VALU vs SPY
Comparison between Value Line Inc (VALU, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VALU, delivering a return of +14.0% compared to +3.4%
VALU vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VALU vs SPY - Historical Returns
Returns include dividend reinvestment.
VALU vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VALU | SPY |
|---|---|---|
| 2026 | -12.49% | +10.71% |
| 2025 | -24.33% | +18.00% |
| 2024 | +15.40% | +25.59% |
| 2023 | +0.77% | +26.72% |
| 2022 | +8.48% | -18.64% |
| 2021 | +54.08% | +30.52% |
| 2020 | +16.86% | +17.28% |
| 2019 | +11.62% | +31.09% |
| 2018 | +41.00% | -5.24% |
| 2017 | +7.53% | +20.78% |
| 2016 | +55.88% | +13.59% |
| 2015 | -10.72% | +1.31% |
| 2014 | +45.44% | +14.56% |
| 2013 | +30.54% | +29.00% |
| 2012 | -7.66% | +14.17% |
| 2011 | -25.14% | +0.85% |
| 2010 | -27.86% | +13.14% |
| 2009 | -26.07% | +22.67% |
| 2008 | -10.06% | -36.25% |
| 2007 | -8.76% | +5.32% |
| 2006 | +33.61% | +13.85% |
| 2005 | -9.22% | +5.32% |
| 2004 | +13.77% | +10.75% |
| 2003 | +16.80% | +24.18% |
| 2002 | -9.27% | -22.42% |
| 2001 | +44.27% | -10.13% |
| 2000 | +0.11% | -8.84% |
| 1999 | +1.41% | +8.61% |
VALU vs SPY Drawdown Comparison
The maximum drawdown for VALU was -77.35%, occurring on Jun 24, 2013. Recovery took 3163 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VALU drawdown is -64.79%. The current SPY drawdown is -0.70%.
| Rank | VALU | SPY |
|---|---|---|
| #1 | -77.35% Nov 30, 2006 - Jun 27, 2019 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -67.14% Aug 26, 2022 - Oct 12, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -40.29% Apr 20, 2022 - Aug 1, 2022 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -37.92% Apr 28, 2004 - Oct 17, 2006 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -36.24% Mar 4, 2020 - Aug 19, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -29.60% Sep 10, 2001 - Jun 5, 2003 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -27.92% Jun 27, 2019 - Dec 12, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -24.07% Aug 1, 2022 - Aug 26, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.87% Jan 24, 2020 - Mar 4, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.05% Aug 27, 2021 - Nov 5, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.99% Jan 19, 2000 - Mar 6, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.97% Mar 6, 2000 - Jul 31, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.89% Jun 11, 2003 - Apr 8, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.31% Jul 31, 2000 - Feb 6, 2001 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.94% Nov 16, 2021 - Dec 21, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VALU and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
VALU vs SPY dividend yield comparison.
| Year | VALU | SPY |
|---|---|---|
| 2026 | 2.11% | 0.24% |
| 2025 | 3.32% | 1.07% |
| 2024 | 2.23% | 1.21% |
| 2023 | 2.24% | 1.40% |
| 2022 | 1.91% | 1.65% |
| 2021 | 1.86% | 1.20% |
| 2020 | 2.52% | 1.52% |
| 2019 | 2.73% | 1.75% |
| 2018 | 3.65% | 2.04% |
| 2017 | 3.67% | 1.80% |
| 2016 | 3.44% | 2.03% |
| 2015 | 4.37% | 2.06% |
| 2014 | 3.68% | 1.87% |
| 2013 | 5.17% | 1.81% |
| 2012 | 6.69% | 2.18% |
| 2011 | 7.78% | 2.05% |
| 2010 | 37.37% | 1.80% |
| 2009 | 4.38% | 1.95% |
| 2008 | 4.06% | 3.02% |
| 2007 | 2.95% | 1.85% |
| 2006 | 2.31% | 1.73% |
| 2005 | 2.83% | 1.73% |
| 2004 | 47.01% | 1.82% |
| 2003 | 2.00% | 1.47% |
| 2002 | 2.30% | 1.70% |
| 2001 | 2.06% | 1.25% |
| 2000 | 2.89% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks