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GRF vs SPY

Comparison between Eagle Capital Growth Fund Inc (GRF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed GRF, delivering a return of +13.3% compared to +9.0%

GRF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GRF
$48M
Winner
SPY
$735B
Expense Ratio
GRF
N/A
SPY
0.09%
Max Drawdown
GRF
69.08%
Winner
SPY
56.47%
Sharpe Ratio
GRF
0.34
Winner
SPY
1.62
5Y Beta
Winner
GRF
0.31
SPY
1.00
P/E Ratio
GRF
N/A
SPY
28.99
Forward P/E
GRF
N/A
SPY
22.37
5Y Dividends CAGR
Winner
GRF
22.26%
SPY
5.43%
5Y EPS CAGR
GRF
N/A
SPY
26.05%
Debt to Equity
GRF
N/A
SPY
32.40%
P/S Ratio
GRF
N/A
SPY
3.74
P/B Ratio
GRF
N/A
SPY
5.61

GRF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
GRF
-1.39%
Winner
SPY
+1.90%
3M
GRF
-6.42%
Winner
SPY
+8.55%
6M
GRF
-2.84%
Winner
SPY
+8.18%
1Y
GRF
+7.45%
Winner
SPY
+25.79%
5Y(CAGR)
GRF
+9.04%
Winner
SPY
+13.32%
10Y(CAGR)
GRF
+9.97%
Winner
SPY
+15.19%
Max(CAGR)
Winner
GRF
+8.64%
SPY
+8.47%

GRF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGRFSPY
2026-8.28%+8.26%
2025+18.14%+18.00%
2024+8.09%+25.59%
2023+15.94%+26.72%
2022-11.78%-18.64%
2021+31.87%+30.52%
2020+8.25%+17.28%
2019+21.53%+31.09%
2018-0.63%-5.24%
2017+13.24%+20.78%
2016+14.36%+13.59%
2015-4.25%+1.31%
2014+11.31%+14.56%
2013+32.44%+29.00%
2012+2.36%+14.17%
2011+21.20%+0.85%
2010+9.09%+13.14%
2009+23.92%+22.67%
2008-34.47%-36.25%
2007+17.44%+5.32%
2006+25.60%+13.85%
2005-19.24%+5.32%
2004+4.64%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

GRF vs SPY Drawdown Comparison

The maximum drawdown for GRF was -60.89%, occurring on Mar 10, 2009. Recovery took 998 trading sessions.

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

The current GRF drawdown is -14.35%. The current SPY drawdown is -2.90%.

RankGRFSPY
#1-60.89%
Dec 27, 2007 - Dec 12, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.59%
Feb 18, 2020 - Dec 23, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.98%
Apr 27, 2022 - Aug 29, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.86%
Jan 30, 2004 - Jan 5, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.20%
Dec 26, 2014 - May 6, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.44%
Jan 5, 2012 - Mar 7, 2013		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.49%
Feb 1, 2018 - Feb 4, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.34%
Dec 16, 2025 - Apr 15, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.63%
Jan 21, 2022 - Apr 26, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.46%
Jun 21, 2007 - Dec 12, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.22%
May 13, 2016 - Nov 23, 2016		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.94%
Jan 25, 2007 - Jun 21, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.66%
Jul 9, 2014 - Dec 16, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.02%
Nov 29, 2024 - Jul 23, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.90%
Dec 5, 2016 - May 16, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between GRF and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

GRF vs SPY dividend yield comparison.

YearGRFSPY
20260.00%0.24%
20257.94%1.07%
20246.97%1.21%
20233.70%1.40%
20224.32%1.65%
202110.20%1.20%
20206.89%1.52%
20196.98%1.75%
20187.26%2.04%
20176.42%1.80%
201616.19%2.03%
20156.59%2.06%
20144.25%1.87%
201312.45%1.81%
20125.07%2.18%
201115.00%2.05%
20104.23%1.80%
20090.78%1.95%
20087.02%3.02%
200721.64%1.85%
200614.30%1.73%
20052.24%1.73%
20042.25%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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