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SWKH vs SPY

Comparison between Swk Holdings Corp (SWKH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SWKH, delivering a return of +13.3% compared to +9.7%

SWKH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SWKH
$192M
Winner
SPY
$735B
Expense Ratio
SWKH
N/A
SPY
0.09%
Max Drawdown
Winner
SWKH
55.70%
SPY
56.47%
Sharpe Ratio
SWKH
1.17
Winner
SPY
1.62
5Y Beta
SWKH
N/A
SPY
1.00
Industry
SWKH
Asset Management
SPY
N/A
P/E Ratio
Winner
SWKH
-73.82
SPY
28.99
Forward P/E
SWKH
N/A
SPY
22.37
5Y Dividends CAGR
SWKH
N/A
SPY
5.43%
5Y EPS CAGR
SWKH
N/A
SPY
26.05%
Debt to Equity
Winner
SWKH
14.02%
SPY
32.40%
Free Cash Flow Yield
SWKH
13.92%
SPY
N/A
P/S Ratio
SWKH
N/A
SPY
3.74
P/B Ratio
SWKH
N/A
SPY
5.61

SWKH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SWKH
-5.41%
Winner
SPY
+1.90%
3M
SWKH
-7.99%
Winner
SPY
+8.55%
6M
Winner
SWKH
+10.34%
SPY
+8.18%
1Y
Winner
SWKH
+53.88%
SPY
+25.79%
5Y(CAGR)
SWKH
+9.67%
Winner
SPY
+13.32%
10Y(CAGR)
SWKH
+9.81%
Winner
SPY
+15.19%
Max(CAGR)
SWKH
+7.79%
Winner
SPY
+8.47%

SWKH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSWKHSPY
2026-7.23%+8.26%
2025+72.39%+18.00%
2024-11.64%+25.59%
2023-2.83%+26.72%
2022-10.27%-18.64%
2021+42.04%+30.52%
2020+19.92%+17.28%
2019+26.32%+31.09%
2018-13.24%-5.24%
2017+4.81%+20.78%
2016-5.88%+13.59%
2015-14.61%+1.31%
2014+22.22%+14.56%
2013+34.52%+29.00%
2012-1.22%+14.17%
2011-8.89%+0.85%
2010+5.88%+13.14%
2009+22.22%+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%

SWKH vs SPY Drawdown Comparison

The maximum drawdown for SWKH was -55.70%, occurring on Mar 19, 2020. Recovery took 1420 trading sessions.

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

The current SWKH drawdown is -10.42%. The current SPY drawdown is -2.90%.

RankSWKHSPY
#1-55.70%
Aug 7, 2015 - Apr 12, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.00%
Nov 23, 2010 - Jun 27, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.97%
Dec 29, 2021 - Apr 24, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.16%
Jul 24, 2009 - Nov 23, 2010		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.70%
Aug 19, 2013 - Aug 19, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.42%
Oct 27, 2014 - Feb 9, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.42%
Dec 3, 2025 - Apr 2, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.12%
Apr 24, 2025 - Jun 24, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.76%
Jun 8, 2015 - Aug 7, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.55%
Sep 1, 2021 - Dec 29, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.09%
Jun 3, 2009 - Jul 20, 2009		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.42%
Apr 16, 2021 - May 20, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.25%
Jul 25, 2025 - Oct 10, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.78%
May 20, 2021 - Jun 25, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.33%
Feb 23, 2015 - Mar 30, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SWKH and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

SWKH vs SPY dividend yield comparison.

YearSWKHSPY
20260.00%0.24%
202523.26%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%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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