ZETA vs SPY

Comparison between Zeta Global Holdings Corp - Class A (ZETA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceZETA has outperformed SPY, delivering a return of +15.4% compared to +13.9%

ZETA vs SPY - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	ZETA(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.38B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	70.01%	56.47%
Sharpe Ratio	0.68	1.72
5Y Beta	2.02	1.00
Industry	Software - Infrastructure	N/A
P/E Ratio	-78.89	28.68
Forward P/E	18.73	22.00
PEG Ratio	0.77	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	22.41%	34.04%
Free Cash Flow Yield	4.57%	N/A
P/S Ratio	3.13	3.85
P/B Ratio	5.19	5.68

Market Cap / Net Assets

ZETA

$4.38B

Winner

SPY

$735B

Expense Ratio

ZETA

N/A

SPY

0.09%

Max Drawdown

ZETA

70.01%

Winner

SPY

56.47%

Sharpe Ratio

ZETA

0.68

Winner

SPY

1.72

5Y Beta

ZETA

2.02

Winner

SPY

1.00

Industry

ZETA

Software - Infrastructure

SPY

N/A

P/E Ratio

Winner

ZETA

-78.89

SPY

28.68

Forward P/E

Winner

ZETA

18.73

SPY

22.00

PEG Ratio

ZETA

0.77

SPY

N/A

5Y Dividends CAGR

ZETA

N/A

SPY

5.43%

5Y EPS CAGR

ZETA

N/A

SPY

26.37%

Debt to Equity

Winner

ZETA

22.41%

SPY

34.04%

Free Cash Flow Yield

ZETA

4.57%

SPY

N/A

P/S Ratio

Winner

ZETA

3.13

SPY

3.85

P/B Ratio

Winner

ZETA

5.19

SPY

5.68

ZETA vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	ZETA	SPY
1 month	+1.35%	+5.49%
3 months	+10.67%	+8.03%
6 months	+4.52%	+13.34%
1 year	+37.37%	+28.89%
5 years(CAGR)	+15.40%	+13.90%
10 years(CAGR)	N/A	+15.59%
Max(CAGR)	+15.40%	+8.51%

ZETA

+1.35%

Winner

SPY

+5.49%

Winner

ZETA

+10.67%

SPY

+8.03%

ZETA

+4.52%

Winner

SPY

+13.34%

Winner

ZETA

+37.37%

SPY

+28.89%

5Y(CAGR)

Winner

ZETA

+15.40%

SPY

+13.90%

10Y(CAGR)

ZETA

N/A

SPY

+15.59%

Max(CAGR)

Winner

ZETA

+15.40%

SPY

+8.51%

ZETA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ZETA	SPY
2026	-9.34%	+9.02%
2025	+8.59%	+18.00%
2024	+114.17%	+25.59%
2023	+5.76%	+26.72%
2022	-5.66%	-18.64%
2021	-5.29%	+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%

ZETA vs SPY Drawdown Comparison

The maximum drawdown for ZETA was -70.01%, occurring on Apr 21, 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 ZETA drawdown is -50.87%. The current SPY drawdown is -0.73%.

Rank	ZETA	SPY
#1	-70.01% Nov 11, 2024 - Apr 21, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-67.92% Apr 7, 2022 - May 7, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-39.13% Jun 15, 2021 - Nov 3, 2021	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-25.93% Nov 8, 2021 - Feb 7, 2022	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-22.83% Feb 28, 2022 - Apr 4, 2022	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-21.28% Oct 9, 2024 - Nov 7, 2024	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-15.30% May 21, 2024 - Jul 15, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-14.80% Feb 15, 2022 - Feb 24, 2022	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-8.50% Aug 1, 2024 - Aug 15, 2024	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-8.38% Jul 23, 2024 - Aug 1, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-7.14% Apr 4, 2022 - Apr 7, 2022	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-6.97% Jun 10, 2021 - Jun 15, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.96% Sep 5, 2024 - Sep 12, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-5.79% Aug 30, 2024 - Sep 5, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-4.89% Feb 10, 2022 - Feb 15, 2022	-7.27% Sep 18, 2014 - Oct 31, 2014