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III vs SPY

Comparison between Information Services Group Inc (III, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed III, delivering a return of +13.4% compared to -2.7%

III vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
III
$205M
Winner
SPY
$784B
Expense Ratio
III
N/A
SPY
0.09%
Max Drawdown
III
88.55%
Winner
SPY
56.47%
Sharpe Ratio
III
-0.10
Winner
SPY
1.50
5Y Beta
Winner
III
0.70
SPY
1.00
Industry
III
Information Technology Services
SPY
N/A
P/E Ratio
Winner
III
19.46
SPY
28.29
Forward P/E
Winner
III
11.92
SPY
21.76
PEG Ratio
III
0.50
SPY
N/A
Dividend Yield
III
4.20%
SPY
N/A
5Y Dividends CAGR
Winner
III
49.63%
SPY
5.43%
5Y EPS CAGR
III
7.14%
Winner
SPY
25.98%
Debt to Equity
III
62.82%
Winner
SPY
30.79%
Free Cash Flow Yield
III
11.39%
SPY
N/A
P/S Ratio
Winner
III
0.83
SPY
3.79
P/B Ratio
Winner
III
2.18
SPY
5.67

III vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
III
+0.35%
Winner
SPY
+0.48%
3M
III
+7.35%
Winner
SPY
+11.67%
6M
III
-28.85%
Winner
SPY
+9.42%
1Y
III
-8.48%
Winner
SPY
+24.27%
5Y(CAGR)
III
-2.69%
Winner
SPY
+13.36%
10Y(CAGR)
III
+2.85%
Winner
SPY
+15.42%
Max(CAGR)
III
-1.75%
Winner
SPY
+8.49%

III vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIIISPY
2026-22.85%+8.88%
2025+84.61%+18.00%
2024-24.66%+25.59%
2023+5.02%+26.72%
2022-39.39%-18.64%
2021+135.40%+30.52%
2020+28.13%+17.28%
2019-39.18%+31.09%
2018+3.41%-5.24%
2017+13.32%+20.78%
2016+1.96%+13.59%
2015-10.52%+1.31%
2014+2.93%+14.56%
2013+256.30%+29.00%
2012+9.52%+14.17%
2011-52.09%+0.85%
2010-37.27%+13.14%
2009-3.94%+22.67%
2008-46.88%-36.25%
2007-7.18%+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%

III vs SPY Drawdown Comparison

The maximum drawdown for III was -88.55%, occurring on Aug 22, 2011. Recovery took 3582 trading sessions.

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

The current III drawdown is -47.47%. The current SPY drawdown is -2.35%.

RankIIISPY
#1-88.55%
Jun 22, 2007 - Sep 14, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-66.70%
Nov 12, 2021 - May 13, 2024
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-14.02%
Sep 14, 2021 - Nov 3, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.68%
Feb 13, 2007 - Mar 23, 2007
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.21%
Apr 25, 2007 - May 25, 2007
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.08%
May 25, 2007 - Jun 22, 2007
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.86%
Mar 29, 2007 - Apr 25, 2007
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.94%
Mar 23, 2007 - Mar 29, 2007
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between III and SPY is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (1999 - 2026)

III vs SPY dividend yield comparison.

YearIIISPY
20262.14%0.24%
20253.11%1.07%
20245.39%1.21%
20233.72%1.40%
20223.26%1.65%
20211.18%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20153.87%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%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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