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RIV vs SPY

Comparison between RiverNorth Opportunities Fund Inc (RIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RIV, delivering a return of +13.3% compared to +5.3%

RIV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RIV
$335M
Winner
SPY
$735B
Expense Ratio
RIV
N/A
SPY
0.09%
Max Drawdown
Winner
RIV
54.84%
SPY
56.47%
Sharpe Ratio
RIV
0.79
Winner
SPY
1.62
5Y Beta
Winner
RIV
0.44
SPY
1.00
P/E Ratio
RIV
N/A
SPY
28.99
Forward P/E
RIV
N/A
SPY
22.37
5Y Dividends CAGR
RIV
-4.12%
Winner
SPY
5.43%
5Y EPS CAGR
RIV
N/A
SPY
26.05%
Debt to Equity
RIV
N/A
SPY
32.40%
P/S Ratio
RIV
N/A
SPY
3.74
P/B Ratio
RIV
N/A
SPY
5.61

RIV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RIV
-1.36%
Winner
SPY
+1.90%
3M
RIV
+1.09%
Winner
SPY
+8.55%
6M
RIV
+3.83%
Winner
SPY
+8.18%
1Y
RIV
+11.14%
Winner
SPY
+25.79%
5Y(CAGR)
RIV
+5.26%
Winner
SPY
+13.32%
10Y(CAGR)
RIV
+8.88%
Winner
SPY
+15.19%
Max(CAGR)
RIV
+8.45%
Winner
SPY
+8.47%

RIV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRIVSPY
2026+3.50%+8.26%
2025+16.40%+18.00%
2024+18.97%+25.59%
2023+0.35%+26.72%
2022-14.10%-18.64%
2021+12.99%+30.52%
2020+14.24%+17.28%
2019+13.45%+31.09%
2018-8.51%-5.24%
2017+17.64%+20.78%
2016+8.14%+13.59%
2015+0.25%+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%

RIV vs SPY Drawdown Comparison

The maximum drawdown for RIV was -42.87%, occurring on Mar 23, 2020. Recovery took 147 trading sessions.

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

The current RIV drawdown is -2.72%. The current SPY drawdown is -2.90%.

RankRIVSPY
#1-42.87%
Feb 12, 2020 - Sep 11, 2020
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.99%
Aug 9, 2021 - Jul 15, 2024
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.47%
Jun 13, 2018 - Feb 10, 2020
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.61%
Dec 30, 2015 - Apr 20, 2016
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.19%
Feb 18, 2025 - May 19, 2025
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.72%
Sep 14, 2020 - Dec 3, 2020
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.67%
Dec 3, 2024 - Feb 13, 2025
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.65%
Feb 25, 2026 - Apr 22, 2026
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.80%
Sep 15, 2025 - Jan 6, 2026
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.39%
Sep 7, 2016 - Jan 20, 2017
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.31%
Sep 13, 2017 - Jan 8, 2018
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.60%
Jul 14, 2021 - Aug 6, 2021
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.99%
Jul 16, 2024 - Aug 12, 2024
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.89%
Jun 9, 2016 - Jul 5, 2016
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.89%
May 7, 2021 - May 26, 2021
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RIV and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

RIV vs SPY dividend yield comparison.

YearRIVSPY
20265.70%0.24%
202512.80%1.07%
202413.46%1.21%
202313.96%1.40%
202216.61%1.65%
202114.31%1.20%
202013.42%1.52%
201912.34%1.75%
201815.51%2.04%
201710.14%1.80%
201613.01%2.03%
20150.00%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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