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OBK vs SPY

Comparison between Origin Bancorp Inc (OBK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed OBK, delivering a return of +13.3% compared to +3.0%

OBK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OBK
$1.46B
Winner
SPY
$735B
Expense Ratio
OBK
N/A
SPY
0.09%
Max Drawdown
OBK
58.36%
Winner
SPY
56.47%
Sharpe Ratio
OBK
1.42
Winner
SPY
1.62
5Y Beta
Winner
OBK
0.90
SPY
1.00
Industry
OBK
Banks - Regional
SPY
N/A
P/E Ratio
Winner
OBK
20.06
SPY
28.99
Forward P/E
OBK
N/A
SPY
22.37
Dividend Yield
OBK
1.25%
SPY
N/A
5Y Dividends CAGR
Winner
OBK
15.01%
SPY
5.43%
5Y EPS CAGR
OBK
0.52%
Winner
SPY
26.05%
Debt to Equity
Winner
OBK
0.00%
SPY
32.40%
Free Cash Flow Yield
OBK
11.21%
SPY
N/A
P/S Ratio
OBK
4.20
Winner
SPY
3.74
P/B Ratio
Winner
OBK
1.17
SPY
5.61

OBK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OBK
+2.71%
SPY
+1.90%
3M
Winner
OBK
+16.70%
SPY
+8.55%
6M
Winner
OBK
+29.83%
SPY
+8.18%
1Y
Winner
OBK
+43.82%
SPY
+25.79%
5Y(CAGR)
OBK
+2.98%
Winner
SPY
+13.32%
10Y(CAGR)
OBK
+5.87%
Winner
SPY
+15.19%
Max(CAGR)
OBK
+5.87%
Winner
SPY
+8.47%

OBK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOBKSPY
2026+28.83%+8.26%
2025+14.82%+18.00%
2024-3.91%+25.59%
2023-0.24%+26.72%
2022-14.50%-18.64%
2021+57.47%+30.52%
2020-24.08%+17.28%
2019+8.86%+31.09%
2018+0.49%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+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%

OBK vs SPY Drawdown Comparison

The maximum drawdown for OBK was -57.65%, occurring on May 14, 2020. Recovery took 680 trading sessions.

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

The current OBK drawdown is -0.21%. The current SPY drawdown is -2.90%.

RankOBKSPY
#1-57.65%
Jun 22, 2018 - Mar 8, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.36%
Aug 15, 2022 - Feb 3, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.82%
Nov 11, 2021 - Aug 15, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.23%
Jun 8, 2021 - Nov 3, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.24%
Feb 6, 2026 - Apr 17, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.86%
Mar 19, 2021 - Apr 30, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.43%
May 5, 2021 - Jun 1, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.73%
Mar 12, 2021 - Mar 19, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.44%
Apr 28, 2026 - May 20, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.32%
May 26, 2026 - Jun 3, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.44%
Jun 19, 2018 - Jun 22, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.27%
Apr 20, 2026 - Apr 23, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.06%
Nov 3, 2021 - Nov 8, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.03%
May 9, 2018 - May 23, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.97%
Jun 1, 2021 - Jun 3, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OBK and SPY is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (1999 - 2026)

OBK vs SPY dividend yield comparison.

YearOBKSPY
20260.83%0.24%
20251.60%1.07%
20241.80%1.21%
20231.69%1.40%
20221.58%1.65%
20211.14%1.20%
20201.36%1.52%
20190.66%1.75%
20180.29%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%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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