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SCM vs SPY

Comparison between Stellus Capital Investment Corp (SCM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SCM, delivering a return of +13.4% compared to +3.3%

SCM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SCM
$254M
Winner
SPY
$784B
Expense Ratio
SCM
N/A
SPY
0.09%
Max Drawdown
SCM
69.75%
Winner
SPY
56.47%
Sharpe Ratio
SCM
-1.15
Winner
SPY
1.56
5Y Beta
Winner
SCM
0.57
SPY
1.00
Industry
SCM
Asset Management
SPY
N/A
P/E Ratio
Winner
SCM
10.64
SPY
28.29
Forward P/E
Winner
SCM
8.83
SPY
21.75
PEG Ratio
SCM
0.00
SPY
N/A
Dividend Yield
SCM
17.40%
SPY
N/A
5Y Dividends CAGR
Winner
SCM
5.90%
SPY
5.43%
5Y EPS CAGR
SCM
N/A
SPY
25.98%
Debt to Equity
Winner
SCM
0.00%
SPY
30.79%
Free Cash Flow Yield
SCM
13.88%
SPY
N/A
P/S Ratio
Winner
SCM
2.55
SPY
3.79
P/B Ratio
Winner
SCM
0.71
SPY
5.67

SCM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SCM
-2.83%
Winner
SPY
+0.48%
3M
SCM
+7.16%
Winner
SPY
+11.67%
6M
SCM
-25.43%
Winner
SPY
+9.42%
1Y
SCM
-25.90%
Winner
SPY
+24.27%
5Y(CAGR)
SCM
+3.34%
Winner
SPY
+13.36%
10Y(CAGR)
SCM
+10.17%
Winner
SPY
+15.42%
Max(CAGR)
SCM
+7.09%
Winner
SPY
+8.49%

SCM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSCMSPY
2026-25.63%+8.88%
2025+2.76%+18.00%
2024+20.16%+25.59%
2023+8.48%+26.72%
2022+7.98%-18.64%
2021+31.47%+30.52%
2020-13.84%+17.28%
2019+18.09%+31.09%
2018+10.78%-5.24%
2017+19.98%+20.78%
2016+40.49%+13.59%
2015-7.88%+1.31%
2014-11.22%+14.56%
2013-2.23%+29.00%
2012+9.89%+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SCM vs SPY Drawdown Comparison

The maximum drawdown for SCM was -66.03%, occurring on Mar 18, 2020. Recovery took 285 trading sessions.

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

The current SCM drawdown is -33.76%. The current SPY drawdown is -2.35%.

RankSCMSPY
#1-66.03%
Feb 20, 2020 - Apr 8, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.26%
Sep 8, 2025 - Mar 16, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-36.86%
Nov 14, 2014 - Sep 21, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.86%
Mar 3, 2025 - Jul 11, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.50%
Nov 9, 2021 - Aug 15, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.71%
Oct 27, 2017 - Jun 15, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.91%
Aug 8, 2023 - Apr 22, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.74%
Aug 15, 2022 - Nov 7, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.27%
Jan 2, 2013 - Mar 21, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.05%
Feb 24, 2023 - Jul 26, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.75%
Dec 11, 2018 - Jan 7, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.45%
Jul 30, 2019 - Nov 25, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.40%
Jul 1, 2014 - Nov 10, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.27%
Sep 21, 2018 - Nov 29, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.14%
Mar 21, 2014 - Jun 27, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SCM 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)

SCM vs SPY dividend yield comparison.

YearSCMSPY
20266.29%0.24%
202512.62%1.07%
202411.63%1.21%
202312.45%1.40%
20228.14%1.65%
20218.29%1.20%
202010.57%1.52%
20199.55%1.75%
201810.50%2.04%
201710.35%1.80%
201611.27%2.03%
201514.10%2.06%
201412.07%1.87%
20139.10%1.81%
20121.11%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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