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CTRE vs SPY

Comparison between CareTrust REIT Inc (CTRE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceCTRE has outperformed SPY, delivering a return of +17.3% compared to +13.3%

CTRE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CTRE
$9.24B
Winner
SPY
$795B
Expense Ratio
CTRE
N/A
SPY
0.09%
Max Drawdown
CTRE
68.40%
Winner
SPY
56.47%
Sharpe Ratio
CTRE
0.83
Winner
SPY
1.34
5Y Beta
Winner
CTRE
0.15
SPY
1.00
Industry
CTRE
Reit - Healthcare Facilities
SPY
N/A
P/E Ratio
Winner
CTRE
24.99
SPY
26.35
Forward P/E
CTRE
21.32
Winner
SPY
21.08
PEG Ratio
CTRE
0.73
Winner
SPY
0.31
Dividend Yield
CTRE
3.59%
SPY
N/A
5Y Dividends CAGR
Winner
CTRE
11.62%
SPY
6.00%
5Y EPS CAGR
CTRE
12.17%
Winner
SPY
26.26%
Debt to Equity
Winner
CTRE
26.83%
SPY
45.77%
Free Cash Flow Yield
CTRE
4.84%
SPY
N/A

CTRE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CTRE
-3.72%
Winner
SPY
+3.83%
3M
CTRE
-7.62%
Winner
SPY
+5.06%
6M
CTRE
-0.97%
Winner
SPY
+14.71%
1Y
Winner
CTRE
+22.06%
SPY
+21.96%
5Y(CAGR)
Winner
CTRE
+17.32%
SPY
+13.30%
10Y(CAGR)
CTRE
+15.25%
Winner
SPY
+15.38%
Max(CAGR)
Winner
CTRE
+15.45%
SPY
+8.63%

CTRE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCTRESPY
2026+9.12%+14.47%
2025+42.11%+18.00%
2024+26.40%+25.59%
2023+26.17%+26.72%
2022-14.82%-18.64%
2021+11.71%+30.52%
2020+16.14%+17.28%
2019+19.96%+31.09%
2018+14.63%-5.24%
2017+14.34%+20.78%
2016+50.29%+13.59%
2015-3.79%+1.31%
2014+5.55%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CTRE vs SPY Drawdown Comparison

The maximum drawdown for CTRE was -67.44%, occurring on Mar 18, 2020. Recovery took 428 trading sessions.

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

The current CTRE drawdown is -10.53%.

RankCTRESPY
#1-67.44%
May 21, 2019 - Feb 1, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.82%
Jun 2, 2014 - Feb 3, 2015		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.71%
Nov 7, 2017 - Nov 6, 2018		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.99%
Jul 21, 2021 - Oct 11, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.86%
Feb 3, 2015 - Jun 8, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.20%
Oct 30, 2024 - Jul 31, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.91%
Sep 7, 2016 - Jan 4, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.28%
May 13, 2026 - Jul 17, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.25%
Feb 26, 2026 - May 8, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.69%
Dec 14, 2018 - Jan 15, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.88%
Jul 21, 2026 - Aug 11, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.63%
Dec 13, 2023 - Feb 12, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.40%
Apr 26, 2021 - Jul 21, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.63%
Jun 23, 2017 - Sep 8, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.30%
Oct 3, 2025 - Oct 27, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CTRE and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

CTRE vs SPY dividend yield comparison.

YearCTRESPY
20262.01%0.48%
20253.71%1.07%
20244.29%1.21%
20235.00%1.40%
20225.92%1.65%
20214.64%1.20%
20204.51%1.52%
20194.36%1.75%
20184.44%2.04%
20174.42%1.80%
20164.44%2.03%
20155.84%2.06%
201448.73%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%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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