PAGP vs. SUN
PAGP (Plains GP Holdings, L.P.) and SUN (Sunoco LP) are both stocks. Both are in the Energy sector — PAGP in Oil & Gas Midstream, SUN in Oil & Gas Refining & Marketing. Over the past 10 years, PAGP returned 5.72%/yr vs 19.23%/yr for SUN. At a 0.42 correlation, their price movements are largely independent.
Performance
PAGP vs. SUN - Performance Comparison
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Returns By Period
In the year-to-date period, PAGP achieves a 30.72% return, which is significantly lower than SUN's 34.91% return. Over the past 10 years, PAGP has underperformed SUN with an annualized return of 5.72%, while SUN has yielded a comparatively higher 19.23% annualized return.
PAGP
- 1D
- 1.43%
- 1M
- -1.03%
- YTD
- 30.72%
- 6M
- 33.09%
- 1Y
- 34.59%
- 3Y*
- 26.57%
- 5Y*
- 23.81%
- 10Y*
- 5.72%
SUN
- 1D
- 3.10%
- 1M
- 5.57%
- YTD
- 34.91%
- 6M
- 35.01%
- 1Y
- 34.81%
- 3Y*
- 24.14%
- 5Y*
- 20.87%
- 10Y*
- 19.23%
PAGP vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAGP Plains GP Holdings, L.P. | 30.72% | 12.69% | 23.64% | 38.09% | 31.78% | 28.97% | -51.17% | 0.30% | -3.49% | -32.11% |
SUN Sunoco LP | 34.91% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
Correlation
The correlation between PAGP and SUN is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 2013 | 0.42 |
The correlation between PAGP and SUN has been stable across timeframes, ranging from 0.42 to 0.51 - a consistent structural relationship.
Fundamentals
PAGP:
$17.01B
SUN:
$3.53T
PAGP:
$1.98
SUN:
$0.05
PAGP:
12.19
SUN:
1.42K
PAGP:
0.20
SUN:
59.14
PAGP:
1.33
SUN:
1.37K
PAGP:
$45.26B
SUN:
$20.02B
PAGP:
$2.07B
SUN:
$1.75B
PAGP:
$2.44B
SUN:
$2.10B
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Return for Risk
PAGP vs. SUN — Risk / Return Rank
PAGP
SUN
PAGP vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Plains GP Holdings, L.P. (PAGP) and Sunoco LP (SUN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PAGP | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.24 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 2.50 | -0.10 |
| Martin ratioReturn relative to average drawdown | 6.58 | 7.05 | -0.47 |
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Drawdowns
PAGP vs. SUN - Drawdown Comparison
The maximum PAGP drawdown since its inception was -94.21%, which is greater than SUN's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for PAGP and SUN.
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Drawdown Indicators
| PAGP | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.21% | -65.47% | -28.74% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -13.96% | -0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -21.02% | -21.29% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -22.28% | -21.29% | -0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -88.04% | -62.94% | -25.10% |
Current DrawdownCurrent decline from peak | -35.76% | -5.04% | -30.72% |
Average DrawdownAverage peak-to-trough decline | -57.61% | -16.29% | -41.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 4.95% | +0.32% |
Volatility
PAGP vs. SUN - Volatility Comparison
The current volatility for Plains GP Holdings, L.P. (PAGP) is 5.46%, while Sunoco LP (SUN) has a volatility of 11.11%. This indicates that PAGP experiences smaller price fluctuations and is considered to be less risky than SUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAGP | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 11.11% | -5.65% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 18.98% | -5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.82% | 24.19% | -6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.14% | 23.93% | +3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.56% | 31.80% | +9.76% |
Dividends
PAGP vs. SUN - Dividend Comparison
PAGP's dividend yield for the trailing twelve months is around 6.62%, more than SUN's 5.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAGP Plains GP Holdings, L.P. | 6.62% | 7.94% | 6.91% | 6.71% | 6.69% | 7.10% | 10.65% | 7.28% | 5.97% | 8.88% | 6.91% | 9.34% |
SUN Sunoco LP | 5.47% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
PAGP vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between Plains GP Holdings, L.P. and Sunoco LP. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
PAGP and SUN have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUN has higher volatility (11.11%) compared to PAGP (5.46%). In terms of maximum drawdown, PAGP dropped -94.21% vs SUN's -65.47%.
PAGP currently has the higher Sharpe Ratio (1.95 vs 1.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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