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VBTX vs SPY

Comparison between Veritex Holdings Inc (VBTX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VBTX, delivering a return of +13.3% compared to -0.6%

VBTX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
VBTX
$1.66B
Winner
SPY
$735B
Expense Ratio
VBTX
N/A
SPY
0.09%
Max Drawdown
VBTX
67.23%
Winner
SPY
56.47%
Sharpe Ratio
VBTX
0.44
Winner
SPY
1.62
5Y Beta
Winner
VBTX
0.95
SPY
1.00
Industry
VBTX
Banks - Regional
SPY
N/A
P/E Ratio
Winner
VBTX
14.35
SPY
28.99
Forward P/E
VBTX
N/A
SPY
22.37
PEG Ratio
VBTX
0.45
SPY
N/A
Dividend Yield
VBTX
2.78%
SPY
N/A
5Y Dividends CAGR
Winner
VBTX
10.79%
SPY
5.43%
5Y EPS CAGR
VBTX
5.53%
Winner
SPY
26.05%
Debt to Equity
Winner
VBTX
19.71%
SPY
32.40%
Free Cash Flow Yield
VBTX
6.36%
SPY
N/A
P/S Ratio
Winner
VBTX
2.12
SPY
3.74
P/B Ratio
Winner
VBTX
1.00
SPY
5.61

VBTX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VBTX
+0.00%
Winner
SPY
+1.90%
3M
VBTX
+0.00%
Winner
SPY
+8.55%
6M
VBTX
+0.00%
Winner
SPY
+8.18%
1Y
Winner
VBTX
+27.08%
SPY
+25.79%
5Y(CAGR)
VBTX
-0.64%
Winner
SPY
+13.32%
10Y(CAGR)
VBTX
+9.22%
Winner
SPY
+15.19%
Max(CAGR)
Winner
VBTX
+8.78%
SPY
+8.47%

VBTX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVBTXSPY
2026+0.00%+8.26%
2025+18.20%+18.00%
2024+20.32%+25.59%
2023-14.36%+26.72%
2022-28.83%-18.64%
2021+59.65%+30.52%
2020-9.36%+17.28%
2019+36.29%+31.09%
2018-23.62%-5.24%
2017+5.31%+20.78%
2016+66.63%+13.59%
2015+12.80%+1.31%
2014+1.58%+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%

VBTX vs SPY Drawdown Comparison

The maximum drawdown for VBTX was -66.38%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.

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

The current VBTX drawdown is -21.04%. The current SPY drawdown is -2.90%.

RankVBTXSPY
#1-66.38%
Jul 9, 2018 - Mar 8, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.14%
Nov 10, 2021 - May 11, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.43%
Nov 10, 2015 - Oct 7, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.78%
Nov 24, 2014 - Jul 6, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.20%
Feb 3, 2017 - Mar 19, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.08%
Jun 25, 2021 - Sep 23, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.30%
Jul 7, 2015 - Oct 29, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.33%
Oct 10, 2014 - Nov 6, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.68%
Mar 19, 2018 - Apr 24, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.28%
Mar 19, 2021 - Apr 8, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.21%
May 7, 2021 - May 21, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.02%
Jun 16, 2021 - Jun 25, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.62%
Dec 9, 2016 - Dec 15, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.38%
Jan 25, 2017 - Feb 3, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.32%
Oct 25, 2021 - Oct 29, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VBTX and SPY is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (1999 - 2026)

VBTX vs SPY dividend yield comparison.

YearVBTXSPY
20260.00%0.24%
20252.84%1.07%
20242.95%1.21%
20233.44%1.40%
20222.85%1.65%
20211.86%1.20%
20202.65%1.52%
20191.72%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%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%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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Popular: VBTX vs SPY