StockComparison Logo
vs

RM vs SPY

Comparison between Regional Management Corp (RM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RM, delivering a return of +12.4% compared to -0.5%

RM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
RM
$397M
Winner
SPY
$781B
Expense Ratio
RM
N/A
SPY
0.09%
Max Drawdown
RM
71.80%
Winner
SPY
56.47%
Sharpe Ratio
RM
0.74
Winner
SPY
1.06
5Y Beta
RM
1.19
Winner
SPY
1.00
Industry
RM
Credit Services
SPY
N/A
P/E Ratio
Winner
RM
8.41
SPY
28.53
Forward P/E
Winner
RM
6.52
SPY
21.48
PEG Ratio
RM
0.15
SPY
N/A
Dividend Yield
RM
2.92%
SPY
N/A
5Y Dividends CAGR
Winner
RM
30.26%
SPY
6.00%
5Y EPS CAGR
RM
-2.62%
Winner
SPY
25.58%
Debt to Equity
RM
429.52%
Winner
SPY
32.09%
Free Cash Flow Yield
RM
81.05%
SPY
N/A
P/S Ratio
Winner
RM
0.61
SPY
3.75
P/B Ratio
Winner
RM
1.04
SPY
5.64

RM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RM
+6.93%
SPY
+0.78%
3M
Winner
RM
+7.30%
SPY
+3.76%
6M
Winner
RM
+14.79%
SPY
+7.78%
1Y
Winner
RM
+34.15%
SPY
+17.76%
5Y(CAGR)
RM
-0.52%
Winner
SPY
+12.44%
10Y(CAGR)
RM
+11.37%
Winner
SPY
+14.90%
Max(CAGR)
RM
+8.20%
Winner
SPY
+8.44%

RM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRMSPY
2026+7.98%+8.74%
2025+20.12%+18.00%
2024+33.92%+25.59%
2023-9.40%+26.72%
2022-49.56%-18.64%
2021+104.86%+30.52%
2020+0.26%+17.28%
2019+24.55%+31.09%
2018-8.66%-5.24%
2017-1.68%+20.78%
2016+78.17%+13.59%
2015+0.59%+1.31%
2014-52.00%+14.56%
2013+102.81%+29.00%
2012+0.61%+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%

RM vs SPY Drawdown Comparison

The maximum drawdown for RM was -71.80%, occurring on Apr 3, 2020. Recovery took 681 trading sessions.

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

The current RM drawdown is -22.07%. The current SPY drawdown is -2.47%.

RankRMSPY
#1-71.80%
Jun 20, 2018 - Mar 5, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-68.61%
Jan 10, 2014 - May 7, 2018		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-64.61%
Sep 27, 2021 - Feb 13, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.11%
Apr 2, 2012 - Sep 6, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.86%
Aug 1, 2013 - Sep 26, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.14%
Oct 16, 2012 - Mar 4, 2013		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.21%
Jun 8, 2021 - Jul 20, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.18%
Oct 23, 2013 - Dec 20, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.53%
Mar 15, 2021 - Apr 12, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.49%
Sep 16, 2021 - Sep 24, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.15%
Aug 4, 2021 - Aug 31, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.32%
Jun 1, 2021 - Jun 7, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.72%
Sep 7, 2012 - Oct 12, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.64%
Jun 18, 2013 - Jul 5, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.37%
May 10, 2021 - May 17, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RM and SPY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (1999 - 2026)

RM vs SPY dividend yield comparison.

YearRMSPY
20261.44%0.50%
20253.10%1.07%
20243.53%1.21%
20234.78%1.40%
20224.27%1.65%
20211.65%1.20%
20200.67%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%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%

Select Stocks to Compare

Popular: RM vs SPY