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EBTC vs SPY

Comparison between Enterprise Bancorp Inc (EBTC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EBTC, delivering a return of +13.4% compared to +5.3%

EBTC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EBTC
$495M
Winner
SPY
$784B
Expense Ratio
EBTC
N/A
SPY
0.09%
Max Drawdown
EBTC
58.81%
Winner
SPY
56.47%
Sharpe Ratio
EBTC
0.74
Winner
SPY
1.50
5Y Beta
Winner
EBTC
0.64
SPY
1.00
Industry
EBTC
Banks - Regional
SPY
N/A
P/E Ratio
Winner
EBTC
12.12
SPY
28.29
Forward P/E
EBTC
N/A
SPY
21.76
PEG Ratio
EBTC
1.01
SPY
N/A
Dividend Yield
EBTC
2.45%
SPY
N/A
5Y Dividends CAGR
Winner
EBTC
7.90%
SPY
5.43%
5Y EPS CAGR
EBTC
5.58%
Winner
SPY
25.98%
Debt to Equity
EBTC
40.06%
Winner
SPY
30.79%
Free Cash Flow Yield
EBTC
9.41%
SPY
N/A
P/S Ratio
Winner
EBTC
1.92
SPY
3.79
P/B Ratio
Winner
EBTC
1.29
SPY
5.67

EBTC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EBTC
+0.00%
Winner
SPY
+0.48%
3M
EBTC
+0.00%
Winner
SPY
+11.67%
6M
EBTC
N/A
SPY
+9.42%
1Y
EBTC
-3.18%
Winner
SPY
+24.27%
5Y(CAGR)
EBTC
+5.33%
Winner
SPY
+13.36%
10Y(CAGR)
EBTC
+7.53%
Winner
SPY
+15.42%
Max(CAGR)
EBTC
+5.62%
Winner
SPY
+8.49%

EBTC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEBTCSPY
2026+0.00%+8.88%
2025+3.42%+18.00%
2024+25.11%+25.59%
2023-6.24%+26.72%
2022-18.53%-18.64%
2021+81.17%+30.52%
2020-21.20%+17.28%
2019+7.71%+31.09%
2018-2.35%-5.24%
2017-9.83%+20.78%
2016+74.17%+13.59%
2015-2.05%+1.31%
2014+24.12%+14.56%
2013+24.66%+29.00%
2012+15.97%+14.17%
2011+7.66%+0.85%
2010+25.13%+13.14%
2009+0.21%+22.67%
2008-8.69%-36.25%
2007-15.52%+5.32%
2006+4.07%+13.85%
2005-22.96%+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%

EBTC vs SPY Drawdown Comparison

The maximum drawdown for EBTC was -54.76%, occurring on Mar 31, 2009. Recovery took 1561 trading sessions.

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

The current EBTC drawdown is -9.59%. The current SPY drawdown is -2.35%.

RankEBTCSPY
#1-54.76%
Feb 16, 2005 - Apr 29, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.77%
Jun 19, 2018 - Nov 5, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-47.02%
Dec 23, 2021 - Dec 9, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-37.22%
Jun 1, 2011 - Jun 28, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.78%
Jan 4, 2017 - May 21, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.45%
Feb 6, 2025 - Apr 11, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.99%
Jul 22, 2013 - Oct 14, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.97%
Dec 30, 2014 - Mar 29, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.62%
Mar 31, 2016 - Aug 29, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.37%
Dec 16, 2024 - Feb 5, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.53%
Aug 30, 2016 - Sep 30, 2016		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.87%
Nov 23, 2021 - Dec 17, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.64%
Oct 24, 2016 - Nov 10, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.08%
May 2, 2011 - May 12, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.25%
Sep 30, 2016 - Oct 13, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EBTC and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

EBTC vs SPY dividend yield comparison.

YearEBTCSPY
20260.00%0.24%
20251.26%1.07%
20242.43%1.21%
20232.85%1.40%
20222.32%1.65%
20211.65%1.20%
20202.74%1.52%
20191.89%1.75%
20181.80%2.04%
20171.59%1.80%
20161.38%2.03%
20152.19%2.06%
20141.90%1.87%
20132.17%1.81%
20122.66%2.18%
20112.94%2.05%
20102.94%1.80%
20093.47%1.95%
20083.19%3.02%
20072.53%1.85%
20061.74%1.73%
20051.54%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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