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SMCP vs SPY

Comparison between AlphaMark Actively Managed Small Cap ETF (SMCP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SMCP, delivering a return of +13.4% compared to -4.7%

SMCP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SMCP
$2.90M
Winner
SPY
$784B
Expense Ratio
SMCP
0.79%
Winner
SPY
0.09%
Max Drawdown
Winner
SMCP
44.15%
SPY
56.47%
Sharpe Ratio
SMCP
-0.60
Winner
SPY
1.56
5Y Beta
Winner
SMCP
0.26
SPY
1.00
P/E Ratio
Winner
SMCP
20.43
SPY
28.29
Forward P/E
Winner
SMCP
11.82
SPY
21.75
5Y Dividends CAGR
SMCP
N/A
SPY
5.43%
5Y EPS CAGR
SMCP
20.51%
Winner
SPY
25.98%
Debt to Equity
SMCP
43.43%
Winner
SPY
30.79%
P/S Ratio
Winner
SMCP
1.32
SPY
3.79
P/B Ratio
Winner
SMCP
1.62
SPY
5.67

SMCP vs SPY - Holdings Comparison

SMCP and SPY have 0 common holdings. Overlap is 0.00%

SMCP's top 25 holdings weight is 26.73%. SPY's top 25 holdings weight is 52.46%.

RankSMCPSPY
#1
THE E W SCRIPPS CO CLASS A (SSP) - 1.24%
NVIDIA CORP (NVDA) - 8.30%
#2
SUNSTONE HOTEL INVESTORS INC (SHO) - 1.20%
APPLE INC (AAPL) - 7.09%
#3
YELP INC CLASS A (YELP) - 1.14%
MICROSOFT CORP (MSFT) - 5.02%
#4
ALKERMES PLC (ALKS) - 1.11%
AMAZON.COM INC (AMZN) - 3.84%
#5
HALOZYME THERAPEUTICS INC (HALO) - 1.08%
BROADCOM INC (AVGO) - 3.50%
#6
BADGER METER INC (BMI) - 1.07%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
CARGURUS INC CLASS A (CARG) - 1.07%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
OMNICELL INC (OMCL) - 1.07%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
RAMBUS INC (RMBS) - 1.07%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
INTERDIGITAL INC (IDCC) - 1.06%
TESLA INC (TSLA) - 1.83%
#11
INTERPARFUMS INC (IPAR) - 1.06%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.05%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
LANCASTER COLONY CORP (LANC) - 1.05%
ELI LILLY AND CO (LLY) - 1.29%
#14
CORCEPT THERAPEUTICS INC (CORT) - 1.05%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
AXCELIS TECHNOLOGIES INC (ACLS) - 1.05%
EXXON MOBIL CORP (XOM) - 0.96%
#16
CATALYST PHARMACEUTICALS INC (CPRX) - 1.05%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
BANCFIRST CORP (BANF) - 1.04%
VISA INC CLASS A (V) - 0.82%
#18
LANTHEUS HOLDINGS INC (LNTH) - 1.04%
INTEL CORP (INTC) - 0.78%
#19
ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.04%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
APPLE HOSPITALITY REIT INC (APLE) - 1.04%
WALMART INC (WMT) - 0.76%
#21
FEDERAL SIGNAL CORP (FSS) - 1.03%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
PROG HOLDINGS INC ORDINARY SHARES (PRG) - 1.03%
CATERPILLAR INC (CAT) - 0.65%
#23
MERITAGE HOMES CORP (MTH) - 1.03%
ORACLE CORP (ORCL) - 0.64%
#24
STRATEGIC EDUCATION INC (STRA) - 1.03%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
QUALYS INC (QLYS) - 1.03%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings101505

SMCP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SMCP
-0.63%
Winner
SPY
+0.48%
3M
SMCP
-24.34%
Winner
SPY
+11.67%
6M
SMCP
N/A
SPY
+9.42%
1Y
SMCP
-24.34%
Winner
SPY
+24.27%
5Y(CAGR)
SMCP
-4.66%
Winner
SPY
+13.36%
10Y(CAGR)
SMCP
+1.69%
Winner
SPY
+15.42%
Max(CAGR)
SMCP
+0.16%
Winner
SPY
+8.49%

SMCP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMCPSPY
2026-24.34%+8.88%
2025N/A+18.00%
2024+12.94%+25.59%
2023+23.41%+26.72%
2022-21.90%-18.64%
2021+18.67%+30.52%
2020+4.49%+17.28%
2019+21.16%+31.09%
2018-20.12%-5.24%
2017+17.02%+20.78%
2016+4.55%+13.59%
2015-12.53%+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%

SMCP vs SPY Drawdown Comparison

The maximum drawdown for SMCP was -43.80%, occurring on Mar 23, 2020. Recovery took 593 trading sessions.

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

The current SMCP drawdown is -31.12%. The current SPY drawdown is -2.35%.

RankSMCPSPY
#1-43.80%
Aug 29, 2018 - Jan 7, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.08%
Nov 11, 2024 - Jun 10, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-31.90%
Nov 8, 2021 - Jul 16, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.77%
Jun 24, 2015 - Dec 18, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.28%
Jul 16, 2024 - Nov 6, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.38%
Jan 26, 2018 - Aug 14, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.34%
Jun 8, 2021 - Nov 3, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.73%
Mar 15, 2021 - Jun 1, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.62%
Apr 24, 2015 - Jun 3, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.53%
Mar 1, 2021 - Mar 10, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.31%
Jan 14, 2021 - Feb 4, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.99%
Feb 12, 2021 - Mar 1, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.34%
Jan 7, 2021 - Jan 12, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.26%
Nov 6, 2024 - Nov 11, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.14%
Aug 14, 2018 - Aug 27, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SMCP and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

SMCP vs SPY dividend yield comparison.

YearSMCPSPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
20230.80%1.40%
20220.60%1.65%
20210.71%1.20%
20200.55%1.52%
20190.61%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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