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INFU vs SPY

Comparison between InfuSystem Holdings Inc (INFU, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed INFU, delivering a return of +13.4% compared to -14.7%

INFU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
INFU
$179M
Winner
SPY
$784B
Expense Ratio
INFU
N/A
SPY
0.09%
Max Drawdown
INFU
79.49%
Winner
SPY
56.47%
Sharpe Ratio
INFU
0.95
Winner
SPY
1.56
5Y Beta
INFU
1.14
Winner
SPY
1.00
Industry
INFU
Medical Devices
SPY
N/A
P/E Ratio
Winner
INFU
22.80
SPY
28.29
Forward P/E
INFU
22.73
Winner
SPY
21.75
PEG Ratio
INFU
0.14
SPY
N/A
5Y Dividends CAGR
INFU
N/A
SPY
5.43%
5Y EPS CAGR
INFU
-15.59%
Winner
SPY
25.98%
Debt to Equity
INFU
33.44%
Winner
SPY
30.79%
Free Cash Flow Yield
INFU
12.84%
SPY
N/A
P/S Ratio
Winner
INFU
1.28
SPY
3.79
P/B Ratio
Winner
INFU
3.17
SPY
5.67

INFU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
INFU
+8.20%
SPY
+0.48%
3M
INFU
-3.09%
Winner
SPY
+11.67%
6M
INFU
-1.52%
Winner
SPY
+9.42%
1Y
Winner
INFU
+49.18%
SPY
+24.27%
5Y(CAGR)
INFU
-14.68%
Winner
SPY
+13.36%
10Y(CAGR)
INFU
+12.76%
Winner
SPY
+15.42%
Max(CAGR)
INFU
+4.92%
Winner
SPY
+8.49%

INFU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearINFUSPY
2026+8.46%+8.88%
2025+11.01%+18.00%
2024-17.08%+25.59%
2023+21.15%+26.72%
2022-50.09%-18.64%
2021-8.69%+30.52%
2020+120.94%+17.28%
2019+150.15%+31.09%
2018+46.38%-5.24%
2017-6.12%+20.78%
2016-15.00%+13.59%
2015+3.07%+1.31%
2014+48.58%+14.56%
2013+41.72%+29.00%
2012-7.98%+14.17%
2011-30.00%+0.85%
2010-6.80%+13.14%
2009-8.33%+22.67%
2008-43.37%-36.25%
2007+10.67%+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%

INFU vs SPY Drawdown Comparison

The maximum drawdown for INFU was -79.49%, occurring on May 6, 2025. 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 INFU drawdown is -60.30%. The current SPY drawdown is -2.35%.

RankINFUSPY
#1-79.49%
May 3, 2021 - May 6, 2025
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-78.33%
Feb 1, 2008 - Oct 27, 2014
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-69.70%
Oct 27, 2014 - Mar 14, 2019
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-51.49%
Feb 19, 2020 - Apr 17, 2020
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.84%
Apr 21, 2020 - Aug 7, 2020
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.87%
Aug 17, 2020 - Nov 23, 2020
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.85%
Jun 5, 2019 - Sep 9, 2019
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.97%
Mar 29, 2019 - May 17, 2019
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.36%
Feb 16, 2021 - Mar 12, 2021
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.81%
Dec 22, 2020 - Feb 11, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.68%
Mar 17, 2021 - Apr 27, 2021
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.50%
Dec 11, 2020 - Dec 21, 2020
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.43%
Dec 31, 2007 - Feb 1, 2008
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.87%
Oct 9, 2019 - Oct 24, 2019
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.86%
Aug 7, 2020 - Aug 14, 2020
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between INFU and SPY is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

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