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Capital Southwest vs State Street SPDR S&P 500 ETF Trust

Over the past year CSWC returned +6.3% and SPY returned +15.1%; their daily moves had a correlation of 0.46.

CSWC +6.3% SPY +15.1%Growth of $1, one year, split-adjusted
MetricCSWCSPY
Price$23.32$764.20
Market cap$1.49B$815.23B
Today+1.44%−0.18%
1 month−8.4%−0.7%
6 months+8.6%+20.9%
Year to date+5.3%+12.1%
1 year+4.4%+15.5%
Revenue growth (YoY)−4.7%—
Gross margin63.9%—
Net margin47.6%—
P/E (TTM)13.6×—
Price / sales6.9×—
Net cash$1.08B—
Dividend yield9.95%0.99%
Volatility (60d)16.5%11.1%
Short % of float6.5%—
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).

CSWC vs SPY: Capital Southwest vs State Street SPDR S&P 500 ETF Trust Stock Comparison | Gainbot