IBM vs SPY

Comparison between International Business Machines Corp (IBM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceIBM has outperformed SPY, delivering a return of +18.5% compared to +13.2%

IBM vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBM(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$245B	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	58.79%	56.47%
Sharpe Ratio	0.02	1.54
5Y Beta	0.76	1.00
Industry	Information Technology Services	N/A
P/E Ratio	39.14	27.62
Forward P/E	20.37	21.11
PEG Ratio	1.46	N/A
Dividend Yield	2.70%	N/A
5Y Dividends CAGR	6.14%	6.00%
5Y EPS CAGR	-8.62%	25.30%
Debt to Equity	201.25%	31.11%
Free Cash Flow Yield	5.28%	N/A
P/S Ratio	3.40	3.49
P/B Ratio	7.10	5.30

Market Cap / Net Assets

IBM

$245B

Winner

SPY

$784B

Expense Ratio

IBM

N/A

SPY

0.09%

Max Drawdown

IBM

58.79%

Winner

SPY

56.47%

Sharpe Ratio

IBM

0.02

Winner

SPY

1.54

5Y Beta

Winner

IBM

0.76

SPY

1.00

Industry

IBM

Information Technology Services

SPY

N/A

P/E Ratio

IBM

39.14

Winner

SPY

27.62

Forward P/E

Winner

IBM

20.37

SPY

21.11

PEG Ratio

IBM

1.46

SPY

N/A

Dividend Yield

IBM

2.70%

SPY

N/A

5Y Dividends CAGR

Winner

IBM

6.14%

SPY

6.00%

5Y EPS CAGR

IBM

-8.62%

Winner

SPY

25.30%

Debt to Equity

IBM

201.25%

Winner

SPY

31.11%

Free Cash Flow Yield

IBM

5.28%

SPY

N/A

P/S Ratio

Winner

IBM

3.40

SPY

3.49

P/B Ratio

IBM

7.10

Winner

SPY

5.30

IBM vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	IBM	SPY
1 month	+4.37%	-1.37%
3 months	+7.43%	+12.22%
6 months	-11.64%	+7.20%
1 year	-6.03%	+23.58%
5 years(CAGR)	+18.47%	+13.19%
10 years(CAGR)	+10.50%	+15.12%
Max(CAGR)	+6.69%	+8.44%

Winner

IBM

+4.37%

SPY

-1.37%

IBM

+7.43%

Winner

SPY

+12.22%

IBM

-11.64%

Winner

SPY

+7.20%

IBM

-6.03%

Winner

SPY

+23.58%

5Y(CAGR)

Winner

IBM

+18.47%

SPY

+13.19%

10Y(CAGR)

IBM

+10.50%

Winner

SPY

+15.12%

Max(CAGR)

IBM

+6.69%

Winner

SPY

+8.44%

IBM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IBM	SPY
2026	-7.92%	+7.95%
2025	+38.19%	+18.00%
2024	+41.04%	+25.59%
2023	+21.31%	+26.72%
2022	+8.77%	-18.64%
2021	+18.53%	+30.52%
2020	-2.20%	+17.28%
2019	+21.92%	+31.09%
2018	-22.96%	-5.24%
2017	-4.67%	+20.78%
2016	+26.73%	+13.59%
2015	-12.30%	+1.31%
2014	-11.43%	+14.56%
2013	-2.62%	+29.00%
2012	+4.56%	+14.17%
2011	+26.80%	+0.85%
2010	+12.95%	+13.14%
2009	+52.78%	+22.67%
2008	-18.18%	-36.25%
2007	+12.70%	+5.32%
2006	+19.97%	+13.85%
2005	-15.12%	+5.32%
2004	+8.51%	+10.75%
2003	+15.90%	+24.18%
2002	-35.76%	-22.42%
2001	+43.32%	-10.13%
2000	-26.39%	-8.84%
1999	+11.64%	+8.61%

IBM vs SPY Drawdown Comparison

The maximum drawdown for IBM was -58.31%, occurring on Oct 9, 2002. Recovery took 1929 trading sessions.

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

The current IBM drawdown is -19.53%. The current SPY drawdown is -3.18%.

Rank	IBM	SPY
#1	-58.31% Sep 1, 2000 - May 8, 2008	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-44.28% Jul 22, 2008 - Oct 12, 2009	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-43.71% Mar 14, 2013 - Nov 10, 2022	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-30.96% Nov 12, 2025 - Jun 1, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-24.34% Jun 2, 2026 - Jun 18, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-20.10% Mar 27, 2000 - Aug 25, 2000	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-19.81% Jun 30, 2025 - Oct 7, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-17.60% Dec 13, 2022 - Aug 25, 2023	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-17.41% Jan 21, 2000 - Mar 27, 2000	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-16.86% Mar 12, 2024 - Aug 19, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-16.51% Feb 20, 2025 - May 15, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-14.56% Jul 19, 2011 - Oct 10, 2011	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-12.90% Oct 14, 2024 - Dec 4, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-12.24% Apr 3, 2012 - Oct 1, 2012	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-11.69% Oct 16, 2012 - Mar 7, 2013	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IBM and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (1999 - 2026)

IBM vs SPY dividend yield comparison.

Year	IBM	SPY
2026	1.27%	0.50%
2025	2.27%	1.07%
2024	3.03%	1.21%
2023	4.05%	1.40%
2022	4.68%	1.65%
2021	4.74%	1.20%
2020	5.17%	1.52%
2019	4.80%	1.75%
2018	5.46%	2.04%
2017	3.85%	1.80%
2016	3.31%	2.03%
2015	3.63%	2.06%
2014	2.65%	1.87%
2013	1.97%	1.81%
2012	1.72%	2.18%
2011	1.58%	2.05%
2010	1.70%	1.80%
2009	1.64%	1.95%
2008	2.26%	3.02%
2007	1.39%	1.85%
2006	1.13%	1.73%
2005	0.95%	1.73%
2004	0.71%	1.82%
2003	0.68%	1.47%
2002	0.76%	1.70%
2001	0.45%	1.25%
2000	0.60%	1.15%
1999	0.11%	0.24%

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IBM vs SPY

IBM vs SPY - Performance Comparison

Key Characteristics

IBM vs SPY - Historical Returns

IBM vs SPY - Annual Returns (1999 - 2026)

IBM vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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