EFC vs STEW

Comparison between Ellington Financial Inc (EFC, Company) and SRH Total Return Fund Inc (STEW, Company).

EFC is from the Real Estate sector, while STEW is from the Financial Services sector.

EFC vs STEW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFC(COMPANY)	STEW(COMPANY)
Market Cap	$1.70B	$1.69B
Max Drawdown	85.44%	26.58%
Sharpe Ratio	0.84	0.22
5Y Beta	0.57	0.62
Industry	Reit - Mortgage	Asset Management
P/E Ratio	8.44	2.35
Forward P/E	9.07	N/A
PEG Ratio	0.49	0.02
Dividend Yield	11.70%	3.76%
5Y Dividends CAGR	6.39%	N/A
5Y EPS CAGR	-17.48%	N/A
Debt to Equity	0.00%	10.04%
Free Cash Flow Yield	-47.69%	2.20%
P/S Ratio	4.26	52.72
P/B Ratio	0.99	0.76

Market Cap

Winner

EFC

$1.70B

STEW

$1.69B

Max Drawdown

EFC

85.44%

Winner

STEW

26.58%

Sharpe Ratio

Winner

EFC

0.84

STEW

0.22

5Y Beta

Winner

EFC

0.57

STEW

0.62

Industry

EFC

Reit - Mortgage

STEW

Asset Management

P/E Ratio

EFC

8.44

Winner

STEW

2.35

Forward P/E

EFC

9.07

STEW

N/A

PEG Ratio

EFC

0.49

Winner

STEW

0.02

Dividend Yield

Winner

EFC

11.70%

STEW

3.76%

5Y Dividends CAGR

EFC

6.39%

STEW

N/A

5Y EPS CAGR

EFC

-17.48%

STEW

N/A

Debt to Equity

Winner

EFC

0.00%

STEW

10.04%

Free Cash Flow Yield

EFC

-47.69%

Winner

STEW

2.20%

P/S Ratio

Winner

EFC

4.26

STEW

52.72

P/B Ratio

EFC

0.99

Winner

STEW

0.76

EFC vs STEW - Historical Returns

Returns include dividend reinvestment.

Period	EFC	STEW
1 month	+2.49%	+0.45%
3 months	+18.33%	+5.22%
6 months	+6.48%	-0.20%
1 year	+17.93%	+7.01%
5 years(CAGR)	+5.72%	+8.81%
10 years(CAGR)	+9.45%	N/A
Max(CAGR)	+9.41%	+8.81%

Winner

EFC

+2.49%

STEW

+0.45%

Winner

EFC

+18.33%

STEW

+5.22%

Winner

EFC

+6.48%

STEW

-0.20%

Winner

EFC

+17.93%

STEW

+7.01%

5Y(CAGR)

EFC

+5.72%

Winner

STEW

+8.81%

10Y(CAGR)

EFC

+9.45%

STEW

N/A

Max(CAGR)

Winner

EFC

+9.41%

STEW

+8.81%

EFC vs STEW - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EFC	STEW
2026	+5.24%	-1.07%
2025	+25.61%	+20.85%
2024	+10.28%	+19.63%
2023	+16.27%	+13.36%
2022	-19.96%	-11.18%
2021	+28.41%	N/A
2020	-9.48%	N/A
2019	+31.82%	N/A
2018	+17.30%	N/A
2017	+3.35%	N/A
2016	+3.69%	N/A
2015	-5.18%	N/A
2014	-1.37%	N/A
2013	+15.04%	N/A
2012	+43.81%	N/A
2011	-12.83%	N/A
2010	+5.93%	N/A

EFC vs STEW Drawdown Comparison

The maximum drawdown for EFC was -79.07%, occurring on Mar 24, 2020. Recovery took 282 trading sessions.

The maximum drawdown for STEW was -25.24%, occurring on Oct 12, 2022. Recovery took 427 trading sessions.

The current STEW drawdown is -2.28%.

Rank	EFC	STEW
#1	-79.07% Feb 20, 2020 - Apr 5, 2021	-25.24% Apr 4, 2022 - Dec 14, 2023
#2	-34.16% Oct 12, 2021 - Aug 19, 2024	-10.50% Apr 2, 2025 - May 1, 2025
#3	-28.27% Feb 28, 2011 - Jun 11, 2012	-9.68% Feb 6, 2026 - Mar 27, 2026
#4	-26.90% Aug 29, 2014 - Jul 19, 2018	-7.07% Jul 31, 2024 - Aug 19, 2024
#5	-18.86% Feb 28, 2025 - Aug 13, 2025	-5.92% Nov 29, 2024 - Jan 28, 2025
#6	-17.67% Jan 16, 2026 - May 6, 2026	-5.70% Sep 4, 2025 - Dec 15, 2025
#7	-15.27% May 7, 2013 - Feb 10, 2014	-5.64% Mar 28, 2024 - Jul 12, 2024
#8	-8.70% Sep 16, 2024 - Feb 6, 2025	-5.53% Feb 19, 2025 - Mar 26, 2025
#9	-8.34% Jun 25, 2021 - Oct 12, 2021	-4.32% Jan 6, 2026 - Feb 6, 2026
#10	-7.89% Jul 12, 2019 - Sep 30, 2019	-4.15% May 16, 2025 - Jul 1, 2025
#11	-7.67% Oct 9, 2012 - Nov 30, 2012	-3.82% Sep 4, 2024 - Oct 17, 2024
#12	-7.17% Mar 18, 2014 - May 23, 2014	-3.71% Oct 21, 2024 - Nov 6, 2024
#13	-7.11% Aug 30, 2018 - Jan 24, 2019	-2.78% Jan 8, 2024 - Jan 24, 2024
#14	-6.61% Aug 22, 2025 - Nov 4, 2025	-2.63% Jul 1, 2025 - Jul 23, 2025
#15	-4.28% Aug 14, 2012 - Sep 14, 2012	-2.40% May 2, 2025 - May 12, 2025

Correlation

Correlation between EFC and STEW is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2010 - 2026)

EFC vs STEW dividend yield comparison.

Year	EFC	STEW
2026	4.75%	2.25%
2025	11.49%	3.56%
2024	13.20%	3.43%
2023	14.16%	3.60%
2022	14.55%	2.83%
2021	9.60%	0.00%
2020	8.49%	0.00%
2019	9.87%	0.00%
2018	10.70%	0.00%
2017	12.13%	0.00%
2016	12.56%	0.00%
2015	14.60%	0.00%
2014	15.43%	0.00%
2013	16.89%	0.00%
2012	11.13%	0.00%
2011	14.62%	0.00%
2010	3.60%	0.00%