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SF vs SPY

Comparison between Stifel Financial Corp (SF, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSF has outperformed SPY, delivering a return of +13.5% compared to +13.2%

SF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SF
$11B
Winner
SPY
$784B
Expense Ratio
SF
N/A
SPY
0.09%
Max Drawdown
Winner
SF
55.25%
SPY
56.47%
Sharpe Ratio
SF
0.54
Winner
SPY
1.54
5Y Beta
SF
1.28
Winner
SPY
1.00
Industry
SF
Capital Markets
SPY
N/A
P/E Ratio
Winner
SF
17.02
SPY
27.62
Forward P/E
Winner
SF
11.32
SPY
21.11
PEG Ratio
SF
0.78
SPY
N/A
Dividend Yield
SF
1.71%
SPY
N/A
5Y Dividends CAGR
Winner
SF
35.44%
SPY
6.00%
5Y EPS CAGR
SF
11.92%
Winner
SPY
25.30%
Debt to Equity
Winner
SF
10.32%
SPY
31.11%
Free Cash Flow Yield
SF
8.62%
SPY
N/A
P/S Ratio
Winner
SF
1.99
SPY
3.49
P/B Ratio
Winner
SF
2.13
SPY
5.30

SF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SF
+1.83%
SPY
-1.37%
3M
SF
+2.41%
Winner
SPY
+12.22%
6M
SF
-13.25%
Winner
SPY
+7.20%
1Y
SF
+13.24%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
SF
+13.50%
SPY
+13.19%
10Y(CAGR)
Winner
SF
+17.92%
SPY
+15.12%
Max(CAGR)
Winner
SF
+16.22%
SPY
+8.44%

SF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSFSPY
2026-13.19%+7.95%
2025+20.03%+18.00%
2024+56.07%+25.59%
2023+19.01%+26.72%
2022-17.01%-18.64%
2021+45.12%+30.52%
2020+24.74%+17.28%
2019+48.01%+31.09%
2018-30.66%-5.24%
2017+19.75%+20.78%
2016+20.54%+13.59%
2015-16.30%+1.31%
2014+8.46%+14.56%
2013+44.21%+29.00%
2012-4.60%+14.17%
2011-23.70%+0.85%
2010+4.94%+13.14%
2009+29.63%+22.67%
2008+35.57%-36.25%
2007+34.90%+5.32%
2006+2.56%+13.85%
2005+85.90%+5.32%
2004+50.83%+10.75%
2003+77.28%+24.18%
2002+7.63%-22.42%
2001-4.65%-10.13%
2000+19.52%-8.84%
1999-6.80%+8.61%

SF vs SPY Drawdown Comparison

The maximum drawdown for SF was -55.25%, occurring on Feb 24, 2016. Recovery took 618 trading sessions.

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

The current SF drawdown is -16.39%. The current SPY drawdown is -3.18%.

RankSFSPY
#1-55.25%
Jun 23, 2015 - Dec 4, 2017		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.89%
Feb 20, 2020 - Nov 9, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-50.85%
Mar 8, 2011 - Jan 16, 2014		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-42.10%
Feb 1, 2018 - Feb 4, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-41.41%
Sep 19, 2008 - May 4, 2009		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-40.06%
Oct 11, 2007 - Jul 23, 2008		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-36.25%
Feb 8, 2022 - Mar 28, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-34.67%
Jan 30, 2025 - Oct 22, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-32.45%
Oct 16, 2000 - Nov 3, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-31.50%
Mar 30, 2006 - Jan 11, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-27.20%
Dec 30, 2009 - Dec 14, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-25.97%
Mar 9, 2004 - Nov 22, 2004		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-21.42%
Feb 21, 2007 - May 25, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-21.20%
Jan 6, 2026 - Jun 1, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-19.86%
Dec 3, 2004 - Jun 23, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SF 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)

SF vs SPY dividend yield comparison.

YearSFSPY
20260.92%0.50%
20251.47%1.07%
20241.58%1.21%
20232.08%1.40%
20222.06%1.65%
20210.85%1.20%
20200.90%1.52%
20190.99%1.75%
20181.16%2.04%
20170.34%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%
20020.53%1.70%
20011.13%1.25%
20001.04%1.15%
19990.30%0.24%

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