SFB vs SPY

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

5-Year PerformanceSPY has outperformed SFB, delivering a return of +13.7% compared to -0.8%

SFB vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SFB(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$6.77B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	39.52%	56.47%
Sharpe Ratio	0.12	1.76
5Y Beta	0.20	1.00
Industry	Other	N/A
P/E Ratio	N/A	28.46
Forward P/E	N/A	21.99
Dividend Yield	6.37%	N/A
5Y Dividends CAGR	4.56%	5.43%
5Y EPS CAGR	N/A	25.20%
Debt to Equity	N/A	33.33%
P/S Ratio	N/A	3.65
P/B Ratio	N/A	5.50

Market Cap / Net Assets

SFB

$6.77B

Winner

SPY

$735B

Expense Ratio

SFB

N/A

SPY

0.09%

Max Drawdown

Winner

SFB

39.52%

SPY

56.47%

Sharpe Ratio

SFB

0.12

Winner

SPY

1.76

5Y Beta

Winner

SFB

0.20

SPY

1.00

Industry

SFB

Other

SPY

N/A

P/E Ratio

SFB

N/A

SPY

28.46

Forward P/E

SFB

N/A

SPY

21.99

Dividend Yield

SFB

6.37%

SPY

N/A

5Y Dividends CAGR

SFB

4.56%

Winner

SPY

5.43%

5Y EPS CAGR

SFB

N/A

SPY

25.20%

Debt to Equity

SFB

N/A

SPY

33.33%

P/S Ratio

SFB

N/A

SPY

3.65

P/B Ratio

SFB

N/A

SPY

5.50

SFB vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SFB	SPY
1 month	+0.75%	+5.60%
3 months	-1.66%	+8.72%
6 months	-3.20%	+10.63%
1 year	+3.98%	+26.62%
5 years(CAGR)	-0.77%	+13.70%
10 years(CAGR)	+1.26%	+15.47%
Max(CAGR)	+1.26%	+8.50%

SFB

+0.75%

Winner

SPY

+5.60%

SFB

-1.66%

Winner

SPY

+8.72%

SFB

-3.20%

Winner

SPY

+10.63%

SFB

+3.98%

Winner

SPY

+26.62%

5Y(CAGR)

SFB

-0.77%

Winner

SPY

+13.70%

10Y(CAGR)

SFB

+1.26%

Winner

SPY

+15.47%

Max(CAGR)

SFB

+1.26%

Winner

SPY

+8.50%

SFB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SFB	SPY
2026	-1.43%	+8.50%
2025	+4.36%	+18.00%
2024	+5.81%	+25.59%
2023	+1.59%	+26.72%
2022	-17.44%	-18.64%
2021	+2.92%	+30.52%
2020	+6.35%	+17.28%
2019	+24.31%	+31.09%
2018	-16.37%	-5.24%
2017	+0.38%	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SFB vs SPY Drawdown Comparison

The maximum drawdown for SFB was -39.13%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

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

The current SFB drawdown is -9.04%. The current SPY drawdown is -1.20%.

Rank	SFB	SPY
#1	-39.13% Feb 11, 2020 - Jul 13, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-28.05% Sep 16, 2021 - Oct 20, 2023	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-19.72% Nov 27, 2017 - Jun 18, 2019	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-9.22% Oct 7, 2020 - Sep 13, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-5.57% Sep 27, 2019 - Jan 27, 2020	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-3.59% Aug 12, 2020 - Sep 28, 2020	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-2.77% Jun 26, 2019 - Jul 19, 2019	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-2.50% Sep 6, 2019 - Sep 23, 2019	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-1.14% Jul 27, 2020 - Aug 12, 2020	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-1.07% Oct 19, 2017 - Nov 24, 2017	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-0.92% Jul 13, 2020 - Jul 15, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.91% Jul 19, 2019 - Jul 29, 2019	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.90% Jan 27, 2020 - Feb 7, 2020	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.85% Aug 6, 2019 - Aug 13, 2019	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.58% Oct 1, 2020 - Oct 6, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SFB and SPY is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (1999 - 2026)

SFB vs SPY dividend yield comparison.

Year	SFB	SPY
2026	1.62%	0.24%
2025	6.35%	1.07%
2024	6.36%	1.21%
2023	1.58%	1.40%
2022	6.45%	1.65%
2021	3.74%	1.20%
2020	4.95%	1.52%
2019	1.27%	1.75%
2018	1.58%	2.04%
2017	1.46%	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	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%