ESP vs SPY
Comparison between Espey Manufacturing & Electronics Corp (ESP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceESP has outperformed SPY, delivering a return of +36.0% compared to +13.3%
ESP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
ESP
$169M
Winner
SPY
$781B
Expense Ratio
ESP
N/A
SPY
0.09%
Max Drawdown
ESP
62.05%
Winner
SPY
56.47%
Sharpe Ratio
ESP
0.80
Winner
SPY
1.40
5Y Beta
Winner
ESP
0.62
SPY
1.00
Industry
ESP
Electrical Equipment & Parts
SPY
N/A
P/E Ratio
Winner
ESP
15.48
SPY
27.10
Forward P/E
Winner
ESP
11.38
SPY
20.75
PEG Ratio
ESP
0.25
SPY
N/A
Dividend Yield
ESP
2.86%
SPY
N/A
5Y Dividends CAGR
Winner
ESP
21.67%
SPY
6.00%
5Y EPS CAGR
Winner
ESP
58.45%
SPY
25.29%
Debt to Equity
Winner
ESP
0.00%
SPY
31.61%
Free Cash Flow Yield
ESP
2.60%
SPY
N/A
P/S Ratio
ESP
3.91
Winner
SPY
3.72
P/B Ratio
Winner
ESP
3.09
SPY
5.54
ESP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ESP
-5.73%
Winner
SPY
+2.46%
3M
ESP
-12.12%
Winner
SPY
+6.63%
6M
ESP
+8.35%
Winner
SPY
+14.21%
1Y
Winner
ESP
+35.43%
SPY
+23.94%
5Y(CAGR)
Winner
ESP
+36.00%
SPY
+13.27%
10Y(CAGR)
ESP
+12.75%
Winner
SPY
+15.28%
Max(CAGR)
Winner
ESP
+13.55%
SPY
+8.60%
ESP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ESP | SPY |
|---|---|---|
| 2026 | +32.06% | +13.28% |
| 2025 | +67.48% | +18.00% |
| 2024 | +66.28% | +25.59% |
| 2023 | +32.03% | +26.72% |
| 2022 | -0.07% | -18.64% |
| 2021 | -26.35% | +30.52% |
| 2020 | -8.03% | +17.28% |
| 2019 | -11.86% | +31.09% |
| 2018 | +13.14% | -5.24% |
| 2017 | -2.07% | +20.78% |
| 2016 | +6.87% | +13.59% |
| 2015 | +7.40% | +1.31% |
| 2014 | -23.59% | +14.56% |
| 2013 | +35.92% | +29.00% |
| 2012 | +15.20% | +14.17% |
| 2011 | +6.60% | +0.85% |
| 2010 | +32.02% | +13.14% |
| 2009 | +9.33% | +22.67% |
| 2008 | +16.33% | -36.25% |
| 2007 | +4.64% | +5.32% |
| 2006 | +8.82% | +13.85% |
| 2005 | +39.04% | +5.32% |
| 2004 | +9.50% | +10.75% |
| 2003 | +40.11% | +24.18% |
| 2002 | +2.36% | -22.42% |
| 2001 | +20.54% | -10.13% |
| 2000 | +14.69% | -8.84% |
| 1999 | -0.47% | +8.61% |
ESP vs SPY Drawdown Comparison
The maximum drawdown for ESP was -54.31%, occurring on May 16, 2022. Recovery took 1515 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ESP drawdown is -14.65%. The current SPY drawdown is -0.20%.
| Rank | ESP | SPY |
|---|---|---|
| #1 | -54.31% Sep 20, 2018 - Sep 30, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.83% Dec 10, 2013 - May 2, 2018 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -35.40% Jun 5, 2008 - Oct 16, 2009 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.17% Sep 12, 2025 - Jan 15, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -27.50% Jun 18, 2007 - Mar 5, 2008 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.56% May 9, 2011 - Jun 27, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.76% Aug 27, 2012 - Aug 28, 2013 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -23.96% Nov 23, 2005 - Mar 23, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -23.46% May 12, 2026 - Jun 5, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -22.37% Nov 4, 2024 - May 13, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.55% Feb 10, 2026 - Apr 15, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.92% Jul 23, 2025 - Sep 12, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -17.27% Oct 17, 2003 - Oct 1, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.92% Jan 21, 2000 - Aug 10, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -16.68% Mar 5, 2008 - May 14, 2008 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ESP 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)
ESP vs SPY dividend yield comparison.
| Year | ESP | SPY |
|---|---|---|
| 2026 | 0.81% | 0.48% |
| 2025 | 3.71% | 1.07% |
| 2024 | 2.90% | 1.21% |
| 2023 | 2.67% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 5.29% | 1.52% |
| 2019 | 4.63% | 1.75% |
| 2018 | 8.03% | 2.04% |
| 2017 | 4.17% | 1.80% |
| 2016 | 3.84% | 2.03% |
| 2015 | 3.88% | 2.06% |
| 2014 | 4.20% | 1.87% |
| 2013 | 6.13% | 1.81% |
| 2012 | 7.64% | 2.18% |
| 2011 | 8.15% | 2.05% |
| 2010 | 8.00% | 1.80% |
| 2009 | 9.94% | 1.95% |
| 2008 | 20.58% | 3.02% |
| 2007 | 3.46% | 1.85% |
| 2006 | 2.35% | 1.73% |
| 2005 | 1.70% | 1.73% |
| 2004 | 4.01% | 1.82% |
| 2003 | 3.65% | 1.47% |
| 2002 | 6.18% | 1.70% |
| 2001 | 1.25% | 1.25% |
| 2000 | 1.21% | 1.15% |
| 1999 | 0.34% | 0.24% |
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