SR vs SPY
Comparison between Spire Inc (SR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SR, delivering a return of +13.8% compared to +8.0%
SR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SR vs SPY - Historical Returns
Returns include dividend reinvestment.
SR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SR | SPY |
|---|---|---|
| 2026 | +5.16% | +8.80% |
| 2025 | +26.00% | +18.00% |
| 2024 | +11.62% | +25.59% |
| 2023 | -6.07% | +26.72% |
| 2022 | +9.79% | -18.64% |
| 2021 | +6.88% | +30.52% |
| 2020 | -19.39% | +17.28% |
| 2019 | +18.47% | +31.09% |
| 2018 | +3.18% | -5.24% |
| 2017 | +20.26% | +20.78% |
| 2016 | +13.51% | +13.59% |
| 2015 | +15.50% | +1.31% |
| 2014 | +23.01% | +14.56% |
| 2013 | +21.41% | +29.00% |
| 2012 | -1.00% | +14.17% |
| 2011 | +13.89% | +0.85% |
| 2010 | +11.23% | +13.14% |
| 2009 | -24.50% | +22.67% |
| 2008 | +42.32% | -36.25% |
| 2007 | +0.83% | +5.32% |
| 2006 | +22.70% | +13.85% |
| 2005 | +0.56% | +5.32% |
| 2004 | +13.31% | +10.75% |
| 2003 | +23.02% | +24.18% |
| 2002 | +2.79% | -22.42% |
| 2001 | +7.56% | -10.13% |
| 2000 | +16.58% | -8.84% |
| 1999 | +2.69% | +8.61% |
SR vs SPY Drawdown Comparison
The maximum drawdown for SR was -44.98%, occurring on May 27, 2009. Recovery took 1122 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SR drawdown is -8.91%. The current SPY drawdown is -0.92%.
| Rank | SR | SPY |
|---|---|---|
| #1 | -44.98% Nov 3, 2008 - Apr 22, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -39.52% Feb 18, 2020 - Nov 22, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.95% Nov 30, 2017 - Nov 19, 2018 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.79% Oct 1, 2008 - Oct 30, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.54% Nov 18, 1999 - Aug 30, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.30% May 3, 2002 - Aug 19, 2002 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.06% Nov 15, 2006 - Dec 6, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.24% Apr 2, 2004 - Nov 3, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.59% Sep 12, 2005 - Feb 22, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.10% Mar 7, 2005 - Jun 28, 2005 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.72% Jun 30, 2016 - Apr 12, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.14% Dec 27, 2000 - Mar 13, 2001 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.66% Jun 28, 2001 - Jan 2, 2002 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.41% Sep 30, 2019 - Feb 5, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.38% Sep 26, 2002 - Jan 6, 2003 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SR and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
SR vs SPY dividend yield comparison.
| Year | SR | SPY |
|---|---|---|
| 2026 | 0.95% | 0.24% |
| 2025 | 3.85% | 1.07% |
| 2024 | 4.50% | 1.21% |
| 2023 | 4.68% | 1.40% |
| 2022 | 4.03% | 1.65% |
| 2021 | 4.04% | 1.20% |
| 2020 | 3.93% | 1.52% |
| 2019 | 2.88% | 1.75% |
| 2018 | 3.08% | 2.04% |
| 2017 | 2.84% | 1.80% |
| 2016 | 3.09% | 2.03% |
| 2015 | 3.15% | 2.06% |
| 2014 | 3.35% | 1.87% |
| 2013 | 3.77% | 1.81% |
| 2012 | 4.33% | 2.18% |
| 2011 | 4.03% | 2.05% |
| 2010 | 4.35% | 1.80% |
| 2009 | 4.59% | 1.95% |
| 2008 | 3.22% | 3.02% |
| 2007 | 4.29% | 1.85% |
| 2006 | 4.08% | 1.73% |
| 2005 | 4.72% | 1.73% |
| 2004 | 4.37% | 1.82% |
| 2003 | 4.69% | 1.47% |
| 2002 | 5.54% | 1.70% |
| 2001 | 5.61% | 1.25% |
| 2000 | 5.73% | 1.15% |
| 1999 | 1.55% | 0.24% |
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