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NEWT vs SPY

Comparison between NewtekOne Inc (NEWT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NEWT, delivering a return of +13.3% compared to -12.1%

NEWT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NEWT
$399M
Winner
SPY
$735B
Expense Ratio
NEWT
N/A
SPY
0.09%
Max Drawdown
NEWT
97.33%
Winner
SPY
56.47%
Sharpe Ratio
NEWT
0.90
Winner
SPY
1.62
5Y Beta
NEWT
1.28
Winner
SPY
1.00
Industry
NEWT
Banks - Regional
SPY
N/A
P/E Ratio
Winner
NEWT
6.05
SPY
28.99
Forward P/E
Winner
NEWT
5.80
SPY
22.37
PEG Ratio
NEWT
0.39
SPY
N/A
Dividend Yield
NEWT
5.74%
SPY
N/A
5Y Dividends CAGR
NEWT
-14.75%
Winner
SPY
5.43%
5Y EPS CAGR
NEWT
N/A
SPY
26.05%
Debt to Equity
NEWT
136.02%
Winner
SPY
32.40%
P/S Ratio
Winner
NEWT
1.02
SPY
3.74
P/B Ratio
Winner
NEWT
1.12
SPY
5.61

NEWT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NEWT
+2.16%
SPY
+1.90%
3M
NEWT
+8.25%
Winner
SPY
+8.55%
6M
Winner
NEWT
+21.34%
SPY
+8.18%
1Y
Winner
NEWT
+33.74%
SPY
+25.79%
5Y(CAGR)
NEWT
-12.12%
Winner
SPY
+13.32%
10Y(CAGR)
NEWT
+9.96%
Winner
SPY
+15.19%
Max(CAGR)
NEWT
+1.49%
Winner
SPY
+8.47%

NEWT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNEWTSPY
2026+17.72%+8.26%
2025-4.50%+18.00%
2024-1.24%+25.59%
2023-12.52%+26.72%
2022-31.57%-18.64%
2021+61.55%+30.52%
2020-2.12%+17.28%
2019+39.61%+31.09%
2018+4.51%-5.24%
2017+24.87%+20.78%
2016+29.70%+13.59%
2015+24.71%+1.31%
2014-6.29%+14.56%
2013+61.03%+29.00%
2012+57.63%+14.17%
2011-33.53%+0.85%
2010+79.17%+13.14%
2009+355.14%+22.67%
2008-82.40%-36.25%
2007-38.00%+5.32%
2006+7.57%+13.85%
2005-52.46%+5.32%
2004-37.77%+10.75%
2003+59.54%+24.18%
2002+37.19%-22.42%
2001+7.64%-10.13%
2000-50.94%-8.84%
1999N/A+8.61%

NEWT vs SPY Drawdown Comparison

The maximum drawdown for NEWT was -97.33%, occurring on Dec 29, 2008. Recovery took 3670 trading sessions.

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

The current NEWT drawdown is -47.59%. The current SPY drawdown is -2.90%.

RankNEWTSPY
#1-97.33%
Jan 14, 2004 - Aug 13, 2018		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-68.65%
Sep 27, 2000 - Dec 29, 2003		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-65.22%
Jun 4, 2021 - Mar 18, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-56.78%
Dec 17, 2019 - Jan 21, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.82%
Aug 14, 2018 - May 3, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.60%
Jul 5, 2019 - Sep 13, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.52%
Sep 19, 2019 - Nov 25, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.49%
May 6, 2019 - Jun 13, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.62%
Mar 17, 2021 - Apr 29, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.33%
Jan 26, 2021 - Feb 2, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.26%
Jan 5, 2004 - Jan 14, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.73%
May 5, 2021 - May 12, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.00%
Jun 24, 2019 - Jul 5, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.40%
May 18, 2021 - May 21, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.06%
Mar 3, 2021 - Mar 8, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NEWT and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

NEWT vs SPY dividend yield comparison.

YearNEWTSPY
20261.44%0.24%
20256.70%1.07%
20245.95%1.21%
20235.22%1.40%
202217.54%1.65%
202111.40%1.20%
202010.41%1.52%
20199.49%1.75%
201810.32%2.04%
20178.87%1.80%
201612.14%2.03%
201528.28%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20092.04%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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