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EPR-P-E vs SPY

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

5-Year PerformanceSPY has outperformed EPR-P-E, delivering a return of +13.3% compared to +5.6%

EPR-P-E vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EPR-P-E
$2.51B
Winner
SPY
$735B
Expense Ratio
EPR-P-E
N/A
SPY
0.09%
Max Drawdown
EPR-P-E
66.34%
Winner
SPY
56.47%
Sharpe Ratio
EPR-P-E
0.60
Winner
SPY
1.62
5Y Beta
Winner
EPR-P-E
0.27
SPY
1.00
P/E Ratio
Winner
EPR-P-E
9.25
SPY
28.99
Forward P/E
EPR-P-E
N/A
SPY
22.37
PEG Ratio
EPR-P-E
0.34
SPY
N/A
5Y Dividends CAGR
EPR-P-E
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
EPR-P-E
-3.34%
Winner
SPY
26.05%
Debt to Equity
EPR-P-E
126.56%
Winner
SPY
32.40%
Free Cash Flow Yield
EPR-P-E
17.33%
SPY
N/A
P/S Ratio
EPR-P-E
N/A
SPY
3.74
P/B Ratio
EPR-P-E
N/A
SPY
5.61

EPR-P-E vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EPR-P-E
-0.37%
Winner
SPY
+1.90%
3M
EPR-P-E
-0.28%
Winner
SPY
+8.55%
6M
Winner
EPR-P-E
+8.44%
SPY
+8.18%
1Y
EPR-P-E
+12.69%
Winner
SPY
+25.79%
5Y(CAGR)
EPR-P-E
+5.61%
Winner
SPY
+13.32%
10Y(CAGR)
EPR-P-E
+6.53%
Winner
SPY
+15.19%
Max(CAGR)
EPR-P-E
+7.65%
Winner
SPY
+8.47%

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

Returns include dividend reinvestment.

YearEPR-P-ESPY
2026+6.99%+8.26%
2025+17.01%+18.00%
2024+3.72%+25.59%
2023+16.65%+26.72%
2022-20.95%-18.64%
2021+20.18%+30.52%
2020-9.99%+17.28%
2019+18.89%+31.09%
2018+0.11%-5.24%
2017+10.56%+20.78%
2016+24.03%+13.59%
2015+7.10%+1.31%
2014+5.51%+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-E vs SPY Drawdown Comparison

The maximum drawdown for EPR-P-E was -65.90%, occurring on Mar 18, 2020. Recovery took 292 trading sessions.

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

The current EPR-P-E drawdown is -4.10%. The current SPY drawdown is -2.90%.

RankEPR-P-ESPY
#1-65.90%
Jan 31, 2020 - Mar 30, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.06%
Apr 9, 2021 - Oct 1, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.77%
Oct 17, 2024 - Mar 4, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.18%
Mar 4, 2025 - May 13, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.96%
Apr 29, 2015 - Mar 18, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.61%
Feb 26, 2026 - Mar 26, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.33%
Aug 1, 2016 - Sep 11, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.68%
Dec 29, 2017 - Aug 3, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.23%
Oct 1, 2025 - Jan 13, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.96%
Aug 29, 2018 - Jan 11, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.92%
Jul 14, 2025 - Oct 1, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.74%
May 16, 2016 - Jun 8, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.24%
Feb 13, 2026 - Feb 26, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.01%
Oct 1, 2024 - Oct 15, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.60%
Mar 31, 2016 - May 12, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPR-P-E and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

EPR-P-E vs SPY dividend yield comparison.

YearEPR-P-ESPY
20261.76%0.24%
20257.52%1.07%
20248.26%1.21%
20238.00%1.40%
20228.74%1.65%
20216.29%1.20%
20207.10%1.52%
20195.89%1.75%
20186.62%2.04%
20176.11%1.80%
20166.27%2.03%
20157.21%2.06%
20143.57%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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