EFX vs SPY
Comparison between Equifax Inc (EFX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EFX, delivering a return of +13.3% compared to -5.3%
EFX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
EFX
$21B
Winner
SPY
$652B
Expense Ratio
EFX
N/A
SPY
0.09%
Max Drawdown
EFX
57.22%
Winner
SPY
56.47%
Sharpe Ratio
EFX
-1.09
Winner
SPY
2.07
5Y Beta
Winner
EFX
0.96
SPY
1.00
Industry
EFX
Consulting Services
SPY
N/A
P/E Ratio
EFX
30.12
Winner
SPY
28.24
Forward P/E
Winner
EFX
19.92
SPY
21.85
PEG Ratio
EFX
1.84
SPY
N/A
Dividend Yield
EFX
1.17%
SPY
N/A
5Y Dividends CAGR
Winner
EFX
5.72%
SPY
5.43%
5Y EPS CAGR
EFX
2.95%
Winner
SPY
25.79%
Debt to Equity
EFX
116.90%
Winner
SPY
22.35%
Free Cash Flow Yield
EFX
7.91%
SPY
N/A
P/S Ratio
Winner
EFX
3.33
SPY
3.55
P/B Ratio
Winner
EFX
4.46
SPY
5.29
EFX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EFX
-4.64%
Winner
SPY
+9.11%
3M
EFX
-11.67%
Winner
SPY
+6.59%
6M
EFX
-14.87%
Winner
SPY
+10.56%
1Y
EFX
-34.56%
Winner
SPY
+32.04%
5Y(CAGR)
EFX
-5.31%
Winner
SPY
+13.35%
10Y(CAGR)
EFX
+4.80%
Winner
SPY
+15.49%
Max(CAGR)
Winner
EFX
+10.43%
SPY
+8.50%
EFX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EFX | SPY |
|---|---|---|
| 2026 | -17.63% | +8.27% |
| 2025 | -12.90% | +18.00% |
| 2024 | +6.88% | +25.59% |
| 2023 | +25.64% | +26.72% |
| 2022 | -31.02% | -18.64% |
| 2021 | +56.81% | +30.52% |
| 2020 | +36.78% | +17.28% |
| 2019 | +52.46% | +31.09% |
| 2018 | -21.05% | -5.24% |
| 2017 | +0.50% | +20.78% |
| 2016 | +9.22% | +13.59% |
| 2015 | +38.52% | +1.31% |
| 2014 | +19.76% | +14.56% |
| 2013 | +28.05% | +29.00% |
| 2012 | +41.58% | +14.17% |
| 2011 | +8.92% | +0.85% |
| 2010 | +14.10% | +13.14% |
| 2009 | +12.40% | +22.67% |
| 2008 | -23.97% | -36.25% |
| 2007 | -8.75% | +5.32% |
| 2006 | +5.93% | +13.85% |
| 2005 | +33.24% | +5.32% |
| 2004 | +17.73% | +10.75% |
| 2003 | +2.71% | +24.18% |
| 2002 | -4.51% | -22.42% |
| 2001 | +47.52% | -10.13% |
| 2000 | +30.62% | -8.84% |
| 1999 | -13.90% | +8.61% |
EFX vs SPY Drawdown Comparison
The maximum drawdown for EFX was -56.82%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EFX drawdown is -41.97%.
| Rank | EFX | SPY |
|---|---|---|
| #1 | -56.82% Jul 12, 2007 - Mar 13, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -49.12% Dec 13, 2021 - Aug 13, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -44.06% Sep 13, 2024 - Mar 24, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -40.85% Mar 6, 2002 - Feb 4, 2005 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -37.25% Aug 1, 2017 - Jul 29, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -35.76% Mar 4, 2020 - Jun 2, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -27.69% Nov 2, 1999 - Apr 7, 2000 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -24.19% Aug 27, 2001 - Feb 14, 2002 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -23.69% Jun 8, 2020 - Dec 8, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -23.65% Nov 2, 2000 - Jun 4, 2001 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -20.21% Jan 17, 2006 - Dec 11, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.29% Apr 12, 2000 - Oct 3, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -17.95% Dec 29, 2015 - Mar 30, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -17.82% Jul 25, 2016 - Mar 17, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -16.87% Dec 18, 2020 - Apr 22, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EFX and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
EFX vs SPY dividend yield comparison.
| Year | EFX | SPY |
|---|---|---|
| 2026 | 0.32% | 0.24% |
| 2025 | 0.87% | 1.07% |
| 2024 | 0.61% | 1.21% |
| 2023 | 0.63% | 1.40% |
| 2022 | 0.80% | 1.65% |
| 2021 | 0.53% | 1.20% |
| 2020 | 0.81% | 1.52% |
| 2019 | 1.11% | 1.75% |
| 2018 | 1.68% | 2.04% |
| 2017 | 1.32% | 1.80% |
| 2016 | 1.12% | 2.03% |
| 2015 | 1.04% | 2.06% |
| 2014 | 1.24% | 1.87% |
| 2013 | 1.27% | 1.81% |
| 2012 | 1.33% | 2.18% |
| 2011 | 1.65% | 2.05% |
| 2010 | 0.79% | 1.80% |
| 2009 | 0.52% | 1.95% |
| 2008 | 0.60% | 3.02% |
| 2007 | 0.44% | 1.85% |
| 2006 | 0.39% | 1.73% |
| 2005 | 0.39% | 1.73% |
| 2004 | 0.39% | 1.82% |
| 2003 | 0.33% | 1.47% |
| 2002 | 0.35% | 1.70% |
| 2001 | 63.04% | 1.25% |
| 2000 | 1.29% | 1.15% |
| 1999 | 0.39% | 0.24% |
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