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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 +24.9% compared to +13.2%

EVR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EVR
$14B
Winner
SPY
$784B
Expense Ratio
EVR
N/A
SPY
0.09%
Max Drawdown
EVR
82.23%
Winner
SPY
56.47%
Sharpe Ratio
EVR
1.24
Winner
SPY
1.54
5Y Beta
EVR
1.75
Winner
SPY
1.00
Industry
EVR
Capital Markets
SPY
N/A
P/E Ratio
Winner
EVR
20.94
SPY
27.62
Forward P/E
EVR
21.60
Winner
SPY
21.11
PEG Ratio
EVR
0.16
SPY
N/A
Dividend Yield
EVR
0.92%
SPY
N/A
5Y Dividends CAGR
Winner
EVR
11.37%
SPY
6.00%
5Y EPS CAGR
EVR
21.99%
Winner
SPY
25.30%
Debt to Equity
Winner
EVR
0.00%
SPY
31.11%
Free Cash Flow Yield
EVR
10.91%
SPY
N/A
P/S Ratio
Winner
EVR
3.16
SPY
3.49
P/B Ratio
EVR
8.07
Winner
SPY
5.30

EVR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EVR
+6.21%
SPY
-1.37%
3M
Winner
EVR
+31.70%
SPY
+12.22%
6M
EVR
+5.77%
Winner
SPY
+7.20%
1Y
Winner
EVR
+44.24%
SPY
+23.58%
5Y(CAGR)
Winner
EVR
+24.94%
SPY
+13.19%
10Y(CAGR)
Winner
EVR
+23.91%
SPY
+15.12%
Max(CAGR)
Winner
EVR
+16.93%
SPY
+8.44%

EVR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEVRSPY
2026+4.93%+7.95%
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%
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%

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 -3.79%. The current SPY drawdown is -3.18%.

RankEVRSPY
#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.

0.96
-101

Dividend Comparison (1999 - 2026)

EVR vs SPY dividend yield comparison.

YearEVRSPY
20260.47%0.50%
20250.98%1.07%
20241.14%1.21%
20231.75%1.40%
20222.60%1.65%
20211.95%1.20%
20202.14%1.52%
20193.00%1.75%
20182.66%2.04%
20171.58%1.80%
20161.85%2.03%
20152.13%2.06%
20141.97%1.87%
20131.52%1.81%
20122.72%2.18%
20112.78%2.05%
20101.85%1.80%
20091.68%1.95%
20083.84%3.02%
20071.90%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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