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CUBI-P-F vs SPY

Comparison between Customers Bancorp Inc (CUBI-P-F, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CUBI-P-F, delivering a return of +13.4% compared to +8.9%

CUBI-P-F vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CUBI-P-F
$842M
Winner
SPY
$784B
Expense Ratio
CUBI-P-F
N/A
SPY
0.09%
Max Drawdown
Winner
CUBI-P-F
53.73%
SPY
56.47%
Sharpe Ratio
CUBI-P-F
0.74
Winner
SPY
1.50
5Y Beta
CUBI-P-F
N/A
SPY
1.00
Industry
CUBI-P-F
Other
SPY
N/A
P/E Ratio
Winner
CUBI-P-F
2.98
SPY
28.29
Forward P/E
CUBI-P-F
N/A
SPY
21.76
PEG Ratio
CUBI-P-F
0.04
SPY
N/A
5Y Dividends CAGR
Winner
CUBI-P-F
14.68%
SPY
5.43%
5Y EPS CAGR
CUBI-P-F
9.91%
Winner
SPY
25.98%
Debt to Equity
Winner
CUBI-P-F
3.26%
SPY
30.79%
Free Cash Flow Yield
CUBI-P-F
50.19%
SPY
N/A
P/S Ratio
CUBI-P-F
N/A
SPY
3.79
P/B Ratio
CUBI-P-F
N/A
SPY
5.67

CUBI-P-F vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CUBI-P-F
+0.29%
Winner
SPY
+0.48%
3M
CUBI-P-F
+1.38%
Winner
SPY
+11.67%
6M
CUBI-P-F
+3.36%
Winner
SPY
+9.42%
1Y
CUBI-P-F
+8.11%
Winner
SPY
+24.27%
5Y(CAGR)
CUBI-P-F
+8.94%
Winner
SPY
+13.36%
10Y(CAGR)
CUBI-P-F
+7.59%
Winner
SPY
+15.42%
Max(CAGR)
CUBI-P-F
+7.59%
Winner
SPY
+8.49%

CUBI-P-F vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCUBI-P-FSPY
2026N/A+8.88%
2025+7.39%+18.00%
2024+11.74%+25.59%
2023+10.55%+26.72%
2022+7.54%-18.64%
2021+6.53%+30.52%
2020+1.68%+17.28%
2019+14.88%+31.09%
2018-4.04%-5.24%
2017+10.37%+20.78%
2016+1.75%+13.59%
2015N/A+1.31%
2014N/A+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%

CUBI-P-F vs SPY Drawdown Comparison

The maximum drawdown for CUBI-P-F was -52.47%, occurring on Mar 23, 2020. Recovery took 181 trading sessions.

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

The current SPY drawdown is -2.35%.

RankCUBI-P-FSPY
#1-52.47%
Mar 4, 2020 - Nov 18, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-33.20%
Mar 2, 2023 - Aug 9, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.15%
Sep 4, 2018 - Feb 27, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.54%
Oct 26, 2016 - Jan 17, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.95%
Dec 10, 2021 - Jun 6, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.59%
Jan 8, 2018 - Aug 22, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.28%
Jan 6, 2021 - Mar 4, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.95%
Oct 12, 2023 - Nov 2, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.82%
Mar 4, 2019 - Jun 10, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.62%
Jan 7, 2020 - Mar 3, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.61%
Nov 19, 2020 - Jan 6, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.25%
Sep 21, 2023 - Oct 11, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.98%
Jan 18, 2017 - Feb 8, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.96%
Jul 24, 2024 - Aug 30, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.89%
Mar 14, 2025 - May 2, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CUBI-P-F 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)

CUBI-P-F vs SPY dividend yield comparison.

YearCUBI-P-FSPY
20260.00%0.24%
20259.38%1.07%
202410.26%1.21%
202310.07%1.40%
20226.29%1.65%
20215.95%1.20%
20206.01%1.52%
20195.78%1.75%
20186.35%2.04%
20175.72%1.80%
20161.48%2.03%
20150.00%2.06%
20140.00%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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