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SPMC vs SPY

Comparison between Sound Point Meridian Capital Inc (SPMC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

SPMC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SPMC
$242M
Winner
SPY
$784B
Expense Ratio
SPMC
N/A
SPY
0.09%
Max Drawdown
SPMC
61.74%
Winner
SPY
56.47%
Sharpe Ratio
SPMC
-0.77
Winner
SPY
1.56
5Y Beta
Winner
SPMC
0.55
SPY
1.00
Industry
SPMC
Asset Management
SPY
N/A
P/E Ratio
Winner
SPMC
-2.24
SPY
28.29
Forward P/E
SPMC
N/A
SPY
21.75
Dividend Yield
SPMC
26.10%
SPY
N/A
5Y Dividends CAGR
SPMC
N/A
SPY
5.43%
5Y EPS CAGR
SPMC
N/A
SPY
25.98%
Debt to Equity
Winner
SPMC
30.20%
SPY
30.79%
Free Cash Flow Yield
SPMC
22.38%
SPY
N/A
P/S Ratio
Winner
SPMC
3.34
SPY
3.79
P/B Ratio
Winner
SPMC
1.22
SPY
5.67

SPMC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SPMC
-1.06%
Winner
SPY
+2.12%
3M
Winner
SPMC
+26.64%
SPY
+13.14%
6M
SPMC
-11.48%
Winner
SPY
+11.52%
1Y
SPMC
-22.96%
Winner
SPY
+26.68%
5Y(CAGR)
SPMC
N/A
SPY
+13.75%
10Y(CAGR)
SPMC
N/A
SPY
+15.65%
Max(CAGR)
SPMC
-12.91%
Winner
SPY
+8.56%

SPMC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPMCSPY
2026-12.32%+10.80%
2025-21.50%+18.00%
2024+11.82%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SPMC vs SPY Drawdown Comparison

The maximum drawdown for SPMC was -52.81%, occurring on Mar 18, 2026. This drawdown has not yet recovered.

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

The current SPMC drawdown is -37.35%. The current SPY drawdown is -0.62%.

RankSPMCSPY
#1-52.81%
Mar 5, 2025 - Mar 18, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.61%
Feb 19, 2025 - Mar 5, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.93%
Jul 26, 2024 - Aug 21, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.88%
Aug 21, 2024 - Nov 8, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.44%
Jan 6, 2025 - Feb 12, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.57%
Nov 8, 2024 - Dec 12, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.19%
Dec 16, 2024 - Jan 6, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.87%
Feb 13, 2025 - Feb 19, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.26%
Jul 23, 2024 - Jul 26, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.85%
Jun 17, 2024 - Jul 23, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SPMC and SPY is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68
-101

Dividend Comparison (1999 - 2026)

SPMC vs SPY dividend yield comparison.

YearSPMCSPY
202612.34%0.24%
202521.60%1.07%
20246.51%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%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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