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EPR-P-G vs SPY

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

5-Year PerformanceSPY has outperformed EPR-P-G, delivering a return of +13.3% compared to +1.9%

EPR-P-G vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EPR-P-G
$1.58B
Winner
SPY
$735B
Expense Ratio
EPR-P-G
N/A
SPY
0.09%
Max Drawdown
EPR-P-G
63.87%
Winner
SPY
56.47%
Sharpe Ratio
EPR-P-G
0.42
Winner
SPY
1.62
5Y Beta
Winner
EPR-P-G
0.33
SPY
1.00
Industry
EPR-P-G
Other
SPY
N/A
P/E Ratio
Winner
EPR-P-G
5.84
SPY
28.99
Forward P/E
EPR-P-G
N/A
SPY
22.37
PEG Ratio
EPR-P-G
0.21
SPY
N/A
5Y Dividends CAGR
EPR-P-G
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
EPR-P-G
-3.34%
Winner
SPY
26.05%
Debt to Equity
EPR-P-G
126.56%
Winner
SPY
32.40%
Free Cash Flow Yield
EPR-P-G
27.44%
SPY
N/A
P/S Ratio
EPR-P-G
N/A
SPY
3.74
P/B Ratio
EPR-P-G
N/A
SPY
5.61

EPR-P-G vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EPR-P-G
+1.01%
Winner
SPY
+1.90%
3M
EPR-P-G
-1.10%
Winner
SPY
+8.55%
6M
EPR-P-G
+1.68%
Winner
SPY
+8.18%
1Y
EPR-P-G
+8.42%
Winner
SPY
+25.79%
5Y(CAGR)
EPR-P-G
+1.94%
Winner
SPY
+13.32%
10Y(CAGR)
EPR-P-G
+4.33%
Winner
SPY
+15.19%
Max(CAGR)
EPR-P-G
+4.33%
Winner
SPY
+8.47%

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

Returns include dividend reinvestment.

YearEPR-P-GSPY
2026+3.48%+8.26%
2025+4.58%+18.00%
2024+1.45%+25.59%
2023+32.66%+26.72%
2022-28.81%-18.64%
2021+14.97%+30.52%
2020-3.44%+17.28%
2019+27.15%+31.09%
2018-10.62%-5.24%
2017+1.77%+20.78%
2016N/A+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%

EPR-P-G vs SPY Drawdown Comparison

The maximum drawdown for EPR-P-G was -63.87%, occurring on Mar 18, 2020. Recovery took 275 trading sessions.

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

The current EPR-P-G drawdown is -5.82%. The current SPY drawdown is -2.90%.

RankEPR-P-GSPY
#1-63.87%
Feb 7, 2020 - Mar 12, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-33.54%
Aug 27, 2021 - Aug 20, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.81%
Oct 15, 2024 - Sep 17, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.26%
Sep 6, 2018 - Mar 20, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.94%
Jan 9, 2018 - Sep 6, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.88%
Sep 19, 2025 - Nov 4, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.61%
Oct 18, 2019 - Jan 3, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.48%
Jul 21, 2021 - Aug 26, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.40%
Apr 13, 2021 - Jun 1, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.74%
Jun 2, 2021 - Jul 21, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.11%
Sep 3, 2019 - Sep 27, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.96%
Sep 24, 2024 - Oct 11, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.87%
Aug 30, 2024 - Sep 24, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.51%
Mar 26, 2021 - Mar 31, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.49%
Jul 29, 2019 - Aug 16, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPR-P-G and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

EPR-P-G vs SPY dividend yield comparison.

YearEPR-P-GSPY
20261.78%0.24%
20257.32%1.07%
20247.28%1.21%
20236.91%1.40%
20228.56%1.65%
20215.69%1.20%
20206.14%1.52%
20195.57%1.75%
20186.88%2.04%
20170.73%1.80%
20160.00%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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