STRN vs SPY
Comparison between SMART TREND 25 ETF (STRN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
STRN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STRN
$15M
Winner
SPY
$735B
Expense Ratio
STRN
0.59%
Winner
SPY
0.09%
Max Drawdown
STRN
80.00%
Winner
SPY
56.47%
Sharpe Ratio
STRN
1.54
Winner
SPY
1.62
5Y Beta
STRN
1.70
Winner
SPY
1.00
P/E Ratio
STRN
30.37
Winner
SPY
28.99
Forward P/E
STRN
25.38
Winner
SPY
22.37
PEG Ratio
STRN
0.30
SPY
N/A
5Y Dividends CAGR
STRN
N/A
SPY
5.43%
5Y EPS CAGR
Winner
STRN
32.42%
SPY
26.05%
Debt to Equity
Winner
STRN
16.87%
SPY
32.40%
P/S Ratio
STRN
7.26
Winner
SPY
3.74
P/B Ratio
STRN
6.62
Winner
SPY
5.61
STRN vs SPY - Holdings Comparison
STRN and SPY have 32 common holdings. Overlap is 19.58%
STRN's top 25 holdings weight is 95.46%. SPY's top 25 holdings weight is 52.37%.
| Rank | STRN | SPY |
|---|---|---|
| #1 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 8.38% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | GE AEROSPACE (GE) - 8.12% | APPLE INC (AAPL) - 7.02% |
| #3 | NETFLIX INC (NFLX) - 7.49% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | META PLATFORMS INC CLASS A (META) - 7.36% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 7.29% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | CHARLES SCHWAB CORP (SCHW) - 7.14% | BROADCOM INC (AVGO) - 3.10% |
| #7 | BOSTON SCIENTIFIC CORP (BSX) - 6.57% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | INTERCONTINENTAL EXCHANGE INC (ICE) - 5.08% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | ARISTA NETWORKS INC (ANET) - 4.94% | TESLA INC (TSLA) - 1.89% |
| #10 | NEWMONT CORP (NEM) - 3.46% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | FREEPORT-MCMORAN INC (FCX) - 3.36% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.07% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | BROADCOM INC (AVGO) - 3.02% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | NVIDIA CORP (NVDA) - 2.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | CORNING INC (GLW) - 2.32% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.10% | INTEL CORP (INTC) - 0.90% |
| #17 | AMPHENOL CORP CLASS A (APH) - 1.94% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 1.70% | VISA INC CLASS A (V) - 0.85% |
| #19 | INTUIT INC (INTU) - 1.56% | WALMART INC (WMT) - 0.81% |
| #20 | MICRON TECHNOLOGY INC (MU) - 1.54% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | LAM RESEARCH CORP (LRCX) - 1.42% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | KLA CORP (KLAC) - 1.33% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | ANALOG DEVICES INC (ADI) - 1.23% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | ALPHABET INC CLASS A (GOOGL) - 1.03% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | ALPHABET INC CLASS C (GOOG) - 1.03% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 34 | 505 |
STRN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STRN
+8.71%
SPY
+1.90%
3M
Winner
STRN
+26.22%
SPY
+8.55%
6M
Winner
STRN
+23.94%
SPY
+8.18%
1Y
STRN
N/A
SPY
+25.79%
5Y(CAGR)
STRN
N/A
SPY
+13.32%
10Y(CAGR)
STRN
+11.39%
Winner
SPY
+15.19%
Max(CAGR)
Winner
STRN
+10.32%
SPY
+8.47%
STRN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | STRN | SPY |
|---|---|---|
| 2026 | +22.22% | +8.26% |
| 2025 | +10.38% | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | +63.08% | +1.31% |
| 2014 | -2.91% | +14.56% |
| 2013 | +0.19% | +29.00% |
| 2012 | -0.37% | +14.17% |
| 2011 | -23.99% | +0.85% |
| 2010 | -8.20% | +13.14% |
| 2009 | +39.34% | +22.67% |
| 2008 | -55.50% | -36.25% |
| 2007 | +50.00% | +5.32% |
| 2006 | -5.55% | +13.85% |
| 2005 | -8.70% | +5.32% |
| 2004 | +1071.05% | +10.75% |
| 2003 | +11.76% | +24.18% |
| 2002 | +23.08% | -22.42% |
| 2001 | +4.00% | -10.13% |
| 2000 | -27.54% | -8.84% |
| 1999 | -31.00% | +8.61% |
STRN vs SPY Drawdown Comparison
The maximum drawdown for STRN was -80.00%, occurring on Feb 15, 2002. Recovery took 1039 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current STRN drawdown is -5.51%. The current SPY drawdown is -2.90%.
| Rank | STRN | SPY |
|---|---|---|
| #1 | -80.00% Mar 14, 2000 - May 4, 2004 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -72.49% Nov 5, 2007 - Aug 20, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -45.92% Dec 28, 2004 - Oct 15, 2007 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -43.75% Nov 1, 1999 - Mar 14, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.33% Nov 30, 2004 - Dec 28, 2004 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -25.88% Jul 23, 2004 - Oct 5, 2004 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.92% Jun 14, 2004 - Jul 19, 2004 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.92% May 12, 2004 - May 25, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.43% Jan 27, 2026 - Apr 20, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.67% May 4, 2004 - May 11, 2004 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.79% Oct 29, 2025 - Dec 22, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.29% May 27, 2004 - Jun 10, 2004 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.54% Nov 24, 2004 - Nov 30, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.28% Oct 29, 2004 - Nov 8, 2004 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.10% Nov 8, 2004 - Nov 16, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between STRN and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (1999 - 2026)
STRN vs SPY dividend yield comparison.
| Year | STRN | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.18% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 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% |
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