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MOGO vs SPY

Comparison between Mogo Inc (Sub Voting) (MOGO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MOGO, delivering a return of +13.4% compared to -47.7%

MOGO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MOGO
$26M
Winner
SPY
$784B
Expense Ratio
MOGO
N/A
SPY
0.09%
Max Drawdown
MOGO
97.82%
Winner
SPY
56.47%
Sharpe Ratio
MOGO
0.09
Winner
SPY
1.56
5Y Beta
MOGO
N/A
SPY
1.00
Industry
MOGO
Software - Infrastructure
SPY
N/A
P/E Ratio
Winner
MOGO
4.65
SPY
28.29
Forward P/E
MOGO
N/A
SPY
21.75
5Y Dividends CAGR
MOGO
N/A
SPY
5.43%
5Y EPS CAGR
MOGO
N/A
SPY
25.98%
Debt to Equity
MOGO
N/A
SPY
30.79%
P/S Ratio
Winner
MOGO
0.64
SPY
3.79
P/B Ratio
Winner
MOGO
0.48
SPY
5.67

MOGO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MOGO
-12.24%
Winner
SPY
+0.48%
3M
MOGO
-22.02%
Winner
SPY
+11.67%
6M
MOGO
-26.77%
Winner
SPY
+9.42%
1Y
MOGO
-34.71%
Winner
SPY
+24.27%
5Y(CAGR)
MOGO
-47.65%
Winner
SPY
+13.36%
10Y(CAGR)
MOGO
-20.68%
Winner
SPY
+15.42%
Max(CAGR)
MOGO
-20.68%
Winner
SPY
+8.49%

MOGO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMOGOSPY
2026-16.61%+8.88%
2025-19.55%+18.00%
2024-28.04%+25.59%
2023+6.69%+26.72%
2022-84.88%-18.64%
2021-14.93%+30.52%
2020+46.69%+17.28%
2019+11.08%+31.09%
2018-56.53%-5.24%
2017+101.24%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+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%

MOGO vs SPY Drawdown Comparison

The maximum drawdown for MOGO was -97.82%, occurring on Apr 8, 2025. 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 MOGO drawdown is -97.55%. The current SPY drawdown is -2.35%.

RankMOGOSPY
#1-97.82%
Mar 19, 2021 - Apr 8, 2025
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-91.05%
Dec 6, 2017 - Feb 8, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.58%
Feb 17, 2021 - Mar 19, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.54%
Jul 25, 2017 - Oct 30, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.81%
Apr 17, 2017 - May 2, 2017
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.62%
Feb 9, 2021 - Feb 17, 2021
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.42%
May 4, 2017 - May 30, 2017
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.86%
Mar 2, 2017 - Mar 10, 2017
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.08%
Mar 10, 2017 - Apr 12, 2017
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.07%
Oct 31, 2017 - Nov 8, 2017
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.49%
Jun 7, 2017 - Jun 27, 2017
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.06%
Nov 28, 2017 - Dec 6, 2017
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.92%
Nov 9, 2017 - Nov 15, 2017
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.85%
Jun 28, 2017 - Jul 25, 2017
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.68%
Nov 15, 2017 - Nov 21, 2017
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MOGO and SPY is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48
-101

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