USNA vs SPY

Comparison between Usana Health Sciences Inc (USNA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed USNA, delivering a return of +13.3% compared to -29.7%

USNA vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USNA(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$347M	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	87.60%	56.47%
Sharpe Ratio	-0.91	1.88
5Y Beta	0.86	1.00
Industry	Packaged Foods	N/A
P/E Ratio	39.02	28.99
Forward P/E	8.95	22.37
PEG Ratio	0.80	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	-39.94%	26.05%
Debt to Equity	0.00%	32.40%
Free Cash Flow Yield	0.85%	N/A
P/S Ratio	0.38	3.74
P/B Ratio	0.64	5.61

Market Cap / Net Assets

USNA

$347M

Winner

SPY

$735B

Expense Ratio

USNA

N/A

SPY

0.09%

Max Drawdown

USNA

87.60%

Winner

SPY

56.47%

Sharpe Ratio

USNA

-0.91

Winner

SPY

1.88

5Y Beta

Winner

USNA

0.86

SPY

1.00

Industry

USNA

Packaged Foods

SPY

N/A

P/E Ratio

USNA

39.02

Winner

SPY

28.99

Forward P/E

Winner

USNA

8.95

SPY

22.37

PEG Ratio

USNA

0.80

SPY

N/A

5Y Dividends CAGR

USNA

N/A

SPY

5.43%

5Y EPS CAGR

USNA

-39.94%

Winner

SPY

26.05%

Debt to Equity

Winner

USNA

0.00%

SPY

32.40%

Free Cash Flow Yield

USNA

0.85%

SPY

N/A

P/S Ratio

Winner

USNA

0.38

SPY

3.74

P/B Ratio

Winner

USNA

0.64

SPY

5.61

USNA vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	USNA	SPY
1 month	-6.39%	+1.90%
3 months	-0.93%	+8.55%
6 months	-9.26%	+8.18%
1 year	-37.98%	+25.79%
5 years(CAGR)	-29.71%	+13.32%
10 years(CAGR)	-11.67%	+15.19%
Max(CAGR)	+8.49%	+8.47%

USNA

-6.39%

Winner

SPY

+1.90%

USNA

-0.93%

Winner

SPY

+8.55%

USNA

-9.26%

Winner

SPY

+8.18%

USNA

-37.98%

Winner

SPY

+25.79%

5Y(CAGR)

USNA

-29.71%

Winner

SPY

+13.32%

10Y(CAGR)

USNA

-11.67%

Winner

SPY

+15.19%

Max(CAGR)

Winner

USNA

+8.49%

SPY

+8.47%

USNA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USNA	SPY
2026	-7.25%	+8.26%
2025	-46.06%	+18.00%
2024	-34.09%	+25.59%
2023	-1.58%	+26.72%
2022	-48.32%	-18.64%
2021	+29.83%	+30.52%
2020	-1.03%	+17.28%
2019	-32.60%	+31.09%
2018	+57.08%	-5.24%
2017	+19.05%	+20.78%
2016	-3.78%	+13.59%
2015	+24.90%	+1.31%
2014	+33.34%	+14.56%
2013	+129.87%	+29.00%
2012	+4.44%	+14.17%
2011	-30.44%	+0.85%
2010	+33.90%	+13.14%
2009	-4.38%	+22.67%
2008	-5.15%	-36.25%
2007	-29.32%	+5.32%
2006	+36.56%	+13.85%
2005	+13.12%	+5.32%
2004	+14.80%	+10.75%
2003	+415.15%	+24.18%
2002	+731.03%	-22.42%
2001	-7.63%	-10.13%
2000	-68.42%	-8.84%
1999	-39.39%	+8.61%

USNA vs SPY Drawdown Comparison

The maximum drawdown for USNA was -87.60%, occurring on Apr 2, 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 USNA drawdown is -86.77%. The current SPY drawdown is -2.90%.

Rank	USNA	SPY
#1	-87.60% Jul 25, 2018 - Apr 2, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-85.94% Nov 1, 1999 - Oct 16, 2002	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-69.82% Feb 8, 2007 - May 15, 2013	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-46.16% Aug 5, 2015 - Apr 3, 2018	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-39.24% Nov 10, 2003 - Feb 9, 2005	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-36.97% Oct 22, 2013 - Oct 30, 2014	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-32.35% Sep 16, 2005 - Feb 1, 2007	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-30.69% Jun 16, 2003 - Sep 23, 2003	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-20.02% Jan 30, 2003 - Mar 6, 2003	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-19.24% Mar 29, 2005 - Aug 2, 2005	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-17.13% Nov 4, 2014 - Apr 10, 2015	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-15.61% Nov 6, 2002 - Nov 19, 2002	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-14.97% May 6, 2015 - Jul 1, 2015	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-13.68% Jul 1, 2015 - Aug 5, 2015	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-13.30% Jul 22, 2013 - Sep 17, 2013	-7.27% Sep 18, 2014 - Oct 31, 2014