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EBMT vs SPY

Comparison between Eagle Bancorp Montana Inc (EBMT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EBMT, delivering a return of +14.0% compared to +0.9%

EBMT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EBMT
$178M
Winner
SPY
$735B
Expense Ratio
EBMT
N/A
SPY
0.09%
Max Drawdown
EBMT
80.00%
Winner
SPY
56.47%
Sharpe Ratio
EBMT
1.29
Winner
SPY
2.00
5Y Beta
Winner
EBMT
0.59
SPY
1.00
Industry
EBMT
Banks - Regional
SPY
N/A
P/E Ratio
Winner
EBMT
11.41
SPY
28.99
Forward P/E
Winner
EBMT
10.25
SPY
22.43
PEG Ratio
EBMT
0.28
SPY
N/A
Dividend Yield
EBMT
2.61%
SPY
N/A
5Y Dividends CAGR
Winner
EBMT
13.12%
SPY
5.43%
5Y EPS CAGR
EBMT
-10.05%
Winner
SPY
26.05%
Debt to Equity
Winner
EBMT
23.05%
SPY
32.40%
Free Cash Flow Yield
EBMT
12.87%
SPY
N/A
P/S Ratio
Winner
EBMT
1.92
SPY
3.74
P/B Ratio
Winner
EBMT
0.93
SPY
5.61

EBMT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EBMT
-0.54%
Winner
SPY
+5.05%
3M
EBMT
+2.34%
Winner
SPY
+11.17%
6M
Winner
EBMT
+31.71%
SPY
+10.92%
1Y
Winner
EBMT
+36.04%
SPY
+27.98%
5Y(CAGR)
EBMT
+0.89%
Winner
SPY
+14.04%
10Y(CAGR)
EBMT
+8.59%
Winner
SPY
+15.50%
Max(CAGR)
EBMT
+6.53%
Winner
SPY
+8.56%

EBMT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEBMTSPY
2026+14.42%+10.71%
2025+39.38%+18.00%
2024-0.87%+25.59%
2023-0.30%+26.72%
2022-27.45%-18.64%
2021+12.65%+30.52%
2020-0.14%+17.28%
2019+32.88%+31.09%
2018-17.74%-5.24%
2017-0.86%+20.78%
2016+80.00%+13.59%
2015+17.49%+1.31%
2014+3.22%+14.56%
2013+7.03%+29.00%
2012+9.16%+14.17%
2011-6.29%+0.85%
2010-65.88%+13.14%
2009+47.53%+22.67%
2008-22.38%-36.25%
2007-2.53%+5.32%
2006-3.30%+13.85%
2005+2.87%+5.32%
2004-2.88%+10.75%
2003+55.62%+24.18%
2002+56.07%-22.42%
2001+44.50%-10.13%
2000+29.08%-8.84%
1999N/A+8.61%

EBMT vs SPY Drawdown Comparison

The maximum drawdown for EBMT was -79.26%, occurring on Sep 20, 2010. 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 EBMT drawdown is -22.53%. The current SPY drawdown is -0.70%.

RankEBMTSPY
#1-79.26%
Mar 31, 2010 - Sep 20, 2010
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-46.25%
Apr 6, 2004 - Mar 5, 2010
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.85%
Apr 25, 2000 - Aug 29, 2000
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.00%
Apr 7, 2000 - Apr 25, 2000
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.98%
Mar 21, 2001 - May 7, 2001
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.24%
May 21, 2003 - Oct 3, 2003
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.81%
May 7, 2001 - Jul 20, 2001
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.75%
Oct 6, 2003 - Jan 16, 2004
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.50%
Jul 20, 2001 - Sep 27, 2001
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.96%
Mar 28, 2003 - Apr 24, 2003
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.27%
Sep 29, 2000 - Jan 2, 2001
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.13%
Feb 25, 2002 - May 8, 2002
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.62%
May 8, 2002 - Aug 6, 2002
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.44%
Mar 5, 2010 - Mar 23, 2010
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.15%
Jan 17, 2003 - Mar 28, 2003
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EBMT and SPY is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30
-101

Dividend Comparison (1999 - 2026)

EBMT vs SPY dividend yield comparison.

YearEBMTSPY
20261.31%0.24%
20252.89%1.07%
20243.69%1.21%
20233.51%1.40%
20223.25%1.65%
20211.94%1.20%
20201.81%1.52%
20191.75%1.75%
20182.21%2.04%
20171.62%1.80%
20161.49%2.03%
20152.47%2.06%
20142.69%1.87%
20132.64%1.81%
20122.76%2.18%
20112.87%2.05%
20104.33%1.80%
20093.15%1.95%
20084.30%3.02%
20072.99%1.85%
20062.58%1.73%
20052.20%1.73%
20041.98%1.82%
20031.61%1.47%
20021.95%1.70%
20012.19%1.25%
20001.30%1.15%
19990.00%0.24%

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