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NWBI vs SPY

Comparison between Northwest Bancshares Inc (NWBI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NWBI, delivering a return of +13.3% compared to +6.4%

NWBI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NWBI
$2.04B
Winner
SPY
$735B
Expense Ratio
NWBI
N/A
SPY
0.09%
Max Drawdown
Winner
NWBI
54.87%
SPY
56.47%
Sharpe Ratio
NWBI
0.88
Winner
SPY
1.62
5Y Beta
Winner
NWBI
0.68
SPY
1.00
Industry
NWBI
Banks - Regional
SPY
N/A
P/E Ratio
Winner
NWBI
14.74
SPY
28.99
Forward P/E
Winner
NWBI
13.40
SPY
22.37
PEG Ratio
NWBI
2.93
SPY
N/A
Dividend Yield
NWBI
5.65%
SPY
N/A
5Y Dividends CAGR
NWBI
5.37%
Winner
SPY
5.43%
5Y EPS CAGR
NWBI
2.31%
Winner
SPY
26.05%
Debt to Equity
Winner
NWBI
0.00%
SPY
32.40%
Free Cash Flow Yield
NWBI
5.19%
SPY
N/A
P/S Ratio
Winner
NWBI
3.27
SPY
3.74
P/B Ratio
Winner
NWBI
1.07
SPY
5.61

NWBI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NWBI
+2.60%
SPY
+1.90%
3M
Winner
NWBI
+15.62%
SPY
+8.55%
6M
Winner
NWBI
+20.07%
SPY
+8.18%
1Y
NWBI
+24.67%
Winner
SPY
+25.79%
5Y(CAGR)
NWBI
+6.38%
Winner
SPY
+13.32%
10Y(CAGR)
NWBI
+5.25%
Winner
SPY
+15.19%
Max(CAGR)
Winner
NWBI
+9.82%
SPY
+8.47%

NWBI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNWBISPY
2026+21.98%+8.26%
2025-1.12%+18.00%
2024+11.66%+25.59%
2023-4.11%+26.72%
2022+3.93%-18.64%
2021+18.56%+30.52%
2020-17.29%+17.28%
2019+1.45%+31.09%
2018+5.84%-5.24%
2017-4.44%+20.78%
2016+43.70%+13.59%
2015+12.08%+1.31%
2014-4.12%+14.56%
2013+22.19%+29.00%
2012+1.03%+14.17%
2011+9.03%+0.85%
2010+6.88%+13.14%
2009+23.55%+22.67%
2008-16.09%-36.25%
2007-0.78%+5.32%
2006+29.09%+13.85%
2005-11.20%+5.32%
2004+21.88%+10.75%
2003+48.95%+24.18%
2002+32.22%-22.42%
2001+34.32%-10.13%
2000+31.21%-8.84%
1999-17.16%+8.61%

NWBI vs SPY Drawdown Comparison

The maximum drawdown for NWBI was -53.47%, occurring on Mar 9, 2009. Recovery took 382 trading sessions.

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

The current SPY drawdown is -2.90%.

RankNWBISPY
#1-53.47%
Oct 14, 2008 - Apr 22, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.66%
Feb 25, 2019 - Nov 10, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.80%
Jan 4, 2001 - Mar 20, 2002		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.59%
Nov 30, 2022 - Jul 23, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-29.49%
Jun 17, 2002 - Nov 4, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-29.42%
Oct 31, 2007 - Sep 18, 2008		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-26.55%
Nov 6, 2024 - Apr 28, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-26.49%
Nov 1, 1999 - Aug 10, 2000		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.48%
Dec 2, 2004 - May 25, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-23.19%
Feb 11, 2004 - Dec 1, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-20.68%
Aug 11, 2000 - Dec 5, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-20.48%
Dec 11, 2000 - Jan 4, 2001		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-19.16%
Dec 9, 2016 - Jun 21, 2018		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-17.94%
May 3, 2010 - Feb 11, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-17.02%
Jul 7, 2011 - Feb 3, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NWBI and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

NWBI vs SPY dividend yield comparison.

YearNWBISPY
20262.82%0.24%
20256.67%1.07%
20246.07%1.21%
20236.41%1.40%
20225.72%1.65%
20215.58%1.20%
20205.97%1.52%
20194.33%1.75%
20184.01%2.04%
20173.83%1.80%
20163.33%2.03%
20154.18%2.06%
201412.93%1.87%
20132.57%1.81%
20124.94%2.18%
20113.46%2.05%
20103.40%1.80%
20093.47%1.95%
20084.12%3.02%
20073.16%1.85%
20062.55%1.73%
20052.54%1.73%
20041.75%1.82%
20031.69%1.47%
20021.90%1.70%
20011.75%1.25%
20001.77%1.15%
19990.00%0.24%

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