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MSTR vs SPY

Comparison between Microstrategy Inc - Class A (MSTR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MSTR, delivering a return of +13.0% compared to +10.1%

MSTR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MSTR
$31B
Winner
SPY
$784B
Expense Ratio
MSTR
N/A
SPY
0.09%
Max Drawdown
MSTR
99.86%
Winner
SPY
56.47%
Sharpe Ratio
MSTR
-1.57
Winner
SPY
1.46
5Y Beta
MSTR
2.47
Winner
SPY
1.00
Industry
MSTR
Software - Application
SPY
N/A
P/E Ratio
Winner
MSTR
-12.06
SPY
28.46
Forward P/E
Winner
MSTR
1.34
SPY
21.63
PEG Ratio
MSTR
-0.10
SPY
N/A
5Y Dividends CAGR
MSTR
N/A
SPY
6.00%
5Y EPS CAGR
MSTR
N/A
SPY
25.28%
Debt to Equity
Winner
MSTR
22.36%
SPY
31.07%
Free Cash Flow Yield
MSTR
-0.18%
SPY
N/A
P/S Ratio
MSTR
N/A
SPY
3.64
P/B Ratio
MSTR
N/A
SPY
5.53

MSTR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MSTR
-41.13%
Winner
SPY
-1.41%
3M
MSTR
-30.91%
Winner
SPY
+12.54%
6M
MSTR
-40.69%
Winner
SPY
+6.77%
1Y
MSTR
-75.03%
Winner
SPY
+22.18%
5Y(CAGR)
MSTR
+10.10%
Winner
SPY
+13.04%
10Y(CAGR)
Winner
MSTR
+18.45%
SPY
+15.54%
Max(CAGR)
MSTR
+2.49%
Winner
SPY
+8.44%

MSTR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMSTRSPY
2026-40.11%+7.90%
2025-49.35%+18.00%
2024+322.71%+25.59%
2023+335.54%+26.72%
2022-74.64%-18.64%
2021+28.05%+30.52%
2020+169.25%+17.28%
2019+10.94%+31.09%
2018-3.07%-5.24%
2017-33.63%+20.78%
2016+15.35%+13.59%
2015+9.91%+1.31%
2014+31.47%+14.56%
2013+30.11%+29.00%
2012-16.09%+14.17%
2011+22.58%+0.85%
2010-11.12%+13.14%
2009+152.20%+22.67%
2008-58.78%-36.25%
2007-17.58%+5.32%
2006+31.03%+13.85%
2005+41.44%+5.32%
2004+16.43%+10.75%
2003+230.27%+24.18%
2002-61.18%-22.42%
2001-59.47%-10.13%
2000-90.89%-8.84%
1999+114.55%+8.61%

MSTR vs SPY Drawdown Comparison

The maximum drawdown for MSTR was -99.86%, occurring on Jul 26, 2002. Recovery took 6207 trading sessions.

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

The current MSTR drawdown is -80.13%. The current SPY drawdown is -3.22%.

RankMSTRSPY
#1-99.86%
Mar 10, 2000 - Nov 11, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-80.13%
Nov 20, 2024 - Jun 24, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.10%
Dec 10, 1999 - Jan 10, 2000		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.42%
Feb 16, 2000 - Mar 1, 2000		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.27%
Nov 3, 1999 - Nov 22, 1999		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.35%
Jan 28, 2000 - Feb 8, 2000		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.76%
Nov 29, 1999 - Dec 3, 1999		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.65%
Jan 10, 2000 - Jan 19, 2000		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.11%
Nov 12, 2024 - Nov 18, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.59%
Dec 6, 1999 - Dec 8, 1999		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.15%
Nov 22, 1999 - Nov 24, 1999		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.12%
Jan 21, 2000 - Jan 26, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.86%
Mar 7, 2000 - Mar 9, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.71%
Feb 8, 2000 - Feb 10, 2000		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MSTR and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

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