VOC vs SPY
Comparison between VOC Energy Trust (VOC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VOC, delivering a return of +13.3% compared to +6.2%
VOC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
VOC
$53M
Winner
SPY
$735B
Expense Ratio
VOC
N/A
SPY
0.09%
Max Drawdown
VOC
94.77%
Winner
SPY
56.47%
Sharpe Ratio
VOC
0.39
Winner
SPY
1.62
5Y Beta
Winner
VOC
0.44
SPY
1.00
Industry
VOC
Oil & Gas E&p
SPY
N/A
P/E Ratio
Winner
VOC
7.05
SPY
28.99
Forward P/E
Winner
VOC
3.08
SPY
22.37
PEG Ratio
VOC
0.00
SPY
N/A
Dividend Yield
VOC
14.80%
SPY
N/A
5Y Dividends CAGR
Winner
VOC
17.88%
SPY
5.43%
5Y EPS CAGR
VOC
11.53%
Winner
SPY
26.05%
Debt to Equity
Winner
VOC
0.00%
SPY
32.40%
Free Cash Flow Yield
VOC
0.00%
SPY
N/A
P/S Ratio
VOC
6.34
Winner
SPY
3.74
P/B Ratio
Winner
VOC
5.42
SPY
5.61
VOC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
VOC
-11.73%
Winner
SPY
+1.90%
3M
VOC
-15.00%
Winner
SPY
+8.55%
6M
VOC
+3.54%
Winner
SPY
+8.18%
1Y
VOC
+18.64%
Winner
SPY
+25.79%
5Y(CAGR)
VOC
+6.22%
Winner
SPY
+13.32%
10Y(CAGR)
VOC
+12.12%
Winner
SPY
+15.19%
Max(CAGR)
VOC
-1.39%
Winner
SPY
+8.47%
VOC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VOC | SPY |
|---|---|---|
| 2026 | +9.52% | +8.26% |
| 2025 | -36.77% | +18.00% |
| 2024 | -26.55% | +25.59% |
| 2023 | -21.21% | +26.72% |
| 2022 | +157.02% | -18.64% |
| 2021 | +120.69% | +30.52% |
| 2020 | -48.38% | +17.28% |
| 2019 | +38.27% | +31.09% |
| 2018 | -28.79% | -5.24% |
| 2017 | +104.77% | +20.78% |
| 2016 | +36.13% | +13.59% |
| 2015 | -49.38% | +1.31% |
| 2014 | -58.31% | +14.56% |
| 2013 | +22.33% | +29.00% |
| 2012 | -36.72% | +14.17% |
| 2011 | +12.28% | +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% |
VOC vs SPY Drawdown Comparison
The maximum drawdown for VOC was -86.91%, occurring on Jan 19, 2016. Recovery took 2549 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VOC drawdown is -66.77%. The current SPY drawdown is -2.90%.
| Rank | VOC | SPY |
|---|---|---|
| #1 | -86.91% Jan 19, 2012 - Mar 7, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -75.48% Jan 20, 2023 - Apr 8, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.49% Jun 8, 2022 - Oct 20, 2022 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.63% Mar 8, 2022 - Apr 8, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.55% Nov 25, 2022 - Dec 30, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.31% Jul 21, 2011 - Jan 4, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.07% Apr 8, 2022 - May 31, 2022 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.71% Oct 27, 2022 - Nov 3, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.37% Nov 3, 2022 - Nov 25, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.85% Dec 30, 2022 - Jan 9, 2023 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.05% Jun 1, 2011 - Jun 22, 2011 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.24% May 10, 2011 - Jun 1, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.17% Jan 12, 2023 - Jan 17, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.21% Jun 22, 2011 - Jul 1, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.91% Jul 12, 2011 - Jul 15, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VOC and SPY is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (1999 - 2026)
VOC vs SPY dividend yield comparison.
| Year | VOC | SPY |
|---|---|---|
| 2026 | 6.47% | 0.24% |
| 2025 | 16.11% | 1.07% |
| 2024 | 15.27% | 1.21% |
| 2023 | 12.43% | 1.40% |
| 2022 | 12.30% | 1.65% |
| 2021 | 10.87% | 1.20% |
| 2020 | 10.14% | 1.52% |
| 2019 | 15.01% | 1.75% |
| 2018 | 19.67% | 2.04% |
| 2017 | 8.36% | 1.80% |
| 2016 | 8.96% | 2.03% |
| 2015 | 19.11% | 2.06% |
| 2014 | 34.64% | 1.87% |
| 2013 | 11.55% | 1.81% |
| 2012 | 17.07% | 2.18% |
| 2011 | 6.40% | 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% |
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