IESC vs SPY
Comparison between IES Holdings Inc (IESC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIESC has outperformed SPY, delivering a return of +66.6% compared to +13.3%
IESC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
IESC
$13B
Winner
SPY
$652B
Expense Ratio
IESC
N/A
SPY
0.09%
Max Drawdown
IESC
96.92%
Winner
SPY
56.47%
Sharpe Ratio
IESC
1.89
Winner
SPY
2.07
5Y Beta
IESC
2.14
Winner
SPY
1.00
Industry
IESC
Engineering & Construction
SPY
N/A
P/E Ratio
IESC
35.48
Winner
SPY
28.24
Forward P/E
IESC
208.33
Winner
SPY
21.85
PEG Ratio
IESC
0.70
SPY
N/A
5Y Dividends CAGR
IESC
N/A
SPY
5.43%
5Y EPS CAGR
Winner
IESC
50.20%
SPY
25.79%
Debt to Equity
Winner
IESC
3.26%
SPY
22.35%
Free Cash Flow Yield
IESC
2.64%
SPY
N/A
P/S Ratio
IESC
3.69
Winner
SPY
3.55
P/B Ratio
IESC
11.64
Winner
SPY
5.29
IESC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IESC
+27.47%
SPY
+9.11%
3M
Winner
IESC
+36.19%
SPY
+6.59%
6M
Winner
IESC
+67.08%
SPY
+10.56%
1Y
Winner
IESC
+166.03%
SPY
+32.04%
5Y(CAGR)
Winner
IESC
+66.58%
SPY
+13.35%
10Y(CAGR)
Winner
IESC
+48.54%
SPY
+15.49%
Max(CAGR)
Winner
IESC
+16.79%
SPY
+8.50%
IESC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IESC | SPY |
|---|---|---|
| 2026 | +63.84% | +8.27% |
| 2025 | +85.52% | +18.00% |
| 2024 | +159.50% | +25.59% |
| 2023 | +118.36% | +26.72% |
| 2022 | -32.17% | -18.64% |
| 2021 | +11.91% | +30.52% |
| 2020 | +83.21% | +17.28% |
| 2019 | +60.78% | +31.09% |
| 2018 | -8.80% | -5.24% |
| 2017 | -12.66% | +20.78% |
| 2016 | +66.67% | +13.59% |
| 2015 | +45.09% | +1.31% |
| 2014 | +40.55% | +14.56% |
| 2013 | +19.78% | +29.00% |
| 2012 | +143.24% | +14.17% |
| 2011 | -47.89% | +0.85% |
| 2010 | -40.64% | +13.14% |
| 2009 | -49.91% | +22.67% |
| 2008 | -51.95% | -36.25% |
| 2007 | +3.70% | +5.32% |
| 2006 | +4292.59% | +13.85% |
| 2005 | -91.06% | +5.32% |
| 2004 | -48.12% | +10.75% |
| 2003 | +134.18% | +24.18% |
| 2002 | -31.25% | -22.42% |
| 2001 | -12.93% | -10.13% |
| 2000 | -39.08% | -8.84% |
| 1999 | -7.54% | +8.61% |
IESC vs SPY Drawdown Comparison
The maximum drawdown for IESC was -96.92%, occurring on Nov 10, 2005. Recovery took 1635 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IESC drawdown is -1.06%.
| Rank | IESC | SPY |
|---|---|---|
| #1 | -96.92% Nov 10, 1999 - May 15, 2006 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -94.89% Jul 9, 2007 - Oct 6, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -54.28% Jun 8, 2021 - Jun 28, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -51.36% May 16, 2006 - Feb 22, 2007 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -49.23% Jan 22, 2025 - Jul 16, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -35.14% Nov 29, 2024 - Jan 22, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -31.40% May 10, 2024 - Aug 23, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -24.65% Aug 23, 2024 - Sep 26, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.80% Dec 11, 2025 - Feb 9, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -20.27% Sep 1, 2023 - Dec 8, 2023 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.09% Oct 24, 2025 - Dec 8, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.02% Feb 20, 2026 - Apr 8, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -17.35% Oct 20, 2020 - Nov 13, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.78% Apr 8, 2024 - Apr 29, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.64% Feb 8, 2021 - Mar 5, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IESC and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
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