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CASS vs SPY

Comparison between Cass Information Systems Inc (CASS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CASS, delivering a return of +12.4% compared to +8.8%

CASS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CASS
$676M
Winner
SPY
$781B
Expense Ratio
CASS
N/A
SPY
0.09%
Max Drawdown
Winner
CASS
52.54%
SPY
56.47%
Sharpe Ratio
CASS
1.04
Winner
SPY
1.12
5Y Beta
Winner
CASS
0.64
SPY
1.00
Industry
CASS
Specialty Business Services
SPY
N/A
P/E Ratio
Winner
CASS
19.59
SPY
28.53
Forward P/E
Winner
CASS
18.62
SPY
21.47
PEG Ratio
CASS
0.27
SPY
N/A
Dividend Yield
CASS
2.37%
SPY
N/A
5Y Dividends CAGR
CASS
3.29%
Winner
SPY
6.00%
5Y EPS CAGR
CASS
8.30%
Winner
SPY
25.58%
Debt to Equity
Winner
CASS
0.00%
SPY
32.09%
Free Cash Flow Yield
CASS
3.76%
SPY
N/A
P/S Ratio
Winner
CASS
3.23
SPY
3.75
P/B Ratio
Winner
CASS
2.83
SPY
5.64

CASS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CASS
+8.33%
SPY
+0.63%
3M
Winner
CASS
+15.75%
SPY
+4.46%
6M
Winner
CASS
+23.13%
SPY
+7.67%
1Y
Winner
CASS
+27.35%
SPY
+17.68%
5Y(CAGR)
CASS
+8.84%
Winner
SPY
+12.42%
10Y(CAGR)
CASS
+5.25%
Winner
SPY
+14.84%
Max(CAGR)
Winner
CASS
+11.66%
SPY
+8.44%

CASS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCASSSPY
2026+34.86%+8.63%
2025+6.57%+18.00%
2024-7.38%+25.59%
2023+2.29%+26.72%
2022+18.15%-18.64%
2021+5.18%+30.52%
2020-30.33%+17.28%
2019+11.33%+31.09%
2018+10.24%-5.24%
2017-11.12%+20.78%
2016+51.44%+13.59%
2015+4.32%+1.31%
2014-17.09%+14.56%
2013+57.37%+29.00%
2012+26.43%+14.17%
2011+5.82%+0.85%
2010+25.49%+13.14%
2009+1.83%+22.67%
2008-6.88%-36.25%
2007+8.87%+5.32%
2006+70.14%+13.85%
2005+43.38%+5.32%
2004+18.58%+10.75%
2003+38.54%+24.18%
2002+4.83%-22.42%
2001+43.38%-10.13%
2000-8.32%-8.84%
1999-8.99%+8.61%

CASS vs SPY Drawdown Comparison

The maximum drawdown for CASS was -50.87%, occurring on Mar 18, 2020. Recovery took 2010 trading sessions.

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

The current CASS drawdown is -0.44%. The current SPY drawdown is -2.57%.

RankCASSSPY
#1-50.87%
Jun 22, 2018 - Jun 24, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.38%
Dec 30, 2013 - Nov 15, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.92%
Aug 11, 2008 - Dec 6, 2010		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.13%
Dec 10, 2007 - Aug 11, 2008		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.39%
Jan 25, 2001 - Oct 5, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.26%
Nov 9, 1999 - Jan 24, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.00%
Apr 6, 2011 - Oct 27, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-22.87%
Jun 28, 2006 - Sep 1, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-21.79%
Sep 16, 2005 - Apr 19, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-20.02%
Dec 27, 2016 - Jun 14, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-20.00%
May 6, 2003 - Sep 10, 2003		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.06%
Nov 15, 2006 - Nov 29, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-17.84%
Nov 3, 2011 - Dec 6, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-17.34%
Aug 14, 2013 - Nov 27, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-15.90%
Sep 5, 2006 - Oct 27, 2006		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CASS and SPY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (1999 - 2026)

CASS vs SPY dividend yield comparison.

YearCASSSPY
20261.19%0.50%
20253.01%1.07%
20242.96%1.21%
20232.60%1.40%
20222.47%1.65%
20212.77%1.20%
20202.78%1.52%
20191.82%1.75%
20181.69%2.04%
20171.49%1.80%
20161.21%2.03%
20151.65%2.06%
20141.52%1.87%
20131.10%1.81%
20121.53%2.18%
20111.67%2.05%
20101.53%1.80%
20091.74%1.95%
20081.61%3.02%
20071.34%1.85%
20061.22%1.73%
20051.75%1.73%
20042.40%1.82%
20032.54%1.47%
20023.29%1.70%
20013.27%1.25%
20004.57%1.15%
19990.94%0.24%

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