MRX vs SPY

Comparison between Marex Group Plc (MRX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

MRX vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MRX(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.94B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	41.57%	56.47%
Sharpe Ratio	0.68	1.91
5Y Beta	0.97	1.00
Industry	Capital Markets	N/A
P/E Ratio	8.18	28.68
Forward P/E	8.76	22.19
PEG Ratio	0.17	N/A
Dividend Yield	1.10%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	0.00%	34.04%
Free Cash Flow Yield	16.62%	N/A
P/S Ratio	1.21	3.76
P/B Ratio	2.92	5.55

Market Cap / Net Assets

MRX

$3.94B

Winner

SPY

$735B

Expense Ratio

MRX

N/A

SPY

0.09%

Max Drawdown

Winner

MRX

41.57%

SPY

56.47%

Sharpe Ratio

MRX

0.68

Winner

SPY

1.91

5Y Beta

Winner

MRX

0.97

SPY

1.00

Industry

MRX

Capital Markets

SPY

N/A

P/E Ratio

Winner

MRX

8.18

SPY

28.68

Forward P/E

Winner

MRX

8.76

SPY

22.19

PEG Ratio

MRX

0.17

SPY

N/A

Dividend Yield

MRX

1.10%

SPY

N/A

5Y Dividends CAGR

MRX

N/A

SPY

5.43%

5Y EPS CAGR

MRX

N/A

SPY

26.37%

Debt to Equity

Winner

MRX

0.00%

SPY

34.04%

Free Cash Flow Yield

MRX

16.62%

SPY

N/A

P/S Ratio

Winner

MRX

1.21

SPY

3.76

P/B Ratio

Winner

MRX

2.92

SPY

5.55

MRX vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MRX	SPY
1 month	+6.55%	+4.84%
3 months	+34.12%	+9.57%
6 months	+64.20%	+13.79%
1 year	+23.87%	+29.34%
5 years(CAGR)	N/A	+13.98%
10 years(CAGR)	N/A	+15.66%
Max(CAGR)	+67.07%	+8.53%

Winner

MRX

+6.55%

SPY

+4.84%

Winner

MRX

+34.12%

SPY

+9.57%

Winner

MRX

+64.20%

SPY

+13.79%

MRX

+23.87%

Winner

SPY

+29.34%

5Y(CAGR)

MRX

N/A

SPY

+13.98%

10Y(CAGR)

MRX

N/A

SPY

+15.66%

Max(CAGR)

Winner

MRX

+67.07%

SPY

+8.53%

MRX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MRX	SPY
2026	+41.22%	+9.45%
2025	+19.85%	+18.00%
2024	+65.87%	+25.59%
2023	N/A	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+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%

MRX vs SPY Drawdown Comparison

The maximum drawdown for MRX was -41.14%, occurring on Oct 7, 2025. Recovery took 226 trading sessions.

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

The current MRX drawdown is -8.41%. The current SPY drawdown is -0.34%.

Rank	MRX	SPY
#1	-41.14% May 13, 2025 - Apr 8, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-20.76% Feb 19, 2025 - Apr 9, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-18.65% May 28, 2024 - Aug 14, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-10.42% Sep 4, 2024 - Oct 8, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-8.41% May 13, 2026 - May 22, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-7.72% Dec 6, 2024 - Dec 24, 2024	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-7.26% Apr 9, 2025 - Apr 24, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-7.03% Apr 14, 2026 - Apr 29, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-6.71% Jan 3, 2025 - Jan 17, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-6.60% Apr 29, 2026 - May 8, 2026	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-5.36% May 22, 2024 - May 28, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-4.82% Oct 21, 2024 - Oct 29, 2024	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.11% Feb 7, 2025 - Feb 18, 2025	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.07% Aug 14, 2024 - Aug 23, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.83% Nov 11, 2024 - Nov 21, 2024	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MRX and SPY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (1999 - 2026)

MRX vs SPY dividend yield comparison.

Year	MRX	SPY
2026	0.58%	0.24%
2025	1.54%	1.07%
2024	0.90%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	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%