# How Southern (SOMN) compares with the whole market and its popular alternatives

> Source: EasyCompare research, https://easycompare.io/research/somn
> Data as of October 20, 2026. Total returns include reinvested dividends. Past performance does not predict future results; nothing here is investment advice.

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on SOMN alone. It places SOMN (The Southern Company) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken and diversification. The result is a clearer view of where SOMN stands in the market, and of the alternatives worth a closer look.

Period covered: SOMN's full trading record. All returns include reinvested dividends. Data as of October 20, 2026.

## Key findings

- **Right now:** Over the past 6 months, SOMN fell 1.6% while the S&P 500 rose 9.1%. Not every peer went the same way. Over the past 6 months, ED (Consolidated Edison) rose 3.8% and ETR (Entergy) fell 6.4%.
- **Stock or market?:** SOMN fell 2.2% over the past 3 months, 3.9 points ahead of the electric utilities ETF XLU (State Street Utilities Select Sector SPDR ETF), which fell 6.1%. The S&P 500 rose 3.9%. Last month cut against the tape: SOMN rose 5.0% while the S&P 500 fell 0.6%.

## SOMN at a glance

This section summarizes the key facts about the stock, its returns over the months since it began trading and the risk it has carried, with dividends reinvested throughout.

- SOMN's deepest decline since it began trading in 2025 was 12.3%, from March to September 2026. It has not yet climbed back to that peak.
- SOMN is 5.7% below its all-time high.

- Type: Stock, Utilities (Regulated Electric)
- Trading since: November 4, 2025
- Market value: $102B
- Worst decline ever: −12.3%, from March 13, 2026 to September 28, 2026; not yet back at its high

| Period | SOMN total return |
| --- | --- |
| 1 month | +5.0% |
| 3 months | −2.2% |
| 6 months | −1.6% |
| year to date | +2.5% |

## SOMN against its popular alternatives

The investments people most often weigh against SOMN, compared period by period and year by year.

### Has SOMN consistently beaten its popular alternatives?

This section compares SOMN with the investments people most often weigh against it, checking each one over four periods from one month to the year to date.

- Two of the 24 popular alternatives, ED and PNW, outperformed SOMN in at least 3 of 4 timeframes.

| Investment | Periods ahead of SOMN | Verdict | Sharpe |
| --- | --- | --- | --- |
| SOMN: The Southern Company (this page) |  |  | — |
| [ED](https://easycompare.io/research/ed): Consolidated Edison, Inc. | 4/4 short-term | consistent | — |
| PNW: Pinnacle West Capital Corporation | 3/4 short-term | consistent | — |
| EVRG: Evergy, Inc. | 2/4 short-term |  | — |
| [AEP](https://easycompare.io/research/aep): American Electric Power Company, Inc. | 2/4 short-term |  | — |
| [D](https://easycompare.io/research/d): Dominion Energy, Inc. | 2/4 short-term |  | — |
| [SO](https://easycompare.io/research/so): The Southern Company | 2/4 short-term |  | — |
| CNP: CenterPoint Energy, Inc. | 2/4 short-term |  | — |
| [XEL](https://easycompare.io/research/xel): Xcel Energy Inc. | 2/4 short-term |  | — |
| [ETR](https://easycompare.io/research/etr): Entergy Corporation | 1/4 short-term |  | — |
| AEE: Ameren Corporation | 1/4 short-term |  | — |
| LNT: Alliant Energy Corporation | 1/4 short-term |  | — |
| [DUK](https://easycompare.io/research/duk): Duke Energy Corporation | 1/4 short-term |  | — |
| WEC: WEC Energy Group, Inc. | 1/4 short-term |  | — |
| FE: FirstEnergy Corp. | 1/4 short-term |  | — |
| PPL: PPL Corporation | 1/4 short-term |  | — |
| CMS: CMS Energy Corporation | 1/4 short-term |  | — |
| DTE: DTE Energy Company | 0/4 short-term |  | — |
| [EXC](https://easycompare.io/research/exc): Exelon Corporation | 0/4 short-term |  | — |
| ES: Eversource Energy | 0/4 short-term |  | — |
| VPU: Vanguard Utilities ETF | 0/4 short-term |  | — |
| PFF: iShares Preferred and Income Securities ETF | 0/4 short-term |  | — |
| [SOJE](https://easycompare.io/research/soje): Southern Company (The) Series 2 | 0/4 short-term |  | — |
| PEG: Public Service Enterprise Group Incorporated | 0/4 short-term |  | — |
| SOJD: Southern Company (The) Series 2 | 0/4 short-term |  | — |

## Risk and diversification

How SOMN has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

### What were SOMN's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high.

- None of these declines kept SOMN below its old high for long; the longest climb back took one months.

| Decline | Peak | Low | Back at the high | SPY over the same dates | Market event |
| --- | --- | --- | --- | --- | --- |
| −12.3% | March 13, 2026 | September 28, 2026 | not yet | +16.5% |  |
| −5.8% | November 28, 2025 | December 12, 2025 | January 30, 2026 | −0.2% |  |

## Common questions

### What was SOMN's worst drawdown?

SOMN's deepest decline since it began trading in 2025 was 12.3%, from March to September 2026. It has not yet climbed back to that peak. Because SOMN launched in November 2025, that record does not include the dot-com bust, the 2008 financial crisis or eight other sell-offs.

### What are the best alternatives to SOMN?

Of the 24 popular alternatives we compared, two outperformed SOMN in at least 3 of 4 timeframes, with dividends reinvested: ED and PNW.

## More research

- [Consolidated Edison (ED) Performance, Alternatives and Market Rank](https://easycompare.io/research/ed)
- [American Electric Power (AEP) Performance, Alternatives and Market Rank](https://easycompare.io/research/aep)
- [Dominion Energy (D) Performance, Alternatives and Market Rank](https://easycompare.io/research/d)
- [Southern (SO) Performance, Alternatives and Market Rank](https://easycompare.io/research/so)
- [Xcel Energy (XEL) Performance, Alternatives and Market Rank](https://easycompare.io/research/xel)
- [Entergy (ETR) Performance, Alternatives and Market Rank](https://easycompare.io/research/etr)
- [Duke Energy (DUK) Performance, Alternatives and Market Rank](https://easycompare.io/research/duk)
- [Exelon (EXC) Performance, Alternatives and Market Rank](https://easycompare.io/research/exc)
- [Southern Company (The) Series 2 (SOJE) Performance, Alternatives and Market Rank](https://easycompare.io/research/soje)
- [Schwab U.S. Dividend Equity ETF (SCHD) Performance, Alternatives and Market Rank](https://easycompare.io/research/schd)
- [NVIDIA (NVDA) Performance, Alternatives and Market Rank](https://easycompare.io/research/nvda)
- [Apple (AAPL) Performance, Alternatives and Market Rank](https://easycompare.io/research/aapl)

## Explore further

- Full page with charts: https://easycompare.io/research/somn
- All research pages: https://easycompare.io/llms.txt
- Compare the entire market against SOMN live: https://betterthanspy.com/?b=SOMN&utm_source=easycompare&utm_medium=research