ESE vs SPY
Comparison between Esco Technologies Inc (ESE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceESE has outperformed SPY, delivering a return of +23.6% compared to +13.7%
ESE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ESE vs SPY - Historical Returns
Returns include dividend reinvestment.
ESE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ESE | SPY |
|---|---|---|
| 2026 | +46.77% | +8.50% |
| 2025 | +48.74% | +18.00% |
| 2024 | +16.00% | +25.59% |
| 2023 | +34.96% | +26.72% |
| 2022 | -0.93% | -18.64% |
| 2021 | -9.76% | +30.52% |
| 2020 | +11.04% | +17.28% |
| 2019 | +43.31% | +31.09% |
| 2018 | +10.04% | -5.24% |
| 2017 | +5.48% | +20.78% |
| 2016 | +62.15% | +13.59% |
| 2015 | +0.56% | +1.31% |
| 2014 | +9.67% | +14.56% |
| 2013 | -9.42% | +29.00% |
| 2012 | +28.95% | +14.17% |
| 2011 | -24.91% | +0.85% |
| 2010 | +3.99% | +13.14% |
| 2009 | -15.18% | +22.67% |
| 2008 | +6.34% | -36.25% |
| 2007 | -9.84% | +5.32% |
| 2006 | -0.13% | +13.85% |
| 2005 | +19.63% | +5.32% |
| 2004 | +74.20% | +10.75% |
| 2003 | +18.58% | +24.18% |
| 2002 | +10.94% | -22.42% |
| 2001 | +74.10% | -10.13% |
| 2000 | +78.98% | -8.84% |
| 1999 | -0.51% | +8.61% |
ESE vs SPY Drawdown Comparison
The maximum drawdown for ESE was -57.13%, occurring on Oct 3, 2011. Recovery took 2582 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ESE drawdown is -14.55%. The current SPY drawdown is -1.20%.
| Rank | ESE | SPY |
|---|---|---|
| #1 | -57.13% Aug 16, 2006 - Nov 16, 2016 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.96% Mar 19, 2021 - Dec 14, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.20% Feb 12, 2020 - Dec 15, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.46% Aug 12, 2005 - May 4, 2006 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -34.66% May 1, 2002 - May 30, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -31.03% Jun 1, 2001 - Dec 5, 2001 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.61% Nov 5, 1999 - Dec 6, 1999 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.61% Jul 20, 2017 - Nov 21, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.26% Sep 9, 2003 - May 3, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.52% Feb 20, 2025 - May 8, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.39% Dec 27, 2023 - Jul 16, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.55% Jul 6, 2000 - Dec 28, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.54% Jan 16, 2018 - Aug 14, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -15.57% May 5, 2006 - Aug 15, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.48% Mar 4, 2005 - May 18, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ESE and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
ESE vs SPY dividend yield comparison.
| Year | ESE | SPY |
|---|---|---|
| 2026 | 0.06% | 0.24% |
| 2025 | 0.16% | 1.07% |
| 2024 | 0.24% | 1.21% |
| 2023 | 0.27% | 1.40% |
| 2022 | 0.37% | 1.65% |
| 2021 | 0.27% | 1.20% |
| 2020 | 0.31% | 1.52% |
| 2019 | 0.43% | 1.75% |
| 2018 | 0.49% | 2.04% |
| 2017 | 0.40% | 1.80% |
| 2016 | 0.56% | 2.03% |
| 2015 | 0.89% | 2.06% |
| 2014 | 0.87% | 1.87% |
| 2013 | 1.17% | 1.81% |
| 2012 | 0.86% | 2.18% |
| 2011 | 1.11% | 2.05% |
| 2010 | 0.63% | 1.80% |
| 2009 | 0.22% | 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% |
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