VTMX vs SPY

Comparison between Corporacion Inmobiliaria Vesta Sab (VTMX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

VTMX vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTMX(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$2.97B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	46.97%	56.47%
Sharpe Ratio	0.82	1.96
5Y Beta	0.56	1.00
Industry	Real Estate - Development	N/A
P/E Ratio	9.04	28.62
Forward P/E	16.81	22.09
PEG Ratio	0.73	N/A
Dividend Yield	0.25%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	22.32%	26.35%
Debt to Equity	41.18%	33.33%
Free Cash Flow Yield	5.17%	N/A
P/S Ratio	10.87	3.68
P/B Ratio	1.11	5.52

Market Cap / Net Assets

VTMX

$2.97B

Winner

SPY

$735B

Expense Ratio

VTMX

N/A

SPY

0.09%

Max Drawdown

Winner

VTMX

46.97%

SPY

56.47%

Sharpe Ratio

VTMX

0.82

Winner

SPY

1.96

5Y Beta

Winner

VTMX

0.56

SPY

1.00

Industry

VTMX

Real Estate - Development

SPY

N/A

P/E Ratio

Winner

VTMX

9.04

SPY

28.62

Forward P/E

Winner

VTMX

16.81

SPY

22.09

PEG Ratio

VTMX

0.73

SPY

N/A

Dividend Yield

VTMX

0.25%

SPY

N/A

5Y Dividends CAGR

VTMX

N/A

SPY

5.43%

5Y EPS CAGR

VTMX

22.32%

Winner

SPY

26.35%

Debt to Equity

VTMX

41.18%

Winner

SPY

33.33%

Free Cash Flow Yield

VTMX

5.17%

SPY

N/A

P/S Ratio

VTMX

10.87

Winner

SPY

3.68

P/B Ratio

Winner

VTMX

1.11

SPY

5.52

VTMX vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	VTMX	SPY
1 month	-1.29%	+4.93%
3 months	-4.46%	+9.70%
6 months	+12.75%	+11.04%
1 year	+22.73%	+28.41%
5 years(CAGR)	N/A	+13.90%
10 years(CAGR)	N/A	+15.45%
Max(CAGR)	+5.53%	+8.55%

VTMX

-1.29%

Winner

SPY

+4.93%

VTMX

-4.46%

Winner

SPY

+9.70%

Winner

VTMX

+12.75%

SPY

+11.04%

VTMX

+22.73%

Winner

SPY

+28.41%

5Y(CAGR)

VTMX

N/A

SPY

+13.90%

10Y(CAGR)

VTMX

N/A

SPY

+15.45%

Max(CAGR)

VTMX

+5.53%

Winner

SPY

+8.55%

VTMX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VTMX	SPY
2026	+15.52%	+10.15%
2025	+21.88%	+18.00%
2024	-32.45%	+25.59%
2023	+24.29%	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+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%

VTMX vs SPY Drawdown Comparison

The maximum drawdown for VTMX was -45.62%, occurring on Apr 8, 2025. 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 VTMX drawdown is -9.77%. The current SPY drawdown is -0.02%.

Rank	VTMX	SPY
#1	-45.62% Apr 8, 2024 - Apr 8, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-21.27% Aug 29, 2023 - Dec 13, 2023	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-12.51% Dec 27, 2023 - Apr 5, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-9.74% Jul 5, 2023 - Aug 22, 2023	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-2.50% Dec 19, 2023 - Dec 27, 2023	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-1.97% Aug 23, 2023 - Aug 29, 2023	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	N/A	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	N/A	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VTMX and SPY is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.14

-101

Dividend Comparison (1999 - 2026)

VTMX vs SPY dividend yield comparison.

Year	VTMX	SPY
2026	1.21%	0.24%
2025	2.62%	1.07%
2024	2.79%	1.21%
2023	0.91%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	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%