SSSS vs SPY

Comparison between SuRo Capital Corp (SSSS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SSSS, delivering a return of +13.3% compared to +8.7%

SSSS vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SSSS(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$349M	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	85.67%	56.47%
Sharpe Ratio	1.95	1.88
5Y Beta	1.20	1.00
Industry	Asset Management	N/A
P/E Ratio	2.49	28.99
Forward P/E	0.88	22.37
PEG Ratio	0.00	N/A
Dividend Yield	5.62%	N/A
5Y Dividends CAGR	-12.41%	5.43%
5Y EPS CAGR	N/A	26.05%
Debt to Equity	0.00%	32.40%
Free Cash Flow Yield	6.29%	N/A
P/S Ratio	188.55	3.74
P/B Ratio	1.00	5.61

Market Cap / Net Assets

SSSS

$349M

Winner

SPY

$735B

Expense Ratio

SSSS

N/A

SPY

0.09%

Max Drawdown

SSSS

85.67%

Winner

SPY

56.47%

Sharpe Ratio

Winner

SSSS

1.95

SPY

1.88

5Y Beta

SSSS

1.20

Winner

SPY

1.00

Industry

SSSS

Asset Management

SPY

N/A

P/E Ratio

Winner

SSSS

2.49

SPY

28.99

Forward P/E

Winner

SSSS

0.88

SPY

22.37

PEG Ratio

SSSS

0.00

SPY

N/A

Dividend Yield

SSSS

5.62%

SPY

N/A

5Y Dividends CAGR

SSSS

-12.41%

Winner

SPY

5.43%

5Y EPS CAGR

SSSS

N/A

SPY

26.05%

Debt to Equity

Winner

SSSS

0.00%

SPY

32.40%

Free Cash Flow Yield

SSSS

6.29%

SPY

N/A

P/S Ratio

SSSS

188.55

Winner

SPY

3.74

P/B Ratio

Winner

SSSS

1.00

SPY

5.61

SSSS vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SSSS	SPY
1 month	+3.23%	+1.90%
3 months	+48.70%	+8.55%
6 months	+45.71%	+8.18%
1 year	+97.67%	+25.79%
5 years(CAGR)	+8.70%	+13.32%
10 years(CAGR)	+19.02%	+15.19%
Max(CAGR)	+7.10%	+8.47%

Winner

SSSS

+3.23%

SPY

+1.90%

Winner

SSSS

+48.70%

SPY

+8.55%

Winner

SSSS

+45.71%

SPY

+8.18%

Winner

SSSS

+97.67%

SPY

+25.79%

5Y(CAGR)

SSSS

+8.70%

Winner

SPY

+13.32%

10Y(CAGR)

Winner

SSSS

+19.02%

SPY

+15.19%

Max(CAGR)

SSSS

+7.10%

Winner

SPY

+8.47%

SSSS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SSSS	SPY
2026	+42.31%	+8.26%
2025	+70.63%	+18.00%
2024	+45.91%	+25.59%
2023	+0.00%	+26.72%
2022	-69.82%	-18.64%
2021	+66.56%	+30.52%
2020	+115.25%	+17.28%
2019	+31.78%	+31.09%
2018	-6.45%	-5.24%
2017	+6.45%	+20.78%
2016	-24.71%	+13.59%
2015	+4.23%	+1.31%
2014	-28.26%	+14.56%
2013	+36.00%	+29.00%
2012	-39.79%	+14.17%
2011	-4.45%	+0.85%
2010	N/A	+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%

SSSS vs SPY Drawdown Comparison

The maximum drawdown for SSSS was -77.81%, occurring on Mar 17, 2023. Recovery took 1062 trading sessions.

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

The current SSSS drawdown is -7.85%. The current SPY drawdown is -2.90%.

Rank	SSSS	SPY
#1	-77.81% Jan 12, 2022 - Apr 9, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-73.72% Feb 3, 2012 - Jul 20, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-40.75% Jul 20, 2020 - Dec 30, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-36.25% Jul 18, 2011 - Feb 3, 2012	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-29.66% Apr 28, 2011 - Jul 7, 2011	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-20.09% Feb 9, 2021 - Apr 8, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-15.80% Nov 11, 2021 - Dec 27, 2021	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-13.24% Aug 17, 2021 - Oct 29, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-12.24% Jun 14, 2021 - Aug 5, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-9.66% May 6, 2026 - May 21, 2026	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-8.25% Apr 9, 2021 - May 17, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.85% Jun 2, 2026 - Jun 5, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-7.39% Apr 9, 2026 - Apr 14, 2026	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-5.71% Dec 28, 2021 - Jan 12, 2022	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-4.82% Jan 19, 2021 - Jan 25, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SSSS and SPY is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (1999 - 2026)

SSSS vs SPY dividend yield comparison.

Year	SSSS	SPY
2026	0.00%	0.24%
2025	5.30%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	2.89%	1.65%
2021	61.78%	1.20%
2020	6.65%	1.52%
2019	4.89%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	55.67%	2.03%
2015	0.00%	2.06%
2014	0.00%	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%