SIM vs SPY

Comparison between Grupo Simec S.A.B. de C.V. (SIM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SIM, delivering a return of +13.9% compared to +7.3%

SIM vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIM(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.61B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	84.22%	56.47%
Sharpe Ratio	0.38	1.72
5Y Beta	0.35	1.00
Industry	Steel	N/A
P/E Ratio	31.14	28.68
Forward P/E	37.88	22.00
PEG Ratio	4.43	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	-1.39%	26.37%
Debt to Equity	0.01%	34.04%
Free Cash Flow Yield	-2.25%	N/A
P/S Ratio	0.15	3.85
P/B Ratio	1.29	5.68

Market Cap / Net Assets

SIM

$4.61B

Winner

SPY

$735B

Expense Ratio

SIM

N/A

SPY

0.09%

Max Drawdown

SIM

84.22%

Winner

SPY

56.47%

Sharpe Ratio

SIM

0.38

Winner

SPY

1.72

5Y Beta

Winner

SIM

0.35

SPY

1.00

Industry

SIM

Steel

SPY

N/A

P/E Ratio

SIM

31.14

Winner

SPY

28.68

Forward P/E

SIM

37.88

Winner

SPY

22.00

PEG Ratio

SIM

4.43

SPY

N/A

5Y Dividends CAGR

SIM

N/A

SPY

5.43%

5Y EPS CAGR

SIM

-1.39%

Winner

SPY

26.37%

Debt to Equity

Winner

SIM

0.01%

SPY

34.04%

Free Cash Flow Yield

SIM

-2.25%

SPY

N/A

P/S Ratio

Winner

SIM

0.15

SPY

3.85

P/B Ratio

Winner

SIM

1.29

SPY

5.68

SIM vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SIM	SPY
1 month	-3.33%	+5.49%
3 months	-7.59%	+8.03%
6 months	+3.54%	+13.34%
1 year	+11.17%	+28.89%
5 years(CAGR)	+7.30%	+13.90%
10 years(CAGR)	+13.66%	+15.59%
Max(CAGR)	+10.24%	+8.51%

SIM

-3.33%

Winner

SPY

+5.49%

SIM

-7.59%

Winner

SPY

+8.03%

SIM

+3.54%

Winner

SPY

+13.34%

SIM

+11.17%

Winner

SPY

+28.89%

5Y(CAGR)

SIM

+7.30%

Winner

SPY

+13.90%

10Y(CAGR)

SIM

+13.66%

Winner

SPY

+15.59%

Max(CAGR)

Winner

SIM

+10.24%

SPY

+8.51%

SIM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SIM	SPY
2026	+1.20%	+9.02%
2025	+10.71%	+18.00%
2024	-12.84%	+25.59%
2023	-10.94%	+26.72%
2022	+21.76%	-18.64%
2021	+138.94%	+30.52%
2020	+33.66%	+17.28%
2019	+4.96%	+31.09%
2018	+1.80%	-5.24%
2017	-32.25%	+20.78%
2016	+119.81%	+13.59%
2015	-30.40%	+1.31%
2014	-16.97%	+14.56%
2013	-15.33%	+29.00%
2012	+93.77%	+14.17%
2011	-10.80%	+0.85%
2010	-9.58%	+13.14%
2009	+63.42%	+22.67%
2008	-52.40%	-36.25%
2007	-23.73%	+5.32%
2006	+262.88%	+13.85%
2005	-49.23%	+5.32%
2004	+165.52%	+10.75%
2003	+254.44%	+24.18%
2002	-28.57%	-22.42%
2001	-49.60%	-10.13%
2000	-57.89%	-8.84%
1999	+89.70%	+8.61%

SIM vs SPY Drawdown Comparison

The maximum drawdown for SIM was -84.22%, occurring on Nov 20, 2008. Recovery took 3635 trading sessions.

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

The current SIM drawdown is -18.88%. The current SPY drawdown is -0.73%.

Rank	SIM	SPY
#1	-84.22% Nov 29, 2006 - May 11, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-83.80% Mar 31, 2000 - Nov 29, 2004	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-57.13% Dec 29, 2004 - May 9, 2006	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-40.14% Aug 9, 2023 - Feb 3, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-37.61% May 10, 2006 - Jul 26, 2006	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-26.59% Nov 26, 1999 - Mar 31, 2000	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-25.86% Jul 1, 2021 - Dec 27, 2021	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-21.62% Apr 7, 2022 - Jan 3, 2023	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-21.43% Nov 10, 1999 - Nov 18, 1999	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-21.27% Jan 4, 2023 - Aug 9, 2023	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-21.06% Aug 4, 2006 - Sep 5, 2006	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-19.61% Dec 27, 2021 - Mar 4, 2022	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-14.31% Sep 21, 2006 - Oct 10, 2006	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-14.21% Sep 5, 2006 - Sep 20, 2006	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-12.21% Dec 1, 2004 - Dec 21, 2004	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SIM and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (1999 - 2026)

SIM vs SPY dividend yield comparison.

Year	SIM	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	5.42%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	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%