SMR vs SPY

Comparison between NuScale Power Corporation - Class A (SMR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SMR, delivering a return of +14.0% compared to +2.8%

SMR vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMR(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.32B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	87.47%	56.47%
Sharpe Ratio	-0.21	1.91
5Y Beta	2.93	1.00
Industry	Specialty Industrial Machinery	N/A
P/E Ratio	-4.66	28.68
Forward P/E	N/A	22.19
PEG Ratio	-0.03	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	0.00%	34.04%
Free Cash Flow Yield	-22.69%	N/A
P/S Ratio	192.62	3.76
P/B Ratio	2.98	5.55

Market Cap / Net Assets

SMR

$3.32B

Winner

SPY

$735B

Expense Ratio

SMR

N/A

SPY

0.09%

Max Drawdown

SMR

87.47%

Winner

SPY

56.47%

Sharpe Ratio

SMR

-0.21

Winner

SPY

1.91

5Y Beta

SMR

2.93

Winner

SPY

1.00

Industry

SMR

Specialty Industrial Machinery

SPY

N/A

P/E Ratio

Winner

SMR

-4.66

SPY

28.68

Forward P/E

SMR

N/A

SPY

22.19

PEG Ratio

SMR

-0.03

SPY

N/A

5Y Dividends CAGR

SMR

N/A

SPY

5.43%

5Y EPS CAGR

SMR

N/A

SPY

26.37%

Debt to Equity

Winner

SMR

0.00%

SPY

34.04%

Free Cash Flow Yield

SMR

-22.69%

SPY

N/A

P/S Ratio

SMR

192.62

Winner

SPY

3.76

P/B Ratio

Winner

SMR

2.98

SPY

5.55

SMR vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SMR	SPY
1 month	-15.99%	+4.84%
3 months	-9.52%	+9.57%
6 months	-38.71%	+13.79%
1 year	-54.98%	+29.34%
5 years(CAGR)	+2.78%	+13.98%
10 years(CAGR)	N/A	+15.66%
Max(CAGR)	+2.53%	+8.53%

SMR

-15.99%

Winner

SPY

+4.84%

SMR

-9.52%

Winner

SPY

+9.57%

SMR

-38.71%

Winner

SPY

+13.79%

SMR

-54.98%

Winner

SPY

+29.34%

5Y(CAGR)

SMR

+2.78%

Winner

SPY

+13.98%

10Y(CAGR)

SMR

N/A

SPY

+15.66%

Max(CAGR)

SMR

+2.53%

Winner

SPY

+8.53%

SMR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SMR	SPY
2026	-30.10%	+9.45%
2025	-19.99%	+18.00%
2024	+471.02%	+25.59%
2023	-67.87%	+26.72%
2022	+1.89%	-18.64%
2021	-0.59%	+30.52%
2020	+1.71%	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SMR vs SPY Drawdown Comparison

The maximum drawdown for SMR was -87.47%, occurring on Jan 18, 2024. Recovery took 472 trading sessions.

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

The current SMR drawdown is -78.66%. The current SPY drawdown is -0.34%.

Rank	SMR	SPY
#1	-87.47% Aug 24, 2022 - Jul 12, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-82.86% Oct 15, 2025 - Apr 7, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-58.29% Nov 22, 2024 - May 23, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-55.85% Jul 15, 2024 - Oct 16, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-36.81% Jul 25, 2025 - Oct 15, 2025	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-26.96% Feb 8, 2021 - Jul 20, 2022	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-18.87% Jun 24, 2025 - Jul 16, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-16.05% Oct 28, 2024 - Nov 8, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-14.10% Jun 16, 2025 - Jun 24, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-13.95% Aug 1, 2022 - Aug 24, 2022	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-12.58% May 27, 2025 - Jun 11, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-11.56% Jul 18, 2025 - Jul 24, 2025	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-9.18% Oct 16, 2024 - Oct 28, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-7.89% Nov 13, 2024 - Nov 18, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-6.68% Jun 11, 2025 - Jun 16, 2025	-7.27% Sep 18, 2014 - Oct 31, 2014