EPR vs SPY
Comparison between EPR Properties (EPR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EPR, delivering a return of +13.9% compared to +11.8%
EPR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPR vs SPY - Historical Returns
Returns include dividend reinvestment.
EPR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EPR | SPY |
|---|---|---|
| 2026 | +18.23% | +9.02% |
| 2025 | +21.29% | +18.00% |
| 2024 | -1.89% | +25.59% |
| 2023 | +41.97% | +26.72% |
| 2022 | -16.25% | -18.64% |
| 2021 | +58.24% | +30.52% |
| 2020 | -51.00% | +17.28% |
| 2019 | +18.82% | +31.09% |
| 2018 | +5.11% | -5.24% |
| 2017 | -3.56% | +20.78% |
| 2016 | +30.23% | +13.59% |
| 2015 | +6.19% | +1.31% |
| 2014 | +24.88% | +14.56% |
| 2013 | +13.02% | +29.00% |
| 2012 | +11.45% | +14.17% |
| 2011 | -2.11% | +0.85% |
| 2010 | +39.50% | +13.14% |
| 2009 | +34.98% | +22.67% |
| 2008 | -30.30% | -36.25% |
| 2007 | -14.92% | +5.32% |
| 2006 | +52.54% | +13.85% |
| 2005 | -1.24% | +5.32% |
| 2004 | +35.28% | +10.75% |
| 2003 | +56.24% | +24.18% |
| 2002 | +32.63% | -22.42% |
| 2001 | +85.03% | -10.13% |
| 2000 | -4.21% | -8.84% |
| 1999 | -3.21% | +8.61% |
EPR vs SPY Drawdown Comparison
The maximum drawdown for EPR was -82.01%, occurring on Mar 18, 2020. Recovery took 1413 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EPR drawdown is -1.85%. The current SPY drawdown is -0.73%.
| Rank | EPR | SPY |
|---|---|---|
| #1 | -82.01% Oct 23, 2019 - Jun 9, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -78.74% Feb 20, 2007 - Jul 7, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.01% Aug 1, 2016 - Feb 4, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.64% Jul 14, 2000 - Jan 16, 2001 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -28.01% Jul 20, 2011 - Apr 25, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.02% Apr 1, 2004 - Nov 1, 2004 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -22.92% Jan 7, 2000 - May 16, 2000 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -21.38% Feb 5, 2015 - Feb 3, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.22% May 21, 2013 - Jul 14, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.88% Jun 28, 2002 - Dec 16, 2002 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -19.50% Feb 26, 2026 - Mar 27, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.72% Jul 14, 2025 - Feb 23, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -17.38% Jul 5, 2005 - Aug 2, 2006 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -15.71% Jul 24, 2014 - Dec 29, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.74% Apr 27, 2012 - Sep 6, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EPR and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
EPR vs SPY dividend yield comparison.
| Year | EPR | SPY |
|---|---|---|
| 2026 | 2.06% | 0.24% |
| 2025 | 7.05% | 1.07% |
| 2024 | 7.68% | 1.21% |
| 2023 | 6.81% | 1.40% |
| 2022 | 8.62% | 1.65% |
| 2021 | 3.16% | 1.20% |
| 2020 | 4.66% | 1.52% |
| 2019 | 6.37% | 1.75% |
| 2018 | 5.62% | 2.04% |
| 2017 | 6.23% | 1.80% |
| 2016 | 5.35% | 2.03% |
| 2015 | 6.21% | 2.06% |
| 2014 | 5.93% | 1.87% |
| 2013 | 6.43% | 1.81% |
| 2012 | 6.51% | 2.18% |
| 2011 | 6.41% | 2.05% |
| 2010 | 5.62% | 1.80% |
| 2009 | 7.37% | 1.95% |
| 2008 | 11.28% | 3.02% |
| 2007 | 6.47% | 1.85% |
| 2006 | 4.71% | 1.73% |
| 2005 | 6.13% | 1.73% |
| 2004 | 5.05% | 1.82% |
| 2003 | 5.76% | 1.47% |
| 2002 | 8.08% | 1.70% |
| 2001 | 9.30% | 1.25% |
| 2000 | 16.00% | 1.15% |
| 1999 | 3.18% | 0.24% |
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