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FIBK vs SPY

Comparison between First Interstate BancSystem Inc (FIBK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FIBK, delivering a return of +14.0% compared to +0.4%

FIBK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FIBK
$3.43B
Winner
SPY
$735B
Expense Ratio
FIBK
N/A
SPY
0.09%
Max Drawdown
FIBK
57.34%
Winner
SPY
56.47%
Sharpe Ratio
FIBK
1.25
Winner
SPY
1.91
5Y Beta
FIBK
1.13
Winner
SPY
1.00
Industry
FIBK
Banks - Regional
SPY
N/A
P/E Ratio
Winner
FIBK
11.48
SPY
28.68
Forward P/E
Winner
FIBK
13.00
SPY
22.19
PEG Ratio
FIBK
0.25
SPY
N/A
Dividend Yield
FIBK
5.34%
SPY
N/A
5Y Dividends CAGR
Winner
FIBK
8.82%
SPY
5.43%
5Y EPS CAGR
FIBK
3.20%
Winner
SPY
26.37%
Debt to Equity
Winner
FIBK
0.00%
SPY
34.04%
Free Cash Flow Yield
FIBK
8.23%
SPY
N/A
P/S Ratio
Winner
FIBK
3.29
SPY
3.76
P/B Ratio
Winner
FIBK
1.02
SPY
5.55

FIBK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FIBK
+4.31%
Winner
SPY
+4.84%
3M
FIBK
+0.55%
Winner
SPY
+9.57%
6M
Winner
FIBK
+15.88%
SPY
+13.79%
1Y
Winner
FIBK
+41.84%
SPY
+29.34%
5Y(CAGR)
FIBK
+0.35%
Winner
SPY
+13.98%
10Y(CAGR)
FIBK
+7.23%
Winner
SPY
+15.66%
Max(CAGR)
Winner
FIBK
+9.45%
SPY
+8.53%

FIBK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFIBKSPY
2026+3.14%+9.45%
2025+15.15%+18.00%
2024+11.17%+25.59%
2023-15.51%+26.72%
2022-2.70%-18.64%
2021+4.65%+30.52%
2020+3.65%+17.28%
2019+16.58%+31.09%
2018-6.61%-5.24%
2017-3.95%+20.78%
2016+56.37%+13.59%
2015+9.83%+1.31%
2014+1.89%+14.56%
2013+83.40%+29.00%
2012+18.94%+14.17%
2011-13.31%+0.85%
2010-0.01%+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%

FIBK vs SPY Drawdown Comparison

The maximum drawdown for FIBK was -52.51%, occurring on May 12, 2023. Recovery took 1233 trading sessions.

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

The current FIBK drawdown is -6.65%. The current SPY drawdown is -0.34%.

RankFIBKSPY
#1-52.51%
Mar 12, 2021 - Feb 9, 2026
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.42%
Sep 5, 2018 - Jan 6, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.73%
Apr 23, 2010 - Sep 24, 2012
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.91%
Mar 1, 2017 - May 21, 2018
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.41%
Nov 12, 2014 - Nov 2, 2015
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.28%
Dec 4, 2015 - Aug 18, 2016
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.86%
Feb 9, 2026 - Mar 18, 2026
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.74%
Dec 24, 2013 - Oct 29, 2014
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.55%
Oct 5, 2012 - Jan 2, 2013
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.31%
Jan 12, 2021 - Feb 10, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.89%
Jan 4, 2017 - Feb 23, 2017
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.95%
Mar 15, 2013 - Apr 29, 2013
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.47%
Aug 2, 2013 - Sep 10, 2013
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.29%
Sep 18, 2013 - Oct 21, 2013
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.12%
Nov 17, 2016 - Dec 2, 2016
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FIBK and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

FIBK vs SPY dividend yield comparison.

YearFIBKSPY
20262.65%0.24%
20255.43%1.07%
20245.79%1.21%
20236.11%1.40%
20224.40%1.65%
20214.03%1.20%
20204.91%1.52%
20192.96%1.75%
20183.06%2.04%
20172.40%1.80%
20162.07%2.03%
20152.75%2.06%
20142.30%1.87%
20131.45%1.81%
20123.18%2.18%
20113.51%2.05%
20102.95%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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