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SAM vs SPY

Comparison between Boston Beer Co. Inc - Class A (SAM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SAM, delivering a return of +12.4% compared to -24.3%

SAM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SAM
$1.82B
Winner
SPY
$781B
Expense Ratio
SAM
N/A
SPY
0.09%
Max Drawdown
SAM
87.67%
Winner
SPY
56.47%
Sharpe Ratio
SAM
-0.31
Winner
SPY
1.12
5Y Beta
Winner
SAM
0.29
SPY
1.00
Industry
SAM
Beverages - Brewers
SPY
N/A
P/E Ratio
Winner
SAM
-86.44
SPY
28.53
Forward P/E
Winner
SAM
17.18
SPY
21.47
PEG Ratio
SAM
0.78
SPY
N/A
5Y Dividends CAGR
SAM
N/A
SPY
6.00%
5Y EPS CAGR
SAM
N/A
SPY
25.58%
Debt to Equity
Winner
SAM
0.00%
SPY
32.09%
Free Cash Flow Yield
SAM
10.48%
SPY
N/A
P/S Ratio
Winner
SAM
0.93
SPY
3.75
P/B Ratio
Winner
SAM
2.61
SPY
5.64

SAM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SAM
-3.40%
Winner
SPY
+0.63%
3M
SAM
-27.43%
Winner
SPY
+4.46%
6M
SAM
-20.81%
Winner
SPY
+7.67%
1Y
SAM
-16.05%
Winner
SPY
+17.68%
5Y(CAGR)
SAM
-24.28%
Winner
SPY
+12.42%
10Y(CAGR)
SAM
-0.86%
Winner
SPY
+14.84%
Max(CAGR)
Winner
SAM
+12.36%
SPY
+8.44%

SAM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSAMSPY
2026-12.70%+8.63%
2025-35.23%+18.00%
2024-11.62%+25.59%
2023+7.12%+26.72%
2022-36.66%-18.64%
2021-46.96%+30.52%
2020+167.92%+17.28%
2019+60.77%+31.09%
2018+26.76%-5.24%
2017+12.15%+20.78%
2016-14.76%+13.59%
2015-27.96%+1.31%
2014+30.35%+14.56%
2013+73.40%+29.00%
2012+28.26%+14.17%
2011+12.09%+0.85%
2010+100.06%+13.14%
2009+63.22%+22.67%
2008-21.20%-36.25%
2007+4.12%+5.32%
2006+44.21%+13.85%
2005+19.33%+5.32%
2004+16.55%+10.75%
2003+26.85%+24.18%
2002-10.62%-22.42%
2001+96.00%-10.13%
2000+24.79%-8.84%
1999-7.23%+8.61%

SAM vs SPY Drawdown Comparison

The maximum drawdown for SAM was -87.67%, occurring on Jun 4, 2026. 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 SAM drawdown is -86.65%. The current SPY drawdown is -2.57%.

RankSAMSPY
#1-87.67%
Apr 20, 2021 - Jun 4, 2026
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-66.19%
Oct 17, 2007 - Apr 13, 2010
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-59.91%
Jan 22, 2015 - Jul 13, 2018
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-36.14%
Nov 14, 2002 - Nov 12, 2003
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.59%
Aug 27, 2019 - Apr 27, 2020
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-29.68%
Dec 27, 2001 - Nov 14, 2002
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-28.64%
Jul 23, 2018 - May 3, 2019
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-27.80%
Aug 23, 2004 - Jun 22, 2006
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-27.53%
Dec 21, 2010 - Nov 3, 2011
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-21.38%
Oct 21, 2013 - Nov 10, 2014
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-21.11%
Jul 5, 2012 - Dec 13, 2012
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-20.92%
Sep 8, 2000 - Feb 15, 2001
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.04%
Oct 23, 2020 - Feb 5, 2021
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-17.51%
Dec 11, 2006 - May 22, 2007
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-17.32%
Dec 11, 2001 - Dec 20, 2001
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SAM and SPY is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

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