SSNC vs SPY

Comparison between SS&C Technologies Holdings Inc (SSNC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SSNC, delivering a return of +13.3% compared to +0.0%

SSNC vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SSNC(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$17B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	49.28%	56.47%
Sharpe Ratio	-0.45	2.07
5Y Beta	0.79	1.00
Industry	Software - Application	N/A
P/E Ratio	20.80	28.24
Forward P/E	10.10	21.85
PEG Ratio	33.06	N/A
Dividend Yield	1.51%	N/A
5Y Dividends CAGR	18.32%	5.43%
5Y EPS CAGR	4.13%	25.79%
Debt to Equity	108.58%	22.35%
Free Cash Flow Yield	10.14%	N/A
P/S Ratio	2.61	3.55
P/B Ratio	2.44	5.29

Market Cap / Net Assets

SSNC

$17B

Winner

SPY

$652B

Expense Ratio

SSNC

N/A

SPY

0.09%

Max Drawdown

Winner

SSNC

49.28%

SPY

56.47%

Sharpe Ratio

SSNC

-0.45

Winner

SPY

2.07

5Y Beta

Winner

SSNC

0.79

SPY

1.00

Industry

SSNC

Software - Application

SPY

N/A

P/E Ratio

Winner

SSNC

20.80

SPY

28.24

Forward P/E

Winner

SSNC

10.10

SPY

21.85

PEG Ratio

SSNC

33.06

SPY

N/A

Dividend Yield

SSNC

1.51%

SPY

N/A

5Y Dividends CAGR

Winner

SSNC

18.32%

SPY

5.43%

5Y EPS CAGR

SSNC

4.13%

Winner

SPY

25.79%

Debt to Equity

SSNC

108.58%

Winner

SPY

22.35%

Free Cash Flow Yield

SSNC

10.14%

SPY

N/A

P/S Ratio

Winner

SSNC

2.61

SPY

3.55

P/B Ratio

Winner

SSNC

2.44

SPY

5.29

SSNC vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SSNC	SPY
1 month	-2.26%	+9.11%
3 months	-9.71%	+6.59%
6 months	-17.84%	+10.56%
1 year	-10.36%	+32.04%
5 years(CAGR)	+0.02%	+13.35%
10 years(CAGR)	+10.21%	+15.49%
Max(CAGR)	+15.53%	+8.50%

SSNC

-2.26%

Winner

SPY

+9.11%

SSNC

-9.71%

Winner

SPY

+6.59%

SSNC

-17.84%

Winner

SPY

+10.56%

SSNC

-10.36%

Winner

SPY

+32.04%

5Y(CAGR)

SSNC

+0.02%

Winner

SPY

+13.35%

10Y(CAGR)

SSNC

+10.21%

Winner

SPY

+15.49%

Max(CAGR)

Winner

SSNC

+15.53%

SPY

+8.50%

SSNC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SSNC	SPY
2026	-19.53%	+8.27%
2025	+17.29%	+18.00%
2024	+27.22%	+25.59%
2023	+18.30%	+26.72%
2022	-36.22%	-18.64%
2021	+16.86%	+30.52%
2020	+19.05%	+17.28%
2019	+39.29%	+31.09%
2018	+11.73%	-5.24%
2017	+41.19%	+20.78%
2016	-13.19%	+13.59%
2015	+24.45%	+1.31%
2014	+31.64%	+14.56%
2013	+90.86%	+29.00%
2012	+27.57%	+14.17%
2011	-9.79%	+0.85%
2010	+36.01%	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SSNC vs SPY Drawdown Comparison

The maximum drawdown for SSNC was -48.85%, occurring on Mar 18, 2020. Recovery took 393 trading sessions.

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

The current SSNC drawdown is -23.16%.

Rank	SSNC	SPY
#1	-48.85% Apr 30, 2019 - Nov 17, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-44.33% Jan 12, 2022 - Jan 28, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-36.36% Jul 7, 2011 - Mar 14, 2012	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-29.78% Aug 31, 2018 - Feb 15, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-28.65% Nov 2, 2015 - Apr 20, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-26.89% Sep 11, 2025 - Mar 27, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-25.88% Jun 16, 2010 - Nov 11, 2010	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-21.69% Jan 8, 2014 - Jul 3, 2014	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-19.80% Jul 5, 2012 - Mar 5, 2013	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-19.04% Feb 20, 2025 - Aug 21, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-15.99% Dec 8, 2010 - Jul 7, 2011	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-14.17% Dec 8, 2020 - Apr 12, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-12.53% Jul 29, 2021 - Oct 29, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-11.54% Dec 29, 2014 - Feb 3, 2015	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-11.47% Apr 16, 2010 - Jun 14, 2010	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SSNC and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

SSNC vs SPY dividend yield comparison.

Year	SSNC	SPY
2026	0.39%	0.24%
2025	1.19%	1.07%
2024	1.29%	1.21%
2023	1.44%	1.40%
2022	1.54%	1.65%
2021	0.83%	1.20%
2020	0.73%	1.52%
2019	0.69%	1.75%
2018	0.67%	2.04%
2017	0.65%	1.80%
2016	0.87%	2.03%
2015	0.73%	2.06%
2014	0.21%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%