SNDR vs SPY

Comparison between Schneider National Inc - Class B (SNDR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SNDR, delivering a return of +13.8% compared to +7.7%

SNDR vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SNDR(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.88B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	45.07%	56.47%
Sharpe Ratio	0.94	1.67
5Y Beta	0.93	1.00
Industry	Trucking	N/A
P/E Ratio	57.78	28.81
Forward P/E	35.71	22.07
Dividend Yield	1.20%	N/A
5Y Dividends CAGR	-26.68%	5.43%
5Y EPS CAGR	-13.11%	25.84%
Debt to Equity	13.06%	34.16%
Free Cash Flow Yield	6.12%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

SNDR

$5.88B

Winner

SPY

$735B

Expense Ratio

SNDR

N/A

SPY

0.09%

Max Drawdown

Winner

SNDR

45.07%

SPY

56.47%

Sharpe Ratio

SNDR

0.94

Winner

SPY

1.67

5Y Beta

Winner

SNDR

0.93

SPY

1.00

Industry

SNDR

Trucking

SPY

N/A

P/E Ratio

SNDR

57.78

Winner

SPY

28.81

Forward P/E

SNDR

35.71

Winner

SPY

22.07

Dividend Yield

SNDR

1.20%

SPY

N/A

5Y Dividends CAGR

SNDR

-26.68%

Winner

SPY

5.43%

5Y EPS CAGR

SNDR

-13.11%

Winner

SPY

25.84%

Debt to Equity

Winner

SNDR

13.06%

SPY

34.16%

Free Cash Flow Yield

SNDR

6.12%

SPY

N/A

P/S Ratio

SNDR

N/A

SPY

3.69

P/B Ratio

SNDR

N/A

SPY

5.54

SNDR vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SNDR	SPY
1 month	+11.96%	+4.59%
3 months	+15.12%	+7.81%
6 months	+64.21%	+14.24%
1 year	+41.15%	+26.47%
5 years(CAGR)	+7.68%	+13.84%
10 years(CAGR)	+8.85%	+15.57%
Max(CAGR)	+8.85%	+8.50%

Winner

SNDR

+11.96%

SPY

+4.59%

Winner

SNDR

+15.12%

SPY

+7.81%

Winner

SNDR

+64.21%

SPY

+14.24%

Winner

SNDR

+41.15%

SPY

+26.47%

5Y(CAGR)

SNDR

+7.68%

Winner

SPY

+13.84%

10Y(CAGR)

SNDR

+8.85%

Winner

SPY

+15.57%

Max(CAGR)

Winner

SNDR

+8.85%

SPY

+8.50%

SNDR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SNDR	SPY
2026	+25.11%	+8.80%
2025	-7.51%	+18.00%
2024	+18.25%	+25.59%
2023	+8.20%	+26.72%
2022	-10.61%	-18.64%
2021	+33.08%	+30.52%
2020	+3.81%	+17.28%
2019	+16.21%	+31.09%
2018	-34.44%	-5.24%
2017	+51.26%	+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%

SNDR vs SPY Drawdown Comparison

The maximum drawdown for SNDR was -44.01%, occurring on Jun 3, 2019. Recovery took 901 trading sessions.

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

The current SPY drawdown is -0.92%.

Rank	SNDR	SPY
#1	-44.01% May 30, 2018 - Dec 27, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-38.84% Nov 29, 2024 - May 14, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-33.65% Aug 3, 2023 - Nov 8, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-24.83% Jan 4, 2022 - Feb 1, 2023	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-16.79% Feb 1, 2018 - May 30, 2018	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-16.25% Feb 7, 2023 - Jul 26, 2023	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.87% Oct 26, 2017 - Dec 13, 2017	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.20% Jul 3, 2017 - Sep 8, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-6.05% Sep 29, 2017 - Oct 20, 2017	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-5.09% Nov 11, 2024 - Nov 25, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-4.71% Apr 10, 2017 - May 24, 2017	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-4.60% Jan 22, 2018 - Feb 1, 2018	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.40% Jun 13, 2017 - Jun 29, 2017	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.35% Dec 27, 2017 - Jan 11, 2018	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.82% May 14, 2026 - May 20, 2026	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SNDR and SPY is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (1999 - 2026)

SNDR vs SPY dividend yield comparison.

Year	SNDR	SPY
2026	0.30%	0.24%
2025	1.43%	1.07%
2024	1.30%	1.21%
2023	1.41%	1.40%
2022	1.37%	1.65%
2021	1.04%	1.20%
2020	10.92%	1.52%
2019	1.10%	1.75%
2018	1.29%	2.04%
2017	0.53%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%