StockComparison Logo
vs

SBFG vs SPY

Comparison between SB Financial Group Inc (SBFG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SBFG, delivering a return of +13.4% compared to +8.1%

SBFG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SBFG
$141M
Winner
SPY
$784B
Expense Ratio
SBFG
N/A
SPY
0.09%
Max Drawdown
SBFG
84.19%
Winner
SPY
56.47%
Sharpe Ratio
SBFG
0.82
Winner
SPY
1.56
5Y Beta
Winner
SBFG
0.47
SPY
1.00
Industry
SBFG
Banks - Regional
SPY
N/A
P/E Ratio
Winner
SBFG
10.02
SPY
28.29
Forward P/E
Winner
SBFG
12.30
SPY
21.75
PEG Ratio
SBFG
0.27
SPY
N/A
Dividend Yield
SBFG
2.74%
SPY
N/A
5Y Dividends CAGR
Winner
SBFG
14.00%
SPY
5.43%
5Y EPS CAGR
SBFG
9.22%
Winner
SPY
25.98%
Debt to Equity
Winner
SBFG
6.57%
SPY
30.79%
Free Cash Flow Yield
SBFG
10.15%
SPY
N/A
P/S Ratio
Winner
SBFG
2.17
SPY
3.79
P/B Ratio
Winner
SBFG
1.00
SPY
5.67

SBFG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SBFG
+4.47%
SPY
+0.48%
3M
Winner
SBFG
+15.86%
SPY
+11.67%
6M
SBFG
+2.73%
Winner
SPY
+9.42%
1Y
Winner
SBFG
+30.71%
SPY
+24.27%
5Y(CAGR)
SBFG
+8.11%
Winner
SPY
+13.36%
10Y(CAGR)
SBFG
+11.31%
Winner
SPY
+15.42%
Max(CAGR)
SBFG
+4.69%
Winner
SPY
+8.49%

SBFG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBFGSPY
2026+10.71%+8.88%
2025+10.50%+18.00%
2024+38.47%+25.59%
2023-4.72%+26.72%
2022-6.93%-18.64%
2021+14.07%+30.52%
2020-1.38%+17.28%
2019+20.00%+31.09%
2018-8.42%-5.24%
2017+17.93%+20.78%
2016+47.48%+13.59%
2015+20.76%+1.31%
2014+21.10%+14.56%
2013+17.21%+29.00%
2012+145.66%+14.17%
2011-33.75%+0.85%
2010-39.30%+13.14%
2009-13.21%+22.67%
2008-34.36%-36.25%
2007+12.99%+5.32%
2006-5.75%+13.85%
2005-12.27%+5.32%
2004+0.36%+10.75%
2003+49.25%+24.18%
2002-32.16%-22.42%
2001+14.91%-10.13%
2000-7.44%-8.84%
1999+8.86%+8.61%

SBFG vs SPY Drawdown Comparison

The maximum drawdown for SBFG was -81.91%, occurring on Nov 12, 2010. Recovery took 3160 trading sessions.

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

The current SBFG drawdown is -0.34%. The current SPY drawdown is -2.35%.

RankSBFGSPY
#1-81.91%
Mar 1, 2004 - Sep 16, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.65%
Feb 11, 2020 - May 20, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-41.26%
Aug 10, 2001 - Feb 3, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-40.65%
Mar 22, 2022 - Sep 20, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.79%
Feb 7, 2025 - Dec 11, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.28%
Sep 10, 2018 - Feb 6, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.38%
Dec 14, 1999 - Apr 24, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.64%
Dec 15, 2025 - Mar 13, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.25%
Feb 3, 2017 - Jan 4, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.13%
Dec 18, 2024 - Feb 4, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.13%
Dec 21, 2016 - Jan 24, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.41%
Oct 1, 2024 - Nov 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.90%
May 27, 2021 - Jan 13, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.94%
Apr 24, 2001 - Jun 26, 2001		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.58%
Jan 26, 2022 - Mar 18, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SBFG and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

SBFG vs SPY dividend yield comparison.

YearSBFGSPY
20261.35%0.24%
20252.69%1.07%
20242.68%1.21%
20233.39%1.40%
20222.83%1.65%
20212.24%1.20%
20202.19%1.52%
20191.83%1.75%
20181.95%2.04%
20171.51%1.80%
20161.49%2.03%
20151.80%2.06%
20141.70%1.87%
20131.52%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20095.26%1.95%
20084.47%3.02%
20072.08%1.85%
20061.95%1.73%
20051.70%1.73%
20040.00%1.82%
20030.00%1.47%
20022.80%1.70%
20012.70%1.25%
20003.87%1.15%
19990.82%0.24%

Select Stocks to Compare

Popular: SBFG vs SPY