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MOFG vs SPY

Comparison between MidWestOne Financial Group Inc (MOFG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MOFG, delivering a return of +13.3% compared to +13.0%

MOFG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MOFG
$1.02B
Winner
SPY
$735B
Expense Ratio
MOFG
N/A
SPY
0.09%
Max Drawdown
MOFG
64.16%
Winner
SPY
56.47%
Sharpe Ratio
MOFG
1.33
Winner
SPY
1.62
5Y Beta
Winner
MOFG
0.83
SPY
1.00
Industry
MOFG
Banks - Regional
SPY
N/A
P/E Ratio
Winner
MOFG
17.50
SPY
28.99
Forward P/E
Winner
MOFG
11.95
SPY
22.37
PEG Ratio
MOFG
2.52
SPY
N/A
Dividend Yield
MOFG
2.01%
SPY
N/A
5Y Dividends CAGR
Winner
MOFG
6.62%
SPY
5.43%
5Y EPS CAGR
Winner
MOFG
69.63%
SPY
26.05%
Debt to Equity
Winner
MOFG
0.00%
SPY
32.40%
Free Cash Flow Yield
MOFG
7.75%
SPY
N/A
P/S Ratio
MOFG
4.59
Winner
SPY
3.74
P/B Ratio
Winner
MOFG
1.68
SPY
5.61

MOFG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MOFG
+0.00%
Winner
SPY
+1.90%
3M
MOFG
+0.00%
Winner
SPY
+8.55%
6M
Winner
MOFG
+21.74%
SPY
+8.18%
1Y
Winner
MOFG
+79.03%
SPY
+25.79%
5Y(CAGR)
MOFG
+13.05%
Winner
SPY
+13.32%
10Y(CAGR)
MOFG
+8.36%
Winner
SPY
+15.19%
Max(CAGR)
Winner
MOFG
+8.74%
SPY
+8.47%

MOFG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMOFGSPY
2026+30.28%+8.26%
2025+39.29%+18.00%
2024+12.11%+25.59%
2023-11.39%+26.72%
2022+0.62%-18.64%
2021+35.89%+30.52%
2020-28.93%+17.28%
2019+48.05%+31.09%
2018-23.59%-5.24%
2017-8.86%+20.78%
2016+36.11%+13.59%
2015+9.79%+1.31%
2014+8.66%+14.56%
2013+27.66%+29.00%
2012+40.11%+14.17%
2011-3.42%+0.85%
2010+77.07%+13.14%
2009-8.15%+22.67%
2008-41.11%-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%

MOFG vs SPY Drawdown Comparison

The maximum drawdown for MOFG was -62.07%, occurring on Mar 9, 2009. Recovery took 1006 trading sessions.

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

The current SPY drawdown is -2.90%.

RankMOFGSPY
#1-62.07%
Feb 4, 2008 - Jan 31, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-55.94%
Dec 18, 2019 - Nov 4, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-47.23%
Nov 10, 2022 - Nov 11, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.13%
Dec 20, 2016 - Dec 16, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.86%
Dec 5, 2024 - Oct 24, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.42%
Jul 17, 2015 - Nov 11, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.30%
Dec 24, 2013 - Dec 2, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.09%
Jul 25, 2013 - Dec 24, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.82%
Jul 17, 2012 - Jan 22, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.36%
May 7, 2012 - Jun 19, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.84%
Dec 11, 2025 - Jan 15, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.78%
Oct 24, 2025 - Nov 25, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.41%
Jun 21, 2012 - Jul 5, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.79%
Feb 1, 2013 - Apr 24, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.48%
Dec 9, 2014 - Dec 29, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MOFG and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

MOFG vs SPY dividend yield comparison.

YearMOFGSPY
20260.49%0.24%
20252.52%1.07%
20243.33%1.21%
20233.60%1.40%
20222.99%1.65%
20212.78%1.20%
20203.59%1.52%
20192.24%1.75%
20183.14%2.04%
20172.00%1.80%
20161.70%2.03%
20151.97%2.06%
20142.01%1.87%
20131.84%1.81%
20121.76%2.18%
20111.50%2.05%
20101.32%1.80%
20093.46%1.95%
20084.62%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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