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SURG vs SPY

Comparison between Surgepays Inc (SURG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SURG, delivering a return of +13.4% compared to -43.4%

SURG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SURG
$11M
Winner
SPY
$784B
Expense Ratio
SURG
N/A
SPY
0.09%
Max Drawdown
SURG
99.91%
Winner
SPY
56.47%
Sharpe Ratio
SURG
-1.42
Winner
SPY
1.56
5Y Beta
Winner
SURG
0.86
SPY
1.00
Industry
SURG
Telecom Services
SPY
N/A
P/E Ratio
Winner
SURG
-0.24
SPY
28.29
Forward P/E
Winner
SURG
3.35
SPY
21.75
PEG Ratio
SURG
0.53
SPY
N/A
5Y Dividends CAGR
SURG
N/A
SPY
5.43%
5Y EPS CAGR
SURG
-18.11%
Winner
SPY
25.98%
Debt to Equity
Winner
SURG
0.00%
SPY
30.79%
P/S Ratio
Winner
SURG
0.19
SPY
3.79
P/B Ratio
SURG
445.31
Winner
SPY
5.67

SURG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SURG
-26.49%
Winner
SPY
+0.48%
3M
SURG
-55.07%
Winner
SPY
+11.67%
6M
SURG
-72.98%
Winner
SPY
+9.42%
1Y
SURG
-85.19%
Winner
SPY
+24.27%
5Y(CAGR)
SURG
-43.37%
Winner
SPY
+13.36%
10Y(CAGR)
SURG
-46.82%
Winner
SPY
+15.42%
Max(CAGR)
SURG
-26.71%
Winner
SPY
+8.49%

SURG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSURGSPY
2026-76.61%+8.88%
2025-6.18%+18.00%
2024-74.93%+25.59%
2023-2.86%+26.72%
2022+213.88%-18.64%
2021-64.04%+30.52%
2020-60.83%+17.28%
2019-29.09%+31.09%
2018-69.84%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015+58.91%+1.31%
2014+22.88%+14.56%
2013-28.17%+29.00%
2012-31.43%+14.17%
2011+52.16%+0.85%
2010+246.67%+13.14%
2009+40.86%+22.67%
2008-61.54%-36.25%
2007-42.45%+5.32%
2006+19.73%+13.85%
2005-25.00%+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%

SURG vs SPY Drawdown Comparison

The maximum drawdown for SURG was -99.91%, occurring on Jun 12, 2026. This drawdown has not yet recovered.

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

The current SURG drawdown is -99.91%. The current SPY drawdown is -2.35%.

RankSURGSPY
#1-99.91%
Apr 25, 2006 - Jun 12, 2026
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.67%
Sep 26, 2005 - Jan 18, 2006
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.64%
Feb 15, 2006 - Mar 22, 2006
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.22%
Mar 23, 2006 - Apr 13, 2006
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.91%
Feb 6, 2006 - Feb 15, 2006
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.67%
Jan 24, 2006 - Feb 6, 2006
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.29%
Apr 13, 2006 - Apr 19, 2006
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.31%
Jan 18, 2006 - Jan 24, 2006
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.75%
Apr 20, 2006 - Apr 25, 2006
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SURG and SPY is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69
-101

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