STEW vs EFC

Comparison between SRH Total Return Fund Inc (STEW, Company) and Ellington Financial Inc (EFC, Company).

STEW is from the Financial Services sector, while EFC is from the Real Estate sector.

STEW vs EFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEW(COMPANY)	EFC(COMPANY)
Market Cap	$1.69B	$1.70B
Max Drawdown	26.58%	85.44%
Sharpe Ratio	0.22	0.84
5Y Beta	0.62	0.57
Industry	Asset Management	Reit - Mortgage
P/E Ratio	2.35	8.44
Forward P/E	N/A	9.07
PEG Ratio	0.02	0.49
Dividend Yield	3.76%	11.70%
5Y Dividends CAGR	N/A	6.39%
5Y EPS CAGR	N/A	-17.48%
Debt to Equity	10.04%	0.00%
Free Cash Flow Yield	2.20%	-47.69%
P/S Ratio	52.72	4.26
P/B Ratio	0.76	0.99

Market Cap

STEW

$1.69B

Winner

EFC

$1.70B

Max Drawdown

Winner

STEW

26.58%

EFC

85.44%

Sharpe Ratio

STEW

0.22

Winner

EFC

0.84

5Y Beta

STEW

0.62

Winner

EFC

0.57

Industry

STEW

Asset Management

EFC

Reit - Mortgage

P/E Ratio

Winner

STEW

2.35

EFC

8.44

Forward P/E

STEW

N/A

EFC

9.07

PEG Ratio

Winner

STEW

0.02

EFC

0.49

Dividend Yield

STEW

3.76%

Winner

EFC

11.70%

5Y Dividends CAGR

STEW

N/A

EFC

6.39%

5Y EPS CAGR

STEW

N/A

EFC

-17.48%

Debt to Equity

STEW

10.04%

Winner

EFC

0.00%

Free Cash Flow Yield

Winner

STEW

2.20%

EFC

-47.69%

P/S Ratio

STEW

52.72

Winner

EFC

4.26

P/B Ratio

Winner

STEW

0.76

EFC

0.99

STEW vs EFC - Historical Returns

Returns include dividend reinvestment.

Period	STEW	EFC
1 month	+0.45%	+2.49%
3 months	+5.22%	+18.33%
6 months	-0.20%	+6.48%
1 year	+7.01%	+17.93%
5 years(CAGR)	+8.81%	+5.72%
10 years(CAGR)	N/A	+9.45%
Max(CAGR)	+8.81%	+9.41%

STEW

+0.45%

Winner

EFC

+2.49%

STEW

+5.22%

Winner

EFC

+18.33%

STEW

-0.20%

Winner

EFC

+6.48%

STEW

+7.01%

Winner

EFC

+17.93%

5Y(CAGR)

Winner

STEW

+8.81%

EFC

+5.72%

10Y(CAGR)

STEW

N/A

EFC

+9.45%

Max(CAGR)

STEW

+8.81%

Winner

EFC

+9.41%

STEW vs EFC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	STEW	EFC
2026	-1.07%	+5.24%
2025	+20.85%	+25.61%
2024	+19.63%	+10.28%
2023	+13.36%	+16.27%
2022	-11.18%	-19.96%
2021	N/A	+28.41%
2020	N/A	-9.48%
2019	N/A	+31.82%
2018	N/A	+17.30%
2017	N/A	+3.35%
2016	N/A	+3.69%
2015	N/A	-5.18%
2014	N/A	-1.37%
2013	N/A	+15.04%
2012	N/A	+43.81%
2011	N/A	-12.83%
2010	N/A	+5.93%

STEW vs EFC Drawdown Comparison

The maximum drawdown for STEW was -25.24%, occurring on Oct 12, 2022. Recovery took 427 trading sessions.

The maximum drawdown for EFC was -79.07%, occurring on Mar 24, 2020. Recovery took 282 trading sessions.

The current STEW drawdown is -2.28%.

Rank	STEW	EFC
#1	-25.24% Apr 4, 2022 - Dec 14, 2023	-79.07% Feb 20, 2020 - Apr 5, 2021
#2	-10.50% Apr 2, 2025 - May 1, 2025	-34.16% Oct 12, 2021 - Aug 19, 2024
#3	-9.68% Feb 6, 2026 - Mar 27, 2026	-28.27% Feb 28, 2011 - Jun 11, 2012
#4	-7.07% Jul 31, 2024 - Aug 19, 2024	-26.90% Aug 29, 2014 - Jul 19, 2018
#5	-5.92% Nov 29, 2024 - Jan 28, 2025	-18.86% Feb 28, 2025 - Aug 13, 2025
#6	-5.70% Sep 4, 2025 - Dec 15, 2025	-17.67% Jan 16, 2026 - May 6, 2026
#7	-5.64% Mar 28, 2024 - Jul 12, 2024	-15.27% May 7, 2013 - Feb 10, 2014
#8	-5.53% Feb 19, 2025 - Mar 26, 2025	-8.70% Sep 16, 2024 - Feb 6, 2025
#9	-4.32% Jan 6, 2026 - Feb 6, 2026	-8.34% Jun 25, 2021 - Oct 12, 2021
#10	-4.15% May 16, 2025 - Jul 1, 2025	-7.89% Jul 12, 2019 - Sep 30, 2019
#11	-3.82% Sep 4, 2024 - Oct 17, 2024	-7.67% Oct 9, 2012 - Nov 30, 2012
#12	-3.71% Oct 21, 2024 - Nov 6, 2024	-7.17% Mar 18, 2014 - May 23, 2014
#13	-2.78% Jan 8, 2024 - Jan 24, 2024	-7.11% Aug 30, 2018 - Jan 24, 2019
#14	-2.63% Jul 1, 2025 - Jul 23, 2025	-6.61% Aug 22, 2025 - Nov 4, 2025
#15	-2.40% May 2, 2025 - May 12, 2025	-4.28% Aug 14, 2012 - Sep 14, 2012

Correlation

Correlation between STEW and EFC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2010 - 2026)

STEW vs EFC dividend yield comparison.

Year	STEW	EFC
2026	2.25%	4.75%
2025	3.56%	11.49%
2024	3.43%	13.20%
2023	3.60%	14.16%
2022	2.83%	14.55%
2021	0.00%	9.60%
2020	0.00%	8.49%
2019	0.00%	9.87%
2018	0.00%	10.70%
2017	0.00%	12.13%
2016	0.00%	12.56%
2015	0.00%	14.60%
2014	0.00%	15.43%
2013	0.00%	16.89%
2012	0.00%	11.13%
2011	0.00%	14.62%
2010	0.00%	3.60%