ZENA vs SPY

Comparison between ZenaTech Inc (ZENA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

ZENA vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZENA(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$97M	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	87.96%	56.47%
Sharpe Ratio	-0.29	1.62
5Y Beta	2.06	1.00
Industry	Software - Infrastructure	N/A
P/E Ratio	-4.20	28.99
Forward P/E	N/A	22.37
PEG Ratio	-0.00	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.05%
Debt to Equity	77.92%	32.40%
Free Cash Flow Yield	-20.25%	N/A
P/S Ratio	16.07	3.74
P/B Ratio	7.99	5.61

Market Cap / Net Assets

ZENA

$97M

Winner

SPY

$735B

Expense Ratio

ZENA

N/A

SPY

0.09%

Max Drawdown

ZENA

87.96%

Winner

SPY

56.47%

Sharpe Ratio

ZENA

-0.29

Winner

SPY

1.62

5Y Beta

ZENA

2.06

Winner

SPY

1.00

Industry

ZENA

Software - Infrastructure

SPY

N/A

P/E Ratio

Winner

ZENA

-4.20

SPY

28.99

Forward P/E

ZENA

N/A

SPY

22.37

PEG Ratio

ZENA

-0.00

SPY

N/A

5Y Dividends CAGR

ZENA

N/A

SPY

5.43%

5Y EPS CAGR

ZENA

N/A

SPY

26.05%

Debt to Equity

ZENA

77.92%

Winner

SPY

32.40%

Free Cash Flow Yield

ZENA

-20.25%

SPY

N/A

P/S Ratio

ZENA

16.07

Winner

SPY

3.74

P/B Ratio

ZENA

7.99

Winner

SPY

5.61

ZENA vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	ZENA	SPY
1 month	-36.62%	+1.90%
3 months	-47.67%	+8.55%
6 months	-60.18%	+8.18%
1 year	-69.66%	+25.79%
5 years(CAGR)	N/A	+13.32%
10 years(CAGR)	N/A	+15.19%
Max(CAGR)	-67.33%	+8.47%

ZENA

-36.62%

Winner

SPY

+1.90%

ZENA

-47.67%

Winner

SPY

+8.55%

ZENA

-60.18%

Winner

SPY

+8.18%

ZENA

-69.66%

Winner

SPY

+25.79%

5Y(CAGR)

ZENA

N/A

SPY

+13.32%

10Y(CAGR)

ZENA

N/A

SPY

+15.19%

Max(CAGR)

ZENA

-67.33%

Winner

SPY

+8.47%

ZENA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ZENA	SPY
2026	-56.87%	+8.26%
2025	-57.78%	+18.00%
2024	-12.61%	+25.59%
2023	N/A	+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%

ZENA vs SPY Drawdown Comparison

The maximum drawdown for ZENA was -87.96%, occurring on May 21, 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 ZENA drawdown is -86.89%. The current SPY drawdown is -2.90%.

Rank	ZENA	SPY
#1	-87.96% Nov 26, 2024 - May 21, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-83.52% Oct 1, 2024 - Nov 26, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	N/A	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	N/A	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	N/A	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	N/A	-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 ZENA and SPY is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

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