EVR vs SPY
Comparison between Evercore Inc - Class A (EVR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceEVR has outperformed SPY, delivering a return of +20.6% compared to +13.3%
EVR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EVR vs SPY - Historical Returns
Returns include dividend reinvestment.
EVR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EVR | SPY |
|---|---|---|
| 2026 | -2.65% | +8.27% |
| 2025 | +24.72% | +18.00% |
| 2024 | +66.57% | +25.59% |
| 2023 | +56.33% | +26.72% |
| 2022 | -18.36% | -18.64% |
| 2021 | +28.13% | +30.52% |
| 2020 | +49.85% | +17.28% |
| 2019 | +4.07% | +31.09% |
| 2018 | -19.45% | -5.24% |
| 2017 | +31.60% | +20.78% |
| 2016 | +33.07% | +13.59% |
| 2015 | +5.30% | +1.31% |
| 2014 | -7.98% | +14.56% |
| 2013 | +94.26% | +29.00% |
| 2012 | +13.75% | +14.17% |
| 2011 | -23.19% | +0.85% |
| 2010 | +10.13% | +13.14% |
| 2009 | +155.43% | +22.67% |
| 2008 | -36.38% | -36.25% |
| 2007 | -40.00% | +5.32% |
| 2006 | +43.95% | +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% |
EVR vs SPY Drawdown Comparison
The maximum drawdown for EVR was -81.51%, occurring on Nov 20, 2008. Recovery took 877 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EVR drawdown is -10.74%.
| Rank | EVR | SPY |
|---|---|---|
| #1 | -81.51% Oct 26, 2006 - Apr 23, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -67.41% Aug 2, 2018 - Dec 18, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -49.63% Oct 20, 2021 - Dec 8, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -47.87% Nov 6, 2024 - Aug 13, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -43.33% May 3, 2010 - Jan 29, 2013 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -32.10% Jan 22, 2014 - Nov 10, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -30.07% Jan 15, 2026 - Mar 12, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.86% Mar 20, 2013 - Jul 23, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.61% Sep 18, 2025 - Jan 5, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.77% Feb 1, 2018 - May 1, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.62% Mar 16, 2017 - Nov 13, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.12% Aug 25, 2006 - Oct 9, 2006 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -15.67% May 24, 2021 - Oct 13, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.92% Sep 18, 2013 - Oct 24, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.54% Jan 19, 2021 - Feb 16, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EVR and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
EVR vs SPY dividend yield comparison.
| Year | EVR | SPY |
|---|---|---|
| 2026 | 0.25% | 0.24% |
| 2025 | 0.98% | 1.07% |
| 2024 | 1.14% | 1.21% |
| 2023 | 1.75% | 1.40% |
| 2022 | 2.60% | 1.65% |
| 2021 | 1.95% | 1.20% |
| 2020 | 2.14% | 1.52% |
| 2019 | 3.00% | 1.75% |
| 2018 | 2.66% | 2.04% |
| 2017 | 1.58% | 1.80% |
| 2016 | 1.85% | 2.03% |
| 2015 | 2.13% | 2.06% |
| 2014 | 1.97% | 1.87% |
| 2013 | 1.52% | 1.81% |
| 2012 | 2.72% | 2.18% |
| 2011 | 2.78% | 2.05% |
| 2010 | 1.85% | 1.80% |
| 2009 | 1.68% | 1.95% |
| 2008 | 3.84% | 3.02% |
| 2007 | 1.90% | 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% |
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