RBC vs SPY

Comparison between RBC Bearings Inc (RBC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceRBC has outperformed SPY, delivering a return of +25.2% compared to +13.3%

RBC vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RBC(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$20B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	71.79%	56.47%
Sharpe Ratio	2.32	2.07
5Y Beta	0.92	1.00
Industry	Tools & Accessories	N/A
P/E Ratio	75.72	28.24
Forward P/E	42.92	21.85
PEG Ratio	13.98	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	10.23%	25.79%
Debt to Equity	30.36%	22.35%
Free Cash Flow Yield	1.96%	N/A
P/S Ratio	10.80	3.55
P/B Ratio	6.04	5.29

Market Cap / Net Assets

RBC

$20B

Winner

SPY

$652B

Expense Ratio

RBC

N/A

SPY

0.09%

Max Drawdown

RBC

71.79%

Winner

SPY

56.47%

Sharpe Ratio

Winner

RBC

2.32

SPY

2.07

5Y Beta

Winner

RBC

0.92

SPY

1.00

Industry

RBC

Tools & Accessories

SPY

N/A

P/E Ratio

RBC

75.72

Winner

SPY

28.24

Forward P/E

RBC

42.92

Winner

SPY

21.85

PEG Ratio

RBC

13.98

SPY

N/A

5Y Dividends CAGR

RBC

N/A

SPY

5.43%

5Y EPS CAGR

RBC

10.23%

Winner

SPY

25.79%

Debt to Equity

RBC

30.36%

Winner

SPY

22.35%

Free Cash Flow Yield

RBC

1.96%

SPY

N/A

P/S Ratio

RBC

10.80

Winner

SPY

3.55

P/B Ratio

RBC

6.04

Winner

SPY

5.29

RBC vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RBC	SPY
1 month	+4.38%	+9.11%
3 months	+10.54%	+6.59%
6 months	+39.55%	+10.56%
1 year	+73.54%	+32.04%
5 years(CAGR)	+25.24%	+13.35%
10 years(CAGR)	+24.54%	+15.49%
Max(CAGR)	+19.96%	+8.50%

RBC

+4.38%

Winner

SPY

+9.11%

Winner

RBC

+10.54%

SPY

+6.59%

Winner

RBC

+39.55%

SPY

+10.56%

Winner

RBC

+73.54%

SPY

+32.04%

5Y(CAGR)

Winner

RBC

+25.24%

SPY

+13.35%

10Y(CAGR)

Winner

RBC

+24.54%

SPY

+15.49%

Max(CAGR)

Winner

RBC

+19.96%

SPY

+8.50%

RBC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RBC	SPY
2026	+32.08%	+8.27%
2025	+50.58%	+18.00%
2024	+7.31%	+25.59%
2023	+36.27%	+26.72%
2022	+2.71%	-18.64%
2021	+21.10%	+30.52%
2020	+12.50%	+17.28%
2019	+23.91%	+31.09%
2018	+3.63%	-5.24%
2017	+35.14%	+20.78%
2016	+49.38%	+13.59%
2015	+0.72%	+1.31%
2014	-4.21%	+14.56%
2013	+38.13%	+29.00%
2012	+17.56%	+14.17%
2011	+6.38%	+0.85%
2010	+56.63%	+13.14%
2009	+13.96%	+22.67%
2008	-51.31%	-36.25%
2007	+53.95%	+5.32%
2006	+75.51%	+13.85%
2005	+6.42%	+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%

RBC vs SPY Drawdown Comparison

The maximum drawdown for RBC was -71.79%, occurring on Mar 9, 2009. Recovery took 1018 trading sessions.

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

The current RBC drawdown is -2.76%.

Rank	RBC	SPY
#1	-71.79% Dec 26, 2007 - Jan 10, 2012	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-55.06% Feb 12, 2020 - Dec 8, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-35.26% Nov 8, 2021 - Aug 1, 2022	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-28.48% Apr 6, 2015 - Aug 4, 2016	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-26.52% Nov 2, 2018 - Jul 1, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-25.01% Aug 12, 2022 - Dec 4, 2023	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-22.21% May 9, 2006 - Oct 6, 2006	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-21.63% Dec 30, 2013 - Mar 27, 2015	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-21.12% Jul 26, 2021 - Oct 29, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-20.67% Jun 26, 2007 - Dec 24, 2007	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-17.81% Feb 19, 2025 - May 19, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-15.21% Nov 30, 2017 - Jul 9, 2018	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-15.18% Dec 26, 2023 - May 17, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-14.54% Jan 25, 2013 - Jul 3, 2013	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-14.43% Sep 2, 2016 - Nov 11, 2016	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RBC 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)

RBC vs SPY dividend yield comparison.

Year	RBC	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.49%	1.65%
2021	4.10%	1.20%
2020	0.67%	1.52%
2019	0.75%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	3.10%	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%