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MGRC vs SPY

Comparison between McGrath Rentcorp (MGRC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MGRC, delivering a return of +13.9% compared to +7.6%

MGRC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MGRC
$2.74B
Winner
SPY
$735B
Expense Ratio
MGRC
N/A
SPY
0.09%
Max Drawdown
MGRC
66.44%
Winner
SPY
56.47%
Sharpe Ratio
MGRC
0.02
Winner
SPY
2.02
5Y Beta
Winner
MGRC
0.73
SPY
1.00
Industry
MGRC
Rental & Leasing Services
SPY
N/A
P/E Ratio
Winner
MGRC
17.71
SPY
28.62
Forward P/E
Winner
MGRC
17.39
SPY
22.20
Dividend Yield
MGRC
1.75%
SPY
N/A
5Y Dividends CAGR
Winner
MGRC
7.51%
SPY
5.43%
5Y EPS CAGR
MGRC
8.33%
Winner
SPY
26.35%
Debt to Equity
Winner
MGRC
0.00%
SPY
33.33%
Free Cash Flow Yield
MGRC
7.14%
SPY
N/A
P/S Ratio
MGRC
N/A
SPY
3.68
P/B Ratio
MGRC
N/A
SPY
5.52

MGRC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MGRC
-5.44%
Winner
SPY
+4.93%
3M
MGRC
+1.09%
Winner
SPY
+9.70%
6M
MGRC
+8.45%
Winner
SPY
+11.04%
1Y
MGRC
-1.59%
Winner
SPY
+28.41%
5Y(CAGR)
MGRC
+7.60%
Winner
SPY
+13.90%
10Y(CAGR)
Winner
MGRC
+17.35%
SPY
+15.45%
Max(CAGR)
Winner
MGRC
+13.14%
SPY
+8.55%

MGRC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMGRCSPY
2026+7.05%+10.15%
2025-3.27%+18.00%
2024-2.32%+25.59%
2023+24.22%+26.72%
2022+26.64%-18.64%
2021+25.42%+30.52%
2020-10.02%+17.28%
2019+55.25%+31.09%
2018+11.06%-5.24%
2017+26.81%+20.78%
2016+69.47%+13.59%
2015-26.66%+1.31%
2014-4.48%+14.56%
2013+36.19%+29.00%
2012+2.84%+14.17%
2011+12.14%+0.85%
2010+15.97%+13.14%
2009+8.08%+22.67%
2008-10.20%-36.25%
2007-11.12%+5.32%
2006+6.90%+13.85%
2005+31.74%+5.32%
2004+60.99%+10.75%
2003+19.07%+24.18%
2002-36.66%-22.42%
2001+110.36%-10.13%
2000+15.07%-8.84%
1999+0.00%+8.61%

MGRC vs SPY Drawdown Comparison

The maximum drawdown for MGRC was -64.80%, occurring on Mar 9, 2009. Recovery took 1077 trading sessions.

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

The current MGRC drawdown is -11.52%. The current SPY drawdown is -0.02%.

RankMGRCSPY
#1-64.80%
Oct 9, 2007 - Jan 18, 2012
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.35%
Jan 14, 2002 - Jun 22, 2004
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-43.97%
Feb 12, 2020 - Mar 12, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-39.84%
Nov 22, 2013 - Nov 9, 2016
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-34.08%
Feb 16, 2006 - Jun 27, 2007
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-30.80%
Jun 6, 2018 - Jul 30, 2019
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-27.90%
Feb 3, 2012 - May 15, 2013
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-25.15%
Nov 19, 1999 - Sep 21, 2000
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-24.91%
Feb 20, 2025 - Nov 18, 2025
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-24.25%
May 31, 2001 - Dec 20, 2001
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-23.94%
Feb 12, 2024 - Feb 20, 2025
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-22.70%
Sep 27, 2000 - Dec 28, 2000
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-21.29%
Jun 1, 2021 - Mar 14, 2022
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-19.72%
Jul 2, 2004 - Oct 1, 2004
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-19.44%
Feb 13, 2023 - Dec 12, 2023
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MGRC and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

MGRC vs SPY dividend yield comparison.

YearMGRCSPY
20260.88%0.24%
20251.84%1.07%
20241.69%1.21%
20231.55%1.40%
20221.82%1.65%
20212.15%1.20%
20202.44%1.52%
20192.40%1.75%
20182.49%2.04%
20172.20%1.80%
20162.59%2.03%
20153.95%2.06%
20142.72%1.87%
20132.40%1.81%
20123.21%2.18%
20113.16%2.05%
20103.41%1.80%
20093.85%1.95%
20083.65%3.02%
20072.72%1.85%
20062.02%1.73%
20051.91%1.73%
20041.97%1.82%
20032.86%1.47%
20022.94%1.70%
20011.65%1.25%
20002.79%1.15%
19990.00%0.24%

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