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CASH vs SPY

Comparison between Pathward Financial Inc (CASH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CASH, delivering a return of +13.3% compared to +8.9%

CASH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CASH
$1.79B
Winner
SPY
$735B
Expense Ratio
CASH
N/A
SPY
0.09%
Max Drawdown
CASH
84.31%
Winner
SPY
56.47%
Sharpe Ratio
CASH
0.18
Winner
SPY
1.62
5Y Beta
Winner
CASH
0.85
SPY
1.00
Industry
CASH
Banks - Regional
SPY
N/A
P/E Ratio
Winner
CASH
8.34
SPY
28.99
Forward P/E
Winner
CASH
11.24
SPY
22.37
PEG Ratio
CASH
0.16
SPY
N/A
Dividend Yield
CASH
0.25%
SPY
N/A
5Y Dividends CAGR
CASH
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
CASH
35.33%
SPY
26.05%
Debt to Equity
Winner
CASH
6.99%
SPY
32.40%
Free Cash Flow Yield
CASH
30.49%
SPY
N/A
P/S Ratio
Winner
CASH
2.25
SPY
3.74
P/B Ratio
Winner
CASH
2.06
SPY
5.61

CASH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CASH
-6.93%
Winner
SPY
+1.90%
3M
CASH
-12.19%
Winner
SPY
+8.55%
6M
CASH
+7.57%
Winner
SPY
+8.18%
1Y
CASH
+5.18%
Winner
SPY
+25.79%
5Y(CAGR)
CASH
+8.85%
Winner
SPY
+13.32%
10Y(CAGR)
Winner
CASH
+16.96%
SPY
+15.19%
Max(CAGR)
Winner
CASH
+13.49%
SPY
+8.47%

CASH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCASHSPY
2026+11.22%+8.26%
2025-1.82%+18.00%
2024+40.51%+25.59%
2023+21.58%+26.72%
2022-27.96%-18.64%
2021+64.49%+30.52%
2020+1.94%+17.28%
2019+86.70%+31.09%
2018-36.71%-5.24%
2017-9.56%+20.78%
2016+132.63%+13.59%
2015+31.40%+1.31%
2014-10.20%+14.56%
2013+78.86%+29.00%
2012+47.70%+14.17%
2011+21.97%+0.85%
2010-32.50%+13.14%
2009+154.99%+22.67%
2008-77.17%-36.25%
2007+39.61%+5.32%
2006+54.99%+13.85%
2005-9.34%+5.32%
2004+9.88%+10.75%
2003+39.56%+24.18%
2002+22.58%-22.42%
2001+26.71%-10.13%
2000-3.36%-8.84%
1999-15.76%+8.61%

CASH vs SPY Drawdown Comparison

The maximum drawdown for CASH was -83.74%, occurring on Mar 10, 2009. Recovery took 1436 trading sessions.

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

The current CASH drawdown is -20.05%. The current SPY drawdown is -2.90%.

RankCASHSPY
#1-83.74%
Dec 24, 2007 - Sep 9, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.89%
Feb 13, 2020 - Jan 6, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-52.81%
Jan 31, 2018 - Feb 5, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-50.85%
Nov 15, 2021 - Jul 23, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-39.26%
Jan 11, 2017 - Jan 31, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-32.55%
Nov 17, 1999 - Feb 8, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-30.45%
Nov 24, 2004 - Mar 16, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-29.30%
Mar 21, 2014 - Jul 13, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-28.98%
Jul 22, 2015 - Jun 6, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-22.21%
Apr 20, 2026 - Jun 3, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-21.46%
Dec 4, 2024 - Jan 23, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.68%
Mar 16, 2006 - Oct 23, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-16.42%
Jun 14, 2004 - Oct 27, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-15.99%
Jul 22, 2002 - Nov 15, 2002		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.74%
Jun 8, 2021 - Oct 1, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CASH 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)

CASH vs SPY dividend yield comparison.

YearCASHSPY
20260.06%0.24%
20250.28%1.07%
20240.27%1.21%
20230.38%1.40%
20220.46%1.65%
20210.34%1.20%
20200.55%1.52%
20190.55%1.75%
20180.96%2.04%
20170.56%1.80%
20160.50%2.03%
20151.13%2.06%
20141.48%1.87%
20131.29%1.81%
20122.28%2.18%
20113.12%2.05%
20103.77%1.80%
20092.49%1.95%
20085.77%3.02%
20071.26%1.85%
20061.74%1.73%
20052.57%1.73%
20042.24%1.82%
20032.41%1.47%
20023.27%1.70%
20012.88%1.25%
20004.72%1.15%
19991.15%0.24%

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