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FBIZ vs SPY

Comparison between First Business Financial Services Inc (FBIZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceFBIZ has outperformed SPY, delivering a return of +20.2% compared to +13.4%

FBIZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FBIZ
$501M
Winner
SPY
$784B
Expense Ratio
FBIZ
N/A
SPY
0.09%
Max Drawdown
FBIZ
74.09%
Winner
SPY
56.47%
Sharpe Ratio
FBIZ
0.84
Winner
SPY
1.56
5Y Beta
Winner
FBIZ
0.80
SPY
1.00
Industry
FBIZ
Banks - Regional
SPY
N/A
P/E Ratio
Winner
FBIZ
9.75
SPY
28.29
Forward P/E
Winner
FBIZ
8.96
SPY
21.75
PEG Ratio
FBIZ
0.99
SPY
N/A
Dividend Yield
FBIZ
2.01%
SPY
N/A
5Y Dividends CAGR
Winner
FBIZ
24.90%
SPY
5.43%
5Y EPS CAGR
FBIZ
17.73%
Winner
SPY
25.98%
Debt to Equity
Winner
FBIZ
0.00%
SPY
30.79%
Free Cash Flow Yield
FBIZ
10.53%
SPY
N/A
P/S Ratio
Winner
FBIZ
3.04
SPY
3.79
P/B Ratio
Winner
FBIZ
1.35
SPY
5.67

FBIZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FBIZ
+10.16%
SPY
+0.48%
3M
Winner
FBIZ
+16.19%
SPY
+11.67%
6M
FBIZ
+7.16%
Winner
SPY
+9.42%
1Y
Winner
FBIZ
+26.89%
SPY
+24.27%
5Y(CAGR)
Winner
FBIZ
+20.23%
SPY
+13.36%
10Y(CAGR)
FBIZ
+12.67%
Winner
SPY
+15.42%
Max(CAGR)
Winner
FBIZ
+10.15%
SPY
+8.49%

FBIZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFBIZSPY
2026+14.48%+8.88%
2025+23.45%+18.00%
2024+17.47%+25.59%
2023+13.85%+26.72%
2022+28.46%-18.64%
2021+64.41%+30.52%
2020-27.64%+17.28%
2019+35.45%+31.09%
2018-10.79%-5.24%
2017-4.09%+20.78%
2016+1.13%+13.59%
2015+8.63%+1.31%
2014+29.87%+14.56%
2013+66.40%+29.00%
2012+42.86%+14.17%
2011+24.63%+0.85%
2010+42.18%+13.14%
2009-23.94%+22.67%
2008-24.40%-36.25%
2007-21.78%+5.32%
2006-1.84%+13.85%
2005-8.61%+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%

FBIZ vs SPY Drawdown Comparison

The maximum drawdown for FBIZ was -72.58%, occurring on Aug 25, 2009. Recovery took 1866 trading sessions.

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

The current SPY drawdown is -2.35%.

RankFBIZSPY
#1-72.58%
Oct 18, 2005 - Mar 20, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-50.20%
Jan 27, 2020 - Mar 5, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.29%
Nov 22, 2022 - Dec 15, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.07%
Apr 27, 2017 - Dec 20, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-29.13%
Dec 2, 2015 - Apr 21, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.77%
Feb 6, 2025 - Dec 10, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.26%
Dec 28, 2023 - Jul 16, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.88%
Nov 25, 2024 - Jan 31, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.92%
Jun 3, 2022 - Aug 12, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.71%
Apr 9, 2014 - Jun 10, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.71%
Jun 10, 2014 - Sep 24, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.25%
Feb 6, 2026 - Jun 9, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.73%
Jul 31, 2024 - Sep 19, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.99%
Mar 12, 2021 - May 4, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.26%
Aug 16, 2022 - Oct 28, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FBIZ and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

FBIZ vs SPY dividend yield comparison.

YearFBIZSPY
20261.12%0.24%
20252.14%1.07%
20242.16%1.21%
20232.27%1.40%
20222.16%1.65%
20212.47%1.20%
20203.59%1.52%
20192.28%1.75%
20182.87%2.04%
20172.35%1.80%
20162.02%2.03%
20151.76%2.06%
20141.75%1.87%
20131.49%1.81%
20121.22%2.18%
20111.70%2.05%
20102.09%1.80%
20092.91%1.95%
20082.15%3.02%
20071.49%1.85%
20061.05%1.73%
20050.25%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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