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CSWC vs SPY

Comparison between Capital Southwest Corp (CSWC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CSWC, delivering a return of +13.3% compared to +8.7%

CSWC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CSWC
$1.41B
Winner
SPY
$735B
Expense Ratio
CSWC
N/A
SPY
0.09%
Max Drawdown
CSWC
84.38%
Winner
SPY
56.47%
Sharpe Ratio
CSWC
1.19
Winner
SPY
1.62
5Y Beta
Winner
CSWC
0.77
SPY
1.00
Industry
CSWC
Asset Management
SPY
N/A
P/E Ratio
CSWC
43.59
Winner
SPY
28.99
Forward P/E
Winner
CSWC
11.14
SPY
22.37
PEG Ratio
CSWC
1.82
SPY
N/A
Dividend Yield
CSWC
9.86%
SPY
N/A
5Y Dividends CAGR
Winner
CSWC
7.53%
SPY
5.43%
5Y EPS CAGR
CSWC
N/A
SPY
26.05%
Debt to Equity
CSWC
111.89%
Winner
SPY
32.40%
Free Cash Flow Yield
CSWC
-13.75%
SPY
N/A
P/S Ratio
CSWC
6.23
Winner
SPY
3.74
P/B Ratio
Winner
CSWC
1.43
SPY
5.61

CSWC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CSWC
-3.70%
Winner
SPY
+1.90%
3M
CSWC
+6.27%
Winner
SPY
+8.55%
6M
Winner
CSWC
+12.19%
SPY
+8.18%
1Y
Winner
CSWC
+27.71%
SPY
+25.79%
5Y(CAGR)
CSWC
+8.72%
Winner
SPY
+13.32%
10Y(CAGR)
Winner
CSWC
+17.14%
SPY
+15.19%
Max(CAGR)
Winner
CSWC
+10.82%
SPY
+8.47%

CSWC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCSWCSPY
2026+8.87%+8.26%
2025+12.53%+18.00%
2024+2.15%+25.59%
2023+53.93%+26.72%
2022-25.09%-18.64%
2021+56.93%+30.52%
2020-2.17%+17.28%
2019+19.44%+31.09%
2018+26.83%-5.24%
2017+8.74%+20.78%
2016+15.11%+13.59%
2015-0.79%+1.31%
2014+11.11%+14.56%
2013+36.73%+29.00%
2012+47.03%+14.17%
2011-21.49%+0.85%
2010+30.32%+13.14%
2009-26.01%+22.67%
2008-3.80%-36.25%
2007-5.44%+5.32%
2006+40.63%+13.85%
2005+15.79%+5.32%
2004+26.98%+10.75%
2003+24.14%+24.18%
2002-22.47%-22.42%
2001+26.63%-10.13%
2000-11.61%-8.84%
1999-12.71%+8.61%

CSWC vs SPY Drawdown Comparison

The maximum drawdown for CSWC was -68.36%, occurring on Mar 9, 2009. Recovery took 1514 trading sessions.

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

The current CSWC drawdown is -3.70%. The current SPY drawdown is -2.90%.

RankCSWCSPY
#1-68.36%
May 22, 2007 - May 28, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-61.24%
Jan 22, 2020 - Feb 2, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-42.37%
May 31, 2002 - Apr 5, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-37.14%
Nov 12, 1999 - Apr 9, 2002		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.55%
Oct 25, 2021 - Sep 18, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-28.70%
May 19, 2015 - Oct 2, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-27.79%
Jul 11, 2024 - Jan 8, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.91%
Dec 7, 2006 - Mar 21, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.17%
Jul 12, 2013 - Jul 1, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.28%
Dec 12, 2018 - Jan 8, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.01%
Sep 2, 2014 - Dec 18, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.99%
Jun 8, 2021 - Sep 3, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.20%
Jun 17, 2004 - May 18, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.34%
Jul 12, 2005 - Jan 17, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.17%
Oct 12, 2017 - Mar 8, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CSWC and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

CSWC vs SPY dividend yield comparison.

YearCSWCSPY
20264.42%0.24%
202511.56%1.07%
202411.59%1.21%
202310.21%1.40%
202212.46%1.65%
202110.13%1.20%
202011.49%1.52%
201913.07%1.75%
201810.77%2.04%
20177.01%1.80%
20162.35%2.03%
2015216.86%2.06%
20140.53%1.87%
20132.55%1.81%
201218.46%2.18%
20110.98%2.05%
20100.77%1.80%
20091.02%1.95%
20083.01%3.02%
20070.51%1.85%
20060.48%1.73%
20050.66%1.73%
20040.76%1.82%
20030.97%1.47%
20021.19%1.70%
20010.91%1.25%
20000.38%1.15%
19990.67%0.24%

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