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JOE vs SPY

Comparison between St. Joe Company (JOE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JOE, delivering a return of +14.0% compared to +8.3%

JOE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
JOE
$3.73B
Winner
SPY
$735B
Expense Ratio
JOE
N/A
SPY
0.09%
Max Drawdown
JOE
84.76%
Winner
SPY
56.47%
Sharpe Ratio
JOE
1.32
Winner
SPY
1.91
5Y Beta
JOE
N/A
SPY
1.00
Industry
JOE
Real Estate - Diversified
SPY
N/A
P/E Ratio
JOE
33.45
Winner
SPY
28.68
Forward P/E
JOE
50.25
Winner
SPY
22.19
PEG Ratio
JOE
0.73
SPY
N/A
Dividend Yield
JOE
0.95%
SPY
N/A
5Y Dividends CAGR
Winner
JOE
37.60%
SPY
5.43%
5Y EPS CAGR
JOE
18.01%
Winner
SPY
26.37%
Debt to Equity
JOE
49.67%
Winner
SPY
34.04%
Free Cash Flow Yield
JOE
5.33%
SPY
N/A
P/S Ratio
JOE
7.20
Winner
SPY
3.76
P/B Ratio
Winner
JOE
4.73
SPY
5.55

JOE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JOE
-6.64%
Winner
SPY
+4.84%
3M
JOE
-7.75%
Winner
SPY
+9.57%
6M
JOE
+11.50%
Winner
SPY
+13.79%
1Y
Winner
JOE
+49.02%
SPY
+29.34%
5Y(CAGR)
JOE
+8.26%
Winner
SPY
+13.98%
10Y(CAGR)
JOE
+14.77%
Winner
SPY
+15.66%
Max(CAGR)
JOE
+5.90%
Winner
SPY
+8.53%

JOE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJOESPY
2026+6.93%+9.45%
2025+34.50%+18.00%
2024-22.91%+25.59%
2023+54.91%+26.72%
2022-25.27%-18.64%
2021+25.96%+30.52%
2020+118.66%+17.28%
2019+51.49%+31.09%
2018-27.44%-5.24%
2017-5.25%+20.78%
2016+7.41%+13.59%
2015+1.15%+1.31%
2014-3.11%+14.56%
2013-18.34%+29.00%
2012+55.63%+14.17%
2011-33.96%+0.85%
2010-23.20%+13.14%
2009+16.87%+22.67%
2008-29.91%-36.25%
2007-33.39%+5.32%
2006-20.23%+13.85%
2005+6.73%+5.32%
2004+74.79%+10.75%
2003+24.74%+24.18%
2002+10.20%-22.42%
2001+26.96%-10.13%
2000+35.34%-8.84%
1999+4.83%+8.61%

JOE vs SPY Drawdown Comparison

The maximum drawdown for JOE was -84.33%, occurring on Nov 25, 2011. 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 JOE drawdown is -18.54%. The current SPY drawdown is -0.34%.

RankJOESPY
#1-84.33%
Jul 15, 2005 - Nov 25, 2011
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.44%
May 21, 2002 - Aug 26, 2003
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.76%
Jul 19, 2001 - Mar 7, 2002
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.49%
Apr 1, 2004 - Jul 20, 2004
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.37%
Mar 8, 2005 - May 23, 2005
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.35%
Jun 7, 2000 - Dec 21, 2000
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.11%
Feb 20, 2001 - Apr 20, 2001
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.41%
Sep 4, 2003 - Dec 1, 2003
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.54%
Dec 16, 1999 - Feb 2, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.27%
Nov 2, 1999 - Dec 9, 1999
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.37%
Mar 2, 2004 - Apr 1, 2004
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.17%
Feb 8, 2005 - Mar 4, 2005
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.00%
Feb 2, 2000 - Mar 6, 2000
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.67%
Dec 31, 2004 - Jan 10, 2005
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.39%
Mar 31, 2000 - Apr 26, 2000
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JOE and SPY is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45
-101

Dividend Comparison (1999 - 2026)

JOE vs SPY dividend yield comparison.

YearJOESPY
20260.25%0.24%
20250.98%1.07%
20241.16%1.21%
20230.73%1.40%
20221.03%1.65%
20210.61%1.20%
20200.16%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%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%
20071.35%1.85%
20061.19%1.73%
20050.89%1.73%
20040.81%1.82%
20030.86%1.47%
20020.27%1.70%
20010.29%1.25%
200042.89%1.15%
19990.00%0.24%

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