MZTI vs SPY
Comparison between The Marzetti Company (MZTI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MZTI, delivering a return of +13.9% compared to -7.6%
MZTI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
MZTI
$3.07B
Winner
SPY
$735B
Expense Ratio
MZTI
N/A
SPY
0.09%
Max Drawdown
Winner
MZTI
48.82%
SPY
56.47%
Sharpe Ratio
MZTI
-1.22
Winner
SPY
1.96
5Y Beta
Winner
MZTI
0.35
SPY
1.00
Industry
MZTI
Packaged Foods
SPY
N/A
P/E Ratio
Winner
MZTI
17.50
SPY
28.62
Forward P/E
MZTI
36.10
Winner
SPY
22.09
PEG Ratio
MZTI
4.41
SPY
N/A
Dividend Yield
MZTI
3.46%
SPY
N/A
5Y Dividends CAGR
Winner
MZTI
17.67%
SPY
5.43%
5Y EPS CAGR
MZTI
4.57%
Winner
SPY
26.35%
Debt to Equity
Winner
MZTI
0.00%
SPY
33.33%
Free Cash Flow Yield
MZTI
8.07%
SPY
N/A
P/S Ratio
Winner
MZTI
1.58
SPY
3.68
P/B Ratio
Winner
MZTI
2.94
SPY
5.52
MZTI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MZTI
-10.45%
Winner
SPY
+4.95%
3M
MZTI
-30.30%
Winner
SPY
+9.19%
6M
MZTI
-30.78%
Winner
SPY
+11.06%
1Y
MZTI
-30.42%
Winner
SPY
+28.43%
5Y(CAGR)
MZTI
-7.59%
Winner
SPY
+13.92%
10Y(CAGR)
MZTI
+1.33%
Winner
SPY
+15.50%
Max(CAGR)
MZTI
+7.40%
Winner
SPY
+8.55%
MZTI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MZTI | SPY |
|---|---|---|
| 2026 | -30.13% | +10.17% |
| 2025 | -2.60% | +18.00% |
| 2024 | +6.10% | +25.59% |
| 2023 | -15.92% | +26.72% |
| 2022 | +20.71% | -18.64% |
| 2021 | -5.08% | +30.52% |
| 2020 | +19.51% | +17.28% |
| 2019 | -5.62% | +31.09% |
| 2018 | +39.76% | -5.24% |
| 2017 | -7.17% | +20.78% |
| 2016 | +27.35% | +13.59% |
| 2015 | +32.90% | +1.31% |
| 2014 | +10.76% | +14.56% |
| 2013 | +27.14% | +29.00% |
| 2012 | +8.22% | +14.17% |
| 2011 | +23.58% | +0.85% |
| 2010 | +17.31% | +13.14% |
| 2009 | +47.50% | +22.67% |
| 2008 | -8.24% | -36.25% |
| 2007 | -7.71% | +5.32% |
| 2006 | +19.30% | +13.85% |
| 2005 | -5.87% | +5.32% |
| 2004 | -4.36% | +10.75% |
| 2003 | +17.89% | +24.18% |
| 2002 | +11.16% | -22.42% |
| 2001 | +36.53% | -10.13% |
| 2000 | -12.06% | -8.84% |
| 1999 | -5.53% | +8.61% |
MZTI vs SPY Drawdown Comparison
The maximum drawdown for MZTI was -45.52%, occurring on May 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 MZTI drawdown is -44.42%.
| Rank | MZTI | SPY |
|---|---|---|
| #1 | -45.52% May 5, 2023 - May 20, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.70% Nov 1, 1999 - Jul 12, 2001 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.05% Oct 26, 2006 - Apr 21, 2009 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -39.48% Jul 16, 2021 - Nov 3, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -32.00% Dec 20, 2018 - Sep 28, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -28.33% Oct 17, 2002 - Jan 2, 2004 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -25.15% Apr 22, 2010 - Mar 29, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -23.62% Aug 9, 2001 - Dec 5, 2001 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.95% Jan 25, 2017 - Jul 26, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.63% Jun 17, 2002 - Aug 26, 2002 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.37% Jan 22, 2016 - May 2, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.96% Aug 2, 2013 - Oct 28, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.69% Jan 5, 2004 - Jul 8, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.17% Apr 27, 2011 - Oct 21, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.57% Aug 31, 2005 - Aug 17, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MZTI and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
MZTI vs SPY dividend yield comparison.
| Year | MZTI | SPY |
|---|---|---|
| 2026 | 0.88% | 0.24% |
| 2025 | 2.34% | 1.07% |
| 2024 | 2.11% | 1.21% |
| 2023 | 2.07% | 1.40% |
| 2022 | 1.65% | 1.65% |
| 2021 | 1.84% | 1.20% |
| 2020 | 1.55% | 1.52% |
| 2019 | 1.66% | 1.75% |
| 2018 | 1.39% | 2.04% |
| 2017 | 1.74% | 1.80% |
| 2016 | 1.45% | 2.03% |
| 2015 | 5.96% | 2.06% |
| 2014 | 1.90% | 1.87% |
| 2013 | 1.84% | 1.81% |
| 2012 | 8.79% | 2.18% |
| 2011 | 1.95% | 2.05% |
| 2010 | 2.15% | 1.80% |
| 2009 | 2.32% | 1.95% |
| 2008 | 3.28% | 3.02% |
| 2007 | 2.75% | 1.85% |
| 2006 | 2.37% | 1.73% |
| 2005 | 8.12% | 1.73% |
| 2004 | 2.19% | 1.82% |
| 2003 | 1.84% | 1.47% |
| 2002 | 1.89% | 1.70% |
| 2001 | 1.94% | 1.25% |
| 2000 | 2.32% | 1.15% |
| 1999 | 0.48% | 0.24% |
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