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SMA vs SPY

Comparison between Smartstop Self Storage REIT Inc (SMA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

SMA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SMA
$1.82B
Winner
SPY
$784B
Expense Ratio
SMA
N/A
SPY
0.09%
Max Drawdown
Winner
SMA
24.01%
SPY
56.47%
Sharpe Ratio
SMA
-0.35
Winner
SPY
1.56
5Y Beta
Winner
SMA
0.35
SPY
1.00
Industry
SMA
Reit - Industrial
SPY
N/A
P/E Ratio
SMA
190.56
Winner
SPY
28.29
Forward P/E
SMA
N/A
SPY
21.75
Dividend Yield
SMA
1.21%
SPY
N/A
5Y Dividends CAGR
SMA
N/A
SPY
5.43%
5Y EPS CAGR
SMA
N/A
SPY
25.98%
Debt to Equity
SMA
94.07%
Winner
SPY
30.79%
Free Cash Flow Yield
SMA
5.42%
SPY
N/A
P/S Ratio
SMA
6.60
Winner
SPY
3.79
P/B Ratio
Winner
SMA
1.56
SPY
5.67

SMA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SMA
+1.98%
SPY
+0.48%
3M
SMA
+3.75%
Winner
SPY
+11.67%
6M
SMA
+1.00%
Winner
SPY
+9.42%
1Y
SMA
-6.62%
Winner
SPY
+24.27%
5Y(CAGR)
SMA
N/A
SPY
+13.36%
10Y(CAGR)
SMA
N/A
SPY
+15.42%
Max(CAGR)
SMA
+3.40%
Winner
SPY
+8.49%

SMA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMASPY
2026+7.03%+8.88%
2025-2.20%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+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%

SMA vs SPY Drawdown Comparison

The maximum drawdown for SMA was -21.78%, occurring on Mar 30, 2026. 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 SMA drawdown is -14.21%. The current SPY drawdown is -2.35%.

RankSMASPY
#1-21.78%
Sep 12, 2025 - Mar 30, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.69%
Jul 2, 2025 - Sep 5, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.68%
Apr 3, 2025 - Apr 16, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.80%
Jun 10, 2025 - Jul 2, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.35%
May 2, 2025 - May 8, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.92%
May 16, 2025 - Jun 6, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.56%
Apr 17, 2025 - Apr 28, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.70%
May 9, 2025 - May 15, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SMA and SPY is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47
-101

Dividend Comparison (1999 - 2026)

SMA vs SPY dividend yield comparison.

YearSMASPY
20262.05%0.24%
20253.90%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%
20130.00%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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