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SWZ vs SPY

Comparison between Swiss Helvetia Fund Inc (SWZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SWZ, delivering a return of +13.3% compared to +3.6%

SWZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SWZ
$95M
Winner
SPY
$735B
Expense Ratio
SWZ
N/A
SPY
0.09%
Max Drawdown
SWZ
72.14%
Winner
SPY
56.47%
Sharpe Ratio
SWZ
-1.06
Winner
SPY
1.62
5Y Beta
Winner
SWZ
0.28
SPY
1.00
P/E Ratio
SWZ
N/A
SPY
28.99
Forward P/E
SWZ
N/A
SPY
22.37
5Y Dividends CAGR
Winner
SWZ
66.09%
SPY
5.43%
5Y EPS CAGR
SWZ
N/A
SPY
26.05%
Debt to Equity
SWZ
N/A
SPY
32.40%
P/S Ratio
SWZ
N/A
SPY
3.74
P/B Ratio
SWZ
N/A
SPY
5.61

SWZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SWZ
-3.30%
Winner
SPY
+1.90%
3M
SWZ
-2.01%
Winner
SPY
+8.55%
6M
SWZ
-3.93%
Winner
SPY
+8.18%
1Y
SWZ
-7.13%
Winner
SPY
+25.79%
5Y(CAGR)
SWZ
+3.57%
Winner
SPY
+13.32%
10Y(CAGR)
SWZ
+7.23%
Winner
SPY
+15.19%
Max(CAGR)
SWZ
+6.12%
Winner
SPY
+8.47%

SWZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSWZSPY
2026-5.94%+8.26%
2025+22.64%+18.00%
2024-2.49%+25.59%
2023+15.03%+26.72%
2022-18.76%-18.64%
2021+15.92%+30.52%
2020+13.78%+17.28%
2019+24.36%+31.09%
2018-13.32%-5.24%
2017+26.16%+20.78%
2016+2.44%+13.59%
2015+0.94%+1.31%
2014-1.60%+14.56%
2013+33.00%+29.00%
2012+10.99%+14.17%
2011-17.58%+0.85%
2010+16.44%+13.14%
2009-0.48%+22.67%
2008-22.89%-36.25%
2007-4.95%+5.32%
2006+35.76%+13.85%
2005+15.17%+5.32%
2004+22.11%+10.75%
2003+40.59%+24.18%
2002-7.16%-22.42%
2001-22.10%-10.13%
2000+16.52%-8.84%
1999-3.09%+8.61%

SWZ vs SPY Drawdown Comparison

The maximum drawdown for SWZ was -57.73%, occurring on Mar 5, 2009. Recovery took 1677 trading sessions.

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

The current SWZ drawdown is -8.72%. The current SPY drawdown is -2.90%.

RankSWZSPY
#1-57.73%
May 2, 2007 - Dec 27, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.89%
Jan 3, 2001 - Jan 8, 2004		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-31.20%
Feb 12, 2020 - Sep 15, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.32%
Jan 3, 2022 - Jul 22, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.76%
Sep 20, 2018 - Jan 8, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.73%
May 15, 2015 - Mar 15, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.82%
May 11, 2006 - Sep 5, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.19%
Jul 1, 2014 - May 8, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.48%
Sep 27, 2024 - Feb 13, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.68%
Dec 9, 1999 - Jun 21, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.47%
Feb 11, 2004 - Nov 4, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.41%
Jan 26, 2018 - Sep 17, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.84%
Jul 6, 2000 - Dec 27, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.71%
Feb 22, 2007 - Apr 16, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.54%
Sep 16, 2020 - Nov 19, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SWZ and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

SWZ vs SPY dividend yield comparison.

YearSWZSPY
20260.00%0.24%
202550.58%1.07%
20247.11%1.21%
20236.07%1.40%
20228.23%1.65%
20215.83%1.20%
20206.25%1.52%
20191.67%1.75%
201874.09%2.04%
20171.02%1.80%
20165.00%2.03%
20156.72%2.06%
201421.34%1.87%
20138.33%1.81%
20120.56%2.18%
201112.48%2.05%
20101.70%1.80%
20095.03%1.95%
20082.61%3.02%
200711.82%1.85%
200610.37%1.73%
200510.49%1.73%
20046.25%1.82%
20035.47%1.47%
20026.51%1.70%
20012.79%1.25%
20009.10%1.15%
19990.00%0.24%

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