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WINA vs SPY

Comparison between Winmark Corporation (WINA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceWINA has outperformed SPY, delivering a return of +17.5% compared to +13.3%

WINA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WINA
$1.37B
Winner
SPY
$735B
Expense Ratio
WINA
N/A
SPY
0.09%
Max Drawdown
WINA
67.64%
Winner
SPY
56.47%
Sharpe Ratio
WINA
-0.11
Winner
SPY
1.62
5Y Beta
Winner
WINA
0.67
SPY
1.00
Industry
WINA
Specialty Retail
SPY
N/A
P/E Ratio
WINA
33.41
Winner
SPY
28.99
Forward P/E
Winner
WINA
14.90
SPY
22.37
PEG Ratio
WINA
1.41
SPY
N/A
Dividend Yield
WINA
1.01%
SPY
N/A
5Y Dividends CAGR
Winner
WINA
65.41%
SPY
5.43%
5Y EPS CAGR
WINA
6.13%
Winner
SPY
26.05%
Debt to Equity
Winner
WINA
0.00%
SPY
32.40%
Free Cash Flow Yield
WINA
3.02%
SPY
N/A
P/S Ratio
WINA
15.94
Winner
SPY
3.74
P/B Ratio
WINA
58.68
Winner
SPY
5.61

WINA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WINA
+1.79%
Winner
SPY
+1.90%
3M
WINA
-16.32%
Winner
SPY
+8.55%
6M
WINA
-10.94%
Winner
SPY
+8.18%
1Y
WINA
-8.87%
Winner
SPY
+25.79%
5Y(CAGR)
Winner
WINA
+17.47%
SPY
+13.32%
10Y(CAGR)
Winner
WINA
+16.10%
SPY
+15.19%
Max(CAGR)
Winner
WINA
+19.90%
SPY
+8.47%

WINA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWINASPY
2026-5.50%+8.26%
2025+7.31%+18.00%
2024-0.92%+25.59%
2023+81.02%+26.72%
2022-2.93%-18.64%
2021+36.99%+30.52%
2020-5.97%+17.28%
2019+26.17%+31.09%
2018+20.66%-5.24%
2017+4.13%+20.78%
2016+35.43%+13.59%
2015+8.49%+1.31%
2014+2.68%+14.56%
2013+54.80%+29.00%
2012+4.93%+14.17%
2011+70.79%+0.85%
2010+53.28%+13.14%
2009+86.87%+22.67%
2008-45.24%-36.25%
2007+5.63%+5.32%
2006-1.51%+13.85%
2005-22.63%+5.32%
2004+30.80%+10.75%
2003+83.80%+24.18%
2002-8.68%-22.42%
2001+130.53%-10.13%
2000+17.26%-8.84%
1999-4.53%+8.61%

WINA vs SPY Drawdown Comparison

The maximum drawdown for WINA was -67.64%, occurring on Feb 24, 2009. Recovery took 1504 trading sessions.

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

The current WINA drawdown is -24.78%. The current SPY drawdown is -2.90%.

RankWINASPY
#1-67.64%
Apr 30, 2004 - Apr 22, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-55.66%
Mar 27, 2000 - Oct 15, 2001		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.45%
Feb 14, 2020 - Jul 16, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-39.58%
Nov 10, 1999 - Mar 22, 2000		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.28%
Nov 18, 2021 - Jan 31, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-30.06%
Oct 2, 2025 - May 19, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-29.83%
Dec 8, 2023 - Jun 16, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-27.33%
Feb 3, 2012 - Jul 5, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-26.24%
Dec 30, 2013 - Apr 16, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-24.79%
Apr 5, 2011 - Jul 19, 2011		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-22.25%
May 22, 2002 - Mar 27, 2003		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-20.00%
Jan 8, 2002 - May 14, 2002		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-19.21%
Jun 18, 2025 - Aug 25, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-18.47%
Apr 4, 2019 - Dec 23, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-17.01%
Sep 18, 2015 - Sep 8, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WINA 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)

WINA vs SPY dividend yield comparison.

YearWINASPY
20260.52%0.24%
20253.40%1.07%
20242.80%1.21%
20232.99%1.40%
20222.35%1.65%
20213.67%1.20%
20200.43%1.52%
20190.45%1.75%
20180.35%2.04%
20170.33%1.80%
20160.29%2.03%
20150.29%2.06%
20146.02%1.87%
20130.21%1.81%
20129.04%2.18%
20110.19%2.05%
20100.18%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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