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EFSI vs SPY

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

5-Year PerformanceSPY has outperformed EFSI, delivering a return of +13.4% compared to +8.3%

EFSI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EFSI
$230M
Winner
SPY
$784B
Expense Ratio
EFSI
N/A
SPY
0.09%
Max Drawdown
Winner
EFSI
39.79%
SPY
56.47%
Sharpe Ratio
Winner
EFSI
1.58
SPY
1.56
5Y Beta
Winner
EFSI
0.50
SPY
1.00
Industry
EFSI
Banks - Regional
SPY
N/A
P/E Ratio
Winner
EFSI
15.18
SPY
28.29
Forward P/E
EFSI
N/A
SPY
21.75
PEG Ratio
EFSI
0.13
SPY
N/A
Dividend Yield
EFSI
2.90%
SPY
N/A
5Y Dividends CAGR
Winner
EFSI
7.90%
SPY
5.43%
5Y EPS CAGR
EFSI
-2.58%
Winner
SPY
25.98%
Debt to Equity
Winner
EFSI
15.55%
SPY
30.79%
Free Cash Flow Yield
EFSI
10.09%
SPY
N/A
P/S Ratio
Winner
EFSI
2.81
SPY
3.79
P/B Ratio
Winner
EFSI
1.19
SPY
5.67

EFSI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EFSI
+16.25%
SPY
+0.48%
3M
Winner
EFSI
+34.17%
SPY
+11.67%
6M
Winner
EFSI
+10.64%
SPY
+9.42%
1Y
Winner
EFSI
+48.00%
SPY
+24.27%
5Y(CAGR)
EFSI
+8.33%
Winner
SPY
+13.36%
10Y(CAGR)
EFSI
+10.08%
Winner
SPY
+15.42%
Max(CAGR)
Winner
EFSI
+9.91%
SPY
+8.49%

EFSI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEFSISPY
2026+11.20%+8.88%
2025+13.43%+18.00%
2024+26.12%+25.59%
2023-13.43%+26.72%
2022+7.13%-18.64%
2021+20.68%+30.52%
2020-1.35%+17.28%
2019+5.10%+31.09%
2018-0.40%-5.24%
2017+29.33%+20.78%
2016+15.93%+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%

EFSI vs SPY Drawdown Comparison

The maximum drawdown for EFSI was -36.45%, occurring on Mar 25, 2020. Recovery took 727 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%.

RankEFSISPY
#1-36.45%
Jul 24, 2018 - Jun 16, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.07%
Nov 14, 2022 - Nov 27, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.24%
Dec 18, 2025 - Jun 4, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.17%
Feb 3, 2025 - Aug 22, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.14%
Jun 19, 2017 - Feb 20, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.78%
Sep 23, 2025 - Dec 10, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.29%
Aug 19, 2022 - Nov 14, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.85%
Dec 7, 2016 - Jan 5, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.79%
Jan 11, 2016 - Mar 14, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.77%
Mar 14, 2016 - Aug 22, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.66%
Aug 3, 2022 - Aug 9, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.92%
Nov 30, 2021 - Feb 18, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.74%
Jan 23, 2017 - Feb 3, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.44%
Aug 24, 2021 - Oct 26, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.38%
Jul 9, 2018 - Jul 24, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EFSI 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)

EFSI vs SPY dividend yield comparison.

YearEFSISPY
20261.44%0.24%
20253.12%1.07%
20243.32%1.21%
20234.00%1.40%
20223.20%1.65%
20213.17%1.20%
20203.53%1.52%
20193.22%1.75%
20183.03%2.04%
20172.75%1.80%
20163.18%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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