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ISTR vs SPY

Comparison between Investar Holding Corp (ISTR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ISTR, delivering a return of +13.3% compared to +6.5%

ISTR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ISTR
$389M
Winner
SPY
$735B
Expense Ratio
ISTR
N/A
SPY
0.09%
Max Drawdown
ISTR
68.64%
Winner
SPY
56.47%
Sharpe Ratio
Winner
ISTR
1.72
SPY
1.62
5Y Beta
Winner
ISTR
0.79
SPY
1.00
Industry
ISTR
Banks - Regional
SPY
N/A
P/E Ratio
Winner
ISTR
11.03
SPY
28.99
Forward P/E
Winner
ISTR
9.84
SPY
22.37
PEG Ratio
ISTR
0.71
SPY
N/A
Dividend Yield
ISTR
1.54%
SPY
N/A
5Y Dividends CAGR
ISTR
1.74%
Winner
SPY
5.43%
5Y EPS CAGR
ISTR
7.89%
Winner
SPY
26.05%
Debt to Equity
Winner
ISTR
0.00%
SPY
32.40%
Free Cash Flow Yield
ISTR
6.09%
SPY
N/A
P/S Ratio
Winner
ISTR
3.65
SPY
3.74
P/B Ratio
Winner
ISTR
1.02
SPY
5.61

ISTR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ISTR
+3.38%
SPY
+1.90%
3M
ISTR
+4.58%
Winner
SPY
+8.55%
6M
Winner
ISTR
+12.44%
SPY
+8.18%
1Y
Winner
ISTR
+58.57%
SPY
+25.79%
5Y(CAGR)
ISTR
+6.49%
Winner
SPY
+13.32%
10Y(CAGR)
ISTR
+8.18%
Winner
SPY
+15.19%
Max(CAGR)
ISTR
+7.65%
Winner
SPY
+8.47%

ISTR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearISTRSPY
2026+11.21%+8.26%
2025+28.40%+18.00%
2024+50.78%+25.59%
2023-28.77%+26.72%
2022+20.41%-18.64%
2021+14.24%+30.52%
2020-30.20%+17.28%
2019-0.31%+31.09%
2018+5.99%-5.24%
2017+27.57%+20.78%
2016+7.22%+13.59%
2015+25.96%+1.31%
2014-2.37%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+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%

ISTR vs SPY Drawdown Comparison

The maximum drawdown for ISTR was -68.22%, occurring on Mar 23, 2020. Recovery took 1864 trading sessions.

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

The current ISTR drawdown is -3.20%. The current SPY drawdown is -2.90%.

RankISTRSPY
#1-68.22%
Jul 6, 2018 - Dec 4, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-22.12%
Dec 14, 2015 - Nov 18, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-13.33%
Mar 30, 2015 - Nov 25, 2015		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.92%
Feb 6, 2026 - Mar 20, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.31%
Feb 17, 2015 - Mar 9, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.92%
Jul 16, 2014 - Dec 16, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.22%
Dec 18, 2014 - Feb 17, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.56%
Feb 1, 2018 - Mar 16, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.91%
Jul 5, 2017 - Sep 26, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.45%
Apr 24, 2018 - May 21, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.35%
Oct 20, 2017 - Dec 18, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.15%
Dec 16, 2016 - Dec 29, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.54%
Jan 26, 2017 - Feb 9, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.29%
Jan 17, 2018 - Feb 1, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.95%
Mar 19, 2018 - Apr 18, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ISTR and SPY is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (1999 - 2026)

ISTR vs SPY dividend yield comparison.

YearISTRSPY
20260.38%0.24%
20251.63%1.07%
20241.87%1.21%
20232.65%1.40%
20221.70%1.65%
20212.66%1.20%
20201.51%1.52%
20190.95%1.75%
20180.81%2.04%
20170.30%1.80%
20160.23%2.03%
20150.18%2.06%
20140.10%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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