ZIM vs SPY

Comparison between Zim Integrated Shipping Services Ltd (ZIM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceZIM has outperformed SPY, delivering a return of +18.9% compared to +13.9%

ZIM vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZIM(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.03B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	92.56%	56.47%
Sharpe Ratio	0.98	1.96
5Y Beta	1.33	1.00
Industry	Marine Shipping	N/A
P/E Ratio	6.33	28.62
Forward P/E	N/A	22.09
Dividend Yield	4.97%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	-3.02%	26.35%
Debt to Equity	142.71%	33.33%
Free Cash Flow Yield	65.99%	N/A
P/S Ratio	0.45	3.68
P/B Ratio	0.77	5.52

Market Cap / Net Assets

ZIM

$3.03B

Winner

SPY

$735B

Expense Ratio

ZIM

N/A

SPY

0.09%

Max Drawdown

ZIM

92.56%

Winner

SPY

56.47%

Sharpe Ratio

ZIM

0.98

Winner

SPY

1.96

5Y Beta

ZIM

1.33

Winner

SPY

1.00

Industry

ZIM

Marine Shipping

SPY

N/A

P/E Ratio

Winner

ZIM

6.33

SPY

28.62

Forward P/E

ZIM

N/A

SPY

22.09

Dividend Yield

ZIM

4.97%

SPY

N/A

5Y Dividends CAGR

ZIM

N/A

SPY

5.43%

5Y EPS CAGR

ZIM

-3.02%

Winner

SPY

26.35%

Debt to Equity

ZIM

142.71%

Winner

SPY

33.33%

Free Cash Flow Yield

ZIM

65.99%

SPY

N/A

P/S Ratio

Winner

ZIM

0.45

SPY

3.68

P/B Ratio

Winner

ZIM

0.77

SPY

5.52

ZIM vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	ZIM	SPY
1 month	-3.22%	+4.95%
3 months	-9.53%	+9.19%
6 months	+34.66%	+11.06%
1 year	+58.64%	+28.43%
5 years(CAGR)	+18.94%	+13.92%
10 years(CAGR)	N/A	+15.50%
Max(CAGR)	+49.73%	+8.55%

ZIM

-3.22%

Winner

SPY

+4.95%

ZIM

-9.53%

Winner

SPY

+9.19%

Winner

ZIM

+34.66%

SPY

+11.06%

Winner

ZIM

+58.64%

SPY

+28.43%

5Y(CAGR)

Winner

ZIM

+18.94%

SPY

+13.92%

10Y(CAGR)

ZIM

N/A

SPY

+15.50%

Max(CAGR)

Winner

ZIM

+49.73%

SPY

+8.55%

ZIM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ZIM	SPY
2026	+19.16%	+10.17%
2025	+16.70%	+18.00%
2024	+141.16%	+25.59%
2023	-22.74%	+26.72%
2022	-51.08%	-18.64%
2021	+459.56%	+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%

ZIM vs SPY Drawdown Comparison

The maximum drawdown for ZIM was -85.01%, occurring on Nov 28, 2023. Recovery took 979 trading sessions.

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

The current ZIM drawdown is -11.56%.

Rank	ZIM	SPY
#1	-85.01% Mar 22, 2022 - Feb 17, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-29.26% Jun 25, 2021 - Aug 24, 2021	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-28.59% Sep 16, 2021 - Dec 30, 2021	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-18.27% Mar 19, 2021 - Apr 8, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-17.91% May 5, 2021 - May 19, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-13.81% May 28, 2021 - Jun 11, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-13.55% Feb 19, 2021 - Mar 11, 2021	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.94% May 5, 2026 - May 21, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-10.17% Jan 14, 2022 - Jan 28, 2022	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-9.86% May 19, 2021 - May 28, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-9.85% Apr 16, 2021 - Apr 23, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-9.02% Jun 11, 2021 - Jun 24, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-8.71% Feb 20, 2026 - May 5, 2026	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-8.67% Feb 10, 2022 - Mar 3, 2022	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-8.63% Apr 9, 2021 - Apr 16, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ZIM and SPY is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (1999 - 2026)

ZIM vs SPY dividend yield comparison.

Year	ZIM	SPY
2026	3.49%	0.24%
2025	20.16%	1.07%
2024	22.40%	1.21%
2023	64.84%	1.40%
2022	160.27%	1.65%
2021	7.65%	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%