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SMBC vs SPY

Comparison between Southern Missouri Bancorp Inc (SMBC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SMBC, delivering a return of +13.3% compared to +11.1%

SMBC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SMBC
$764M
Winner
SPY
$735B
Expense Ratio
SMBC
N/A
SPY
0.09%
Max Drawdown
Winner
SMBC
55.21%
SPY
56.47%
Sharpe Ratio
SMBC
1.22
Winner
SPY
1.62
5Y Beta
Winner
SMBC
0.88
SPY
1.00
Industry
SMBC
Banks - Regional
SPY
N/A
P/E Ratio
Winner
SMBC
11.49
SPY
28.99
Forward P/E
Winner
SMBC
8.83
SPY
22.37
PEG Ratio
SMBC
0.34
SPY
N/A
Dividend Yield
SMBC
1.42%
SPY
N/A
5Y Dividends CAGR
Winner
SMBC
14.68%
SPY
5.43%
5Y EPS CAGR
SMBC
19.67%
Winner
SPY
26.05%
Debt to Equity
Winner
SMBC
0.00%
SPY
32.40%
Free Cash Flow Yield
SMBC
11.77%
SPY
N/A
P/S Ratio
SMBC
4.10
Winner
SPY
3.74
P/B Ratio
Winner
SMBC
1.33
SPY
5.61

SMBC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SMBC
+1.63%
Winner
SPY
+1.90%
3M
Winner
SMBC
+12.06%
SPY
+8.55%
6M
Winner
SMBC
+21.22%
SPY
+8.18%
1Y
Winner
SMBC
+37.10%
SPY
+25.79%
5Y(CAGR)
SMBC
+11.13%
Winner
SPY
+13.32%
10Y(CAGR)
SMBC
+13.45%
Winner
SPY
+15.19%
Max(CAGR)
Winner
SMBC
+14.87%
SPY
+8.47%

SMBC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMBCSPY
2026+19.86%+8.26%
2025+6.45%+18.00%
2024+9.97%+25.59%
2023+19.76%+26.72%
2022-13.13%-18.64%
2021+76.31%+30.52%
2020-18.74%+17.28%
2019+16.42%+31.09%
2018-7.95%-5.24%
2017+9.97%+20.78%
2016+54.20%+13.59%
2015+28.12%+1.31%
2014+16.28%+14.56%
2013+42.39%+29.00%
2012+3.15%+14.17%
2011+32.47%+0.85%
2010+50.99%+13.14%
2009+8.27%+22.67%
2008-18.30%-36.25%
2007-2.71%+5.32%
2006+0.17%+13.85%
2005-15.58%+5.32%
2004+35.05%+10.75%
2003+35.51%+24.18%
2002+32.80%-22.42%
2001+23.03%-10.13%
2000+10.78%-8.84%
1999-0.49%+8.61%

SMBC vs SPY Drawdown Comparison

The maximum drawdown for SMBC was -49.68%, occurring on Mar 4, 2009. Recovery took 1372 trading sessions.

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

The current SMBC drawdown is -0.27%. The current SPY drawdown is -2.90%.

RankSMBCSPY
#1-49.68%
Nov 30, 2004 - May 13, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.12%
Dec 18, 2017 - Mar 3, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-48.51%
Nov 10, 2021 - Oct 15, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-29.18%
Nov 11, 2024 - Apr 7, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.08%
Apr 19, 2011 - Mar 15, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.33%
Nov 19, 1999 - Sep 19, 2000		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.80%
Mar 15, 2012 - Mar 4, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.42%
Feb 23, 2017 - Sep 29, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.11%
Dec 20, 2013 - Mar 10, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.67%
Feb 22, 2011 - Mar 7, 2011		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.44%
May 13, 2010 - Dec 7, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.98%
Dec 10, 2014 - Aug 17, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.64%
Nov 29, 2013 - Dec 20, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.69%
Apr 18, 2002 - Oct 31, 2002		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.26%
Mar 4, 2013 - Jul 31, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SMBC and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

SMBC vs SPY dividend yield comparison.

YearSMBCSPY
20260.72%0.24%
20251.62%1.07%
20241.53%1.21%
20231.57%1.40%
20221.79%1.65%
20211.38%1.20%
20201.97%1.52%
20191.46%1.75%
20181.42%2.04%
20171.12%1.80%
20161.07%2.03%
20151.46%2.06%
20141.74%1.87%
20131.86%1.81%
20122.41%2.18%
20112.14%2.05%
20102.78%1.80%
20094.09%1.95%
20083.97%3.02%
20072.72%1.85%
20062.46%1.73%
20052.45%1.73%
20041.95%1.82%
20032.31%1.47%
20022.54%1.70%
20013.09%1.25%
20003.67%1.15%
19990.98%0.24%

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