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CZFS vs SPY

Comparison between Citizens Financial Services Inc (CZFS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CZFS, delivering a return of +14.0% compared to +4.5%

CZFS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CZFS
$313M
Winner
SPY
$735B
Expense Ratio
CZFS
N/A
SPY
0.09%
Max Drawdown
Winner
CZFS
56.28%
SPY
56.47%
Sharpe Ratio
CZFS
0.28
Winner
SPY
1.89
5Y Beta
Winner
CZFS
0.96
SPY
1.00
Industry
CZFS
Banks - Regional
SPY
N/A
P/E Ratio
Winner
CZFS
8.57
SPY
28.99
Forward P/E
Winner
CZFS
9.27
SPY
22.40
PEG Ratio
CZFS
0.26
SPY
N/A
Dividend Yield
CZFS
3.06%
SPY
N/A
5Y Dividends CAGR
Winner
CZFS
6.87%
SPY
5.43%
5Y EPS CAGR
CZFS
9.12%
Winner
SPY
26.05%
Debt to Equity
Winner
CZFS
0.00%
SPY
32.40%
Free Cash Flow Yield
CZFS
13.95%
SPY
N/A
P/S Ratio
Winner
CZFS
2.79
SPY
3.74
P/B Ratio
Winner
CZFS
0.92
SPY
5.61

CZFS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CZFS
+3.64%
Winner
SPY
+5.05%
3M
CZFS
+3.07%
Winner
SPY
+11.17%
6M
Winner
CZFS
+13.02%
SPY
+10.92%
1Y
CZFS
+7.19%
Winner
SPY
+27.98%
5Y(CAGR)
CZFS
+4.53%
Winner
SPY
+14.04%
10Y(CAGR)
CZFS
+7.30%
Winner
SPY
+15.50%
Max(CAGR)
Winner
CZFS
+11.70%
SPY
+8.56%

CZFS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCZFSSPY
2026+13.53%+10.71%
2025-3.27%+18.00%
2024+3.35%+25.59%
2023-12.16%+26.72%
2022+31.15%-18.64%
2021+14.87%+30.52%
2020-4.54%+17.28%
2019+12.77%+31.09%
2018-7.82%-5.24%
2017+34.26%+20.78%
2016+13.55%+13.59%
2015-3.03%+1.31%
2014+8.49%+14.56%
2013+38.27%+29.00%
2012+29.99%+14.17%
2011-3.11%+0.85%
2010+47.79%+13.14%
2009+39.87%+22.67%
2008+3.26%-36.25%
2007-7.53%+5.32%
2006+13.12%+13.85%
2005-8.95%+5.32%
2004+4.26%+10.75%
2003+13.19%+24.18%
2002+64.92%-22.42%
2001+25.02%-10.13%
2000N/A-8.84%
1999N/A+8.61%

CZFS vs SPY Drawdown Comparison

The maximum drawdown for CZFS was -54.99%, occurring on Apr 26, 2024. This drawdown has not yet recovered.

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

The current CZFS drawdown is -23.70%. The current SPY drawdown is -0.70%.

RankCZFSSPY
#1-54.99%
Jun 12, 2023 - Apr 26, 2024
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.57%
Feb 14, 2020 - Jul 6, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.83%
Jul 31, 2008 - Jul 20, 2009
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.55%
Apr 29, 2003 - Apr 5, 2007
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.37%
Aug 29, 2022 - Feb 6, 2023
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.21%
Apr 19, 2007 - May 7, 2008
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.25%
Feb 10, 2023 - Apr 10, 2023
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.50%
Jul 29, 2011 - May 8, 2012
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.23%
Mar 19, 2014 - Oct 11, 2016
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.91%
Apr 20, 2023 - Jun 7, 2023
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.27%
Oct 2, 2018 - Mar 29, 2019
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.51%
Jan 11, 2011 - Jul 29, 2011
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.11%
Jul 31, 2009 - Oct 21, 2009
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.45%
Aug 17, 2010 - Nov 3, 2010
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.17%
Apr 30, 2010 - Jul 19, 2010
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CZFS and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

CZFS vs SPY dividend yield comparison.

YearCZFSSPY
20260.80%0.24%
20253.49%1.07%
20243.09%1.21%
20233.75%1.40%
20222.48%1.65%
20213.08%1.20%
20203.44%1.52%
20192.90%1.75%
20182.35%2.04%
20172.68%1.80%
20163.14%2.03%
20153.53%2.06%
20144.04%1.87%
20132.27%1.81%
20122.96%2.18%
20113.35%2.05%
20102.97%1.80%
20093.98%1.95%
20085.05%3.02%
20074.50%1.85%
20063.80%1.73%
20053.92%1.73%
20043.26%1.82%
20033.09%1.47%
20023.08%1.70%
20014.54%1.25%
20000.00%1.15%
19990.00%0.24%

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