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SYM vs SPY

Comparison between Symbotic Inc - Class A (SYM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSYM has outperformed SPY, delivering a return of +31.1% compared to +13.2%

SYM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SYM
$25B
Winner
SPY
$784B
Expense Ratio
SYM
N/A
SPY
0.09%
Max Drawdown
SYM
72.46%
Winner
SPY
56.47%
Sharpe Ratio
SYM
0.53
Winner
SPY
1.54
5Y Beta
SYM
2.41
Winner
SPY
1.00
Industry
SYM
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
Winner
SYM
-3295.12
SPY
27.62
Forward P/E
SYM
78.74
Winner
SPY
21.11
PEG Ratio
SYM
2.88
SPY
N/A
5Y Dividends CAGR
SYM
N/A
SPY
6.00%
5Y EPS CAGR
SYM
N/A
SPY
25.30%
Debt to Equity
Winner
SYM
0.00%
SPY
31.11%
Free Cash Flow Yield
SYM
3.37%
SPY
N/A
P/S Ratio
SYM
10.00
Winner
SPY
3.49
P/B Ratio
SYM
7.73
Winner
SPY
5.30

SYM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SYM
-28.61%
Winner
SPY
-1.37%
3M
SYM
-26.67%
Winner
SPY
+12.22%
6M
SYM
-34.45%
Winner
SPY
+7.20%
1Y
SYM
+17.27%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
SYM
+31.13%
SPY
+13.19%
10Y(CAGR)
SYM
N/A
SPY
+15.12%
Max(CAGR)
Winner
SYM
+28.47%
SPY
+8.44%

SYM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSYMSPY
2026-40.54%+7.95%
2025+140.79%+18.00%
2024-52.28%+25.59%
2023+326.33%+26.72%
2022+19.16%-18.64%
2021-2.44%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+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%

SYM vs SPY Drawdown Comparison

The maximum drawdown for SYM was -72.46%, occurring on Apr 4, 2025. Recovery took 546 trading sessions.

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

The current SYM drawdown is -55.82%. The current SPY drawdown is -3.18%.

RankSYMSPY
#1-72.46%
Jul 31, 2023 - Oct 2, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-56.10%
Jun 8, 2022 - Mar 20, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-55.82%
Nov 26, 2025 - Jun 23, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.30%
Nov 3, 2025 - Nov 26, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.61%
Jun 16, 2023 - Jul 18, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-26.71%
Jul 18, 2023 - Jul 31, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-23.43%
Apr 21, 2023 - May 18, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.49%
Oct 15, 2025 - Oct 29, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.66%
Apr 23, 2021 - Jun 8, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.15%
May 30, 2023 - Jun 7, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.84%
Mar 27, 2023 - Apr 3, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.37%
May 18, 2023 - May 24, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.37%
Oct 8, 2025 - Oct 13, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.50%
Jun 9, 2023 - Jun 13, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.87%
Mar 22, 2023 - Mar 27, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SYM and SPY is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70
-101

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