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SRCE vs SPY

Comparison between 1st Source Corp (SRCE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SRCE, delivering a return of +13.3% compared to +11.4%

SRCE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SRCE
$1.79B
Winner
SPY
$735B
Expense Ratio
SRCE
N/A
SPY
0.09%
Max Drawdown
SRCE
61.52%
Winner
SPY
56.47%
Sharpe Ratio
SRCE
1.11
Winner
SPY
1.62
5Y Beta
Winner
SRCE
0.73
SPY
1.00
Industry
SRCE
Banks - Regional
SPY
N/A
P/E Ratio
Winner
SRCE
11.47
SPY
28.99
Forward P/E
Winner
SRCE
13.68
SPY
22.37
PEG Ratio
SRCE
0.66
SPY
N/A
Dividend Yield
SRCE
2.18%
SPY
N/A
5Y Dividends CAGR
Winner
SRCE
11.59%
SPY
5.43%
5Y EPS CAGR
SRCE
13.65%
Winner
SPY
26.05%
Debt to Equity
Winner
SRCE
22.63%
SPY
32.40%
Free Cash Flow Yield
SRCE
11.28%
SPY
N/A
P/S Ratio
SRCE
4.16
Winner
SPY
3.74
P/B Ratio
Winner
SRCE
1.39
SPY
5.61

SRCE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SRCE
+2.39%
SPY
+1.90%
3M
Winner
SRCE
+11.36%
SPY
+8.55%
6M
Winner
SRCE
+19.73%
SPY
+8.18%
1Y
Winner
SRCE
+28.85%
SPY
+25.79%
5Y(CAGR)
SRCE
+11.35%
Winner
SPY
+13.32%
10Y(CAGR)
SRCE
+11.14%
Winner
SPY
+15.19%
Max(CAGR)
SRCE
+6.95%
Winner
SPY
+8.47%

SRCE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSRCESPY
2026+22.05%+8.26%
2025+10.89%+18.00%
2024+9.81%+25.59%
2023+7.09%+26.72%
2022+8.95%-18.64%
2021+28.32%+30.52%
2020-19.74%+17.28%
2019+28.66%+31.09%
2018-17.20%-5.24%
2017+12.87%+20.78%
2016+50.12%+13.59%
2015+5.30%+1.31%
2014+13.50%+14.56%
2013+42.81%+29.00%
2012-11.61%+14.17%
2011+25.17%+0.85%
2010+28.71%+13.14%
2009-28.84%+22.67%
2008+47.49%-36.25%
2007-44.88%+5.32%
2006+26.84%+13.85%
2005+1.35%+5.32%
2004+19.29%+10.75%
2003+29.32%+24.18%
2002-17.29%-22.42%
2001+23.18%-10.13%
2000-25.58%-8.84%
1999-9.65%+8.61%

SRCE vs SPY Drawdown Comparison

The maximum drawdown for SRCE was -60.10%, occurring on Oct 28, 2002. Recovery took 823 trading sessions.

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

The current SPY drawdown is -2.90%.

RankSRCESPY
#1-60.10%
Jun 29, 2001 - Oct 12, 2004		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-54.97%
Jun 30, 2006 - Jul 25, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-51.72%
Jul 23, 2018 - Oct 21, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-48.82%
Nov 9, 1999 - Jun 29, 2001		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.97%
Nov 10, 2022 - Jul 12, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-29.22%
Nov 12, 2004 - Feb 10, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.24%
Feb 11, 2025 - Dec 18, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.39%
Nov 24, 2015 - Apr 26, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-18.40%
Nov 6, 2024 - Feb 11, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.45%
Dec 30, 2014 - Jun 23, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.39%
Apr 1, 2014 - Dec 18, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.47%
Jul 26, 2024 - Nov 6, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.27%
Dec 18, 2013 - Apr 1, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.51%
May 2, 2016 - Aug 9, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.76%
Aug 5, 2015 - Oct 26, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.95
-101

Dividend Comparison (1999 - 2026)

SRCE vs SPY dividend yield comparison.

YearSRCESPY
20261.10%0.24%
20252.43%1.07%
20242.40%1.21%
20232.37%1.40%
20222.37%1.65%
20212.44%1.20%
20202.80%1.52%
20192.12%1.75%
20182.38%2.04%
20171.54%1.80%
20161.61%2.03%
20152.17%2.06%
20142.07%1.87%
20132.13%1.81%
20122.99%2.18%
20112.53%2.05%
20103.01%1.80%
20093.67%1.95%
20082.46%3.02%
20073.24%1.85%
20061.74%1.73%
20051.95%1.73%
20041.65%1.82%
20031.72%1.47%
20022.15%1.70%
20011.72%1.25%
20001.91%1.15%
19990.32%0.24%

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