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SOHO vs SPY

Comparison between Sotherly Hotels Inc (SOHO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SOHO, delivering a return of +13.4% compared to -7.2%

SOHO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SOHO
$46M
Winner
SPY
$784B
Expense Ratio
SOHO
N/A
SPY
0.09%
Max Drawdown
SOHO
94.32%
Winner
SPY
56.47%
Sharpe Ratio
SOHO
1.08
Winner
SPY
1.56
5Y Beta
SOHO
N/A
SPY
1.00
Industry
SOHO
Reit - Hotel & Motel
SPY
N/A
P/E Ratio
Winner
SOHO
-214.01
SPY
28.29
Forward P/E
SOHO
N/A
SPY
21.75
PEG Ratio
SOHO
0.00
SPY
N/A
5Y Dividends CAGR
Winner
SOHO
16.94%
SPY
5.43%
5Y EPS CAGR
SOHO
-66.75%
Winner
SPY
25.98%
Debt to Equity
SOHO
872.00%
Winner
SPY
30.79%
Free Cash Flow Yield
SOHO
30.87%
SPY
N/A
P/S Ratio
Winner
SOHO
0.52
SPY
3.79
P/B Ratio
Winner
SOHO
1.26
SPY
5.67

SOHO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SOHO
+4.65%
SPY
+0.48%
3M
SOHO
+4.17%
Winner
SPY
+11.67%
6M
Winner
SOHO
+173.96%
SPY
+9.42%
1Y
Winner
SOHO
+169.04%
SPY
+24.27%
5Y(CAGR)
SOHO
-7.20%
Winner
SPY
+13.36%
10Y(CAGR)
SOHO
-4.35%
Winner
SPY
+15.42%
Max(CAGR)
SOHO
-3.02%
Winner
SPY
+8.49%

SOHO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOHOSPY
2026+5.14%+8.88%
2025+126.32%+18.00%
2024-39.32%+25.59%
2023-18.58%+26.72%
2022-14.22%-18.64%
2021-12.18%+30.52%
2020-59.51%+17.28%
2019+27.32%+31.09%
2018-6.18%-5.24%
2017-2.98%+20.78%
2016+18.78%+13.59%
2015-15.39%+1.31%
2014+31.95%+14.56%
2013+85.56%+29.00%
2012+48.87%+14.17%
2011+12.08%+0.85%
2010+3.44%+13.14%
2009+62.32%+22.67%
2008-81.68%-36.25%
2007-20.52%+5.32%
2006+9.37%+13.85%
2005+5.93%+5.32%
2004-0.60%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SOHO vs SPY Drawdown Comparison

The maximum drawdown for SOHO was -91.30%, occurring on Mar 3, 2009. Recovery took 2001 trading sessions.

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

The current SOHO drawdown is -65.97%. The current SPY drawdown is -2.35%.

RankSOHOSPY
#1-91.30%
Jul 5, 2007 - Jun 16, 2015		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-90.54%
Jun 12, 2019 - Apr 8, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-39.86%
Jun 16, 2015 - Jun 21, 2018		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.40%
Sep 18, 2018 - Feb 13, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.07%
Feb 15, 2019 - Jun 10, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.50%
Jul 27, 2005 - Oct 17, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.92%
Dec 17, 2004 - Jun 28, 2005		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.71%
May 31, 2007 - Jun 28, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.06%
Jul 6, 2018 - Aug 21, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.79%
Mar 15, 2007 - Apr 16, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.66%
Mar 1, 2007 - Mar 15, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.49%
Nov 8, 2006 - Dec 22, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.44%
Dec 22, 2006 - Jan 11, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.35%
May 11, 2007 - May 22, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.14%
May 22, 2007 - May 31, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SOHO and SPY is -0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.30
-101

Dividend Comparison (1999 - 2026)

SOHO vs SPY dividend yield comparison.

YearSOHOSPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20205.20%1.52%
20197.60%1.75%
20188.65%2.04%
20176.59%1.80%
20165.38%2.03%
20154.95%2.06%
20143.00%1.87%
20132.61%1.81%
20123.01%2.18%
20111.68%2.05%
20100.00%1.80%
20090.99%1.95%
200840.25%3.02%
20079.44%1.85%
20066.89%1.73%
20058.81%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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