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NBHC vs SPY

Comparison between National Bank Holdings Corp - Class A (NBHC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NBHC, delivering a return of +13.3% compared to +4.1%

NBHC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NBHC
$1.88B
Winner
SPY
$735B
Expense Ratio
NBHC
N/A
SPY
0.09%
Max Drawdown
Winner
NBHC
50.23%
SPY
56.47%
Sharpe Ratio
NBHC
0.70
Winner
SPY
1.62
5Y Beta
Winner
NBHC
0.83
SPY
1.00
Industry
NBHC
Banks - Regional
SPY
N/A
P/E Ratio
Winner
NBHC
15.45
SPY
28.99
Forward P/E
Winner
NBHC
13.79
SPY
22.37
PEG Ratio
NBHC
1.57
SPY
N/A
Dividend Yield
NBHC
3.02%
SPY
N/A
5Y Dividends CAGR
Winner
NBHC
13.31%
SPY
5.43%
5Y EPS CAGR
NBHC
-3.52%
Winner
SPY
26.05%
Debt to Equity
Winner
NBHC
12.14%
SPY
32.40%
Free Cash Flow Yield
NBHC
3.52%
SPY
N/A
P/S Ratio
NBHC
4.38
Winner
SPY
3.74
P/B Ratio
Winner
NBHC
1.14
SPY
5.61

NBHC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NBHC
-0.58%
Winner
SPY
+1.90%
3M
NBHC
+4.79%
Winner
SPY
+8.55%
6M
Winner
NBHC
+11.31%
SPY
+8.18%
1Y
NBHC
+19.85%
Winner
SPY
+25.79%
5Y(CAGR)
NBHC
+4.13%
Winner
SPY
+13.32%
10Y(CAGR)
NBHC
+9.49%
Winner
SPY
+15.19%
Max(CAGR)
NBHC
+7.82%
Winner
SPY
+8.47%

NBHC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNBHCSPY
2026+13.07%+8.26%
2025-6.78%+18.00%
2024+19.35%+25.59%
2023-10.04%+26.72%
2022-2.86%-18.64%
2021+37.51%+30.52%
2020-7.02%+17.28%
2019+16.71%+31.09%
2018-2.98%-5.24%
2017+2.55%+20.78%
2016+54.05%+13.59%
2015+11.49%+1.31%
2014-7.70%+14.56%
2013+12.38%+29.00%
2012-2.85%+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%

NBHC vs SPY Drawdown Comparison

The maximum drawdown for NBHC was -48.42%, occurring on Mar 23, 2020. Recovery took 630 trading sessions.

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

The current NBHC drawdown is -13.20%. The current SPY drawdown is -2.90%.

RankNBHCSPY
#1-48.42%
Aug 22, 2018 - Feb 24, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.64%
Nov 10, 2022 - Nov 6, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.94%
Nov 6, 2024 - Apr 10, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.56%
Jan 10, 2022 - Nov 7, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.33%
Nov 6, 2015 - Aug 19, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.12%
Mar 12, 2021 - Oct 6, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.46%
Dec 26, 2013 - Jul 6, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.93%
Oct 6, 2017 - May 9, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.21%
Aug 1, 2017 - Sep 26, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.13%
Aug 5, 2015 - Oct 23, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.72%
Mar 1, 2017 - Jul 3, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.53%
Oct 18, 2012 - Jun 27, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.59%
Nov 24, 2021 - Jan 6, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.34%
Oct 25, 2013 - Dec 26, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.11%
Jun 6, 2018 - Aug 2, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NBHC and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

NBHC vs SPY dividend yield comparison.

YearNBHCSPY
20261.52%0.24%
20253.16%1.07%
20242.60%1.21%
20232.80%1.40%
20222.23%1.65%
20211.98%1.20%
20202.44%1.52%
20192.13%1.75%
20181.75%2.04%
20171.05%1.80%
20160.69%2.03%
20150.94%2.06%
20141.03%1.87%
20130.93%1.81%
20120.26%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%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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