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ISBA vs SPY

Comparison between Isabella Bank Corp (ISBA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceISBA has outperformed SPY, delivering a return of +17.7% compared to +13.4%

ISBA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ISBA
$312M
Winner
SPY
$784B
Expense Ratio
ISBA
N/A
SPY
0.09%
Max Drawdown
ISBA
66.29%
Winner
SPY
56.47%
Sharpe Ratio
ISBA
0.83
Winner
SPY
1.50
5Y Beta
Winner
ISBA
0.29
SPY
1.00
Industry
ISBA
Banks - Regional
SPY
N/A
P/E Ratio
Winner
ISBA
15.63
SPY
28.29
Forward P/E
Winner
ISBA
14.56
SPY
21.76
PEG Ratio
ISBA
0.42
SPY
N/A
Dividend Yield
ISBA
2.64%
SPY
N/A
5Y Dividends CAGR
ISBA
5.33%
Winner
SPY
5.43%
5Y EPS CAGR
ISBA
11.61%
Winner
SPY
25.98%
Debt to Equity
Winner
ISBA
0.00%
SPY
30.79%
Free Cash Flow Yield
ISBA
7.34%
SPY
N/A
P/S Ratio
Winner
ISBA
3.70
SPY
3.79
P/B Ratio
Winner
ISBA
1.30
SPY
5.67

ISBA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ISBA
-1.29%
Winner
SPY
+0.48%
3M
ISBA
-4.52%
Winner
SPY
+11.67%
6M
ISBA
-13.30%
Winner
SPY
+9.42%
1Y
Winner
ISBA
+32.91%
SPY
+24.27%
5Y(CAGR)
Winner
ISBA
+17.71%
SPY
+13.36%
10Y(CAGR)
ISBA
+9.03%
Winner
SPY
+15.42%
Max(CAGR)
ISBA
+3.83%
Winner
SPY
+8.49%

ISBA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearISBASPY
2026-15.89%+8.88%
2025+98.99%+18.00%
2024+27.56%+25.59%
2023+0.71%+26.72%
2022-4.43%-18.64%
2021+36.98%+30.52%
2020-14.36%+17.28%
2019+11.75%+31.09%
2018-16.89%-5.24%
2017+5.18%+20.78%
2016-3.52%+13.59%
2015+38.14%+1.31%
2014-1.98%+14.56%
2013+12.23%+29.00%
2012-3.83%+14.17%
2011+42.58%+0.85%
2010+0.09%+13.14%
2009-22.92%+22.67%
2008-39.40%-36.25%
2007-2.33%+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%

ISBA vs SPY Drawdown Comparison

The maximum drawdown for ISBA was -65.57%, occurring on Mar 11, 2009. Recovery took 3544 trading sessions.

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

The current ISBA drawdown is -25.23%. The current SPY drawdown is -2.35%.

RankISBASPY
#1-65.57%
Aug 13, 2007 - Sep 17, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.50%
Nov 10, 2021 - Nov 18, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.21%
Dec 19, 2025 - Apr 30, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.10%
Jun 18, 2025 - Nov 4, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.26%
Dec 27, 2024 - Apr 21, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.41%
Nov 4, 2025 - Nov 21, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.22%
Dec 2, 2025 - Dec 4, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.04%
Nov 21, 2025 - Dec 2, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.19%
May 20, 2025 - Jun 5, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.50%
Dec 10, 2025 - Dec 15, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.24%
May 1, 2025 - May 12, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.06%
Oct 14, 2021 - Oct 25, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.05%
Apr 21, 2025 - Apr 24, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.85%
Oct 1, 2021 - Oct 14, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.74%
Sep 28, 2021 - Oct 1, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ISBA and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

ISBA vs SPY dividend yield comparison.

YearISBASPY
20260.67%0.24%
20252.24%1.07%
20244.31%1.21%
20235.21%1.40%
20224.64%1.65%
20214.24%1.20%
20205.52%1.52%
20194.32%1.75%
20184.61%2.04%
20173.61%1.80%
20163.52%2.03%
20153.14%2.06%
20143.96%1.87%
20133.52%1.81%
20123.68%2.18%
20113.25%2.05%
20104.16%1.80%
20093.69%1.95%
20081.61%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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