RIO vs SPY

Comparison between Rio Tinto plc (RIO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RIO, delivering a return of +13.3% compared to +10.3%

RIO vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RIO(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$173B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	89.06%	56.47%
Sharpe Ratio	2.27	2.07
5Y Beta	0.70	1.00
Industry	Other Industrial Metals & Mining	N/A
P/E Ratio	8.03	28.24
Forward P/E	11.85	21.85
PEG Ratio	5.69	N/A
Dividend Yield	3.90%	N/A
5Y Dividends CAGR	-2.04%	5.43%
5Y EPS CAGR	25.22%	25.79%
Debt to Equity	39.51%	22.35%
Free Cash Flow Yield	6.23%	N/A
P/S Ratio	2.98	3.55
P/B Ratio	2.58	5.29

Market Cap / Net Assets

RIO

$173B

Winner

SPY

$652B

Expense Ratio

RIO

N/A

SPY

0.09%

Max Drawdown

RIO

89.06%

Winner

SPY

56.47%

Sharpe Ratio

Winner

RIO

2.27

SPY

2.07

5Y Beta

Winner

RIO

0.70

SPY

1.00

Industry

RIO

Other Industrial Metals & Mining

SPY

N/A

P/E Ratio

Winner

RIO

8.03

SPY

28.24

Forward P/E

Winner

RIO

11.85

SPY

21.85

PEG Ratio

RIO

5.69

SPY

N/A

Dividend Yield

RIO

3.90%

SPY

N/A

5Y Dividends CAGR

RIO

-2.04%

Winner

SPY

5.43%

5Y EPS CAGR

RIO

25.22%

Winner

SPY

25.79%

Debt to Equity

RIO

39.51%

Winner

SPY

22.35%

Free Cash Flow Yield

RIO

6.23%

SPY

N/A

P/S Ratio

Winner

RIO

2.98

SPY

3.55

P/B Ratio

Winner

RIO

2.58

SPY

5.29

RIO vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RIO	SPY
1 month	+7.04%	+9.11%
3 months	+11.87%	+6.59%
6 months	+56.28%	+10.56%
1 year	+87.51%	+32.04%
5 years(CAGR)	+10.32%	+13.35%
10 years(CAGR)	+22.10%	+15.49%
Max(CAGR)	+12.98%	+8.50%

RIO

+7.04%

Winner

SPY

+9.11%

Winner

RIO

+11.87%

SPY

+6.59%

Winner

RIO

+56.28%

SPY

+10.56%

Winner

RIO

+87.51%

SPY

+32.04%

5Y(CAGR)

RIO

+10.32%

Winner

SPY

+13.35%

10Y(CAGR)

Winner

RIO

+22.10%

SPY

+15.49%

Max(CAGR)

Winner

RIO

+12.98%

SPY

+8.50%

RIO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RIO	SPY
2026	+33.06%	+8.27%
2025	+44.50%	+18.00%
2024	-15.22%	+25.59%
2023	+11.36%	+26.72%
2022	+18.58%	-18.64%
2021	-5.98%	+30.52%
2020	+35.15%	+17.28%
2019	+36.43%	+31.09%
2018	-6.12%	-5.24%
2017	+43.07%	+20.78%
2016	+42.90%	+13.59%
2015	-32.97%	+1.31%
2014	-12.14%	+14.56%
2013	-0.77%	+29.00%
2012	+14.54%	+14.17%
2011	-30.39%	+0.85%
2010	+31.72%	+13.14%
2009	+162.49%	+22.67%
2008	-78.48%	-36.25%
2007	+109.86%	+5.32%
2006	+15.92%	+13.85%
2005	+60.68%	+5.32%
2004	+9.25%	+10.75%
2003	+39.12%	+24.18%
2002	+7.28%	-22.42%
2001	+14.00%	-10.13%
2000	-21.19%	-8.84%
1999	+39.46%	+8.61%

RIO vs SPY Drawdown Comparison

The maximum drawdown for RIO was -88.97%, occurring on Dec 4, 2008. Recovery took 3104 trading sessions.

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

The current RIO drawdown is -0.12%.

Rank	RIO	SPY
#1	-88.97% May 16, 2008 - Sep 15, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-39.87% Jan 7, 2000 - Jul 25, 2003	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-37.00% May 11, 2021 - May 17, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-30.74% Nov 9, 2007 - Apr 15, 2008	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-27.59% Jul 9, 2007 - Sep 21, 2007	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-26.87% May 10, 2006 - Apr 10, 2007	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-24.23% May 17, 2024 - Oct 8, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-24.15% Jan 5, 2004 - Nov 10, 2004	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-18.91% Mar 4, 2005 - Aug 8, 2005	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-15.93% Feb 24, 2021 - May 5, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-15.30% Sep 15, 2020 - Nov 24, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-15.17% Feb 25, 2026 - Apr 8, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-13.26% Jan 27, 2006 - Mar 30, 2006	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-11.85% Jan 8, 2021 - Feb 16, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-10.84% Sep 28, 2005 - Nov 21, 2005	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RIO and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

RIO vs SPY dividend yield comparison.

Year	RIO	SPY
2026	2.41%	0.24%
2025	4.66%	1.07%
2024	7.40%	1.21%
2023	5.40%	1.40%
2022	10.48%	1.65%
2021	10.23%	1.20%
2020	5.13%	1.52%
2019	7.68%	1.75%
2018	6.32%	2.04%
2017	4.47%	1.80%
2016	3.93%	2.03%
2015	7.58%	2.06%
2014	6.78%	1.87%
2013	4.75%	1.81%
2012	2.85%	2.18%
2011	2.39%	2.05%
2010	2.18%	1.80%
2009	11.85%	1.95%
2008	6.84%	3.02%
2007	1.11%	1.85%
2006	2.82%	1.73%
2005	1.83%	1.73%
2004	2.21%	1.82%
2003	2.17%	1.47%
2002	4.84%	1.70%
2001	2.07%	1.25%
2000	3.43%	1.15%
1999	0.00%	0.24%