StockComparison Logo
vs

SFST vs SPY

Comparison between Southern First Bancshares Inc (SFST, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SFST, delivering a return of +13.3% compared to +1.7%

SFST vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SFST
$522M
Winner
SPY
$735B
Expense Ratio
SFST
N/A
SPY
0.09%
Max Drawdown
SFST
81.00%
Winner
SPY
56.47%
Sharpe Ratio
Winner
SFST
1.65
SPY
1.62
5Y Beta
Winner
SFST
0.84
SPY
1.00
Industry
SFST
Banks - Regional
SPY
N/A
P/E Ratio
Winner
SFST
14.84
SPY
28.99
Forward P/E
Winner
SFST
18.62
SPY
22.37
PEG Ratio
SFST
0.16
SPY
N/A
5Y Dividends CAGR
SFST
N/A
SPY
5.43%
5Y EPS CAGR
SFST
5.13%
Winner
SPY
26.05%
Debt to Equity
Winner
SFST
0.00%
SPY
32.40%
Free Cash Flow Yield
SFST
6.31%
SPY
N/A
P/S Ratio
SFST
4.48
Winner
SPY
3.74
P/B Ratio
Winner
SFST
1.44
SPY
5.61

SFST vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SFST
+3.93%
SPY
+1.90%
3M
Winner
SFST
+9.73%
SPY
+8.55%
6M
Winner
SFST
+13.01%
SPY
+8.18%
1Y
Winner
SFST
+69.70%
SPY
+25.79%
5Y(CAGR)
SFST
+1.69%
Winner
SPY
+13.32%
10Y(CAGR)
SFST
+8.64%
Winner
SPY
+15.19%
Max(CAGR)
Winner
SFST
+11.14%
SPY
+8.47%

SFST vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSFSTSPY
2026+14.06%+8.26%
2025+35.40%+18.00%
2024+7.96%+25.59%
2023-17.65%+26.72%
2022-28.73%-18.64%
2021+77.58%+30.52%
2020-16.45%+17.28%
2019+30.86%+31.09%
2018-21.78%-5.24%
2017+15.38%+20.78%
2016+58.59%+13.59%
2015+28.51%+1.31%
2014+28.45%+14.56%
2013+70.58%+29.00%
2012+55.21%+14.17%
2011+15.97%+0.85%
2010+13.72%+13.14%
2009-18.01%+22.67%
2008-31.34%-36.25%
2007-36.40%+5.32%
2006-4.58%+13.85%
2005+25.63%+5.32%
2004+8.94%+10.75%
2003+110.12%+24.18%
2002+13.22%-22.42%
2001+27.89%-10.13%
2000+1.37%-8.84%
1999-8.48%+8.61%

SFST vs SPY Drawdown Comparison

The maximum drawdown for SFST was -79.10%, occurring on Mar 6, 2009. Recovery took 1914 trading sessions.

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

The current SFST drawdown is -9.30%. The current SPY drawdown is -2.90%.

RankSFSTSPY
#1-79.10%
Dec 15, 2005 - Jul 26, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-67.19%
Jan 7, 2022 - May 4, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-55.24%
Jun 4, 2018 - Mar 8, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-43.06%
Apr 23, 2002 - Sep 8, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.33%
Nov 5, 1999 - Aug 4, 2000		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.44%
Jan 29, 2004 - Oct 27, 2005		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.73%
Aug 4, 2000 - Jun 7, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.20%
Mar 12, 2021 - May 21, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.65%
Jan 26, 2017 - Jul 3, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.38%
Jun 13, 2001 - Jan 18, 2002		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.50%
Nov 20, 2003 - Jan 6, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.50%
Jan 18, 2002 - Apr 23, 2002		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.02%
Jun 8, 2021 - Nov 3, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.99%
Sep 8, 2016 - Nov 10, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.74%
Oct 30, 2015 - Jan 6, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SFST and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

SFST vs SPY dividend yield comparison.

YearSFSTSPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20137.25%1.81%
20127.59%2.18%
201110.68%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20069.25%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%

Select Stocks to Compare

Popular: SFST vs SPY