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RILY vs SPY

Comparison between B. Riley Financial Inc (RILY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RILY, delivering a return of +13.4% compared to -30.0%

RILY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
RILY
$371M
Winner
SPY
$784B
Expense Ratio
RILY
N/A
SPY
0.09%
Max Drawdown
RILY
96.86%
Winner
SPY
56.47%
Sharpe Ratio
RILY
1.46
Winner
SPY
1.67
5Y Beta
RILY
1.32
Winner
SPY
1.00
Industry
RILY
Financial Conglomerates
SPY
N/A
P/E Ratio
Winner
RILY
0.64
SPY
29.17
Forward P/E
RILY
N/A
SPY
21.89
PEG Ratio
RILY
0.00
SPY
N/A
5Y Dividends CAGR
Winner
RILY
56.46%
SPY
5.43%
5Y EPS CAGR
RILY
15.48%
Winner
SPY
26.36%
Debt to Equity
Winner
RILY
0.00%
SPY
32.38%
Free Cash Flow Yield
RILY
-5.88%
SPY
N/A
P/S Ratio
Winner
RILY
0.38
SPY
3.79
P/B Ratio
Winner
RILY
5.07
SPY
5.68

RILY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RILY
+1.71%
SPY
-0.08%
3M
Winner
RILY
+12.74%
SPY
+8.97%
6M
Winner
RILY
+98.57%
SPY
+8.52%
1Y
Winner
RILY
+164.13%
SPY
+24.32%
5Y(CAGR)
RILY
-29.97%
Winner
SPY
+13.36%
10Y(CAGR)
RILY
+4.25%
Winner
SPY
+15.14%
Max(CAGR)
RILY
+4.22%
Winner
SPY
+8.46%

RILY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRILYSPY
2026+60.62%+8.19%
2025+2.41%+18.00%
2024-80.21%+25.59%
2023-30.71%+26.72%
2022-57.67%-18.64%
2021+144.67%+30.52%
2020+86.13%+17.28%
2019+72.77%+31.09%
2018-21.14%-5.24%
2017+3.27%+20.78%
2016+94.80%+13.59%
2015+4.21%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RILY vs SPY Drawdown Comparison

The maximum drawdown for RILY was -96.02%, occurring on Apr 15, 2025. This drawdown has not yet recovered.

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

The current RILY drawdown is -88.17%. The current SPY drawdown is -2.96%.

RankRILYSPY
#1-96.02%
Dec 29, 2021 - Apr 15, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.25%
Nov 25, 2019 - Nov 4, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.03%
Sep 5, 2018 - Sep 4, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.27%
Jan 24, 2017 - Apr 18, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.94%
Apr 27, 2016 - Sep 8, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.93%
Jul 1, 2021 - Nov 2, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.56%
Aug 11, 2015 - Apr 27, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.49%
Mar 1, 2021 - Apr 13, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.65%
May 17, 2021 - Jun 25, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.61%
Oct 5, 2016 - Nov 10, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.55%
Sep 23, 2019 - Oct 31, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.37%
Apr 26, 2021 - May 7, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.46%
Sep 15, 2016 - Sep 30, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.15%
Jan 13, 2021 - Feb 2, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.84%
Apr 19, 2021 - Apr 26, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RILY and SPY is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

0.11
-101

Dividend Comparison (1999 - 2026)

RILY vs SPY dividend yield comparison.

YearRILYSPY
20260.00%0.24%
20250.00%1.07%
202421.79%1.21%
202319.06%1.40%
202211.70%1.65%
202114.07%1.20%
20202.77%1.52%
20193.22%1.75%
20182.25%2.04%
20173.92%1.80%
20161.52%2.03%
20152.63%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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