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ESQ vs SPY

Comparison between Esquire Financial Holdings Inc (ESQ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceESQ has outperformed SPY, delivering a return of +36.9% compared to +13.4%

ESQ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ESQ
$967M
Winner
SPY
$784B
Expense Ratio
ESQ
N/A
SPY
0.09%
Max Drawdown
ESQ
56.52%
Winner
SPY
56.47%
Sharpe Ratio
ESQ
0.71
Winner
SPY
1.50
5Y Beta
Winner
ESQ
0.68
SPY
1.00
Industry
ESQ
Banks - Regional
SPY
N/A
P/E Ratio
Winner
ESQ
18.57
SPY
28.29
Forward P/E
ESQ
N/A
SPY
21.76
PEG Ratio
ESQ
1.57
SPY
N/A
Dividend Yield
ESQ
0.65%
SPY
N/A
5Y Dividends CAGR
ESQ
N/A
SPY
5.43%
5Y EPS CAGR
Winner
ESQ
26.89%
SPY
25.98%
Debt to Equity
Winner
ESQ
0.00%
SPY
30.79%
Free Cash Flow Yield
ESQ
6.35%
SPY
N/A
P/S Ratio
ESQ
6.84
Winner
SPY
3.79
P/B Ratio
Winner
ESQ
3.17
SPY
5.67

ESQ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ESQ
+9.94%
SPY
+0.48%
3M
ESQ
+9.28%
Winner
SPY
+11.67%
6M
ESQ
+8.26%
Winner
SPY
+9.42%
1Y
Winner
ESQ
+26.74%
SPY
+24.27%
5Y(CAGR)
Winner
ESQ
+36.90%
SPY
+13.36%
10Y(CAGR)
Winner
ESQ
+25.93%
SPY
+15.42%
Max(CAGR)
Winner
ESQ
+25.93%
SPY
+8.49%

ESQ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearESQSPY
2026+14.55%+8.88%
2025+31.69%+18.00%
2024+60.06%+25.59%
2023+17.82%+26.72%
2022+36.58%-18.64%
2021+68.45%+30.52%
2020-26.08%+17.28%
2019+24.14%+31.09%
2018+14.75%-5.24%
2017+29.44%+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%

ESQ vs SPY Drawdown Comparison

The maximum drawdown for ESQ was -56.52%, occurring on May 14, 2020. Recovery took 801 trading sessions.

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

The current ESQ drawdown is -0.71%. The current SPY drawdown is -2.35%.

RankESQSPY
#1-56.52%
Jun 28, 2018 - Sep 2, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-24.78%
Nov 4, 2022 - Jun 16, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.68%
Jan 31, 2025 - May 8, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.36%
Nov 15, 2021 - Apr 22, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.48%
Jan 29, 2024 - Jul 15, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.44%
Jun 2, 2022 - Aug 12, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.43%
Feb 3, 2026 - Mar 9, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.42%
Jul 26, 2023 - Jan 26, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.32%
Feb 1, 2018 - Apr 2, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.67%
Sep 23, 2025 - Dec 10, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.25%
Jul 24, 2025 - Sep 23, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.75%
Aug 19, 2022 - Oct 18, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.25%
Jul 31, 2024 - Aug 30, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.95%
Dec 4, 2017 - Jan 26, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.31%
Apr 25, 2022 - May 31, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ESQ and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

ESQ vs SPY dividend yield comparison.

YearESQSPY
20260.35%0.24%
20250.69%1.07%
20240.75%1.21%
20230.95%1.40%
20220.65%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%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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