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SNFCA vs SPY

Comparison between Security National Financial Corp - Class A (SNFCA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SNFCA, delivering a return of +12.1% compared to +7.6%

SNFCA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SNFCA
$248M
Winner
SPY
$781B
Expense Ratio
SNFCA
N/A
SPY
0.09%
Max Drawdown
SNFCA
83.55%
Winner
SPY
56.47%
Sharpe Ratio
SNFCA
0.44
Winner
SPY
0.91
5Y Beta
Winner
SNFCA
0.77
SPY
1.00
Industry
SNFCA
Insurance - Life
SPY
N/A
P/E Ratio
Winner
SNFCA
8.91
SPY
28.44
Forward P/E
Winner
SNFCA
1.77
SPY
21.15
5Y Dividends CAGR
SNFCA
N/A
SPY
6.00%
5Y EPS CAGR
SNFCA
22.09%
Winner
SPY
25.40%
Debt to Equity
Winner
SNFCA
0.00%
SPY
31.56%
Free Cash Flow Yield
SNFCA
27.22%
SPY
N/A
P/S Ratio
SNFCA
N/A
SPY
3.70
P/B Ratio
SNFCA
N/A
SPY
5.59

SNFCA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SNFCA
+2.00%
SPY
-1.56%
3M
Winner
SNFCA
+3.91%
SPY
+2.77%
6M
Winner
SNFCA
+13.21%
SPY
+5.66%
1Y
SNFCA
+15.71%
Winner
SPY
+16.10%
5Y(CAGR)
SNFCA
+7.61%
Winner
SPY
+12.12%
10Y(CAGR)
SNFCA
+11.60%
Winner
SPY
+14.72%
Max(CAGR)
Winner
SNFCA
+11.22%
SPY
+8.39%

SNFCA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSNFCASPY
2026+15.04%+7.34%
2025-22.58%+18.00%
2024+39.73%+25.59%
2023+29.27%+26.72%
2022-14.64%-18.64%
2021+13.91%+30.52%
2020+52.58%+17.28%
2019+17.90%+31.09%
2018+8.36%-5.24%
2017-16.48%+20.78%
2016+9.74%+13.59%
2015+17.77%+1.31%
2014+27.06%+14.56%
2013-46.78%+29.00%
2012+505.39%+14.17%
2011-15.27%+0.85%
2010-40.16%+13.14%
2009+116.63%+22.67%
2008-53.15%-36.25%
2007-27.06%+5.32%
2006+60.82%+13.85%
2005+19.75%+5.32%
2004-55.87%+10.75%
2003+25.07%+24.18%
2002+192.38%-22.42%
2001+14.57%-10.13%
2000N/A-8.84%
1999N/A+8.61%

SNFCA vs SPY Drawdown Comparison

The maximum drawdown for SNFCA was -83.55%, occurring on Nov 25, 2008. Recovery took 2223 trading sessions.

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

The current SNFCA drawdown is -22.10%. The current SPY drawdown is -3.72%.

RankSNFCASPY
#1-83.55%
Jan 26, 2004 - Nov 23, 2012
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-73.00%
Feb 7, 2013 - Jan 12, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-61.77%
Jun 28, 2002 - Jan 30, 2003
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-41.04%
Apr 25, 2002 - May 31, 2002
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-39.46%
Feb 6, 2025 - Nov 17, 2025
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-39.19%
Apr 8, 2022 - Dec 20, 2023
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-32.29%
Dec 21, 2023 - Sep 27, 2024
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-26.19%
Mar 19, 2021 - Mar 18, 2022
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-24.38%
Jan 31, 2003 - Dec 29, 2003
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-22.41%
Jul 30, 2001 - Jan 22, 2002
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-21.58%
Mar 23, 2001 - Jul 16, 2001
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-20.44%
Jun 3, 2002 - Jun 24, 2002
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-17.65%
Dec 19, 2012 - Jan 7, 2013
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-15.93%
Jan 22, 2002 - Apr 5, 2002
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-15.80%
Jan 23, 2001 - Feb 27, 2001
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SNFCA and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

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