SBRA vs SPY

Comparison between Sabra Healthcare REIT Inc (SBRA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SBRA, delivering a return of +13.8% compared to +12.7%

SBRA vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBRA(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.32B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	99.49%	56.47%
Sharpe Ratio	1.06	1.60
5Y Beta	0.11	1.00
Industry	Reit - Healthcare Facilities	N/A
P/E Ratio	33.28	28.81
Forward P/E	32.15	22.07
PEG Ratio	4.97	N/A
Dividend Yield	5.81%	N/A
5Y Dividends CAGR	0.00%	5.43%
5Y EPS CAGR	-0.54%	25.84%
Debt to Equity	95.66%	34.16%
Free Cash Flow Yield	6.89%	N/A
P/S Ratio	6.52	3.69
P/B Ratio	1.88	5.54

Market Cap / Net Assets

SBRA

$5.32B

Winner

SPY

$735B

Expense Ratio

SBRA

N/A

SPY

0.09%

Max Drawdown

SBRA

99.49%

Winner

SPY

56.47%

Sharpe Ratio

SBRA

1.06

Winner

SPY

1.60

5Y Beta

Winner

SBRA

0.11

SPY

1.00

Industry

SBRA

Reit - Healthcare Facilities

SPY

N/A

P/E Ratio

SBRA

33.28

Winner

SPY

28.81

Forward P/E

SBRA

32.15

Winner

SPY

22.07

PEG Ratio

SBRA

4.97

SPY

N/A

Dividend Yield

SBRA

5.81%

SPY

N/A

5Y Dividends CAGR

SBRA

0.00%

Winner

SPY

5.43%

5Y EPS CAGR

SBRA

-0.54%

Winner

SPY

25.84%

Debt to Equity

SBRA

95.66%

Winner

SPY

34.16%

Free Cash Flow Yield

SBRA

6.89%

SPY

N/A

P/S Ratio

SBRA

6.52

Winner

SPY

3.69

P/B Ratio

Winner

SBRA

1.88

SPY

5.54

SBRA vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SBRA	SPY
1 month	+4.22%	+4.59%
3 months	+7.20%	+7.81%
6 months	+16.89%	+14.24%
1 year	+23.91%	+26.47%
5 years(CAGR)	+12.68%	+13.84%
10 years(CAGR)	+9.10%	+15.57%
Max(CAGR)	+1.54%	+8.50%

SBRA

+4.22%

Winner

SPY

+4.59%

SBRA

+7.20%

Winner

SPY

+7.81%

Winner

SBRA

+16.89%

SPY

+14.24%

SBRA

+23.91%

Winner

SPY

+26.47%

5Y(CAGR)

SBRA

+12.68%

Winner

SPY

+13.84%

10Y(CAGR)

SBRA

+9.10%

Winner

SPY

+15.57%

Max(CAGR)

SBRA

+1.54%

Winner

SPY

+8.50%

SBRA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBRA	SPY
2026	+13.23%	+8.80%
2025	+18.76%	+18.00%
2024	+31.90%	+25.59%
2023	+24.38%	+26.72%
2022	-1.65%	-18.64%
2021	-13.55%	+30.52%
2020	-9.91%	+17.28%
2019	+44.68%	+31.09%
2018	-5.24%	-5.24%
2017	-17.54%	+20.78%
2016	+31.51%	+13.59%
2015	-30.00%	+1.31%
2014	+23.84%	+14.56%
2013	+22.39%	+29.00%
2012	+91.95%	+14.17%
2011	-31.03%	+0.85%
2010	-20.37%	+13.14%
2009	+2.00%	+22.67%
2008	-47.97%	-36.25%
2007	+34.67%	+5.32%
2006	+83.31%	+13.85%
2005	-27.28%	+5.32%
2004	-15.12%	+10.75%
2003	+615.83%	+24.18%
2002	-92.68%	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SBRA vs SPY Drawdown Comparison

The maximum drawdown for SBRA was -99.49%, occurring on Apr 3, 2003. Recovery took 5866 trading sessions.

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

The current SPY drawdown is -0.92%.

Rank	SBRA	SPY
#1	-99.49% Apr 26, 2002 - Aug 19, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-15.79% Apr 2, 2002 - Apr 11, 2002	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-14.29% Apr 11, 2002 - Apr 26, 2002	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-12.18% Aug 21, 2025 - Nov 26, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-8.03% Mar 16, 2026 - May 12, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-7.26% Jan 7, 2026 - Feb 12, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-5.02% Nov 28, 2025 - Jan 7, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-4.03% Feb 26, 2026 - Mar 16, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-3.21% Feb 17, 2026 - Feb 26, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-1.08% May 14, 2026 - May 18, 2026	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SBRA and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (1999 - 2026)

SBRA vs SPY dividend yield comparison.

Year	SBRA	SPY
2026	2.85%	0.24%
2025	6.34%	1.07%
2024	6.93%	1.21%
2023	8.41%	1.40%
2022	9.65%	1.65%
2021	8.86%	1.20%
2020	7.77%	1.52%
2019	8.43%	1.75%
2018	10.92%	2.04%
2017	9.22%	1.80%
2016	6.84%	2.03%
2015	7.91%	2.06%
2014	4.97%	1.87%
2013	5.20%	1.81%
2012	6.08%	2.18%
2011	7.94%	2.05%
2010	21.27%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%