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NXRT vs SPY

Comparison between NexPoint Residential Trust Inc (NXRT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NXRT, delivering a return of +13.3% compared to -7.6%

NXRT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NXRT
$733M
Winner
SPY
$735B
Expense Ratio
NXRT
N/A
SPY
0.09%
Max Drawdown
NXRT
74.43%
Winner
SPY
56.47%
Sharpe Ratio
NXRT
-0.32
Winner
SPY
1.62
5Y Beta
Winner
NXRT
0.68
SPY
1.00
Industry
NXRT
Reit - Residential
SPY
N/A
P/E Ratio
Winner
NXRT
-15.10
SPY
28.99
Forward P/E
NXRT
88.50
Winner
SPY
22.37
PEG Ratio
NXRT
-35.57
SPY
N/A
Dividend Yield
NXRT
7.21%
SPY
N/A
5Y Dividends CAGR
Winner
NXRT
9.84%
SPY
5.43%
5Y EPS CAGR
NXRT
N/A
SPY
26.05%
Debt to Equity
Winner
NXRT
0.00%
SPY
32.40%
Free Cash Flow Yield
NXRT
11.44%
SPY
N/A
P/S Ratio
NXRT
5.88
Winner
SPY
3.74
P/B Ratio
Winner
NXRT
2.27
SPY
5.61

NXRT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NXRT
-1.59%
Winner
SPY
+1.90%
3M
NXRT
+5.70%
Winner
SPY
+8.55%
6M
NXRT
+1.69%
Winner
SPY
+8.18%
1Y
NXRT
-6.99%
Winner
SPY
+25.79%
5Y(CAGR)
NXRT
-7.57%
Winner
SPY
+13.32%
10Y(CAGR)
NXRT
+11.26%
Winner
SPY
+15.19%
Max(CAGR)
Winner
NXRT
+10.76%
SPY
+8.47%

NXRT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNXRTSPY
2026+0.13%+8.26%
2025-21.92%+18.00%
2024+26.73%+25.59%
2023-14.94%+26.72%
2022-45.63%-18.64%
2021+108.09%+30.52%
2020-1.07%+17.28%
2019+36.44%+31.09%
2018+30.20%-5.24%
2017+29.37%+20.78%
2016+78.99%+13.59%
2015-5.54%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+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%

NXRT vs SPY Drawdown Comparison

The maximum drawdown for NXRT was -70.32%, occurring on Oct 27, 2023. 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 NXRT drawdown is -62.81%. The current SPY drawdown is -2.90%.

RankNXRTSPY
#1-70.32%
Apr 28, 2022 - Oct 27, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-57.95%
Feb 14, 2020 - Apr 20, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.07%
Jun 1, 2015 - Apr 18, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.42%
Dec 18, 2017 - Jul 5, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.58%
Sep 7, 2016 - Dec 12, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.92%
Oct 18, 2019 - Feb 10, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.77%
Dec 31, 2021 - Feb 16, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.65%
Jun 15, 2017 - Nov 2, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.40%
Oct 30, 2018 - Nov 20, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.35%
Dec 6, 2018 - Jan 8, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.01%
Feb 15, 2019 - Mar 25, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.79%
Mar 19, 2015 - Apr 6, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.90%
Mar 26, 2019 - May 3, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.44%
Mar 29, 2022 - Apr 26, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.89%
Nov 14, 2017 - Dec 18, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NXRT and SPY is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50
-101

Dividend Comparison (1999 - 2026)

NXRT vs SPY dividend yield comparison.

YearNXRTSPY
20261.83%0.24%
20256.84%1.07%
20244.54%1.21%
20235.00%1.40%
20223.58%1.65%
20211.67%1.20%
20203.02%1.52%
20192.53%1.75%
20182.92%2.04%
20173.26%1.80%
20163.75%2.03%
20154.72%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%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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