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FIVE vs SPY

Comparison between Five Below Inc (FIVE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FIVE, delivering a return of +13.3% compared to +2.6%

FIVE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FIVE
$13B
Winner
SPY
$652B
Expense Ratio
FIVE
N/A
SPY
0.09%
Max Drawdown
FIVE
76.40%
Winner
SPY
56.47%
Sharpe Ratio
Winner
FIVE
2.46
SPY
2.07
5Y Beta
FIVE
1.45
Winner
SPY
1.00
Industry
FIVE
Specialty Retail
SPY
N/A
P/E Ratio
FIVE
36.04
Winner
SPY
28.24
Forward P/E
FIVE
29.07
Winner
SPY
21.85
PEG Ratio
FIVE
0.32
SPY
N/A
5Y Dividends CAGR
FIVE
N/A
SPY
5.43%
5Y EPS CAGR
Winner
FIVE
26.97%
SPY
25.79%
Debt to Equity
Winner
FIVE
0.00%
SPY
22.35%
Free Cash Flow Yield
FIVE
3.18%
SPY
N/A
P/S Ratio
Winner
FIVE
2.72
SPY
3.55
P/B Ratio
FIVE
5.72
Winner
SPY
5.29

FIVE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FIVE
-2.21%
Winner
SPY
+9.11%
3M
FIVE
+6.54%
Winner
SPY
+6.59%
6M
Winner
FIVE
+46.53%
SPY
+10.56%
1Y
Winner
FIVE
+159.45%
SPY
+32.04%
5Y(CAGR)
FIVE
+2.57%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
FIVE
+18.67%
SPY
+15.49%
Max(CAGR)
Winner
FIVE
+16.69%
SPY
+8.50%

FIVE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFIVESPY
2026+15.34%+8.27%
2025+90.11%+18.00%
2024-51.30%+25.59%
2023+24.02%+26.72%
2022-14.85%-18.64%
2021+23.82%+30.52%
2020+37.08%+17.28%
2019+22.28%+31.09%
2018+47.95%-5.24%
2017+63.83%+20.78%
2016+21.68%+13.59%
2015-19.59%+1.31%
2014-4.56%+14.56%
2013+27.77%+29.00%
2012+20.91%+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%

FIVE vs SPY Drawdown Comparison

The maximum drawdown for FIVE was -76.40%, occurring on Apr 8, 2025. Recovery took 1165 trading sessions.

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

The current FIVE drawdown is -9.92%.

RankFIVESPY
#1-76.40%
Aug 25, 2021 - Apr 17, 2026
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.56%
Apr 29, 2019 - Nov 16, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-49.38%
Nov 15, 2013 - Sep 27, 2017
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.03%
Sep 11, 2018 - Apr 12, 2019
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.20%
Sep 27, 2012 - Feb 26, 2013
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.06%
Mar 6, 2013 - Sep 10, 2013
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.73%
Jan 4, 2018 - Mar 29, 2018
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.32%
Apr 9, 2021 - Aug 6, 2021
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.86%
Sep 11, 2013 - Oct 18, 2013
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.23%
Jan 14, 2021 - Feb 16, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.88%
Jul 19, 2018 - Aug 17, 2018
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.68%
Apr 20, 2026 - May 7, 2026
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.89%
Aug 15, 2012 - Sep 6, 2012
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.26%
Apr 17, 2018 - Jun 4, 2018
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.71%
Feb 17, 2021 - Mar 15, 2021
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FIVE and SPY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

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