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SPE vs SPY

Comparison between Special Opportunities Fund Inc (SPE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SPE, delivering a return of +13.3% compared to +9.0%

SPE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPE
$170M
Winner
SPY
$735B
Expense Ratio
SPE
N/A
SPY
0.09%
Max Drawdown
SPE
58.53%
Winner
SPY
56.47%
Sharpe Ratio
SPE
0.16
Winner
SPY
1.62
5Y Beta
Winner
SPE
0.56
SPY
1.00
P/E Ratio
SPE
N/A
SPY
28.99
Forward P/E
SPE
N/A
SPY
22.37
5Y Dividends CAGR
Winner
SPE
13.47%
SPY
5.43%
5Y EPS CAGR
SPE
N/A
SPY
26.05%
Debt to Equity
SPE
N/A
SPY
32.40%
P/S Ratio
SPE
N/A
SPY
3.74
P/B Ratio
SPE
N/A
SPY
5.61

SPE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SPE
-3.33%
Winner
SPY
+1.90%
3M
SPE
-3.08%
Winner
SPY
+8.55%
6M
SPE
-0.68%
Winner
SPY
+8.18%
1Y
SPE
+5.11%
Winner
SPY
+25.79%
5Y(CAGR)
SPE
+9.05%
Winner
SPY
+13.32%
10Y(CAGR)
SPE
+11.49%
Winner
SPY
+15.19%
Max(CAGR)
Winner
SPE
+8.99%
SPY
+8.47%

SPE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPESPY
2026-2.43%+8.26%
2025+14.15%+18.00%
2024+34.11%+25.59%
2023+14.54%+26.72%
2022-18.85%-18.64%
2021+25.58%+30.52%
2020+4.29%+17.28%
2019+30.90%+31.09%
2018-9.91%-5.24%
2017+25.21%+20.78%
2016+10.69%+13.59%
2015-7.46%+1.31%
2014-1.88%+14.56%
2013+29.76%+29.00%
2012+11.73%+14.17%
2011+1.00%+0.85%
2010+5.05%+13.14%
2009+45.90%+22.67%
2008-15.82%-36.25%
2007+0.88%+5.32%
2006+9.61%+13.85%
2005+2.39%+5.32%
2004+1.11%+10.75%
2003+11.38%+24.18%
2002+11.83%-22.42%
2001+8.81%-10.13%
2000+18.23%-8.84%
1999-4.22%+8.61%

SPE vs SPY Drawdown Comparison

The maximum drawdown for SPE was -46.84%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.

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

The current SPE drawdown is -5.31%. The current SPY drawdown is -2.90%.

RankSPESPY
#1-46.84%
Feb 19, 2020 - Dec 11, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.95%
Jun 5, 2008 - Apr 27, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.14%
Jan 7, 2022 - Mar 26, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.46%
Dec 31, 2013 - Aug 23, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.47%
Jan 26, 2018 - Jun 14, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.69%
Feb 20, 2025 - May 20, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.13%
Mar 15, 2004 - Aug 31, 2005		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.14%
Jul 22, 2011 - Jan 25, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.05%
Oct 6, 2009 - Oct 18, 2010		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.71%
Jun 17, 2003 - Jan 20, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.32%
Jan 15, 2026 - Mar 30, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.21%
May 16, 2007 - Jan 25, 2008		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.92%
Nov 19, 1999 - Jun 2, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.82%
Sep 1, 2016 - Jan 18, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.09%
Mar 26, 2012 - Sep 28, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SPE and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

SPE vs SPY dividend yield comparison.

YearSPESPY
20263.92%0.24%
202513.73%1.07%
20247.83%1.21%
20238.77%1.40%
202211.58%1.65%
202111.64%1.20%
20208.01%1.52%
20196.35%1.75%
201814.10%2.04%
201716.53%1.80%
20165.93%2.03%
20159.02%2.06%
20149.63%1.87%
201312.66%1.81%
201210.08%2.18%
20113.69%2.05%
20100.20%1.80%
20096.59%1.95%
20088.05%3.02%
20075.22%1.85%
20065.55%1.73%
20057.30%1.73%
20046.49%1.82%
20037.64%1.47%
20026.36%1.70%
20015.35%1.25%
20005.62%1.15%
19991.04%0.24%

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