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USLM vs SPY

Comparison between United States Lime & Minerals Inc (USLM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceUSLM has outperformed SPY, delivering a return of +32.5% compared to +13.9%

USLM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
USLM
$2.99B
Winner
SPY
$735B
Expense Ratio
USLM
N/A
SPY
0.09%
Max Drawdown
USLM
64.71%
Winner
SPY
56.47%
Sharpe Ratio
USLM
0.23
Winner
SPY
1.96
5Y Beta
USLM
1.29
Winner
SPY
1.00
Industry
USLM
Building Materials
SPY
N/A
P/E Ratio
Winner
USLM
22.20
SPY
28.62
Forward P/E
Winner
USLM
15.24
SPY
22.09
PEG Ratio
USLM
0.62
SPY
N/A
Dividend Yield
USLM
0.23%
SPY
N/A
5Y Dividends CAGR
Winner
USLM
18.57%
SPY
5.43%
5Y EPS CAGR
Winner
USLM
38.71%
SPY
26.35%
Debt to Equity
Winner
USLM
0.00%
SPY
33.33%
Free Cash Flow Yield
USLM
3.06%
SPY
N/A
P/S Ratio
USLM
8.09
Winner
SPY
3.68
P/B Ratio
Winner
USLM
4.44
SPY
5.52

USLM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
USLM
-12.85%
Winner
SPY
+4.93%
3M
USLM
-1.92%
Winner
SPY
+9.70%
6M
USLM
-7.50%
Winner
SPY
+11.04%
1Y
USLM
+6.53%
Winner
SPY
+28.41%
5Y(CAGR)
Winner
USLM
+32.54%
SPY
+13.90%
10Y(CAGR)
Winner
USLM
+28.20%
SPY
+15.45%
Max(CAGR)
Winner
USLM
+18.41%
SPY
+8.55%

USLM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUSLMSPY
2026-7.38%+10.15%
2025-1.75%+18.00%
2024+189.33%+25.59%
2023+68.82%+26.72%
2022+8.82%-18.64%
2021+12.51%+30.52%
2020+28.58%+17.28%
2019+33.64%+31.09%
2018-7.86%-5.24%
2017+4.41%+20.78%
2016+38.83%+13.59%
2015-22.95%+1.31%
2014+22.01%+14.56%
2013+23.60%+29.00%
2012-24.29%+14.17%
2011+36.92%+0.85%
2010+24.13%+13.14%
2009+38.12%+22.67%
2008-22.29%-36.25%
2007+1.47%+5.32%
2006+15.69%+13.85%
2005+136.55%+5.32%
2004+54.00%+10.75%
2003+80.11%+24.18%
2002-29.97%-22.42%
2001+15.25%-10.13%
2000-26.20%-8.84%
1999-8.63%+8.61%

USLM vs SPY Drawdown Comparison

The maximum drawdown for USLM was -62.52%, occurring on Apr 11, 2003. Recovery took 932 trading sessions.

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

The current USLM drawdown is -28.69%. The current SPY drawdown is -0.02%.

RankUSLMSPY
#1-62.52%
Mar 14, 2000 - Nov 28, 2003
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-58.98%
Jun 23, 2008 - Jul 15, 2009
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.87%
Nov 26, 2024 - Mar 10, 2025
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-38.36%
Nov 12, 2014 - Nov 23, 2016
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-37.72%
Feb 3, 2012 - Jun 9, 2014
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-35.13%
Sep 27, 2005 - Aug 28, 2006
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-34.95%
Dec 4, 2019 - Aug 12, 2020
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-33.44%
Mar 10, 2021 - Feb 6, 2023
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-32.71%
Mar 15, 2005 - Jun 10, 2005
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-30.26%
Oct 17, 2017 - Nov 25, 2019
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-30.08%
Jul 1, 2004 - Jan 31, 2005
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-29.47%
Jul 21, 2009 - Oct 14, 2011
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-27.05%
Jul 10, 2007 - Jun 9, 2008
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-23.04%
Jan 20, 2004 - Jun 16, 2004
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-20.85%
Nov 17, 1999 - Mar 2, 2000
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between USLM 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)

USLM vs SPY dividend yield comparison.

YearUSLMSPY
20260.11%0.24%
20250.20%1.07%
20240.15%1.21%
20230.35%1.40%
20220.57%1.65%
20210.50%1.20%
20200.56%1.52%
20196.52%1.75%
20180.76%2.04%
20170.70%1.80%
20160.66%2.03%
20150.91%2.06%
20140.69%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%
20030.74%1.47%
20022.70%1.70%
20011.77%1.25%
20002.00%1.15%
19990.36%0.24%

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