RCI vs SPY

Comparison between Rogers Communications Inc - Class B (RCI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RCI, delivering a return of +13.3% compared to -2.7%

RCI vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RCI(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$20B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	84.00%	56.47%
Sharpe Ratio	1.59	2.07
5Y Beta	0.23	1.00
Industry	Telecom Services	N/A
P/E Ratio	3.85	28.24
Forward P/E	10.29	21.85
PEG Ratio	0.01	N/A
Dividend Yield	5.47%	N/A
5Y Dividends CAGR	3.21%	5.43%
5Y EPS CAGR	38.36%	25.79%
Debt to Equity	249.25%	22.35%
Free Cash Flow Yield	9.60%	N/A
P/S Ratio	0.89	3.55
P/B Ratio	1.47	5.29

Market Cap / Net Assets

RCI

$20B

Winner

SPY

$652B

Expense Ratio

RCI

N/A

SPY

0.09%

Max Drawdown

RCI

84.00%

Winner

SPY

56.47%

Sharpe Ratio

RCI

1.59

Winner

SPY

2.07

5Y Beta

Winner

RCI

0.23

SPY

1.00

Industry

RCI

Telecom Services

SPY

N/A

P/E Ratio

Winner

RCI

3.85

SPY

28.24

Forward P/E

Winner

RCI

10.29

SPY

21.85

PEG Ratio

RCI

0.01

SPY

N/A

Dividend Yield

RCI

5.47%

SPY

N/A

5Y Dividends CAGR

RCI

3.21%

Winner

SPY

5.43%

5Y EPS CAGR

Winner

RCI

38.36%

SPY

25.79%

Debt to Equity

RCI

249.25%

Winner

SPY

22.35%

Free Cash Flow Yield

RCI

9.60%

SPY

N/A

P/S Ratio

Winner

RCI

0.89

SPY

3.55

P/B Ratio

Winner

RCI

1.47

SPY

5.29

RCI vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RCI	SPY
1 month	+10.98%	+9.11%
3 months	+0.38%	+6.59%
6 months	+0.48%	+10.56%
1 year	+51.44%	+32.04%
5 years(CAGR)	-2.67%	+13.35%
10 years(CAGR)	+3.44%	+15.49%
Max(CAGR)	+7.95%	+8.50%

Winner

RCI

+10.98%

SPY

+9.11%

RCI

+0.38%

Winner

SPY

+6.59%

RCI

+0.48%

Winner

SPY

+10.56%

Winner

RCI

+51.44%

SPY

+32.04%

5Y(CAGR)

RCI

-2.67%

Winner

SPY

+13.35%

10Y(CAGR)

RCI

+3.44%

Winner

SPY

+15.49%

Max(CAGR)

RCI

+7.95%

Winner

SPY

+8.50%

RCI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RCI	SPY
2026	-1.82%	+8.27%
2025	+30.02%	+18.00%
2024	-31.45%	+25.59%
2023	+3.35%	+26.72%
2022	+1.37%	-18.64%
2021	+3.77%	+30.52%
2020	-2.99%	+17.28%
2019	-0.01%	+31.09%
2018	+4.94%	-5.24%
2017	+36.91%	+20.78%
2016	+17.93%	+13.59%
2015	-6.06%	+1.31%
2014	-8.82%	+14.56%
2013	+1.64%	+29.00%
2012	+22.73%	+14.17%
2011	+15.22%	+0.85%
2010	+17.58%	+13.14%
2009	+5.20%	+22.67%
2008	-31.16%	-36.25%
2007	+51.01%	+5.32%
2006	+38.49%	+13.85%
2005	+63.66%	+5.32%
2004	+56.96%	+10.75%
2003	+70.85%	+24.18%
2002	-43.60%	-22.42%
2001	-0.83%	-10.13%
2000	-29.17%	-8.84%
1999	+22.59%	+8.61%

RCI vs SPY Drawdown Comparison

The maximum drawdown for RCI was -84.00%, occurring on Oct 7, 2002. Recovery took 1346 trading sessions.

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

The current RCI drawdown is -29.49%.

Rank	RCI	SPY
#1	-84.00% Feb 29, 2000 - Jul 8, 2005	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-60.99% Nov 6, 2007 - Nov 6, 2012	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-56.90% Apr 20, 2022 - Apr 10, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-39.58% Feb 22, 2019 - Mar 16, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-29.62% Apr 10, 2013 - Jul 29, 2016	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-18.14% Nov 21, 2017 - Aug 17, 2018	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-17.21% Jan 6, 2006 - Aug 1, 2006	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-16.76% Aug 11, 2016 - Mar 30, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-16.50% Jul 19, 2007 - Oct 11, 2007	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-16.24% Jul 2, 2021 - Feb 16, 2022	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-13.51% Feb 4, 2000 - Feb 29, 2000	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-11.77% Mar 16, 2021 - Jun 7, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-11.68% Nov 23, 1999 - Jan 10, 2000	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-10.15% Oct 4, 2005 - Dec 28, 2005	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-8.34% Feb 26, 2007 - Apr 10, 2007	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RCI and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (1999 - 2026)

RCI vs SPY dividend yield comparison.

Year	RCI	SPY
2026	1.00%	0.24%
2025	3.81%	1.07%
2024	4.74%	1.21%
2023	3.14%	1.40%
2022	3.27%	1.65%
2021	3.36%	1.20%
2020	3.26%	1.52%
2019	3.03%	1.75%
2018	3.08%	2.04%
2017	3.77%	1.80%
2016	4.98%	2.03%
2015	5.57%	2.06%
2014	4.71%	1.87%
2013	3.85%	1.81%
2012	3.47%	2.18%
2011	3.69%	2.05%
2010	3.70%	1.80%
2009	3.74%	1.95%
2008	3.32%	3.02%
2007	0.92%	1.85%
2006	0.26%	1.73%
2005	0.30%	1.73%
2004	0.38%	1.82%
2003	0.61%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%