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SMG vs SPY

Comparison between Scotts Miracle-Gro Company - Class A (SMG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SMG, delivering a return of +14.0% compared to -19.7%

SMG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SMG
$3.40B
Winner
SPY
$735B
Expense Ratio
SMG
N/A
SPY
0.09%
Max Drawdown
SMG
84.07%
Winner
SPY
56.47%
Sharpe Ratio
SMG
0.15
Winner
SPY
1.91
5Y Beta
Winner
SMG
0.93
SPY
1.00
Industry
SMG
Agricultural Inputs
SPY
N/A
P/E Ratio
SMG
30.70
Winner
SPY
28.68
Forward P/E
Winner
SMG
13.51
SPY
22.19
PEG Ratio
SMG
0.15
SPY
N/A
Dividend Yield
SMG
4.53%
SPY
N/A
5Y Dividends CAGR
SMG
-15.01%
Winner
SPY
5.43%
5Y EPS CAGR
SMG
-27.83%
Winner
SPY
26.37%
Debt to Equity
Winner
SMG
-819.48%
SPY
34.04%
Free Cash Flow Yield
SMG
11.18%
SPY
N/A
P/S Ratio
Winner
SMG
0.98
SPY
3.76
P/B Ratio
SMG
21.95
Winner
SPY
5.55

SMG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SMG
-6.18%
Winner
SPY
+4.84%
3M
SMG
-13.45%
Winner
SPY
+9.57%
6M
SMG
+12.97%
Winner
SPY
+13.79%
1Y
SMG
+2.67%
Winner
SPY
+29.34%
5Y(CAGR)
SMG
-19.75%
Winner
SPY
+13.98%
10Y(CAGR)
SMG
+1.98%
Winner
SPY
+15.66%
Max(CAGR)
SMG
+7.11%
Winner
SPY
+8.53%

SMG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMGSPY
2026+1.61%+9.45%
2025-7.16%+18.00%
2024+7.12%+25.59%
2023+33.13%+26.72%
2022-69.50%-18.64%
2021-18.67%+30.52%
2020+97.51%+17.28%
2019+74.28%+31.09%
2018-41.80%-5.24%
2017+15.38%+20.78%
2016+53.44%+13.59%
2015+7.40%+1.31%
2014+8.57%+14.56%
2013+43.19%+29.00%
2012-4.15%+14.17%
2011-5.95%+0.85%
2010+32.39%+13.14%
2009+31.48%+22.67%
2008-17.80%-36.25%
2007-15.22%+5.32%
2006+11.99%+13.85%
2005+25.75%+5.32%
2004+23.44%+10.75%
2003+18.56%+24.18%
2002+4.74%-22.42%
2001+28.86%-10.13%
2000-3.42%-8.84%
1999+0.47%+8.61%

SMG vs SPY Drawdown Comparison

The maximum drawdown for SMG was -83.55%, occurring on Oct 11, 2022. 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 SMG drawdown is -71.68%. The current SPY drawdown is -0.34%.

RankSMGSPY
#1-83.55%
Apr 5, 2021 - Oct 11, 2022
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.94%
Aug 9, 2007 - Apr 14, 2010
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-44.81%
Jan 11, 2018 - Jul 31, 2019
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-38.04%
Mar 4, 2020 - Apr 27, 2020
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-34.68%
May 10, 2011 - Oct 17, 2013
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-31.24%
Mar 31, 2000 - Jan 30, 2001
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-29.63%
May 9, 2002 - Jan 8, 2003
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-29.26%
May 17, 2001 - Dec 11, 2001
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-28.63%
Nov 17, 1999 - Mar 31, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-24.82%
Feb 1, 2006 - Oct 26, 2006
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-19.15%
Apr 29, 2003 - Oct 28, 2003
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-19.01%
Feb 12, 2021 - Mar 30, 2021
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.28%
Apr 27, 2004 - Dec 1, 2004
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-16.32%
Feb 21, 2007 - Aug 9, 2007
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-16.11%
Jan 30, 2001 - Apr 27, 2001
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SMG and SPY is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (1999 - 2026)

SMG vs SPY dividend yield comparison.

YearSMGSPY
20262.23%0.24%
20254.52%1.07%
20243.98%1.21%
20234.14%1.40%
20225.43%1.65%
20211.59%1.20%
20203.72%1.52%
20192.13%1.75%
20183.51%2.04%
20171.93%1.80%
20162.03%2.03%
20152.85%2.06%
20146.06%1.87%
20132.45%1.81%
20122.84%2.18%
20112.36%2.05%
20101.48%1.80%
20091.27%1.95%
20081.68%3.02%
200722.72%1.85%
20060.97%1.73%
20050.55%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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