RITM vs SPY

Comparison between Rithm Capital Corporation (RITM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RITM, delivering a return of +13.8% compared to +7.8%

RITM vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RITM(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.17B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	82.17%	56.47%
Sharpe Ratio	-0.66	1.67
5Y Beta	0.79	1.00
Industry	Reit - Mortgage	N/A
P/E Ratio	7.00	28.81
Forward P/E	4.37	22.07
Dividend Yield	11.00%	N/A
5Y Dividends CAGR	7.39%	5.43%
5Y EPS CAGR	N/A	25.84%
Debt to Equity	408.30%	34.16%
Free Cash Flow Yield	-50.52%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

RITM

$5.17B

Winner

SPY

$735B

Expense Ratio

RITM

N/A

SPY

0.09%

Max Drawdown

RITM

82.17%

Winner

SPY

56.47%

Sharpe Ratio

RITM

-0.66

Winner

SPY

1.67

5Y Beta

Winner

RITM

0.79

SPY

1.00

Industry

RITM

Reit - Mortgage

SPY

N/A

P/E Ratio

Winner

RITM

7.00

SPY

28.81

Forward P/E

Winner

RITM

4.37

SPY

22.07

Dividend Yield

RITM

11.00%

SPY

N/A

5Y Dividends CAGR

Winner

RITM

7.39%

SPY

5.43%

5Y EPS CAGR

RITM

N/A

SPY

25.84%

Debt to Equity

RITM

408.30%

Winner

SPY

34.16%

Free Cash Flow Yield

RITM

-50.52%

SPY

N/A

P/S Ratio

RITM

N/A

SPY

3.69

P/B Ratio

RITM

N/A

SPY

5.54

RITM vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RITM	SPY
1 month	-8.22%	+4.59%
3 months	-8.99%	+7.81%
6 months	-9.84%	+14.24%
1 year	-12.06%	+26.47%
5 years(CAGR)	+7.85%	+13.84%
10 years(CAGR)	+6.87%	+15.57%
Max(CAGR)	+8.10%	+8.50%

RITM

-8.22%

Winner

SPY

+4.59%

RITM

-8.99%

Winner

SPY

+7.81%

RITM

-9.84%

Winner

SPY

+14.24%

RITM

-12.06%

Winner

SPY

+26.47%

5Y(CAGR)

RITM

+7.85%

Winner

SPY

+13.84%

10Y(CAGR)

RITM

+6.87%

Winner

SPY

+15.57%

Max(CAGR)

RITM

+8.10%

Winner

SPY

+8.50%

RITM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RITM	SPY
2026	-13.38%	+8.80%
2025	+9.62%	+18.00%
2024	+11.90%	+25.59%
2023	+43.59%	+26.72%
2022	-16.59%	-18.64%
2021	+22.64%	+30.52%
2020	-35.02%	+17.28%
2019	+27.47%	+31.09%
2018	-8.94%	-5.24%
2017	+27.02%	+20.78%
2016	+48.51%	+13.59%
2015	+6.58%	+1.31%
2014	+9.14%	+14.56%
2013	+6.41%	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+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%

RITM vs SPY Drawdown Comparison

The maximum drawdown for RITM was -81.11%, occurring on Apr 3, 2020. Recovery took 1141 trading sessions.

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

The current RITM drawdown is -21.19%. The current SPY drawdown is -0.92%.

Rank	RITM	SPY
#1	-81.11% Feb 14, 2020 - Aug 28, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-38.97% May 22, 2015 - Nov 18, 2016	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-27.33% Sep 5, 2025 - Mar 20, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-22.95% Sep 5, 2018 - Nov 1, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-19.51% Feb 28, 2025 - Jul 2, 2025	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-16.31% Oct 22, 2013 - Mar 18, 2014	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-13.15% May 7, 2013 - Oct 18, 2013	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.09% Apr 19, 2017 - Sep 27, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-10.96% Dec 28, 2017 - May 1, 2018	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.82% Aug 30, 2024 - Jan 28, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-8.95% Mar 21, 2014 - Jul 14, 2014	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.45% Jul 14, 2014 - Nov 5, 2014	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.88% Jan 27, 2017 - Feb 14, 2017	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.44% Dec 19, 2014 - Jan 22, 2015	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-6.23% Nov 8, 2019 - Dec 17, 2019	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RITM and SPY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (1999 - 2026)

RITM vs SPY dividend yield comparison.

Year	RITM	SPY
2026	2.70%	0.24%
2025	9.17%	1.07%
2024	9.23%	1.21%
2023	9.36%	1.40%
2022	12.24%	1.65%
2021	8.40%	1.20%
2020	5.03%	1.52%
2019	12.41%	1.75%
2018	14.07%	2.04%
2017	11.07%	1.80%
2016	11.70%	2.03%
2015	14.39%	2.06%
2014	12.96%	1.87%
2013	7.41%	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%