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IDA vs SPY

Comparison between Idacorp Inc (IDA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IDA, delivering a return of +13.7% compared to +9.8%

IDA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
IDA
$7.72B
Winner
SPY
$735B
Expense Ratio
IDA
N/A
SPY
0.09%
Max Drawdown
IDA
58.69%
Winner
SPY
56.47%
Sharpe Ratio
IDA
1.45
Winner
SPY
1.76
5Y Beta
Winner
IDA
0.18
SPY
1.00
Industry
IDA
Utilities - Regulated Electric
SPY
N/A
P/E Ratio
Winner
IDA
23.83
SPY
28.46
Forward P/E
IDA
22.12
Winner
SPY
21.99
PEG Ratio
IDA
2.21
SPY
N/A
Dividend Yield
IDA
2.44%
SPY
N/A
5Y Dividends CAGR
Winner
IDA
9.26%
SPY
5.43%
5Y EPS CAGR
IDA
2.97%
Winner
SPY
25.20%
Debt to Equity
IDA
96.51%
Winner
SPY
33.33%
Free Cash Flow Yield
IDA
-7.48%
SPY
N/A
P/S Ratio
IDA
4.42
Winner
SPY
3.65
P/B Ratio
Winner
IDA
2.19
SPY
5.50

IDA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IDA
-3.91%
Winner
SPY
+5.60%
3M
IDA
-2.41%
Winner
SPY
+8.72%
6M
IDA
+10.45%
Winner
SPY
+10.63%
1Y
IDA
+25.67%
Winner
SPY
+26.62%
5Y(CAGR)
IDA
+9.76%
Winner
SPY
+13.70%
10Y(CAGR)
IDA
+9.65%
Winner
SPY
+15.47%
Max(CAGR)
Winner
IDA
+9.82%
SPY
+8.50%

IDA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIDASPY
2026+11.31%+8.50%
2025+20.06%+18.00%
2024+13.94%+25.59%
2023-6.29%+26.72%
2022-0.80%-18.64%
2021+27.06%+30.52%
2020-6.39%+17.28%
2019+21.66%+31.09%
2018+6.33%-5.24%
2017+17.15%+20.78%
2016+23.09%+13.59%
2015+5.66%+1.31%
2014+34.37%+14.56%
2013+21.04%+29.00%
2012+7.13%+14.17%
2011+16.96%+0.85%
2010+18.99%+13.14%
2009+14.42%+22.67%
2008-10.94%-36.25%
2007-6.34%+5.32%
2006+33.86%+13.85%
2005+1.76%+5.32%
2004+6.69%+10.75%
2003+29.15%+24.18%
2002-34.84%-22.42%
2001-10.36%-10.13%
2000+96.97%-8.84%
1999-10.63%+8.61%

IDA vs SPY Drawdown Comparison

The maximum drawdown for IDA was -54.05%, occurring on Oct 9, 2002. Recovery took 1424 trading sessions.

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

The current IDA drawdown is -5.40%. The current SPY drawdown is -1.20%.

RankIDASPY
#1-54.05%
Dec 27, 2000 - Aug 29, 2006
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.89%
Nov 29, 2006 - Mar 16, 2010
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.30%
Feb 18, 2020 - Aug 17, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.94%
Apr 6, 2022 - Nov 5, 2024
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.39%
Jan 24, 2000 - Aug 1, 2000
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.54%
Jan 29, 2015 - Oct 15, 2015
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.39%
Nov 30, 2017 - Aug 15, 2018
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.91%
Jul 21, 2011 - Oct 21, 2011
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.88%
Nov 5, 1999 - Jan 20, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.80%
May 3, 2010 - Jul 27, 2010
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.32%
Aug 5, 2013 - Dec 6, 2013
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.63%
Dec 11, 2018 - Mar 11, 2019
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.25%
Nov 25, 2024 - Mar 3, 2025
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.72%
Jan 7, 2022 - Mar 25, 2022
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.87%
Jul 1, 2014 - Oct 20, 2014
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IDA and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

IDA vs SPY dividend yield comparison.

YearIDASPY
20261.26%0.24%
20252.73%1.07%
20243.07%1.21%
20233.25%1.40%
20222.82%1.65%
20212.54%1.20%
20202.83%1.52%
20192.40%1.75%
20182.58%2.04%
20172.45%1.80%
20162.58%2.03%
20152.82%2.06%
20142.66%1.87%
20133.03%1.81%
20123.16%2.18%
20112.83%2.05%
20103.24%1.80%
20093.76%1.95%
20084.07%3.02%
20073.41%1.85%
20063.10%1.73%
20054.10%1.73%
20043.93%1.82%
20035.67%1.47%
20027.49%1.70%
20014.58%1.25%
20003.79%1.15%
19990.00%0.24%

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