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EMR vs SPY

Comparison between Emerson Electric Company (EMR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EMR, delivering a return of +13.3% compared to +10.5%

EMR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EMR
$83B
Winner
SPY
$652B
Expense Ratio
EMR
N/A
SPY
0.09%
Max Drawdown
EMR
57.36%
Winner
SPY
56.47%
Sharpe Ratio
EMR
0.92
Winner
SPY
2.07
5Y Beta
EMR
1.32
Winner
SPY
1.00
Industry
EMR
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
EMR
33.97
Winner
SPY
28.24
Forward P/E
Winner
EMR
21.23
SPY
21.85
PEG Ratio
EMR
10.86
SPY
N/A
Dividend Yield
EMR
1.53%
SPY
N/A
5Y Dividends CAGR
EMR
1.41%
Winner
SPY
5.43%
5Y EPS CAGR
EMR
4.14%
Winner
SPY
25.79%
Debt to Equity
EMR
65.80%
Winner
SPY
22.35%
Free Cash Flow Yield
EMR
3.76%
SPY
N/A
P/S Ratio
EMR
4.56
Winner
SPY
3.55
P/B Ratio
Winner
EMR
3.83
SPY
5.29

EMR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EMR
-0.94%
Winner
SPY
+9.11%
3M
EMR
-11.35%
Winner
SPY
+6.59%
6M
EMR
+10.02%
Winner
SPY
+10.56%
1Y
EMR
+27.84%
Winner
SPY
+32.04%
5Y(CAGR)
EMR
+10.48%
Winner
SPY
+13.35%
10Y(CAGR)
EMR
+13.23%
Winner
SPY
+15.49%
Max(CAGR)
Winner
EMR
+8.99%
SPY
+8.50%

EMR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEMRSPY
2026+4.44%+8.27%
2025+10.49%+18.00%
2024+31.71%+25.59%
2023+3.71%+26.72%
2022+7.14%-18.64%
2021+21.75%+30.52%
2020+6.89%+17.28%
2019+31.56%+31.09%
2018-13.21%-5.24%
2017+26.32%+20.78%
2016+22.36%+13.59%
2015-19.81%+1.31%
2014-8.48%+14.56%
2013+32.05%+29.00%
2012+14.62%+14.17%
2011-16.31%+0.85%
2010+35.49%+13.14%
2009+16.48%+22.67%
2008-31.79%-36.25%
2007+32.11%+5.32%
2006+19.98%+13.85%
2005+11.45%+5.32%
2004+10.97%+10.75%
2003+27.23%+24.18%
2002-8.07%-22.42%
2001-23.25%-10.13%
2000+40.28%-8.84%
1999-2.04%+8.61%

EMR vs SPY Drawdown Comparison

The maximum drawdown for EMR was -56.11%, occurring on Mar 9, 2009. Recovery took 600 trading sessions.

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

The current EMR drawdown is -12.27%.

RankEMRSPY
#1-56.11%
Jun 5, 2008 - Oct 21, 2010
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-50.76%
Jan 16, 2020 - Nov 9, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-43.61%
Dec 8, 2000 - Sep 23, 2005
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.94%
Dec 30, 2013 - Feb 13, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.44%
Jan 7, 2000 - Jun 2, 2000
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-33.25%
Feb 14, 2011 - Feb 14, 2013
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-29.61%
Dec 4, 2024 - Jun 30, 2025
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-29.30%
Sep 2, 2021 - Feb 7, 2024
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-28.83%
Oct 3, 2018 - Dec 11, 2019
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-23.46%
Feb 10, 2026 - Mar 30, 2026
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.90%
Dec 7, 2007 - May 19, 2008
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-16.98%
Jul 16, 2024 - Nov 6, 2024
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-16.62%
Jul 25, 2025 - Jan 16, 2026
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-16.53%
Aug 14, 2000 - Oct 31, 2000
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.49%
May 5, 2006 - Nov 7, 2006
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EMR and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

EMR vs SPY dividend yield comparison.

YearEMRSPY
20260.39%0.24%
20251.61%1.07%
20241.70%1.21%
20232.14%1.40%
20222.15%1.65%
20212.18%1.20%
20202.49%1.52%
20192.58%1.75%
20183.26%2.04%
20172.76%1.80%
20163.42%2.03%
20153.94%2.06%
20142.85%1.87%
20132.37%1.81%
20123.04%2.18%
20113.08%2.05%
20102.36%1.80%
20093.11%1.95%
20083.36%3.02%
20071.92%1.85%
20062.11%1.73%
20052.26%1.73%
20042.30%1.82%
20032.44%1.47%
20023.06%1.70%
20012.69%1.25%
20001.85%1.15%
19990.62%0.24%

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