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GHC vs SPY

Comparison between Graham Holdings Co. - Class B (GHC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed GHC, delivering a return of +13.8% compared to +11.7%

GHC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
GHC
$4.79B
Winner
SPY
$735B
Expense Ratio
GHC
N/A
SPY
0.09%
Max Drawdown
GHC
74.58%
Winner
SPY
56.47%
Sharpe Ratio
GHC
0.55
Winner
SPY
1.67
5Y Beta
Winner
GHC
0.83
SPY
1.00
Industry
GHC
Education & Training Services
SPY
N/A
P/E Ratio
Winner
GHC
16.37
SPY
28.81
Forward P/E
Winner
GHC
20.12
SPY
22.07
PEG Ratio
GHC
0.18
SPY
N/A
Dividend Yield
GHC
0.65%
SPY
N/A
5Y Dividends CAGR
Winner
GHC
9.12%
SPY
5.43%
5Y EPS CAGR
GHC
2.97%
Winner
SPY
25.84%
Debt to Equity
Winner
GHC
18.37%
SPY
34.16%
Free Cash Flow Yield
GHC
5.75%
SPY
N/A
P/S Ratio
GHC
N/A
SPY
3.69
P/B Ratio
GHC
N/A
SPY
5.54

GHC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
GHC
-4.03%
Winner
SPY
+4.59%
3M
GHC
+1.10%
Winner
SPY
+7.81%
6M
GHC
+5.55%
Winner
SPY
+14.24%
1Y
GHC
+16.25%
Winner
SPY
+26.47%
5Y(CAGR)
GHC
+11.71%
Winner
SPY
+13.84%
10Y(CAGR)
GHC
+9.39%
Winner
SPY
+15.57%
Max(CAGR)
GHC
+5.99%
Winner
SPY
+8.50%

GHC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGHCSPY
2026+1.95%+8.80%
2025+27.93%+18.00%
2024+25.34%+25.59%
2023+14.97%+26.72%
2022-7.35%-18.64%
2021+20.94%+30.52%
2020-15.33%+17.28%
2019-1.32%+31.09%
2018+14.83%-5.24%
2017+7.60%+20.78%
2016+10.17%+13.59%
2015-8.11%+1.31%
2014+33.73%+14.56%
2013+79.28%+29.00%
2012+1.26%+14.17%
2011-12.40%+0.85%
2010+1.50%+13.14%
2009+8.55%+22.67%
2008-49.91%-36.25%
2007+6.72%+5.32%
2006-4.05%+13.85%
2005-19.91%+5.32%
2004+25.40%+10.75%
2003+6.46%+24.18%
2002+41.01%-22.42%
2001-11.27%-10.13%
2000+15.05%-8.84%
1999+4.39%+8.61%

GHC vs SPY Drawdown Comparison

The maximum drawdown for GHC was -67.56%, occurring on Mar 9, 2009. Recovery took 2488 trading sessions.

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

The current GHC drawdown is -7.14%. The current SPY drawdown is -0.92%.

RankGHCSPY
#1-67.56%
Dec 29, 2004 - Nov 14, 2014
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-62.56%
Jul 30, 2019 - Jan 22, 2024
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.09%
Jul 7, 2015 - Apr 8, 2019
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.93%
Mar 2, 2001 - Apr 17, 2002
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.78%
Sep 26, 2025 - Jan 21, 2026
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.75%
Nov 10, 1999 - Dec 1, 2000
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.01%
Apr 30, 2002 - Aug 7, 2002
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.55%
Jul 26, 2024 - Sep 30, 2024
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.00%
Jan 21, 2026 - Mar 20, 2026
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.85%
Jan 6, 2003 - Nov 10, 2003
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.48%
Apr 2, 2025 - Aug 12, 2025
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.39%
Jun 8, 2004 - Nov 15, 2004
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.69%
Mar 16, 2015 - May 20, 2015
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.04%
Nov 8, 2024 - Feb 14, 2025
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.83%
Dec 9, 2014 - Jan 29, 2015
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between GHC and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

GHC vs SPY dividend yield comparison.

YearGHCSPY
20260.34%0.24%
20250.66%1.07%
20240.79%1.21%
20230.95%1.40%
20221.05%1.65%
20210.96%1.20%
20201.09%1.52%
20190.87%1.75%
20180.83%2.04%
20170.91%1.80%
20160.95%2.03%
201589.61%2.06%
20141.18%1.87%
20130.00%1.81%
20125.37%2.18%
20112.49%2.05%
20102.05%1.80%
20091.96%1.95%
20082.20%3.02%
20071.04%1.85%
20061.05%1.73%
20050.97%1.73%
20040.71%1.82%
20030.73%1.47%
20020.76%1.70%
20011.06%1.25%
20000.88%1.15%
19990.00%0.24%

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