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AOS vs SPY

Comparison between A.O. Smith Corp (AOS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AOS, delivering a return of +13.3% compared to -0.9%

AOS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AOS
$8.32B
Winner
SPY
$784B
Expense Ratio
AOS
N/A
SPY
0.09%
Max Drawdown
AOS
62.43%
Winner
SPY
56.47%
Sharpe Ratio
AOS
-0.11
Winner
SPY
1.40
5Y Beta
Winner
AOS
0.61
SPY
1.00
Industry
AOS
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
Winner
AOS
15.74
SPY
28.35
Forward P/E
Winner
AOS
16.45
SPY
21.40
PEG Ratio
AOS
22.90
SPY
N/A
Dividend Yield
AOS
2.29%
SPY
N/A
5Y Dividends CAGR
Winner
AOS
11.53%
SPY
6.00%
5Y EPS CAGR
AOS
9.51%
Winner
SPY
24.96%
Debt to Equity
AOS
32.79%
Winner
SPY
32.03%
Free Cash Flow Yield
AOS
8.50%
SPY
N/A
P/S Ratio
Winner
AOS
2.18
SPY
3.66
P/B Ratio
Winner
AOS
4.22
SPY
5.53

AOS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AOS
+10.58%
SPY
-1.03%
3M
AOS
-0.93%
Winner
SPY
+18.47%
6M
AOS
-6.42%
Winner
SPY
+9.28%
1Y
AOS
-2.32%
Winner
SPY
+22.20%
5Y(CAGR)
AOS
-0.86%
Winner
SPY
+13.30%
10Y(CAGR)
AOS
+5.39%
Winner
SPY
+15.40%
Max(CAGR)
Winner
AOS
+12.68%
SPY
+8.51%

AOS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAOSSPY
2026-7.21%+9.89%
2025+1.37%+18.00%
2024-14.89%+25.59%
2023+43.08%+26.72%
2022-30.23%-18.64%
2021+61.78%+30.52%
2020+17.16%+17.28%
2019+11.60%+31.09%
2018-29.66%-5.24%
2017+30.37%+20.78%
2016+27.46%+13.59%
2015+38.32%+1.31%
2014+7.12%+14.56%
2013+68.88%+29.00%
2012+54.52%+14.17%
2011+6.71%+0.85%
2010+30.07%+13.14%
2009+47.94%+22.67%
2008-10.58%-36.25%
2007-3.83%+5.32%
2006+3.56%+13.85%
2005+22.44%+5.32%
2004-13.25%+10.75%
2003+25.12%+24.18%
2002+44.49%-22.42%
2001+19.05%-10.13%
2000-19.50%-8.84%
1999-12.90%+8.61%

AOS vs SPY Drawdown Comparison

The maximum drawdown for AOS was -60.17%, occurring on Mar 9, 2009. Recovery took 990 trading sessions.

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

The current AOS drawdown is -29.08%. The current SPY drawdown is -1.43%.

RankAOSSPY
#1-60.17%
Apr 17, 2006 - Mar 23, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-52.94%
Nov 3, 1999 - Jan 31, 2002		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-46.84%
Jan 26, 2018 - Mar 10, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-42.68%
Dec 31, 2021 - Dec 29, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-36.93%
Jul 16, 2024 - Jun 1, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-35.46%
Dec 3, 2003 - Nov 17, 2005		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-33.98%
May 9, 2002 - May 9, 2003		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-31.59%
Jul 22, 2011 - Feb 3, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.25%
Nov 27, 2015 - May 20, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-22.44%
Sep 2, 2003 - Dec 1, 2003		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-19.95%
Apr 14, 2010 - Sep 15, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.32%
Nov 26, 2013 - Nov 21, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.01%
Jun 23, 2015 - Oct 23, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-17.15%
Sep 2, 2021 - Nov 1, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-14.56%
Oct 6, 2016 - Feb 27, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AOS and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

AOS vs SPY dividend yield comparison.

YearAOSSPY
20261.15%0.50%
20252.06%1.07%
20241.91%1.21%
20231.84%1.40%
20221.99%1.65%
20211.23%1.20%
20201.79%1.52%
20191.89%1.75%
20181.78%2.04%
20170.91%1.80%
20161.01%2.03%
20150.99%2.06%
20141.06%1.87%
20130.85%1.81%
20120.82%2.18%
20111.50%2.05%
20101.42%1.80%
20091.78%1.95%
20082.51%3.02%
20072.00%1.85%
20061.76%1.73%
20051.83%1.73%
20042.07%1.82%
20031.94%1.47%
20022.33%1.70%
20012.67%1.25%
20002.23%1.15%
19990.00%0.24%

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