NRT vs SPY
Comparison between North European Oil Royalty Trust (NRT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceNRT has outperformed SPY, delivering a return of +17.4% compared to +13.4%
NRT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
NRT
$72M
Winner
SPY
$784B
Expense Ratio
NRT
N/A
SPY
0.09%
Max Drawdown
NRT
94.59%
Winner
SPY
56.47%
Sharpe Ratio
NRT
1.18
Winner
SPY
1.56
5Y Beta
Winner
NRT
0.41
SPY
1.00
Industry
NRT
Oil & Gas E&p
SPY
N/A
P/E Ratio
Winner
NRT
7.61
SPY
28.29
Forward P/E
NRT
N/A
SPY
21.75
PEG Ratio
NRT
0.00
SPY
N/A
Dividend Yield
NRT
13.10%
SPY
N/A
5Y Dividends CAGR
Winner
NRT
23.57%
SPY
5.43%
5Y EPS CAGR
NRT
N/A
SPY
25.98%
Debt to Equity
Winner
NRT
0.00%
SPY
30.79%
Free Cash Flow Yield
NRT
0.00%
SPY
N/A
P/S Ratio
NRT
6.83
Winner
SPY
3.79
P/B Ratio
NRT
37.41
Winner
SPY
5.67
NRT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NRT
-6.23%
Winner
SPY
+0.48%
3M
NRT
-12.18%
Winner
SPY
+11.67%
6M
Winner
NRT
+28.97%
SPY
+9.42%
1Y
Winner
NRT
+69.04%
SPY
+24.27%
5Y(CAGR)
Winner
NRT
+17.35%
SPY
+13.36%
10Y(CAGR)
NRT
+9.57%
Winner
SPY
+15.42%
Max(CAGR)
NRT
+7.52%
Winner
SPY
+8.49%
NRT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NRT | SPY |
|---|---|---|
| 2026 | +14.40% | +8.88% |
| 2025 | +69.67% | +18.00% |
| 2024 | -29.53% | +25.59% |
| 2023 | -43.98% | +26.72% |
| 2022 | +39.19% | -18.64% |
| 2021 | +265.41% | +30.52% |
| 2020 | -46.66% | +17.28% |
| 2019 | +11.77% | +31.09% |
| 2018 | -10.49% | -5.24% |
| 2017 | +17.38% | +20.78% |
| 2016 | -5.24% | +13.59% |
| 2015 | -36.40% | +1.31% |
| 2014 | -34.86% | +14.56% |
| 2013 | -3.27% | +29.00% |
| 2012 | -25.86% | +14.17% |
| 2011 | +18.80% | +0.85% |
| 2010 | -1.54% | +13.14% |
| 2009 | +48.66% | +22.67% |
| 2008 | -27.31% | -36.25% |
| 2007 | +3.26% | +5.32% |
| 2006 | +46.58% | +13.85% |
| 2005 | +25.26% | +5.32% |
| 2004 | -4.25% | +10.75% |
| 2003 | +27.42% | +24.18% |
| 2002 | +19.41% | -22.42% |
| 2001 | +34.91% | -10.13% |
| 2000 | +33.85% | -8.84% |
| 1999 | +1.40% | +8.61% |
NRT vs SPY Drawdown Comparison
The maximum drawdown for NRT was -85.44%, occurring on Mar 24, 2020. Recovery took 2464 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NRT drawdown is -36.05%. The current SPY drawdown is -2.35%.
| Rank | NRT | SPY |
|---|---|---|
| #1 | -85.44% May 10, 2012 - Feb 24, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -73.52% Jul 24, 2023 - Dec 13, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -48.96% May 14, 2008 - Jul 20, 2009 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -41.59% May 4, 2022 - Jul 24, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -26.87% Mar 7, 2022 - Apr 6, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.80% Aug 11, 2006 - Apr 25, 2008 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.68% Jul 28, 2009 - May 3, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -21.43% Sep 21, 2005 - Apr 17, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.13% Jul 10, 2002 - May 23, 2003 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.75% Apr 8, 2022 - Apr 29, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.07% Jan 7, 2004 - Jun 10, 2004 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.81% Apr 27, 2001 - Oct 23, 2001 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.43% Aug 8, 2005 - Sep 21, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.79% Jan 31, 2000 - Jun 21, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.69% Sep 29, 2000 - Jan 30, 2001 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NRT and SPY is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
0.27
-101
Dividend Comparison (1999 - 2026)
NRT vs SPY dividend yield comparison.
| Year | NRT | SPY |
|---|---|---|
| 2026 | 5.74% | 0.24% |
| 2025 | 12.31% | 1.07% |
| 2024 | 11.88% | 1.21% |
| 2023 | 38.77% | 1.40% |
| 2022 | 14.42% | 1.65% |
| 2021 | 4.70% | 1.20% |
| 2020 | 11.00% | 1.52% |
| 2019 | 13.87% | 1.75% |
| 2018 | 12.07% | 2.04% |
| 2017 | 10.92% | 1.80% |
| 2016 | 10.15% | 2.03% |
| 2015 | 17.45% | 2.06% |
| 2014 | 16.04% | 1.87% |
| 2013 | 11.26% | 1.81% |
| 2012 | 10.96% | 2.18% |
| 2011 | 8.09% | 2.05% |
| 2010 | 7.11% | 1.80% |
| 2009 | 9.77% | 1.95% |
| 2008 | 16.64% | 3.02% |
| 2007 | 8.55% | 1.85% |
| 2006 | 8.77% | 1.73% |
| 2005 | 8.51% | 1.73% |
| 2004 | 7.00% | 1.82% |
| 2003 | 7.69% | 1.47% |
| 2002 | 8.73% | 1.70% |
| 2001 | 12.46% | 1.25% |
| 2000 | 10.06% | 1.15% |
| 1999 | 1.76% | 0.24% |
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