SRM vs. SPY

Last updated Apr 1, 2026

Compare and contrast key facts about SRM Entertainment Inc. (SRM) and State Street SPDR S&P 500 ETF (SPY).

SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.

Performance

SRM vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in SRM Entertainment Inc. (SRM) and State Street SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

SRM vs. SPY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SRM SRM Entertainment Inc.	0.00%	1,537.52%	-59.42%	-68.88%
SPY State Street SPDR S&P 500 ETF	-3.08%	12.32%	35.62%	6.10%

Different Trading Currencies

SRM is traded in CAD, while SPY is traded in USD. To make them comparable, the SPY values have been converted to CAD using the latest available exchange rates.

Returns By Period

SRM

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SPY

• 1D: 0.00%
• 1M: -5.71%
• YTD: -5.73%
• 6M: -4.60%
• 1Y: 10.56%
• 3Y*: 18.22%
• 5Y*: 13.39%
• 10Y*: 14.42%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SRM vs. SPY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPY

SPY Risk / Return Rank: 64
SPY Sharpe Ratio Rank: 56
SPY Sortino Ratio Rank: 60
SPY Omega Ratio Rank: 65
SPY Calmar Ratio Rank: 65
SPY Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SRM vs. SPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SRM Entertainment Inc. (SRM) and State Street SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SRM	SPY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.57	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.89	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.89	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.04	—

Correlation

The correlation between SRM and SPY is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

SRM vs. SPY - Dividend Comparison

SRM has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.14%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SRM SRM Entertainment Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPY State Street SPDR S&P 500 ETF	1.14%	1.07%	1.21%	1.40%	1.65%	1.20%	1.52%	1.75%	2.04%	1.80%	2.03%	2.06%

Drawdowns

Drawdown Indicators

	SRM	SPY	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.19%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.05%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.50%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.72%	—
Current Drawdown Current decline from peak	—	-6.24%	—
Average Drawdown Average peak-to-trough decline	—	-9.09%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.52%	—

Volatility

Volatility by Period

	SRM	SPY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.26%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.16%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.66%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	15.11%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	16.18%	—