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ROOT vs SPY

Comparison between Root Inc - Class A (ROOT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ROOT, delivering a return of +13.4% compared to -23.9%

ROOT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ROOT
$842M
Winner
SPY
$784B
Expense Ratio
ROOT
N/A
SPY
0.09%
Max Drawdown
ROOT
99.29%
Winner
SPY
56.47%
Sharpe Ratio
ROOT
-1.22
Winner
SPY
1.50
5Y Beta
ROOT
1.50
Winner
SPY
1.00
Industry
ROOT
Insurance - Property & Casualty
SPY
N/A
P/E Ratio
Winner
ROOT
11.76
SPY
28.29
Forward P/E
Winner
ROOT
1.70
SPY
21.76
5Y Dividends CAGR
ROOT
N/A
SPY
5.43%
5Y EPS CAGR
ROOT
N/A
SPY
25.98%
Debt to Equity
ROOT
61.46%
Winner
SPY
30.79%
Free Cash Flow Yield
ROOT
22.45%
SPY
N/A
P/S Ratio
Winner
ROOT
0.55
SPY
3.79
P/B Ratio
Winner
ROOT
2.62
SPY
5.67

ROOT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ROOT
-7.33%
Winner
SPY
+0.48%
3M
Winner
ROOT
+19.76%
SPY
+11.67%
6M
ROOT
-32.24%
Winner
SPY
+9.42%
1Y
ROOT
-64.70%
Winner
SPY
+24.27%
5Y(CAGR)
ROOT
-23.94%
Winner
SPY
+13.36%
10Y(CAGR)
ROOT
N/A
SPY
+15.42%
Max(CAGR)
ROOT
-32.16%
Winner
SPY
+8.49%

ROOT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearROOTSPY
2026-22.57%+8.88%
2025-1.63%+18.00%
2024+593.31%+25.59%
2023+143.16%+26.72%
2022-92.42%-18.64%
2021-80.69%+30.52%
2020-41.81%+17.28%
2019N/A+31.09%
2018N/A-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%

ROOT vs SPY Drawdown Comparison

The maximum drawdown for ROOT was -99.29%, occurring on Mar 13, 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 ROOT drawdown is -88.70%. The current SPY drawdown is -2.35%.

RankROOTSPY
#1-99.29%
Oct 28, 2020 - Mar 13, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2N/A-47.50%
Mar 24, 2000 - Oct 26, 2006
#3N/A-33.70%
Feb 19, 2020 - Aug 10, 2020
#4N/A-24.50%
Jan 3, 2022 - Dec 13, 2023
#5N/A-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ROOT and SPY is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16
-101

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