StockComparison Logo
vs

RJF vs SPY

Comparison between Raymond James Financial Inc (RJF, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceRJF has outperformed SPY, delivering a return of +16.6% compared to +13.2%

RJF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
RJF
$35B
Winner
SPY
$781B
Expense Ratio
RJF
N/A
SPY
0.09%
Max Drawdown
RJF
69.99%
Winner
SPY
56.47%
Sharpe Ratio
RJF
0.32
Winner
SPY
1.43
5Y Beta
Winner
RJF
0.95
SPY
1.00
Industry
RJF
Asset Management
SPY
N/A
P/E Ratio
Winner
RJF
15.30
SPY
26.48
Forward P/E
Winner
RJF
12.71
SPY
20.89
PEG Ratio
RJF
1.25
Winner
SPY
0.30
Dividend Yield
RJF
0.28%
SPY
N/A
5Y Dividends CAGR
Winner
RJF
20.61%
SPY
6.00%
5Y EPS CAGR
RJF
15.44%
Winner
SPY
26.40%
Debt to Equity
Winner
RJF
0.00%
SPY
48.17%
Free Cash Flow Yield
RJF
4.16%
SPY
N/A
P/S Ratio
Winner
RJF
2.27
SPY
3.72
P/B Ratio
Winner
RJF
2.70
SPY
5.55

RJF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RJF
+7.76%
SPY
+2.30%
3M
Winner
RJF
+12.91%
SPY
+5.00%
6M
RJF
+4.93%
Winner
SPY
+11.88%
1Y
RJF
+9.00%
Winner
SPY
+22.80%
5Y(CAGR)
Winner
RJF
+16.63%
SPY
+13.20%
10Y(CAGR)
Winner
RJF
+18.78%
SPY
+15.26%
Max(CAGR)
Winner
RJF
+15.21%
SPY
+8.59%

RJF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRJFSPY
2026+10.40%+13.10%
2025+4.63%+18.00%
2024+39.82%+25.59%
2023+6.85%+26.72%
2022+5.37%-18.64%
2021+61.61%+30.52%
2020+7.12%+17.28%
2019+22.83%+31.09%
2018-15.47%-5.24%
2017+29.22%+20.78%
2016+24.81%+13.59%
2015+2.79%+1.31%
2014+12.50%+14.56%
2013+32.21%+29.00%
2012+22.00%+14.17%
2011-4.67%+0.85%
2010+37.00%+13.14%
2009+34.87%+22.67%
2008-45.35%-36.25%
2007+7.34%+5.32%
2006+19.45%+13.85%
2005+24.72%+5.32%
2004+26.57%+10.75%
2003+26.41%+24.18%
2002-13.96%-22.42%
2001+1.54%-10.13%
2000+100.41%-8.84%
1999-6.74%+8.61%

RJF vs SPY Drawdown Comparison

The maximum drawdown for RJF was -69.67%, occurring on Mar 6, 2009. Recovery took 590 trading sessions.

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

The current RJF drawdown is -0.68%. The current SPY drawdown is -0.36%.

RankRJFSPY
#1-69.67%
Sep 19, 2008 - Jan 24, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.59%
Feb 19, 2020 - Jan 6, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-44.37%
Oct 31, 2007 - Sep 19, 2008		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-40.65%
Jan 4, 2001 - Oct 6, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-38.15%
Feb 18, 2011 - Sep 14, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-33.45%
Jul 16, 2015 - Oct 27, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-32.11%
Nov 10, 2022 - Mar 5, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-31.02%
May 22, 2018 - Feb 18, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-28.12%
Jan 24, 2025 - Sep 18, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-25.75%
Feb 9, 2022 - Oct 28, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-22.11%
Mar 24, 2000 - Jun 16, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-21.27%
Nov 16, 1999 - Mar 24, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-19.64%
Sep 29, 2025 - Jul 28, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-19.45%
Nov 3, 2003 - Nov 3, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-19.02%
Mar 18, 2005 - Oct 4, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RJF and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

RJF vs SPY dividend yield comparison.

YearRJFSPY
20260.90%0.48%
20251.25%1.07%
20240.87%1.21%
20231.53%1.40%
20221.67%1.65%
20211.04%1.20%
20201.16%1.52%
20191.93%1.75%
20181.48%2.04%
20170.74%1.80%
20161.18%2.03%
20151.28%2.06%
20141.15%1.87%
20131.11%1.81%
20121.38%2.18%
20111.68%2.05%
20101.41%1.80%
20091.85%1.95%
20083.21%3.02%
20070.92%1.85%
20061.12%1.73%
20050.96%1.73%
20040.94%1.82%
20030.96%1.47%
20021.22%1.70%
20011.27%1.25%
20000.90%1.15%
19990.40%0.24%

Select Stocks to Compare

Popular: RJF vs SPY