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EARN vs SPY

Comparison between Ellington Residential Mortgage REIT (EARN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EARN, delivering a return of +13.4% compared to -6.4%

EARN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EARN
$177M
Winner
SPY
$784B
Expense Ratio
EARN
N/A
SPY
0.09%
Max Drawdown
EARN
79.95%
Winner
SPY
56.47%
Sharpe Ratio
EARN
-0.21
Winner
SPY
1.56
5Y Beta
Winner
EARN
0.61
SPY
1.00
Industry
EARN
Asset Management
SPY
N/A
P/E Ratio
Winner
EARN
-13.47
SPY
28.29
Forward P/E
Winner
EARN
4.75
SPY
21.75
PEG Ratio
EARN
-1.79
SPY
N/A
Dividend Yield
EARN
20.40%
SPY
N/A
5Y Dividends CAGR
EARN
-1.47%
Winner
SPY
5.43%
5Y EPS CAGR
EARN
3.89%
Winner
SPY
25.98%
Debt to Equity
Winner
EARN
0.00%
SPY
30.79%
Free Cash Flow Yield
EARN
8.38%
SPY
N/A
P/S Ratio
EARN
4.05
Winner
SPY
3.79
P/B Ratio
Winner
EARN
0.79
SPY
5.67

EARN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EARN
-2.03%
Winner
SPY
+0.48%
3M
EARN
+5.62%
Winner
SPY
+11.67%
6M
EARN
-1.61%
Winner
SPY
+9.42%
1Y
EARN
-3.92%
Winner
SPY
+24.27%
5Y(CAGR)
EARN
-6.40%
Winner
SPY
+13.36%
10Y(CAGR)
EARN
+2.94%
Winner
SPY
+15.42%
Max(CAGR)
EARN
+2.15%
Winner
SPY
+8.49%

EARN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEARNSPY
2026-5.46%+8.88%
2025-6.45%+18.00%
2024+26.25%+25.59%
2023+0.74%+26.72%
2022-27.03%-18.64%
2021-10.99%+30.52%
2020+36.02%+17.28%
2019+16.58%+31.09%
2018-1.63%-5.24%
2017+2.14%+20.78%
2016+20.56%+13.59%
2015-13.34%+1.31%
2014+20.80%+14.56%
2013-14.05%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EARN vs SPY Drawdown Comparison

The maximum drawdown for EARN was -66.44%, occurring on Mar 24, 2020. Recovery took 111 trading sessions.

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

The current EARN drawdown is -29.68%. The current SPY drawdown is -2.35%.

RankEARNSPY
#1-66.44%
Feb 20, 2020 - Jul 29, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.93%
Jun 14, 2021 - Oct 10, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.95%
Nov 10, 2014 - Jul 29, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.80%
Jun 23, 2017 - Feb 12, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.74%
May 24, 2013 - Aug 22, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.36%
Aug 1, 2016 - Feb 10, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.14%
Dec 31, 2020 - Jun 7, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.29%
May 8, 2017 - Jun 23, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.28%
Sep 16, 2020 - Nov 11, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.93%
Mar 1, 2017 - Mar 23, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.42%
Nov 27, 2020 - Dec 28, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.89%
Sep 8, 2014 - Oct 16, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.08%
Aug 10, 2020 - Aug 24, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.28%
Aug 28, 2020 - Sep 14, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.88%
Nov 11, 2020 - Nov 17, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EARN and SPY is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (1999 - 2026)

EARN vs SPY dividend yield comparison.

YearEARNSPY
20268.67%0.24%
202518.22%1.07%
202414.50%1.21%
202315.66%1.40%
202215.16%1.65%
202111.36%1.20%
20208.59%1.52%
201910.88%1.75%
201814.17%2.04%
201713.04%1.80%
201612.68%2.03%
201516.19%2.06%
201413.52%1.87%
20137.41%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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