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 +13.7% compared to -3.0%
AOS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AOS vs SPY - Historical Returns
Returns include dividend reinvestment.
AOS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AOS | SPY |
|---|---|---|
| 2026 | -17.12% | +8.50% |
| 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 -36.66%. The current SPY drawdown is -1.20%.
| Rank | AOS | SPY |
|---|---|---|
| #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 | -36.66% Jul 16, 2024 - May 15, 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.
Dividend Comparison (1999 - 2026)
AOS vs SPY dividend yield comparison.
| Year | AOS | SPY |
|---|---|---|
| 2026 | 1.29% | 0.24% |
| 2025 | 2.06% | 1.07% |
| 2024 | 1.91% | 1.21% |
| 2023 | 1.84% | 1.40% |
| 2022 | 1.99% | 1.65% |
| 2021 | 1.23% | 1.20% |
| 2020 | 1.79% | 1.52% |
| 2019 | 1.89% | 1.75% |
| 2018 | 1.78% | 2.04% |
| 2017 | 0.91% | 1.80% |
| 2016 | 1.01% | 2.03% |
| 2015 | 0.99% | 2.06% |
| 2014 | 1.06% | 1.87% |
| 2013 | 0.85% | 1.81% |
| 2012 | 0.82% | 2.18% |
| 2011 | 1.50% | 2.05% |
| 2010 | 1.42% | 1.80% |
| 2009 | 1.78% | 1.95% |
| 2008 | 2.51% | 3.02% |
| 2007 | 2.00% | 1.85% |
| 2006 | 1.76% | 1.73% |
| 2005 | 1.83% | 1.73% |
| 2004 | 2.07% | 1.82% |
| 2003 | 1.94% | 1.47% |
| 2002 | 2.33% | 1.70% |
| 2001 | 2.67% | 1.25% |
| 2000 | 2.23% | 1.15% |
| 1999 | 0.00% | 0.24% |
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