StockComparison Logo
vs

FCAP vs SPY

Comparison between First Capital Inc (FCAP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FCAP, delivering a return of +14.0% compared to +10.5%

FCAP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FCAP
$211M
Winner
SPY
$784B
Expense Ratio
FCAP
N/A
SPY
0.09%
Max Drawdown
FCAP
71.03%
Winner
SPY
56.47%
Sharpe Ratio
FCAP
0.99
Winner
SPY
1.68
5Y Beta
Winner
FCAP
0.26
SPY
1.00
Industry
FCAP
Banks - Regional
SPY
N/A
P/E Ratio
FCAP
35.46
Winner
SPY
28.06
Forward P/E
Winner
FCAP
9.60
SPY
21.47
PEG Ratio
FCAP
0.52
Winner
SPY
0.36
Dividend Yield
FCAP
1.92%
SPY
N/A
5Y Dividends CAGR
Winner
FCAP
9.32%
SPY
6.00%
5Y EPS CAGR
FCAP
-11.38%
Winner
SPY
25.05%
Debt to Equity
Winner
FCAP
0.00%
SPY
30.60%
Free Cash Flow Yield
FCAP
10.26%
SPY
N/A

FCAP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FCAP
+14.85%
SPY
+1.35%
3M
Winner
FCAP
+35.27%
SPY
+13.50%
6M
FCAP
-8.31%
Winner
SPY
+11.30%
1Y
Winner
FCAP
+48.44%
SPY
+26.75%
5Y(CAGR)
FCAP
+10.53%
Winner
SPY
+14.01%
10Y(CAGR)
FCAP
+10.17%
Winner
SPY
+15.56%
Max(CAGR)
Winner
FCAP
+10.65%
SPY
+8.52%

FCAP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFCAPSPY
2026+9.36%+9.89%
2025+85.31%+18.00%
2024+22.00%+25.59%
2023+16.12%+26.72%
2022-36.29%-18.64%
2021-25.87%+30.52%
2020-11.80%+17.28%
2019+78.98%+31.09%
2018+19.32%-5.24%
2017+14.90%+20.78%
2016+38.95%+13.59%
2015+11.12%+1.31%
2014+20.10%+14.56%
2013+13.53%+29.00%
2012+7.09%+14.17%
2011+16.38%+0.85%
2010+15.03%+13.14%
2009+4.25%+22.67%
2008-5.14%-36.25%
2007-7.18%+5.32%
2006+18.24%+13.85%
2005-11.85%+5.32%
2004+9.52%+10.75%
2003+4.96%+24.18%
2002+45.59%-22.42%
2001+42.93%-10.13%
2000-4.75%-8.84%
1999+6.41%+8.61%

FCAP vs SPY Drawdown Comparison

The maximum drawdown for FCAP was -68.72%, occurring on May 4, 2023. Recovery took 1380 trading sessions.

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

The current FCAP drawdown is -8.57%. The current SPY drawdown is -1.44%.

RankFCAPSPY
#1-68.72%
Jun 22, 2020 - Dec 17, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.09%
Jan 13, 2020 - Jun 22, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.60%
Feb 2, 2004 - May 20, 2011		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.51%
Dec 17, 2025 - Mar 13, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.72%
Oct 24, 2018 - Feb 7, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.91%
Jul 20, 2016 - Mar 1, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.97%
Jan 23, 2001 - Jul 30, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.87%
Mar 13, 2003 - Jan 6, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.84%
Dec 30, 1999 - Jan 23, 2001		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.06%
Mar 16, 2018 - Oct 23, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.34%
Jun 17, 2015 - Mar 9, 2016		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.67%
Jan 6, 2004 - Feb 2, 2004		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.09%
Jan 24, 2012 - Oct 17, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.93%
Oct 17, 2012 - Sep 11, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.89%
Mar 1, 2017 - Sep 5, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FCAP 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)

FCAP vs SPY dividend yield comparison.

YearFCAPSPY
20260.98%0.50%
20252.03%1.07%
20243.47%1.21%
20233.87%1.40%
20224.18%1.65%
20212.57%1.20%
20201.59%1.52%
20191.30%1.75%
20182.17%2.04%
20172.34%1.80%
20162.59%2.03%
20153.22%2.06%
20143.45%1.87%
20133.76%1.81%
20123.90%2.18%
20114.10%2.05%
20104.45%1.80%
20094.74%1.95%
20084.65%3.02%
20074.12%1.85%
20063.50%1.73%
20053.46%1.73%
20042.86%1.82%
20032.67%1.47%
20022.56%1.70%
20012.50%1.25%
20003.73%1.15%
19990.83%0.24%

Select Stocks to Compare

Popular: FCAP vs SPY