IMKTA vs SPY

Comparison between Ingles Markets Inc - Class A (IMKTA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IMKTA, delivering a return of +13.4% compared to +8.9%

IMKTA vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMKTA(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$1.78B	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	73.96%	56.47%
Sharpe Ratio	1.61	1.56
5Y Beta	0.31	1.00
Industry	Grocery Stores	N/A
P/E Ratio	17.06	28.29
Forward P/E	8.64	21.75
PEG Ratio	0.25	N/A
Dividend Yield	0.71%	N/A
5Y Dividends CAGR	4.56%	5.43%
5Y EPS CAGR	-13.29%	25.98%
Debt to Equity	31.92%	30.79%
Free Cash Flow Yield	8.51%	N/A
P/S Ratio	0.33	3.79
P/B Ratio	1.06	5.67

Market Cap / Net Assets

IMKTA

$1.78B

Winner

SPY

$784B

Expense Ratio

IMKTA

N/A

SPY

0.09%

Max Drawdown

IMKTA

73.96%

Winner

SPY

56.47%

Sharpe Ratio

Winner

IMKTA

1.61

SPY

1.56

5Y Beta

Winner

IMKTA

0.31

SPY

1.00

Industry

IMKTA

Grocery Stores

SPY

N/A

P/E Ratio

Winner

IMKTA

17.06

SPY

28.29

Forward P/E

Winner

IMKTA

8.64

SPY

21.75

PEG Ratio

IMKTA

0.25

SPY

N/A

Dividend Yield

IMKTA

0.71%

SPY

N/A

5Y Dividends CAGR

IMKTA

4.56%

Winner

SPY

5.43%

5Y EPS CAGR

IMKTA

-13.29%

Winner

SPY

25.98%

Debt to Equity

IMKTA

31.92%

Winner

SPY

30.79%

Free Cash Flow Yield

IMKTA

8.51%

SPY

N/A

P/S Ratio

Winner

IMKTA

0.33

SPY

3.79

P/B Ratio

Winner

IMKTA

1.06

SPY

5.67

IMKTA vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	IMKTA	SPY
1 month	+8.90%	+0.48%
3 months	+6.69%	+11.67%
6 months	+31.16%	+9.42%
1 year	+53.39%	+24.27%
5 years(CAGR)	+8.86%	+13.36%
10 years(CAGR)	+10.88%	+15.42%
Max(CAGR)	+11.35%	+8.49%

Winner

IMKTA

+8.90%

SPY

+0.48%

IMKTA

+6.69%

Winner

SPY

+11.67%

Winner

IMKTA

+31.16%

SPY

+9.42%

Winner

IMKTA

+53.39%

SPY

+24.27%

5Y(CAGR)

IMKTA

+8.86%

Winner

SPY

+13.36%

10Y(CAGR)

IMKTA

+10.88%

Winner

SPY

+15.42%

Max(CAGR)

Winner

IMKTA

+11.35%

SPY

+8.49%

IMKTA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IMKTA	SPY
2026	+32.61%	+8.88%
2025	+7.71%	+18.00%
2024	-27.04%	+25.59%
2023	-8.77%	+26.72%
2022	+11.28%	-18.64%
2021	+104.32%	+30.52%
2020	-6.71%	+17.28%
2019	+74.66%	+31.09%
2018	-23.89%	-5.24%
2017	-28.79%	+20.78%
2016	+27.61%	+13.59%
2015	+16.17%	+1.31%
2014	+41.86%	+14.56%
2013	+58.17%	+29.00%
2012	+20.14%	+14.17%
2011	-21.30%	+0.85%
2010	+32.04%	+13.14%
2009	-12.70%	+22.67%
2008	-29.31%	-36.25%
2007	-16.03%	+5.32%
2006	+96.29%	+13.85%
2005	+32.42%	+5.32%
2004	+27.95%	+10.75%
2003	-6.03%	+24.18%
2002	+0.35%	-22.42%
2001	+26.22%	-10.13%
2000	-2.53%	-8.84%
1999	-9.14%	+8.61%

IMKTA vs SPY Drawdown Comparison

The maximum drawdown for IMKTA was -72.55%, occurring on Mar 9, 2009. Recovery took 1971 trading sessions.

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

The current IMKTA drawdown is -6.16%. The current SPY drawdown is -2.35%.

Rank	IMKTA	SPY
#1	-72.55% Feb 16, 2007 - Dec 15, 2014	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-61.86% Nov 25, 2015 - Feb 8, 2021	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-39.58% Dec 12, 2022 - Aug 5, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-28.99% Nov 1, 1999 - Jan 30, 2001	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-24.17% Apr 8, 2015 - Aug 14, 2015	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-21.43% Aug 30, 2001 - Jan 15, 2004	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-21.23% Aug 23, 2022 - Nov 29, 2022	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-20.68% Aug 17, 2015 - Nov 23, 2015	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-20.47% Apr 10, 2001 - Jul 30, 2001	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-16.52% Dec 15, 2021 - Mar 4, 2022	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-16.04% Apr 19, 2022 - Aug 23, 2022	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-15.67% Jan 20, 2015 - Mar 5, 2015	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-14.13% Jan 16, 2004 - Sep 7, 2004	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-13.42% May 6, 2021 - Aug 11, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-12.13% May 5, 2006 - Jul 27, 2006	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IMKTA 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)

IMKTA vs SPY dividend yield comparison.

Year	IMKTA	SPY
2026	0.36%	0.24%
2025	0.96%	1.07%
2024	1.02%	1.21%
2023	0.76%	1.40%
2022	0.68%	1.65%
2021	0.76%	1.20%
2020	1.55%	1.52%
2019	1.39%	1.75%
2018	2.42%	2.04%
2017	1.91%	1.80%
2016	1.37%	2.03%
2015	1.50%	2.06%
2014	1.78%	1.87%
2013	1.83%	1.81%
2012	8.60%	2.18%
2011	4.38%	2.05%
2010	3.44%	1.80%
2009	4.36%	1.95%
2008	3.75%	3.02%
2007	2.60%	1.85%
2006	2.22%	1.73%
2005	3.16%	1.73%
2004	5.33%	1.82%
2003	8.03%	1.47%
2002	5.70%	1.70%
2001	5.52%	1.25%
2000	6.56%	1.15%
1999	0.00%	0.24%

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IMKTA vs SPY

IMKTA vs SPY - Performance Comparison

Key Characteristics

IMKTA vs SPY - Historical Returns

IMKTA vs SPY - Annual Returns (1999 - 2026)

IMKTA vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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