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RWT vs SPY

Comparison between Redwood Trust Inc (RWT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RWT, delivering a return of +13.3% compared to -4.7%

RWT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
RWT
$668M
Winner
SPY
$735B
Expense Ratio
RWT
N/A
SPY
0.09%
Max Drawdown
RWT
96.12%
Winner
SPY
56.47%
Sharpe Ratio
RWT
0.31
Winner
SPY
1.62
5Y Beta
Winner
RWT
0.85
SPY
1.00
Industry
RWT
Reit - Mortgage
SPY
N/A
P/E Ratio
Winner
RWT
-7.72
SPY
28.99
Forward P/E
Winner
RWT
5.90
SPY
22.37
PEG Ratio
RWT
1.47
SPY
N/A
Dividend Yield
RWT
13.50%
SPY
N/A
5Y Dividends CAGR
Winner
RWT
9.76%
SPY
5.43%
5Y EPS CAGR
RWT
N/A
SPY
26.05%
Debt to Equity
Winner
RWT
0.00%
SPY
32.40%
P/S Ratio
RWT
4.05
Winner
SPY
3.74
P/B Ratio
Winner
RWT
0.76
SPY
5.61

RWT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RWT
-4.31%
Winner
SPY
+1.90%
3M
RWT
-9.05%
Winner
SPY
+8.55%
6M
RWT
+0.74%
Winner
SPY
+8.18%
1Y
RWT
+8.59%
Winner
SPY
+25.79%
5Y(CAGR)
RWT
-4.67%
Winner
SPY
+13.32%
10Y(CAGR)
RWT
-0.99%
Winner
SPY
+15.19%
Max(CAGR)
RWT
+6.51%
Winner
SPY
+8.47%

RWT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRWTSPY
2026-2.45%+8.26%
2025-3.60%+18.00%
2024-0.54%+25.59%
2023+17.85%+26.72%
2022-43.03%-18.64%
2021+65.10%+30.52%
2020-42.72%+17.28%
2019+17.14%+31.09%
2018+9.72%-5.24%
2017+2.99%+20.78%
2016+19.85%+13.59%
2015-28.88%+1.31%
2014+9.17%+14.56%
2013+17.14%+29.00%
2012+76.13%+14.17%
2011-26.97%+0.85%
2010+9.91%+13.14%
2009+8.88%+22.67%
2008-48.24%-36.25%
2007-32.18%+5.32%
2006+53.44%+13.85%
2005-23.79%+5.32%
2004+43.28%+10.75%
2003+112.30%+24.18%
2002+26.92%-22.42%
2001+60.76%-10.13%
2000+63.57%-8.84%
1999+2.28%+8.61%

RWT vs SPY Drawdown Comparison

The maximum drawdown for RWT was -88.76%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

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

The current RWT drawdown is -57.35%. The current SPY drawdown is -2.90%.

RankRWTSPY
#1-88.76%
Feb 7, 2007 - Apr 3, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-30.11%
Mar 31, 2004 - Sep 28, 2004		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.14%
Jan 4, 2005 - Oct 9, 2006		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.11%
Jun 28, 2002 - Feb 25, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.38%
Jul 29, 2003 - Aug 26, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.86%
May 22, 2001 - Jul 12, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.71%
Jan 21, 2000 - Mar 15, 2000		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.98%
Aug 20, 2001 - Oct 11, 2001		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.57%
Dec 2, 2003 - Jan 21, 2004		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.34%
Nov 1, 1999 - Dec 22, 1999		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.24%
Apr 20, 2000 - Aug 10, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.72%
Oct 12, 2004 - Nov 11, 2004		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.02%
Dec 22, 1999 - Jan 20, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.02%
Nov 12, 2004 - Dec 10, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.02%
Jun 12, 2003 - Jul 7, 2003		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RWT and SPY is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

0.13
-101

Dividend Comparison (1999 - 2026)

RWT vs SPY dividend yield comparison.

YearRWTSPY
20263.38%0.24%
202513.02%1.07%
202410.26%1.21%
20239.58%1.40%
202213.61%1.65%
20215.91%1.20%
20208.26%1.52%
20197.26%1.75%
20187.83%2.04%
20177.56%1.80%
20167.36%2.03%
20158.48%2.06%
20145.69%1.87%
20135.78%1.81%
20125.92%2.18%
20119.82%2.05%
20106.70%1.80%
20096.92%1.95%
200820.12%3.02%
200714.60%1.85%
20069.99%1.73%
200514.06%1.73%
200413.98%1.82%
200314.45%1.47%
200210.42%1.70%
200110.52%1.25%
20009.07%1.15%
19993.20%0.24%

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