ZWS vs SPY

Comparison between Zurn Elkay Water Solutions Corp (ZWS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceZWS has outperformed SPY, delivering a return of +32.9% compared to +13.7%

ZWS vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZWS(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$8.16B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	52.43%	56.47%
Sharpe Ratio	0.96	1.76
5Y Beta	0.96	1.00
Industry	Pollution & Treatment Controls	N/A
P/E Ratio	38.30	28.46
Forward P/E	26.95	21.99
PEG Ratio	1.38	N/A
Dividend Yield	0.81%	N/A
5Y Dividends CAGR	19.94%	5.43%
5Y EPS CAGR	21.30%	25.20%
Debt to Equity	31.06%	33.33%
Free Cash Flow Yield	4.29%	N/A
P/S Ratio	4.75	3.65
P/B Ratio	5.32	5.50

Market Cap / Net Assets

ZWS

$8.16B

Winner

SPY

$735B

Expense Ratio

ZWS

N/A

SPY

0.09%

Max Drawdown

Winner

ZWS

52.43%

SPY

56.47%

Sharpe Ratio

ZWS

0.96

Winner

SPY

1.76

5Y Beta

Winner

ZWS

0.96

SPY

1.00

Industry

ZWS

Pollution & Treatment Controls

SPY

N/A

P/E Ratio

ZWS

38.30

Winner

SPY

28.46

Forward P/E

ZWS

26.95

Winner

SPY

21.99

PEG Ratio

ZWS

1.38

SPY

N/A

Dividend Yield

ZWS

0.81%

SPY

N/A

5Y Dividends CAGR

Winner

ZWS

19.94%

SPY

5.43%

5Y EPS CAGR

ZWS

21.30%

Winner

SPY

25.20%

Debt to Equity

Winner

ZWS

31.06%

SPY

33.33%

Free Cash Flow Yield

ZWS

4.29%

SPY

N/A

P/S Ratio

ZWS

4.75

Winner

SPY

3.65

P/B Ratio

Winner

ZWS

5.32

SPY

5.50

ZWS vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	ZWS	SPY
1 month	+1.41%	+5.60%
3 months	-6.11%	+8.72%
6 months	+4.78%	+10.63%
1 year	+31.07%	+26.62%
5 years(CAGR)	+32.94%	+13.70%
10 years(CAGR)	+26.17%	+15.47%
Max(CAGR)	+18.23%	+8.50%

ZWS

+1.41%

Winner

SPY

+5.60%

ZWS

-6.11%

Winner

SPY

+8.72%

ZWS

+4.78%

Winner

SPY

+10.63%

Winner

ZWS

+31.07%

SPY

+26.62%

5Y(CAGR)

Winner

ZWS

+32.94%

SPY

+13.70%

10Y(CAGR)

Winner

ZWS

+26.17%

SPY

+15.47%

Max(CAGR)

Winner

ZWS

+18.23%

SPY

+8.50%

ZWS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ZWS	SPY
2026	+2.80%	+8.50%
2025	+27.18%	+18.00%
2024	+29.41%	+25.59%
2023	+39.55%	+26.72%
2022	-41.25%	-18.64%
2021	+296.38%	+30.52%
2020	+21.46%	+17.28%
2019	+39.10%	+31.09%
2018	-11.66%	-5.24%
2017	+29.20%	+20.78%
2016	+6.93%	+13.59%
2015	-35.15%	+1.31%
2014	+4.02%	+14.56%
2013	+24.36%	+29.00%
2012	+6.50%	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-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%

ZWS vs SPY Drawdown Comparison

The maximum drawdown for ZWS was -52.43%, occurring on Jan 19, 2016. Recovery took 1140 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ZWS drawdown is -8.98%. The current SPY drawdown is -1.20%.

Rank	ZWS	SPY
#1	-52.43% Mar 7, 2014 - Sep 14, 2018	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-47.25% Nov 19, 2021 - Oct 16, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-45.35% Feb 13, 2020 - Nov 9, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-31.93% Apr 30, 2012 - Oct 21, 2013	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-31.89% Sep 21, 2018 - Dec 11, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-30.17% Dec 9, 2024 - Jul 30, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-19.24% Jan 12, 2021 - Feb 17, 2021	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-17.02% Feb 6, 2026 - Apr 23, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-10.09% Jan 22, 2014 - Feb 18, 2014	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.05% Mar 12, 2021 - Apr 29, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-8.98% Apr 27, 2026 - May 15, 2026	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-8.92% May 7, 2021 - Jul 12, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-8.33% Jul 12, 2021 - Jul 21, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.83% Nov 5, 2025 - Nov 26, 2025	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.66% Sep 15, 2021 - Sep 27, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ZWS and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

ZWS vs SPY dividend yield comparison.

Year	ZWS	SPY
2026	0.23%	0.24%
2025	0.82%	1.07%
2024	0.88%	1.21%
2023	0.99%	1.40%
2022	0.95%	1.65%
2021	92.93%	1.20%
2020	0.81%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	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%