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SBR vs SPY

Comparison between Sabine Royalty Trust (SBR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSBR has outperformed SPY, delivering a return of +26.5% compared to +13.3%

SBR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SBR
$1.09B
Winner
SPY
$735B
Expense Ratio
SBR
N/A
SPY
0.09%
Max Drawdown
SBR
65.70%
Winner
SPY
56.47%
Sharpe Ratio
SBR
0.88
Winner
SPY
1.62
5Y Beta
Winner
SBR
0.40
SPY
1.00
Industry
SBR
Oil & Gas Midstream
SPY
N/A
P/E Ratio
Winner
SBR
15.96
SPY
28.99
Forward P/E
Winner
SBR
10.45
SPY
22.37
PEG Ratio
SBR
1.35
SPY
N/A
Dividend Yield
SBR
6.81%
SPY
N/A
5Y Dividends CAGR
Winner
SBR
17.88%
SPY
5.43%
5Y EPS CAGR
SBR
16.49%
Winner
SPY
26.05%
Debt to Equity
Winner
SBR
0.00%
SPY
32.40%
Free Cash Flow Yield
SBR
13.93%
SPY
N/A
P/S Ratio
SBR
14.06
Winner
SPY
3.74
P/B Ratio
SBR
158.14
Winner
SPY
5.61

SBR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SBR
+0.54%
Winner
SPY
+1.90%
3M
SBR
+8.15%
Winner
SPY
+8.55%
6M
Winner
SBR
+10.97%
SPY
+8.18%
1Y
SBR
+24.31%
Winner
SPY
+25.79%
5Y(CAGR)
Winner
SBR
+26.50%
SPY
+13.32%
10Y(CAGR)
Winner
SBR
+17.60%
SPY
+15.19%
Max(CAGR)
Winner
SBR
+16.00%
SPY
+8.47%

SBR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBRSPY
2026+13.38%+8.26%
2025+13.39%+18.00%
2024+3.87%+25.59%
2023-6.00%+26.72%
2022+129.40%-18.64%
2021+56.07%+30.52%
2020-25.04%+17.28%
2019+7.90%+31.09%
2018-11.17%-5.24%
2017+30.97%+20.78%
2016+43.21%+13.59%
2015-24.21%+1.31%
2014-23.09%+14.56%
2013+34.34%+29.00%
2012-33.25%+14.17%
2011+11.85%+0.85%
2010+55.04%+13.14%
2009+5.92%+22.67%
2008+1.81%-36.25%
2007+14.25%+5.32%
2006+0.15%+13.85%
2005+40.40%+5.32%
2004+35.89%+10.75%
2003+39.19%+24.18%
2002+18.48%-22.42%
2001+30.92%-10.13%
2000+57.79%-8.84%
1999-7.10%+8.61%

SBR vs SPY Drawdown Comparison

The maximum drawdown for SBR was -56.32%, occurring on Jan 19, 2016. Recovery took 985 trading sessions.

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

The current SBR drawdown is -1.82%. The current SPY drawdown is -2.90%.

RankSBRSPY
#1-56.32%
Jun 19, 2014 - May 17, 2018		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-55.56%
Jul 14, 2008 - Nov 5, 2010		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-50.73%
Apr 24, 2019 - Oct 7, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-40.24%
May 2, 2002 - Oct 1, 2002		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-37.20%
Feb 21, 2012 - May 29, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-34.53%
Jun 8, 2022 - Oct 6, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-34.03%
Jan 17, 2023 - Aug 22, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-32.70%
May 21, 2018 - Mar 13, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-28.48%
Dec 1, 2006 - Nov 6, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-23.96%
Jun 1, 2001 - Apr 1, 2002		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-21.33%
Apr 29, 2011 - Nov 11, 2011		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-21.15%
Feb 15, 2000 - Apr 26, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-20.84%
Nov 6, 2007 - Feb 28, 2008		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-20.00%
Oct 3, 2005 - Aug 30, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-18.73%
Oct 8, 2004 - Mar 2, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SBR and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

SBR vs SPY dividend yield comparison.

YearSBRSPY
20262.20%0.24%
20257.53%1.07%
20248.41%1.21%
20239.41%1.40%
202210.13%1.65%
20217.72%1.20%
20208.59%1.52%
20197.49%1.75%
20188.98%2.04%
20175.31%1.80%
20165.50%2.03%
201511.82%2.06%
201411.45%1.87%
20137.75%1.81%
20129.30%2.18%
20116.29%2.05%
20106.22%1.80%
20096.81%1.95%
200814.74%3.02%
20078.98%1.85%
200610.00%1.73%
20057.53%1.73%
20047.75%1.82%
200310.42%1.47%
20027.94%1.70%
200113.12%1.25%
200012.19%1.15%
19991.64%0.24%

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