SF vs SPY
Comparison between Stifel Financial Corp (SF, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SF, delivering a return of +13.3% compared to +12.3%
SF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
SF
$12B
Winner
SPY
$652B
Expense Ratio
SF
N/A
SPY
0.09%
Max Drawdown
Winner
SF
55.25%
SPY
56.47%
Sharpe Ratio
SF
1.01
Winner
SPY
2.07
5Y Beta
SF
1.32
Winner
SPY
1.00
Industry
SF
Capital Markets
SPY
N/A
P/E Ratio
Winner
SF
18.16
SPY
28.24
Forward P/E
Winner
SF
12.03
SPY
21.85
PEG Ratio
SF
0.83
SPY
N/A
Dividend Yield
SF
1.65%
SPY
N/A
5Y Dividends CAGR
Winner
SF
36.82%
SPY
5.43%
5Y EPS CAGR
SF
11.92%
Winner
SPY
25.79%
Debt to Equity
Winner
SF
10.32%
SPY
22.35%
Free Cash Flow Yield
SF
8.08%
SPY
N/A
P/S Ratio
Winner
SF
2.13
SPY
3.55
P/B Ratio
Winner
SF
2.22
SPY
5.29
SF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SF
-0.55%
Winner
SPY
+9.11%
3M
SF
-11.69%
Winner
SPY
+6.59%
6M
SF
-4.96%
Winner
SPY
+10.56%
1Y
SF
+27.50%
Winner
SPY
+32.04%
5Y(CAGR)
SF
+12.26%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
SF
+20.21%
SPY
+15.49%
Max(CAGR)
Winner
SF
+16.45%
SPY
+8.50%
SF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SF | SPY |
|---|---|---|
| 2026 | -10.17% | +8.27% |
| 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 -13.48%.
| Rank | SF | SPY |
|---|---|---|
| #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 | -21.02% Jan 6, 2026 - Mar 16, 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.
| Year | SF | SPY |
|---|---|---|
| 2026 | 0.44% | 0.24% |
| 2025 | 1.47% | 1.07% |
| 2024 | 1.58% | 1.21% |
| 2023 | 2.08% | 1.40% |
| 2022 | 2.06% | 1.65% |
| 2021 | 0.85% | 1.20% |
| 2020 | 0.90% | 1.52% |
| 2019 | 0.99% | 1.75% |
| 2018 | 1.16% | 2.04% |
| 2017 | 0.34% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.53% | 1.70% |
| 2001 | 1.13% | 1.25% |
| 2000 | 1.04% | 1.15% |
| 1999 | 0.30% | 0.24% |
Select Stocks to Compare
Popular: SF vs SPY
More Comparisons
Compare with similar stocks