DBRG vs SPY

Comparison between DigitalBridge Group Inc - Class A (DBRG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DBRG, delivering a return of +13.9% compared to -10.8%

DBRG vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBRG(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$2.81B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	94.30%	56.47%
Sharpe Ratio	0.78	2.02
5Y Beta	1.40	1.00
Industry	Asset Management	N/A
P/E Ratio	28.50	28.62
Forward P/E	13.77	22.20
Dividend Yield	0.25%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.35%
Debt to Equity	14.20%	33.33%
Free Cash Flow Yield	5.96%	N/A
P/S Ratio	N/A	3.68
P/B Ratio	N/A	5.52

Market Cap / Net Assets

DBRG

$2.81B

Winner

SPY

$735B

Expense Ratio

DBRG

N/A

SPY

0.09%

Max Drawdown

DBRG

94.30%

Winner

SPY

56.47%

Sharpe Ratio

DBRG

0.78

Winner

SPY

2.02

5Y Beta

DBRG

1.40

Winner

SPY

1.00

Industry

DBRG

Asset Management

SPY

N/A

P/E Ratio

Winner

DBRG

28.50

SPY

28.62

Forward P/E

Winner

DBRG

13.77

SPY

22.20

Dividend Yield

DBRG

0.25%

SPY

N/A

5Y Dividends CAGR

DBRG

N/A

SPY

5.43%

5Y EPS CAGR

DBRG

N/A

SPY

26.35%

Debt to Equity

Winner

DBRG

14.20%

SPY

33.33%

Free Cash Flow Yield

DBRG

5.96%

SPY

N/A

P/S Ratio

DBRG

N/A

SPY

3.68

P/B Ratio

DBRG

N/A

SPY

5.52

DBRG vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	DBRG	SPY
1 month	+0.61%	+4.93%
3 months	+1.65%	+9.70%
6 months	+65.08%	+11.04%
1 year	+37.38%	+28.41%
5 years(CAGR)	-10.78%	+13.90%
10 years(CAGR)	-7.22%	+15.45%
Max(CAGR)	-8.94%	+8.55%

DBRG

+0.61%

Winner

SPY

+4.93%

DBRG

+1.65%

Winner

SPY

+9.70%

Winner

DBRG

+65.08%

SPY

+11.04%

Winner

DBRG

+37.38%

SPY

+28.41%

5Y(CAGR)

DBRG

-10.78%

Winner

SPY

+13.90%

10Y(CAGR)

DBRG

-7.22%

Winner

SPY

+15.45%

Max(CAGR)

DBRG

-8.94%

Winner

SPY

+8.55%

DBRG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DBRG	SPY
2026	+2.11%	+10.15%
2025	+38.82%	+18.00%
2024	-36.63%	+25.59%
2023	+67.02%	+26.72%
2022	-66.79%	-18.64%
2021	+79.91%	+30.52%
2020	+8.72%	+17.28%
2019	+8.04%	+31.09%
2018	-55.50%	-5.24%
2017	-15.62%	+20.78%
2016	+27.61%	+13.59%
2015	-45.00%	+1.31%
2014	+20.67%	+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%

DBRG vs SPY Drawdown Comparison

The maximum drawdown for DBRG was -91.74%, occurring on Mar 23, 2020. 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 DBRG drawdown is -75.35%. The current SPY drawdown is -0.02%.

Rank	DBRG	SPY
#1	-91.74% Mar 5, 2015 - Mar 23, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-17.70% Jul 10, 2014 - Oct 30, 2014	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-14.55% Oct 30, 2014 - Nov 12, 2014	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-9.27% Dec 29, 2014 - Feb 19, 2015	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-5.85% Jun 27, 2014 - Jul 1, 2014	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-5.58% Dec 5, 2014 - Dec 18, 2014	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-4.53% Nov 18, 2014 - Dec 5, 2014	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-4.11% Jul 1, 2014 - Jul 8, 2014	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-2.72% Feb 27, 2015 - Mar 4, 2015	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-1.15% Nov 12, 2014 - Nov 14, 2014	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-1.05% Dec 18, 2014 - Dec 23, 2014	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.35% Feb 19, 2015 - Feb 24, 2015	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.13% Feb 24, 2015 - Feb 26, 2015	-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 DBRG and SPY is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.64

-101

Dividend Comparison (1999 - 2026)

DBRG vs SPY dividend yield comparison.

Year	DBRG	SPY
2026	0.06%	0.24%
2025	0.26%	1.07%
2024	0.35%	1.21%
2023	0.23%	1.40%
2022	0.18%	1.65%
2021	0.00%	1.20%
2020	2.29%	1.52%
2019	9.26%	1.75%
2018	9.40%	2.04%
2017	19.40%	1.80%
2016	2.68%	2.03%
2015	3.29%	2.06%
2014	0.44%	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%