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EPR-P-C vs SPY

Comparison between EPR Properties (EPR-P-C, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EPR-P-C, delivering a return of +13.3% compared to +6.0%

EPR-P-C vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EPR-P-C
$2.01B
Winner
SPY
$735B
Expense Ratio
EPR-P-C
N/A
SPY
0.09%
Max Drawdown
EPR-P-C
87.15%
Winner
SPY
56.47%
Sharpe Ratio
EPR-P-C
0.39
Winner
SPY
1.62
5Y Beta
Winner
EPR-P-C
0.37
SPY
1.00
Industry
EPR-P-C
Other
SPY
N/A
P/E Ratio
Winner
EPR-P-C
7.40
SPY
28.99
Forward P/E
EPR-P-C
N/A
SPY
22.37
PEG Ratio
EPR-P-C
0.27
SPY
N/A
5Y Dividends CAGR
EPR-P-C
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
EPR-P-C
-3.34%
Winner
SPY
26.05%
Debt to Equity
EPR-P-C
126.56%
Winner
SPY
32.40%
Free Cash Flow Yield
EPR-P-C
21.64%
SPY
N/A
P/S Ratio
EPR-P-C
N/A
SPY
3.74
P/B Ratio
EPR-P-C
N/A
SPY
5.61

EPR-P-C vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EPR-P-C
+3.49%
SPY
+1.90%
3M
EPR-P-C
-0.02%
Winner
SPY
+8.55%
6M
Winner
EPR-P-C
+12.54%
SPY
+8.18%
1Y
EPR-P-C
+10.21%
Winner
SPY
+25.79%
5Y(CAGR)
EPR-P-C
+5.99%
Winner
SPY
+13.32%
10Y(CAGR)
EPR-P-C
+5.27%
Winner
SPY
+15.19%
Max(CAGR)
EPR-P-C
+7.48%
Winner
SPY
+8.47%

EPR-P-C vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEPR-P-CSPY
2026+14.92%+8.26%
2025+13.79%+18.00%
2024+4.73%+25.59%
2023+29.36%+26.72%
2022-25.01%-18.64%
2021+16.67%+30.52%
2020-20.26%+17.28%
2019+22.76%+31.09%
2018+6.26%-5.24%
2017-0.45%+20.78%
2016+26.40%+13.59%
2015+8.66%+1.31%
2014+8.02%+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%

EPR-P-C vs SPY Drawdown Comparison

The maximum drawdown for EPR-P-C was -85.63%, occurring on Mar 18, 2020. 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 EPR-P-C drawdown is -39.24%. The current SPY drawdown is -2.90%.

RankEPR-P-CSPY
#1-85.63%
Oct 17, 2017 - Mar 18, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.08%
Aug 1, 2016 - Oct 17, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.87%
Jan 29, 2015 - Jan 6, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.76%
Jan 6, 2016 - Jan 29, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.96%
Apr 19, 2016 - May 2, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.23%
May 16, 2016 - Jun 3, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.44%
Jul 5, 2016 - Jul 21, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.36%
Oct 22, 2014 - Oct 31, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.33%
Mar 18, 2016 - Mar 29, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.22%
Nov 4, 2014 - Dec 23, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.10%
Feb 25, 2016 - Mar 16, 2016		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.91%
Feb 4, 2016 - Feb 17, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.76%
Dec 29, 2014 - Jan 7, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.37%
May 12, 2016 - May 16, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.35%
Mar 31, 2016 - Apr 12, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPR-P-C and SPY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (1999 - 2026)

EPR-P-C vs SPY dividend yield comparison.

YearEPR-P-CSPY
20261.41%0.24%
20256.48%1.07%
20246.91%1.21%
20236.75%1.40%
20228.00%1.65%
20215.62%1.20%
20206.25%1.52%
20194.58%1.75%
20185.35%2.04%
20175.34%1.80%
20165.05%2.03%
20155.99%2.06%
20143.07%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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