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GROW vs SPY

Comparison between U.S. Global Investors Inc - Class A (GROW, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed GROW, delivering a return of +13.4% compared to -11.2%

GROW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
GROW
$35M
Winner
SPY
$784B
Expense Ratio
GROW
N/A
SPY
0.09%
Max Drawdown
GROW
97.64%
Winner
SPY
56.47%
Sharpe Ratio
GROW
0.63
Winner
SPY
1.50
5Y Beta
Winner
GROW
0.47
SPY
1.00
Industry
GROW
Asset Management
SPY
N/A
P/E Ratio
Winner
GROW
11.83
SPY
28.29
Forward P/E
GROW
28.82
Winner
SPY
21.76
PEG Ratio
GROW
0.09
SPY
N/A
Dividend Yield
GROW
3.24%
SPY
N/A
5Y Dividends CAGR
Winner
GROW
17.79%
SPY
5.43%
5Y EPS CAGR
GROW
N/A
SPY
25.98%
Debt to Equity
Winner
GROW
0.00%
SPY
30.79%
Free Cash Flow Yield
GROW
0.15%
SPY
N/A
P/S Ratio
Winner
GROW
3.64
SPY
3.79
P/B Ratio
Winner
GROW
0.75
SPY
5.67

GROW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GROW
+16.08%
SPY
+0.48%
3M
GROW
-8.17%
Winner
SPY
+11.67%
6M
Winner
GROW
+23.88%
SPY
+9.42%
1Y
Winner
GROW
+28.82%
SPY
+24.27%
5Y(CAGR)
GROW
-11.19%
Winner
SPY
+13.36%
10Y(CAGR)
GROW
+7.10%
Winner
SPY
+15.42%
Max(CAGR)
GROW
+6.92%
Winner
SPY
+8.49%

GROW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGROWSPY
2026+21.99%+8.88%
2025+2.58%+18.00%
2024-8.50%+25.59%
2023+0.00%+26.72%
2022-37.10%-18.64%
2021-22.80%+30.52%
2020+271.77%+17.28%
2019+19.58%+31.09%
2018-78.51%-5.24%
2017+173.72%+20.78%
2016+21.45%+13.59%
2015-60.92%+1.31%
2014+23.83%+14.56%
2013-39.44%+29.00%
2012-32.23%+14.17%
2011-23.96%+0.85%
2010-30.38%+13.14%
2009+139.26%+22.67%
2008-70.62%-36.25%
2007-46.93%+5.32%
2006+428.90%+13.85%
2005+227.83%+5.32%
2004-7.66%+10.75%
2003+82.98%+24.18%
2002+133.24%-22.42%
2001+8.38%-10.13%
2000-41.37%-8.84%
1999-7.41%+8.61%

GROW vs SPY Drawdown Comparison

The maximum drawdown for GROW was -96.75%, occurring on Mar 24, 2020. This drawdown has not yet recovered.

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

The current GROW drawdown is -86.68%. The current SPY drawdown is -2.35%.

RankGROWSPY
#1-96.75%
Dec 28, 2006 - Mar 24, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-65.00%
Mar 1, 2000 - Jan 27, 2003		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-47.42%
Apr 2, 2004 - Feb 24, 2005		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-41.09%
Feb 28, 2003 - Aug 19, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-38.82%
Feb 6, 2006 - Apr 28, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-32.99%
May 10, 2006 - Sep 5, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-31.41%
Sep 18, 2006 - Nov 9, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-26.56%
Apr 5, 2005 - Sep 28, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-24.16%
Jan 3, 2000 - Feb 29, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-22.84%
Nov 1, 1999 - Dec 23, 1999		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-20.87%
Dec 27, 2005 - Jan 26, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-20.00%
Aug 19, 2003 - Sep 12, 2003		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.90%
Jan 27, 2003 - Feb 28, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.92%
Sep 12, 2003 - Nov 11, 2003		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.75%
Dec 8, 2003 - Feb 19, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between GROW and SPY is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.11
-101

Dividend Comparison (1999 - 2026)

GROW vs SPY dividend yield comparison.

YearGROWSPY
20261.27%0.24%
20253.73%1.07%
20243.69%1.21%
20233.19%1.40%
20223.37%1.65%
20211.55%1.20%
20200.55%1.52%
20192.08%1.75%
20182.73%2.04%
20170.77%1.80%
20162.21%2.03%
20154.49%2.06%
20141.94%1.87%
20132.36%1.81%
20126.48%2.18%
20113.98%2.05%
20102.95%1.80%
20091.95%1.95%
20084.91%3.02%
20072.16%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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