VLYPO vs SPY

Comparison between Valley National Bancorp (VLYPO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VLYPO, delivering a return of +14.0% compared to +7.6%

VLYPO vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLYPO(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.38B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	44.28%	56.47%
Sharpe Ratio	0.58	1.91
5Y Beta	0.19	1.00
Industry	Banks - Regional	N/A
P/E Ratio	22.85	28.68
Forward P/E	N/A	22.19
Dividend Yield	1.75%	N/A
5Y Dividends CAGR	12.84%	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	N/A	34.04%
P/S Ratio	1.84	3.76
P/B Ratio	N/A	5.55

Market Cap / Net Assets

VLYPO

$3.38B

Winner

SPY

$735B

Expense Ratio

VLYPO

N/A

SPY

0.09%

Max Drawdown

Winner

VLYPO

44.28%

SPY

56.47%

Sharpe Ratio

VLYPO

0.58

Winner

SPY

1.91

5Y Beta

Winner

VLYPO

0.19

SPY

1.00

Industry

VLYPO

Banks - Regional

SPY

N/A

P/E Ratio

Winner

VLYPO

22.85

SPY

28.68

Forward P/E

VLYPO

N/A

SPY

22.19

Dividend Yield

VLYPO

1.75%

SPY

N/A

5Y Dividends CAGR

Winner

VLYPO

12.84%

SPY

5.43%

5Y EPS CAGR

VLYPO

N/A

SPY

26.37%

Debt to Equity

VLYPO

N/A

SPY

34.04%

P/S Ratio

Winner

VLYPO

1.84

SPY

3.76

P/B Ratio

VLYPO

N/A

SPY

5.55

VLYPO vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	VLYPO	SPY
1 month	+0.64%	+4.84%
3 months	+2.16%	+9.57%
6 months	+3.96%	+13.79%
1 year	+7.83%	+29.34%
5 years(CAGR)	+7.60%	+13.98%
10 years(CAGR)	+6.63%	+15.66%
Max(CAGR)	+6.63%	+8.53%

VLYPO

+0.64%

Winner

SPY

+4.84%

VLYPO

+2.16%

Winner

SPY

+9.57%

VLYPO

+3.96%

Winner

SPY

+13.79%

VLYPO

+7.83%

Winner

SPY

+29.34%

5Y(CAGR)

VLYPO

+7.60%

Winner

SPY

+13.98%

10Y(CAGR)

VLYPO

+6.63%

Winner

SPY

+15.66%

Max(CAGR)

VLYPO

+6.63%

Winner

SPY

+8.53%

VLYPO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VLYPO	SPY
2026	+1.83%	+9.45%
2025	+10.75%	+18.00%
2024	+16.56%	+25.59%
2023	+2.67%	+26.72%
2022	+5.25%	-18.64%
2021	+3.28%	+30.52%
2020	+2.73%	+17.28%
2019	+22.90%	+31.09%
2018	-8.97%	-5.24%
2017	+4.67%	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

VLYPO vs SPY Drawdown Comparison

The maximum drawdown for VLYPO was -42.05%, occurring on Mar 18, 2020. Recovery took 225 trading sessions.

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

The current VLYPO drawdown is -0.16%. The current SPY drawdown is -0.34%.

Rank	VLYPO	SPY
#1	-42.05% Jan 3, 2020 - Nov 23, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-39.45% Mar 6, 2023 - Dec 11, 2023	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-15.07% Nov 5, 2021 - Nov 15, 2022	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-14.33% Jan 30, 2024 - Apr 23, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-12.60% Jul 6, 2018 - Mar 21, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-7.39% Mar 19, 2025 - May 8, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-6.01% May 13, 2024 - Jul 29, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-5.92% Oct 13, 2017 - Jul 5, 2018	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-4.43% Dec 31, 2020 - Apr 5, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-4.28% Oct 17, 2024 - Jan 16, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-4.24% Aug 2, 2021 - Nov 3, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-3.09% Jan 10, 2024 - Jan 30, 2024	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-2.76% Jun 14, 2021 - Jul 30, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.70% Nov 29, 2019 - Dec 19, 2019	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-2.69% Dec 15, 2020 - Dec 31, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VLYPO and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (1999 - 2026)

VLYPO vs SPY dividend yield comparison.

Year	VLYPO	SPY
2026	1.88%	0.24%
2025	8.04%	1.07%
2024	9.13%	1.21%
2023	9.56%	1.40%
2022	5.94%	1.65%
2021	5.40%	1.20%
2020	5.25%	1.52%
2019	5.17%	1.75%
2018	6.06%	2.04%
2017	2.14%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%