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FIHL vs SPY

Comparison between Fidelis Insurance Holdings Limited (FIHL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

FIHL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FIHL
$2.26B
Winner
SPY
$784B
Expense Ratio
FIHL
N/A
SPY
0.09%
Max Drawdown
Winner
FIHL
30.25%
SPY
56.47%
Sharpe Ratio
FIHL
1.32
Winner
SPY
1.56
5Y Beta
FIHL
N/A
SPY
1.00
Industry
FIHL
Insurance - Diversified
SPY
N/A
P/E Ratio
Winner
FIHL
10.00
SPY
28.29
Forward P/E
Winner
FIHL
5.95
SPY
21.75
PEG Ratio
FIHL
0.08
SPY
N/A
Dividend Yield
FIHL
2.38%
SPY
N/A
5Y Dividends CAGR
FIHL
N/A
SPY
5.43%
5Y EPS CAGR
FIHL
N/A
SPY
25.98%
Debt to Equity
FIHL
35.14%
Winner
SPY
30.79%
Free Cash Flow Yield
FIHL
-18.10%
SPY
N/A
P/S Ratio
FIHL
N/A
SPY
3.79
P/B Ratio
FIHL
N/A
SPY
5.67

FIHL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FIHL
+0.69%
Winner
SPY
+2.12%
3M
Winner
FIHL
+23.06%
SPY
+13.14%
6M
Winner
FIHL
+23.19%
SPY
+11.52%
1Y
Winner
FIHL
+43.12%
SPY
+26.68%
5Y(CAGR)
FIHL
N/A
SPY
+13.75%
10Y(CAGR)
FIHL
N/A
SPY
+15.65%
Max(CAGR)
Winner
FIHL
+24.61%
SPY
+8.56%

FIHL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFIHLSPY
2026+21.28%+10.80%
2025+12.10%+18.00%
2024+50.36%+25.59%
2023-1.78%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+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%

FIHL vs SPY Drawdown Comparison

The maximum drawdown for FIHL was -29.91%, occurring on Feb 25, 2025. Recovery took 306 trading sessions.

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

The current FIHL drawdown is -1.40%. The current SPY drawdown is -0.62%.

RankFIHLSPY
#1-29.91%
Nov 27, 2024 - Feb 20, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-22.56%
Sep 12, 2023 - Mar 1, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.32%
Apr 29, 2024 - Nov 13, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.70%
May 18, 2026 - Jun 3, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.41%
Feb 25, 2026 - Apr 9, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.52%
Aug 7, 2023 - Aug 24, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.23%
Apr 3, 2024 - Apr 23, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.93%
Apr 23, 2026 - May 14, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.72%
Jul 3, 2023 - Jul 7, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.39%
Aug 24, 2023 - Sep 11, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.15%
Aug 1, 2023 - Aug 7, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.54%
Jul 7, 2023 - Jul 28, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.32%
Mar 18, 2024 - Mar 27, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.96%
Apr 17, 2026 - Apr 23, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.49%
Mar 28, 2024 - Apr 3, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FIHL and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

FIHL vs SPY dividend yield comparison.

YearFIHLSPY
20261.29%0.24%
20252.55%1.07%
20242.21%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%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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