RF vs SPY
Comparison between Regions Financial Corp (RF, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed RF, delivering a return of +13.3% compared to +8.4%
RF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
RF
$25B
Winner
SPY
$652B
Expense Ratio
RF
N/A
SPY
0.09%
Max Drawdown
RF
93.57%
Winner
SPY
56.47%
Sharpe Ratio
RF
1.28
Winner
SPY
2.07
5Y Beta
RF
1.03
Winner
SPY
1.00
Industry
RF
Banks - Regional
SPY
N/A
P/E Ratio
Winner
RF
11.73
SPY
28.24
Forward P/E
Winner
RF
10.85
SPY
21.85
PEG Ratio
RF
0.58
SPY
N/A
Dividend Yield
RF
2.79%
SPY
N/A
5Y Dividends CAGR
Winner
RF
15.87%
SPY
5.43%
5Y EPS CAGR
RF
8.13%
Winner
SPY
25.79%
Debt to Equity
RF
25.65%
Winner
SPY
22.35%
Free Cash Flow Yield
RF
8.67%
SPY
N/A
P/S Ratio
Winner
RF
3.36
SPY
3.55
P/B Ratio
Winner
RF
1.36
SPY
5.29
RF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
RF
+0.58%
Winner
SPY
+9.11%
3M
RF
-9.32%
Winner
SPY
+6.59%
6M
Winner
RF
+13.41%
SPY
+10.56%
1Y
Winner
RF
+35.20%
SPY
+32.04%
5Y(CAGR)
RF
+8.44%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
RF
+16.07%
SPY
+15.49%
Max(CAGR)
RF
+3.88%
Winner
SPY
+8.50%
RF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RF | SPY |
|---|---|---|
| 2026 | +1.20% | +8.27% |
| 2025 | +23.40% | +18.00% |
| 2024 | +26.24% | +25.59% |
| 2023 | -5.30% | +26.72% |
| 2022 | -1.61% | -18.64% |
| 2021 | +40.88% | +30.52% |
| 2020 | -1.23% | +17.28% |
| 2019 | +30.47% | +31.09% |
| 2018 | -20.98% | -5.24% |
| 2017 | +22.35% | +20.78% |
| 2016 | +56.00% | +13.59% |
| 2015 | -6.48% | +1.31% |
| 2014 | +8.63% | +14.56% |
| 2013 | +36.77% | +29.00% |
| 2012 | +64.91% | +14.17% |
| 2011 | -38.68% | +0.85% |
| 2010 | +29.89% | +13.14% |
| 2009 | -36.60% | +22.67% |
| 2008 | -63.41% | -36.25% |
| 2007 | -34.72% | +5.32% |
| 2006 | +13.82% | +13.85% |
| 2005 | +0.99% | +5.32% |
| 2004 | +25.16% | +10.75% |
| 2003 | +11.70% | +24.18% |
| 2002 | +15.08% | -22.42% |
| 2001 | +13.91% | -10.13% |
| 2000 | +21.72% | -8.84% |
| 1999 | -15.91% | +8.61% |
RF vs SPY Drawdown Comparison
The maximum drawdown for RF was -92.64%, occurring on Feb 4, 2009. Recovery took 4497 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current RF drawdown is -9.88%.
| Rank | RF | SPY |
|---|---|---|
| #1 | -92.64% Oct 13, 2006 - Aug 28, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -40.39% Nov 8, 1999 - Jan 30, 2001 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.87% Nov 25, 2024 - Jul 23, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.37% Aug 19, 2002 - Jun 3, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.58% Aug 3, 2001 - Feb 26, 2002 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.46% Feb 11, 2026 - Mar 13, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.02% May 17, 2002 - Aug 15, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.60% Mar 7, 2001 - Jun 21, 2001 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.42% Jul 14, 2005 - Dec 16, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.78% Sep 18, 2025 - Dec 10, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.50% Jan 23, 2004 - Aug 18, 2004 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.12% Apr 28, 2006 - Jul 26, 2006 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.79% Dec 1, 2004 - Jul 13, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.78% Jul 25, 2025 - Aug 22, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.11% Jun 16, 2003 - Jul 18, 2003 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RF and SPY is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (1999 - 2026)
RF vs SPY dividend yield comparison.
| Year | RF | SPY |
|---|---|---|
| 2026 | 0.96% | 0.24% |
| 2025 | 5.12% | 1.07% |
| 2024 | 4.17% | 1.21% |
| 2023 | 4.54% | 1.40% |
| 2022 | 3.43% | 1.65% |
| 2021 | 2.98% | 1.20% |
| 2020 | 3.85% | 1.52% |
| 2019 | 3.44% | 1.75% |
| 2018 | 3.44% | 2.04% |
| 2017 | 1.82% | 1.80% |
| 2016 | 1.78% | 2.03% |
| 2015 | 2.40% | 2.06% |
| 2014 | 1.70% | 1.87% |
| 2013 | 1.01% | 1.81% |
| 2012 | 0.56% | 2.18% |
| 2011 | 0.93% | 2.05% |
| 2010 | 0.57% | 1.80% |
| 2009 | 2.46% | 1.95% |
| 2008 | 12.06% | 3.02% |
| 2007 | 6.17% | 1.85% |
| 2006 | 4.71% | 1.73% |
| 2005 | 3.98% | 1.73% |
| 2004 | 3.75% | 1.82% |
| 2003 | 3.33% | 1.47% |
| 2002 | 3.48% | 1.70% |
| 2001 | 2.80% | 1.25% |
| 2000 | 3.95% | 1.15% |
| 1999 | 0.99% | 0.24% |
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