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FIZZ vs SPY

Comparison between National Beverage Corp (FIZZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FIZZ, delivering a return of +14.0% compared to -2.7%

FIZZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FIZZ
$3.30B
Winner
SPY
$735B
Expense Ratio
FIZZ
N/A
SPY
0.09%
Max Drawdown
FIZZ
70.56%
Winner
SPY
56.47%
Sharpe Ratio
FIZZ
-0.99
Winner
SPY
1.91
5Y Beta
Winner
FIZZ
0.16
SPY
1.00
Industry
FIZZ
Beverages - Non-alcoholic
SPY
N/A
P/E Ratio
Winner
FIZZ
18.05
SPY
28.68
Forward P/E
Winner
FIZZ
16.42
SPY
22.19
PEG Ratio
FIZZ
4.03
SPY
N/A
5Y Dividends CAGR
Winner
FIZZ
17.52%
SPY
5.43%
5Y EPS CAGR
FIZZ
20.11%
Winner
SPY
26.37%
Debt to Equity
Winner
FIZZ
0.00%
SPY
34.04%
Free Cash Flow Yield
FIZZ
5.00%
SPY
N/A
P/S Ratio
Winner
FIZZ
2.76
SPY
3.76
P/B Ratio
Winner
FIZZ
5.50
SPY
5.55

FIZZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FIZZ
+6.39%
SPY
+4.84%
3M
FIZZ
-5.52%
Winner
SPY
+9.57%
6M
FIZZ
+2.92%
Winner
SPY
+13.79%
1Y
FIZZ
-20.47%
Winner
SPY
+29.34%
5Y(CAGR)
FIZZ
-2.66%
Winner
SPY
+13.98%
10Y(CAGR)
FIZZ
+5.73%
Winner
SPY
+15.66%
Max(CAGR)
Winner
FIZZ
+15.48%
SPY
+8.53%

FIZZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFIZZSPY
2026+11.43%+9.45%
2025-24.79%+18.00%
2024-13.83%+25.59%
2023+6.81%+26.72%
2022-0.19%-18.64%
2021+13.64%+30.52%
2020+85.84%+17.28%
2019-29.90%+31.09%
2018-24.42%-5.24%
2017+94.60%+20.78%
2016+24.31%+13.59%
2015+102.95%+1.31%
2014+12.87%+14.56%
2013+39.23%+29.00%
2012+5.94%+14.17%
2011+18.51%+0.85%
2010+21.05%+13.14%
2009+52.31%+22.67%
2008+13.49%-36.25%
2007-36.94%+5.32%
2006+70.89%+13.85%
2005+17.57%+5.32%
2004+12.33%+10.75%
2003+5.78%+24.18%
2002+27.71%-22.42%
2001+36.40%-10.13%
2000+12.50%-8.84%
1999+1.54%+8.61%

FIZZ vs SPY Drawdown Comparison

The maximum drawdown for FIZZ was -69.56%, occurring on Mar 23, 2020. Recovery took 849 trading sessions.

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

The current FIZZ drawdown is -55.69%. The current SPY drawdown is -0.34%.

RankFIZZSPY
#1-69.56%
Sep 11, 2017 - Jan 26, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-60.24%
Jan 27, 2021 - Jan 2, 2026
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-58.57%
Apr 4, 2007 - Sep 1, 2010
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.75%
May 20, 2002 - Feb 25, 2004
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.86%
Jul 13, 2006 - Mar 22, 2007
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-32.06%
Jun 30, 2016 - Mar 9, 2017
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-32.05%
May 15, 2000 - Jan 23, 2001
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-31.01%
Mar 8, 2004 - Feb 7, 2006
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-30.27%
Dec 29, 2015 - May 5, 2016
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-27.15%
May 4, 2006 - Jul 13, 2006
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-24.19%
Nov 12, 2014 - Sep 2, 2015
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-22.77%
Dec 6, 2011 - Dec 3, 2012
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-21.91%
Feb 14, 2014 - Oct 10, 2014
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-20.00%
Jan 23, 2001 - Jun 1, 2001
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.63%
Nov 4, 1999 - Mar 13, 2000
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FIZZ and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

FIZZ vs SPY dividend yield comparison.

YearFIZZSPY
20260.00%0.24%
20250.00%1.07%
20247.62%1.21%
20230.00%1.40%
20220.00%1.65%
20216.62%1.20%
20207.07%1.52%
20190.00%1.75%
20184.04%2.04%
20171.54%1.80%
20162.94%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
201217.48%2.18%
20110.00%2.05%
201027.78%1.80%
20090.00%1.95%
20080.00%3.02%
20079.95%1.85%
20067.13%1.73%
20050.00%1.73%
200412.02%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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