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SEMG vs SPY

Comparison between SUNCOAST SELECT GROWTH ETF (SEMG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SEMG, delivering a return of +12.4% compared to +8.9%

SEMG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SEMG
$63M
Winner
SPY
$781B
Expense Ratio
SEMG
0.60%
Winner
SPY
0.09%
Max Drawdown
SEMG
90.74%
Winner
SPY
56.47%
Sharpe Ratio
SEMG
-0.28
Winner
SPY
1.12
5Y Beta
Winner
SEMG
0.90
SPY
1.00
P/E Ratio
SEMG
31.23
Winner
SPY
28.53
Forward P/E
SEMG
24.62
Winner
SPY
21.47
PEG Ratio
SEMG
0.62
SPY
N/A
5Y Dividends CAGR
SEMG
N/A
SPY
6.00%
5Y EPS CAGR
Winner
SEMG
36.62%
SPY
25.58%
Debt to Equity
SEMG
35.54%
Winner
SPY
32.09%
P/S Ratio
Winner
SEMG
3.00
SPY
3.75
P/B Ratio
SEMG
9.40
Winner
SPY
5.64

SEMG vs SPY - Holdings Comparison

SEMG and SPY have 23 common holdings. Overlap is 32.94%

SEMG's top 25 holdings weight is 99.98%. SPY's top 25 holdings weight is 51.74%.

RankSEMGSPY
#1
ALPHABET INC CLASS A (GOOGL) - 11.97%
NVIDIA CORP (NVDA) - 7.89%
#2
NVIDIA CORP (NVDA) - 11.18%
APPLE INC (AAPL) - 7.37%
#3
MICROSOFT CORP (MSFT) - 6.75%
MICROSOFT CORP (MSFT) - 4.50%
#4
VISA INC CLASS A (V) - 6.04%
AMAZON.COM INC (AMZN) - 3.82%
#5
BROADCOM INC (AVGO) - 5.44%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
APPLE INC (AAPL) - 4.99%
BROADCOM INC (AVGO) - 2.86%
#7
W.W. GRAINGER INC (GWW) - 4.99%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
MCKESSON CORP (MCK) - 4.90%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ELI LILLY AND CO (LLY) - 4.62%
TESLA INC (TSLA) - 1.70%
#10
MASTERCARD INC CLASS A (MA) - 3.95%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
META PLATFORMS INC CLASS A (META) - 3.63%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
STRYKER CORP (SYK) - 3.55%
ELI LILLY AND CO (LLY) - 1.40%
#13
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.50%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
APPLIED MATERIALS INC (AMAT) - 3.30%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
S&P GLOBAL INC (SPGI) - 2.95%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.51%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.44%
VISA INC CLASS A (V) - 0.90%
#18
SERVICENOW INC (NOW) - 2.03%
WALMART INC (WMT) - 0.76%
#19
AON PLC CLASS A (AON) - 2.01%
INTEL CORP (INTC) - 0.75%
#20
AMPHENOL CORP CLASS A (APH) - 2.00%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
EATON CORP PLC (ETN) - 1.97%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ASML HOLDING NV ADR (ASML) - 1.87%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
TJX COMPANIES INC (TJX) - 1.79%
ABBVIE INC (ABBV) - 0.66%
#24
UBER TECHNOLOGIES INC (UBER) - 1.46%
CATERPILLAR INC (CAT) - 0.65%
#25
MOBILITY GLOBAL INC (MBGL) - 0.14%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings26505

SEMG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SEMG
+2.07%
SPY
+0.63%
3M
SEMG
+2.22%
Winner
SPY
+4.46%
6M
SEMG
-0.84%
Winner
SPY
+7.67%
1Y
SEMG
-0.89%
Winner
SPY
+17.68%
5Y(CAGR)
SEMG
+8.87%
Winner
SPY
+12.42%
10Y(CAGR)
SEMG
+1.55%
Winner
SPY
+14.84%
Max(CAGR)
SEMG
+3.80%
Winner
SPY
+8.44%

SEMG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSEMGSPY
2026-2.91%+8.63%
2025+8.27%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019+22.39%+31.09%
2018-51.20%-5.24%
2017-23.76%+20.78%
2016+59.94%+13.59%
2015-57.09%+1.31%
2014+8.81%+14.56%
2013+63.27%+29.00%
2012+46.97%+14.17%
2011-4.89%+0.85%
2010+18.13%+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%

SEMG vs SPY Drawdown Comparison

The maximum drawdown for SEMG was -86.19%, occurring on Aug 27, 2019. This drawdown has not yet recovered.

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

The current SEMG drawdown is -54.21%. The current SPY drawdown is -2.57%.

RankSEMGSPY
#1-86.19%
Sep 3, 2014 - Aug 27, 2019		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-46.65%
Mar 23, 2011 - Aug 3, 2012		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.56%
Oct 17, 2012 - Jan 2, 2013		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.71%
May 20, 2013 - Jul 5, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.04%
Jul 8, 2013 - Oct 16, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.50%
Dec 31, 2013 - Feb 28, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.79%
Apr 11, 2013 - May 2, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.99%
Apr 3, 2014 - May 23, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.82%
Jul 23, 2014 - Aug 11, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.78%
Mar 4, 2014 - Apr 3, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.74%
Aug 17, 2012 - Sep 14, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.56%
Nov 26, 2013 - Dec 20, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.48%
Feb 13, 2013 - Mar 5, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.98%
Nov 19, 2010 - Dec 7, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.95%
Oct 22, 2013 - Nov 26, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SEMG and SPY is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05
-101

Dividend Comparison (1999 - 2026)

SEMG vs SPY dividend yield comparison.

YearSEMGSPY
20260.00%0.50%
20250.05%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
201912.58%1.75%
201813.72%2.04%
20175.96%1.80%
20165.89%2.03%
20155.51%2.06%
20141.51%1.87%
20130.92%1.81%
20120.00%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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