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CSV vs SPY

Comparison between Carriage Services Inc (CSV, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CSV, delivering a return of +13.3% compared to +1.0%

CSV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CSV
$687M
Winner
SPY
$735B
Expense Ratio
CSV
N/A
SPY
0.09%
Max Drawdown
CSV
87.05%
Winner
SPY
56.47%
Sharpe Ratio
CSV
-0.68
Winner
SPY
1.62
5Y Beta
Winner
CSV
0.47
SPY
1.00
Industry
CSV
Personal Services
SPY
N/A
P/E Ratio
Winner
CSV
15.48
SPY
28.99
Forward P/E
Winner
CSV
10.83
SPY
22.37
PEG Ratio
CSV
0.83
SPY
N/A
Dividend Yield
CSV
1.20%
SPY
N/A
5Y Dividends CAGR
Winner
CSV
9.18%
SPY
5.43%
5Y EPS CAGR
CSV
8.61%
Winner
SPY
26.05%
Debt to Equity
Winner
CSV
2.33%
SPY
32.40%
Free Cash Flow Yield
CSV
5.89%
SPY
N/A
P/S Ratio
Winner
CSV
1.65
SPY
3.74
P/B Ratio
Winner
CSV
2.57
SPY
5.61

CSV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CSV
-20.91%
Winner
SPY
+1.90%
3M
CSV
-14.44%
Winner
SPY
+8.55%
6M
CSV
-9.91%
Winner
SPY
+8.18%
1Y
CSV
-14.91%
Winner
SPY
+25.79%
5Y(CAGR)
CSV
+1.04%
Winner
SPY
+13.32%
10Y(CAGR)
CSV
+6.15%
Winner
SPY
+15.19%
Max(CAGR)
CSV
+7.36%
Winner
SPY
+8.47%

CSV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCSVSPY
2026-9.07%+8.26%
2025+9.56%+18.00%
2024+61.21%+25.59%
2023-11.02%+26.72%
2022-54.82%-18.64%
2021+110.24%+30.52%
2020+25.86%+17.28%
2019+66.54%+31.09%
2018-39.49%-5.24%
2017-9.09%+20.78%
2016+23.02%+13.59%
2015+20.06%+1.31%
2014+3.77%+14.56%
2013+46.28%+29.00%
2012+118.16%+14.17%
2011+17.49%+0.85%
2010+22.47%+13.14%
2009+83.64%+22.67%
2008-77.59%-36.25%
2007+73.23%+5.32%
2006+2.21%+13.85%
2005+0.40%+5.32%
2004+29.66%+10.75%
2003-9.09%+24.18%
2002-24.05%-22.42%
2001+266.48%-10.13%
2000-72.21%-8.84%
1999-12.03%+8.61%

CSV vs SPY Drawdown Comparison

The maximum drawdown for CSV was -87.05%, occurring on Mar 19, 2009. Recovery took 1238 trading sessions.

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

The current CSV drawdown is -39.51%. The current SPY drawdown is -2.90%.

RankCSVSPY
#1-87.05%
Nov 27, 2007 - Oct 24, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-83.61%
Nov 9, 1999 - Aug 1, 2001		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-68.54%
Dec 29, 2021 - Nov 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-65.53%
Aug 15, 2001 - Apr 16, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-51.01%
Dec 13, 2019 - Nov 13, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-48.75%
Dec 27, 2016 - Dec 13, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-28.66%
Jan 22, 2014 - Jan 23, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-23.14%
Apr 10, 2013 - Jan 14, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-21.51%
Dec 4, 2015 - Nov 11, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-18.66%
May 21, 2015 - Dec 2, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.39%
Jul 23, 2007 - Oct 22, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.43%
May 10, 2007 - Jul 16, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.88%
Nov 1, 1999 - Nov 9, 1999		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.57%
Sep 3, 2021 - Oct 28, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.75%
Jun 1, 2021 - Aug 11, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CSV and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

CSV vs SPY dividend yield comparison.

YearCSVSPY
20260.60%0.24%
20251.06%1.07%
20241.13%1.21%
20231.80%1.40%
20221.63%1.65%
20210.64%1.20%
20201.08%1.52%
20191.17%1.75%
20181.94%2.04%
20170.88%1.80%
20160.52%2.03%
20150.41%2.06%
20140.48%1.87%
20130.67%1.81%
20120.84%2.18%
20111.34%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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