MDBH vs SPY

Comparison between MDB Capital Holdings LLC - Class A (MDBH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

MDBH vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MDBH(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$38M	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	78.57%	56.47%
Sharpe Ratio	-0.10	1.62
5Y Beta	0.15	1.00
Industry	Capital Markets	N/A
P/E Ratio	-1.73	28.99
Forward P/E	N/A	22.37
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.05%
Debt to Equity	1.03%	32.40%
Free Cash Flow Yield	-22.56%	N/A
P/S Ratio	8.85	3.74
P/B Ratio	0.67	5.61

Market Cap / Net Assets

MDBH

$38M

Winner

SPY

$735B

Expense Ratio

MDBH

N/A

SPY

0.09%

Max Drawdown

MDBH

78.57%

Winner

SPY

56.47%

Sharpe Ratio

MDBH

-0.10

Winner

SPY

1.62

5Y Beta

Winner

MDBH

0.15

SPY

1.00

Industry

MDBH

Capital Markets

SPY

N/A

P/E Ratio

Winner

MDBH

-1.73

SPY

28.99

Forward P/E

MDBH

N/A

SPY

22.37

5Y Dividends CAGR

MDBH

N/A

SPY

5.43%

5Y EPS CAGR

MDBH

N/A

SPY

26.05%

Debt to Equity

Winner

MDBH

1.03%

SPY

32.40%

Free Cash Flow Yield

MDBH

-22.56%

SPY

N/A

P/S Ratio

MDBH

8.85

Winner

SPY

3.74

P/B Ratio

Winner

MDBH

0.67

SPY

5.61

MDBH vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MDBH	SPY
1 month	-15.21%	+1.90%
3 months	-1.71%	+8.55%
6 months	-9.61%	+8.18%
1 year	-20.58%	+25.79%
5 years(CAGR)	N/A	+13.32%
10 years(CAGR)	N/A	+15.19%
Max(CAGR)	-40.92%	+8.47%

MDBH

-15.21%

Winner

SPY

+1.90%

MDBH

-1.71%

Winner

SPY

+8.55%

MDBH

-9.61%

Winner

SPY

+8.18%

MDBH

-20.58%

Winner

SPY

+25.79%

5Y(CAGR)

MDBH

N/A

SPY

+13.32%

10Y(CAGR)

MDBH

N/A

SPY

+15.19%

Max(CAGR)

MDBH

-40.92%

Winner

SPY

+8.47%

MDBH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MDBH	SPY
2026	-14.00%	+8.26%
2025	-48.82%	+18.00%
2024	-46.34%	+25.59%
2023	-7.72%	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

MDBH vs SPY Drawdown Comparison

The maximum drawdown for MDBH was -78.57%, occurring on Mar 20, 2026. 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 MDBH drawdown is -76.53%. The current SPY drawdown is -2.90%.

Rank	MDBH	SPY
#1	-78.57% Feb 16, 2024 - Mar 20, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-40.00% Sep 21, 2023 - Feb 16, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	N/A	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	N/A	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	N/A	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	N/A	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	N/A	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	N/A	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MDBH and SPY is -0.90 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.90

-101

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MDBH vs SPY

MDBH vs SPY - Performance Comparison

Key Characteristics

MDBH vs SPY - Historical Returns

MDBH vs SPY - Annual Returns (1999 - 2026)

MDBH vs SPY Drawdown Comparison

Correlation

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