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OVLY vs SPY

Comparison between Oak Valley Bancorp (OVLY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceOVLY has outperformed SPY, delivering a return of +15.4% compared to +13.4%

OVLY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OVLY
$293M
Winner
SPY
$784B
Expense Ratio
OVLY
N/A
SPY
0.09%
Max Drawdown
OVLY
86.64%
Winner
SPY
56.47%
Sharpe Ratio
OVLY
1.32
Winner
SPY
1.56
5Y Beta
Winner
OVLY
0.81
SPY
1.00
Industry
OVLY
Banks - Regional
SPY
N/A
P/E Ratio
Winner
OVLY
12.20
SPY
28.29
Forward P/E
Winner
OVLY
10.45
SPY
21.75
PEG Ratio
OVLY
0.00
SPY
N/A
Dividend Yield
OVLY
1.95%
SPY
N/A
5Y Dividends CAGR
Winner
OVLY
27.89%
SPY
5.43%
5Y EPS CAGR
OVLY
11.84%
Winner
SPY
25.98%
Debt to Equity
Winner
OVLY
0.00%
SPY
30.79%
Free Cash Flow Yield
OVLY
8.75%
SPY
N/A
P/S Ratio
Winner
OVLY
3.56
SPY
3.79
P/B Ratio
Winner
OVLY
1.42
SPY
5.67

OVLY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OVLY
+6.00%
SPY
+0.48%
3M
OVLY
+10.66%
Winner
SPY
+11.67%
6M
Winner
OVLY
+17.13%
SPY
+9.42%
1Y
Winner
OVLY
+35.59%
SPY
+24.27%
5Y(CAGR)
Winner
OVLY
+15.45%
SPY
+13.36%
10Y(CAGR)
Winner
OVLY
+15.83%
SPY
+15.42%
Max(CAGR)
OVLY
+6.97%
Winner
SPY
+8.49%

OVLY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOVLYSPY
2026+19.18%+8.88%
2025+11.72%+18.00%
2024+1.07%+25.59%
2023+33.39%+26.72%
2022+33.51%-18.64%
2021+8.64%+30.52%
2020-12.29%+17.28%
2019+5.25%+31.09%
2018-8.05%-5.24%
2017+58.97%+20.78%
2016+27.96%+13.59%
2015+1.54%+1.31%
2014+18.64%+14.56%
2013+2.20%+29.00%
2012+10.37%+14.17%
2011+15.38%+0.85%
2010+35.02%+13.14%
2009-3.12%+22.67%
2008-24.16%-36.25%
2007-35.54%+5.32%
2006-43.85%+13.85%
2005+8.17%+5.32%
2004+116.12%+10.75%
2003+2.61%+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

OVLY vs SPY Drawdown Comparison

The maximum drawdown for OVLY was -85.83%, occurring on Apr 14, 2009. Recovery took 3270 trading sessions.

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

The current OVLY drawdown is -0.23%. The current SPY drawdown is -2.35%.

RankOVLYSPY
#1-85.83%
Jan 11, 2005 - Jan 8, 2018		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.81%
Jan 10, 2018 - Dec 13, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.31%
Dec 10, 2024 - Dec 18, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.12%
Dec 28, 2023 - Nov 6, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.41%
Feb 24, 2023 - Jul 24, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.00%
Nov 18, 2004 - Dec 14, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.47%
Apr 27, 2004 - Aug 2, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.44%
Jul 26, 2023 - Dec 11, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.99%
Feb 20, 2026 - Apr 8, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.84%
Mar 31, 2004 - Apr 8, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.01%
Aug 2, 2004 - Nov 9, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.93%
Apr 20, 2026 - Jun 3, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.90%
Dec 13, 2022 - Dec 27, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.56%
Mar 5, 2004 - Mar 31, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.12%
Nov 6, 2024 - Nov 22, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OVLY and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

OVLY vs SPY dividend yield comparison.

YearOVLYSPY
20261.07%0.24%
20252.00%1.07%
20241.54%1.21%
20231.07%1.40%
20221.32%1.65%
20211.67%1.20%
20201.68%1.52%
20191.39%1.75%
20181.42%2.04%
20171.28%1.80%
20161.91%2.03%
20152.02%2.06%
20141.62%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.57%1.95%
20081.25%3.02%
20072.30%1.85%
20061.46%1.73%
20051.06%1.73%
20040.87%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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