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STK vs SPY

Comparison between Columbia Seligman Premium Technology Growth Fund Inc (STK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSTK has outperformed SPY, delivering a return of +19.1% compared to +13.3%

STK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
STK
$889M
Winner
SPY
$735B
Expense Ratio
STK
N/A
SPY
0.09%
Max Drawdown
Winner
STK
42.81%
SPY
56.47%
Sharpe Ratio
Winner
STK
2.57
SPY
1.62
5Y Beta
STK
1.21
Winner
SPY
1.00
P/E Ratio
STK
N/A
SPY
28.99
Forward P/E
STK
N/A
SPY
22.37
5Y Dividends CAGR
Winner
STK
11.43%
SPY
5.43%
5Y EPS CAGR
STK
N/A
SPY
26.05%
Debt to Equity
STK
N/A
SPY
32.40%
P/S Ratio
STK
N/A
SPY
3.74
P/B Ratio
STK
N/A
SPY
5.61

STK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
STK
+1.59%
Winner
SPY
+1.90%
3M
Winner
STK
+30.80%
SPY
+8.55%
6M
Winner
STK
+37.43%
SPY
+8.18%
1Y
Winner
STK
+89.43%
SPY
+25.79%
5Y(CAGR)
Winner
STK
+19.09%
SPY
+13.32%
10Y(CAGR)
Winner
STK
+23.24%
SPY
+15.19%
Max(CAGR)
Winner
STK
+17.14%
SPY
+8.47%

STK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTKSPY
2026+40.09%+8.26%
2025+24.13%+18.00%
2024+22.56%+25.59%
2023+47.44%+26.72%
2022-31.22%-18.64%
2021+50.64%+30.52%
2020+23.79%+17.28%
2019+50.23%+31.09%
2018-15.95%-5.24%
2017+35.18%+20.78%
2016+18.99%+13.59%
2015+3.93%+1.31%
2014+48.11%+14.56%
2013+8.83%+29.00%
2012+1.77%+14.17%
2011-10.70%+0.85%
2010+5.37%+13.14%
2009-0.05%+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%

STK vs SPY Drawdown Comparison

The maximum drawdown for STK was -41.74%, occurring on Mar 18, 2020. Recovery took 187 trading sessions.

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

The current STK drawdown is -11.56%. The current SPY drawdown is -2.90%.

RankSTKSPY
#1-41.74%
Feb 13, 2020 - Nov 9, 2020
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.30%
Nov 16, 2021 - Dec 28, 2023
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.38%
Mar 12, 2018 - Apr 12, 2019
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.59%
Jan 23, 2025 - Sep 8, 2025
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.38%
Feb 17, 2011 - Mar 16, 2012
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.65%
Mar 30, 2012 - Feb 7, 2014
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.71%
Jun 22, 2015 - Nov 10, 2015
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-22.27%
Nov 10, 2015 - Jul 27, 2016
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.58%
Dec 18, 2009 - Nov 9, 2010
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.71%
Sep 18, 2014 - Nov 11, 2014
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.95%
Jul 10, 2024 - Oct 14, 2024
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.27%
Jan 12, 2018 - Mar 8, 2018
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.81%
Nov 3, 2025 - Jan 6, 2026
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.75%
Mar 1, 2024 - Jun 13, 2024
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.36%
Feb 25, 2026 - Apr 9, 2026
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between STK and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

STK vs SPY dividend yield comparison.

YearSTKSPY
20261.81%0.24%
20257.38%1.07%
202416.02%1.21%
20236.70%1.40%
202212.62%1.65%
20218.48%1.20%
20206.79%1.52%
20197.86%1.75%
201814.88%2.04%
201711.82%1.80%
20169.87%2.03%
201510.32%2.06%
20149.77%1.87%
201312.86%1.81%
201212.75%2.18%
201111.81%2.05%
20109.65%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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