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VERX vs SPY

Comparison between Vertex Inc Class A (VERX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VERX, delivering a return of +13.4% compared to -8.5%

VERX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
VERX
$2.24B
Winner
SPY
$784B
Expense Ratio
VERX
N/A
SPY
0.09%
Max Drawdown
VERX
81.68%
Winner
SPY
56.47%
Sharpe Ratio
VERX
-1.73
Winner
SPY
1.50
5Y Beta
Winner
VERX
0.83
SPY
1.00
Industry
VERX
Software - Application
SPY
N/A
P/E Ratio
Winner
VERX
-360.88
SPY
28.29
Forward P/E
VERX
N/A
SPY
21.76
5Y Dividends CAGR
VERX
N/A
SPY
5.43%
5Y EPS CAGR
VERX
-36.33%
Winner
SPY
25.98%
Debt to Equity
VERX
142.04%
Winner
SPY
30.79%
Free Cash Flow Yield
VERX
4.43%
SPY
N/A
P/S Ratio
Winner
VERX
2.69
SPY
3.79
P/B Ratio
VERX
8.40
Winner
SPY
5.67

VERX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VERX
-9.24%
Winner
SPY
+0.48%
3M
VERX
-10.63%
Winner
SPY
+11.67%
6M
VERX
-38.32%
Winner
SPY
+9.42%
1Y
VERX
-66.60%
Winner
SPY
+24.27%
5Y(CAGR)
VERX
-8.48%
Winner
SPY
+13.36%
10Y(CAGR)
VERX
N/A
SPY
+15.42%
Max(CAGR)
VERX
-10.74%
Winner
SPY
+8.49%

VERX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVERXSPY
2026-35.40%+8.88%
2025-62.46%+18.00%
2024+99.07%+25.59%
2023+84.39%+26.72%
2022-13.58%-18.64%
2021-53.13%+30.52%
2020+45.63%+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%

VERX vs SPY Drawdown Comparison

The maximum drawdown for VERX was -81.68%, occurring on Apr 10, 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 VERX drawdown is -79.17%. The current SPY drawdown is -2.35%.

RankVERXSPY
#1-81.68%
Jan 28, 2025 - Apr 10, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-75.40%
Feb 19, 2021 - Jul 23, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.40%
Aug 27, 2020 - Dec 17, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.32%
Dec 23, 2020 - Feb 12, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.47%
Jul 23, 2024 - Oct 2, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.84%
Dec 3, 2024 - Jan 21, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.19%
Aug 6, 2020 - Aug 20, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.56%
Nov 8, 2024 - Nov 20, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.69%
Oct 3, 2024 - Oct 16, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.26%
Oct 21, 2024 - Nov 5, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.89%
Jul 30, 2020 - Aug 4, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.58%
Feb 12, 2021 - Feb 18, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.63%
Nov 26, 2024 - Dec 3, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.20%
Aug 24, 2020 - Aug 26, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.65%
Jan 21, 2025 - Jan 24, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VERX and SPY is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

0.23
-101

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