 | -13.86% | +22.67% |
| 2008 | -0.44% | -36.25% |
| 2007 | -3.81% | +5.32% |
| 2006 | -15.81% | +13.85% |
| 2005 | +53.25% | +5.32% |
| 2004 | +13.79% | +10.75% |
| 2003 | +36.99% | +24.18% |
| 2002 | -7.07% | -22.42% |
| 2001 | +26.20% | -10.13% |
| 2000 | +57.22% | -8.84% |
| 1999 | -9.58% | +8.61% |
WTRG vs SPY Drawdown Comparison
The maximum drawdown for WTRG was -47.97%, occurring on Jul 15, 2008. Recovery took 1599 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WTRG drawdown is -20.39%.
| Rank | WTRG | SPY |
|---|---|---|
| #1 | -47.97% Feb 27, 2006 - Jul 2, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -39.62% Feb 18, 2020 - Dec 22, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.50% Dec 31, 2021 - Oct 3, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -34.47% May 8, 2002 - Jun 12, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -28.60% Nov 5, 1999 - Apr 18, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.91% Oct 3, 2005 - Feb 22, 2006 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.39% Dec 28, 2000 - Jun 20, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.11% Jun 30, 2016 - Sep 11, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.44% May 2, 2000 - Dec 11, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.32% Aug 1, 2013 - Dec 29, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.87% Dec 28, 2017 - Apr 24, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.16% Jan 21, 2004 - Oct 1, 2004 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.96% Aug 20, 2001 - Nov 8, 2001 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.74% Jan 29, 2015 - Oct 15, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.60% Nov 26, 2001 - Mar 4, 2002 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WTRG and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (1999 - 2026)
WTRG vs SPY dividend yield comparison.
| Year | WTRG | SPY |
|---|---|---|
| 2026 | 0.91% | 0.24% |
| 2025 | 3.48% | 1.07% |
| 2024 | 3.48% | 1.21% |
| 2023 | 3.18% | 1.40% |
| 2022 | 2.33% | 1.65% |
| 2021 | 1.93% | 1.20% |
| 2020 | 2.05% | 1.52% |
| 2019 | 1.93% | 1.75% |
| 2018 | 2.48% | 2.04% |
| 2017 | 2.02% | 1.80% |
| 2016 | 2.46% | 2.03% |
| 2015 | 2.30% | 2.06% |
| 2014 | 2.37% | 1.87% |
| 2013 | 2.48% | 1.81% |
| 2012 | 2.64% | 2.18% |
| 2011 | 2.86% | 2.05% |
| 2010 | 2.62% | 1.80% |
| 2009 | 3.14% | 1.95% |
| 2008 | 2.48% | 3.02% |
| 2007 | 2.26% | 1.85% |
| 2006 | 1.95% | 1.73% |
| 2005 | 1.46% | 1.73% |
| 2004 | 1.99% | 1.82% |
| 2003 | 2.06% | 1.47% |
| 2002 | 2.60% | 1.70% |
| 2001 | 2.22% | 1.25% |
| 2000 | 2.38% | 1.15% |
| 1999 | 0.87% | 0.24% |
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