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SBSI vs SPY

Comparison between Southside Bancshares Inc (SBSI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SBSI, delivering a return of +13.4% compared to +0.2%

SBSI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SBSI
$1.01B
Winner
SPY
$784B
Expense Ratio
SBSI
N/A
SPY
0.09%
Max Drawdown
Winner
SBSI
47.06%
SPY
56.47%
Sharpe Ratio
SBSI
0.83
Winner
SPY
1.50
5Y Beta
Winner
SBSI
0.70
SPY
1.00
Industry
SBSI
Banks - Regional
SPY
N/A
P/E Ratio
Winner
SBSI
14.27
SPY
28.29
Forward P/E
Winner
SBSI
10.70
SPY
21.76
PEG Ratio
SBSI
5.35
SPY
N/A
Dividend Yield
SBSI
4.25%
SPY
N/A
5Y Dividends CAGR
Winner
SBSI
6.56%
SPY
5.43%
5Y EPS CAGR
SBSI
0.48%
Winner
SPY
25.98%
Debt to Equity
Winner
SBSI
24.31%
SPY
30.79%
Free Cash Flow Yield
SBSI
9.62%
SPY
N/A
P/S Ratio
SBSI
4.18
Winner
SPY
3.79
P/B Ratio
Winner
SBSI
1.15
SPY
5.67

SBSI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SBSI
+6.57%
SPY
+0.48%
3M
Winner
SBSI
+16.68%
SPY
+11.67%
6M
Winner
SBSI
+10.04%
SPY
+9.42%
1Y
Winner
SBSI
+26.07%
SPY
+24.27%
5Y(CAGR)
SBSI
+0.25%
Winner
SPY
+13.36%
10Y(CAGR)
SBSI
+5.73%
Winner
SPY
+15.42%
Max(CAGR)
Winner
SBSI
+13.90%
SPY
+8.49%

SBSI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBSISPY
2026+15.61%+8.88%
2025+2.86%+18.00%
2024+4.84%+25.59%
2023-8.86%+26.72%
2022-11.89%-18.64%
2021+39.28%+30.52%
2020-12.73%+17.28%
2019+19.96%+31.09%
2018-3.36%-5.24%
2017-5.23%+20.78%
2016+75.55%+13.59%
2015-8.93%+1.31%
2014+22.40%+14.56%
2013+45.33%+29.00%
2012+9.84%+14.17%
2011+16.18%+0.85%
2010+21.06%+13.14%
2009-3.72%+22.67%
2008+34.11%-36.25%
2007-7.81%+5.32%
2006+34.38%+13.85%
2005-4.02%+5.32%
2004+32.30%+10.75%
2003+32.76%+24.18%
2002+28.02%-22.42%
2001+67.04%-10.13%
2000+6.99%-8.84%
1999-7.02%+8.61%

SBSI vs SPY Drawdown Comparison

The maximum drawdown for SBSI was -46.14%, occurring on Mar 9, 2009. Recovery took 169 trading sessions.

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

The current SBSI drawdown is -5.85%. The current SPY drawdown is -2.35%.

RankSBSISPY
#1-46.14%
Sep 26, 2008 - Jun 1, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.21%
Jan 14, 2022 - Jul 6, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.97%
Apr 8, 2008 - Sep 18, 2008		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-37.31%
Aug 29, 2014 - May 25, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-35.22%
Dec 18, 2019 - Mar 3, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-28.01%
Dec 1, 2004 - Jul 3, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-27.36%
Aug 10, 2009 - Feb 24, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-25.62%
Nov 8, 1999 - Feb 2, 2001		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.42%
Nov 16, 2006 - Mar 25, 2008		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-19.09%
Sep 11, 2018 - Dec 5, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-19.00%
Jun 1, 2021 - Nov 5, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.78%
Jun 2, 2009 - Aug 10, 2009		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-17.81%
Apr 28, 2011 - Nov 30, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-17.69%
Apr 23, 2014 - Aug 21, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-16.77%
Jun 4, 2002 - Jan 10, 2003		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SBSI and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

SBSI vs SPY dividend yield comparison.

YearSBSISPY
20262.09%0.24%
20254.74%1.07%
20244.53%1.21%
20234.53%1.40%
20223.89%1.65%
20213.28%1.20%
20204.19%1.52%
20193.39%1.75%
20183.72%2.04%
20173.20%1.80%
20162.62%2.03%
20154.12%2.06%
20148.57%1.87%
20136.97%1.81%
20128.58%2.18%
20119.00%2.05%
20108.20%1.80%
20099.26%1.95%
20087.88%3.02%
20077.81%1.85%
20065.27%1.73%
20052.28%1.73%
20041.79%1.82%
20031.90%1.47%
20022.18%1.70%
20016.70%1.25%
200012.39%1.15%
19990.54%0.24%

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