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MATW vs SPY

Comparison between Matthews International Corp - Class A (MATW, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MATW, delivering a return of +13.4% compared to -4.0%

MATW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MATW
$805M
Winner
SPY
$784B
Expense Ratio
MATW
N/A
SPY
0.09%
Max Drawdown
MATW
76.78%
Winner
SPY
56.47%
Sharpe Ratio
MATW
0.52
Winner
SPY
1.50
5Y Beta
Winner
MATW
0.95
SPY
1.00
Industry
MATW
Conglomerates
SPY
N/A
P/E Ratio
Winner
MATW
28.12
SPY
28.29
Forward P/E
Winner
MATW
11.15
SPY
21.76
PEG Ratio
MATW
0.06
SPY
N/A
Dividend Yield
MATW
3.97%
SPY
N/A
5Y Dividends CAGR
Winner
MATW
8.15%
SPY
5.43%
5Y EPS CAGR
MATW
-13.00%
Winner
SPY
25.98%
Debt to Equity
MATW
113.09%
Winner
SPY
30.79%
Free Cash Flow Yield
MATW
-12.31%
SPY
N/A
P/S Ratio
Winner
MATW
0.67
SPY
3.79
P/B Ratio
Winner
MATW
1.56
SPY
5.67

MATW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MATW
-3.73%
Winner
SPY
+0.48%
3M
MATW
+8.48%
Winner
SPY
+11.67%
6M
MATW
+3.00%
Winner
SPY
+9.42%
1Y
MATW
+23.53%
Winner
SPY
+24.27%
5Y(CAGR)
MATW
-3.95%
Winner
SPY
+13.36%
10Y(CAGR)
MATW
-4.31%
Winner
SPY
+15.42%
Max(CAGR)
MATW
+4.40%
Winner
SPY
+8.49%

MATW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMATWSPY
2026+5.38%+8.88%
2025+0.88%+18.00%
2024-21.44%+25.59%
2023+13.10%+26.72%
2022-14.68%-18.64%
2021+31.48%+30.52%
2020-20.76%+17.28%
2019-5.00%+31.09%
2018-23.01%-5.24%
2017-30.49%+20.78%
2016+51.33%+13.59%
2015+12.20%+1.31%
2014+18.24%+14.56%
2013+31.71%+29.00%
2012+1.30%+14.17%
2011-9.43%+0.85%
2010-1.67%+13.14%
2009-1.45%+22.67%
2008-19.84%-36.25%
2007+18.17%+5.32%
2006+4.66%+13.85%
2005-0.20%+5.32%
2004+22.03%+10.75%
2003+30.58%+24.18%
2002-6.56%-22.42%
2001+65.42%-10.13%
2000+15.65%-8.84%
1999+8.91%+8.61%

MATW vs SPY Drawdown Comparison

The maximum drawdown for MATW was -75.23%, occurring on Jun 25, 2020. 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 MATW drawdown is -54.65%. The current SPY drawdown is -2.35%.

RankMATWSPY
#1-75.23%
Jan 4, 2017 - Jun 25, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-50.17%
Sep 18, 2008 - Mar 24, 2015		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.32%
Dec 28, 1999 - Jun 8, 2000		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.21%
Apr 16, 2002 - Oct 7, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.93%
Jul 11, 2005 - Nov 17, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.57%
Nov 27, 2015 - Jul 22, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.57%
Nov 1, 1999 - Dec 15, 1999		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.51%
Jul 12, 2007 - Aug 9, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.63%
Dec 21, 2004 - Jun 17, 2005		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.87%
Aug 27, 2001 - Sep 27, 2001		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.52%
Apr 24, 2008 - Jul 22, 2008		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.46%
Aug 9, 2007 - Dec 18, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.14%
Jan 28, 2008 - Apr 16, 2008		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.79%
Oct 25, 2001 - Feb 5, 2002		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.06%
Oct 5, 2004 - Nov 11, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MATW and SPY is 0.17 which considered as a very weak or no correlation - the stocks move independently of each other.

0.17
-101

Dividend Comparison (1999 - 2026)

MATW vs SPY dividend yield comparison.

YearMATWSPY
20261.90%0.24%
20253.85%1.07%
20244.37%1.21%
20232.54%1.40%
20222.92%1.65%
20212.36%1.20%
20202.87%1.52%
20192.12%1.75%
20181.90%2.04%
20171.33%1.80%
20160.81%2.03%
20151.01%2.06%
20140.95%1.87%
20130.96%1.81%
20121.15%2.18%
20111.05%2.05%
20100.83%1.80%
20090.75%1.95%
20080.67%3.02%
20070.48%1.85%
20060.52%1.73%
20050.51%1.73%
20040.45%1.82%
20030.41%1.47%
20020.48%1.70%
20010.41%1.25%
20000.61%1.15%
19990.00%0.24%

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