StockComparison Logo
vs

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 +34.0% compared to +13.4%

ESP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ESP
$173M
Winner
SPY
$784B
Expense Ratio
ESP
N/A
SPY
0.09%
Max Drawdown
ESP
62.05%
Winner
SPY
56.47%
Sharpe Ratio
ESP
1.00
Winner
SPY
1.56
5Y Beta
Winner
ESP
0.60
SPY
1.00
Industry
ESP
Electrical Equipment & Parts
SPY
N/A
P/E Ratio
Winner
ESP
15.80
SPY
28.29
Forward P/E
Winner
ESP
11.38
SPY
21.75
PEG Ratio
ESP
0.25
SPY
N/A
Dividend Yield
ESP
2.90%
SPY
N/A
5Y Dividends CAGR
Winner
ESP
14.87%
SPY
5.43%
5Y EPS CAGR
Winner
ESP
58.45%
SPY
25.98%
Debt to Equity
Winner
ESP
0.00%
SPY
30.79%
Free Cash Flow Yield
ESP
2.55%
SPY
N/A
P/S Ratio
ESP
4.28
Winner
SPY
3.79
P/B Ratio
Winner
ESP
3.08
SPY
5.67

ESP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ESP
-17.72%
Winner
SPY
+0.48%
3M
ESP
+9.84%
Winner
SPY
+11.67%
6M
Winner
ESP
+38.19%
SPY
+9.42%
1Y
Winner
ESP
+51.48%
SPY
+24.27%
5Y(CAGR)
Winner
ESP
+34.03%
SPY
+13.36%
10Y(CAGR)
ESP
+12.46%
Winner
SPY
+15.42%
Max(CAGR)
Winner
ESP
+13.47%
SPY
+8.49%

ESP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearESPSPY
2026+27.31%+8.88%
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 -17.72%. The current SPY drawdown is -2.35%.

RankESPSPY
#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 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

ESP vs SPY dividend yield comparison.

YearESPSPY
20260.42%0.24%
20253.71%1.07%
20242.90%1.21%
20232.67%1.40%
20220.00%1.65%
20210.00%1.20%
20205.29%1.52%
20194.63%1.75%
20188.03%2.04%
20174.17%1.80%
20163.84%2.03%
20153.88%2.06%
20144.20%1.87%
20136.13%1.81%
20127.64%2.18%
20118.15%2.05%
20108.00%1.80%
20099.94%1.95%
200820.58%3.02%
20073.46%1.85%
20062.35%1.73%
20051.70%1.73%
20044.01%1.82%
20033.65%1.47%
20026.18%1.70%
20011.25%1.25%
20001.21%1.15%
19990.34%0.24%

Select Stocks to Compare

Popular: ESP vs SPY