IEX vs SPY
Comparison between Idex Corporation (IEX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IEX, delivering a return of +13.3% compared to +0.4%
IEX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
IEX
$16B
Winner
SPY
$652B
Expense Ratio
IEX
N/A
SPY
0.09%
Max Drawdown
IEX
59.66%
Winner
SPY
56.47%
Sharpe Ratio
IEX
0.77
Winner
SPY
2.07
5Y Beta
Winner
IEX
0.86
SPY
1.00
Industry
IEX
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
IEX
34.52
Winner
SPY
28.24
Forward P/E
IEX
25.84
Winner
SPY
21.85
PEG Ratio
IEX
1.85
SPY
N/A
Dividend Yield
IEX
0.99%
SPY
N/A
5Y Dividends CAGR
Winner
IEX
12.03%
SPY
5.43%
5Y EPS CAGR
IEX
1.90%
Winner
SPY
25.79%
Debt to Equity
IEX
46.23%
Winner
SPY
22.35%
Free Cash Flow Yield
IEX
3.77%
SPY
N/A
P/S Ratio
IEX
4.58
Winner
SPY
3.55
P/B Ratio
Winner
IEX
3.92
SPY
5.29
IEX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IEX
+9.72%
SPY
+9.11%
3M
IEX
+3.01%
Winner
SPY
+6.59%
6M
Winner
IEX
+29.72%
SPY
+10.56%
1Y
IEX
+19.42%
Winner
SPY
+32.04%
5Y(CAGR)
IEX
+0.45%
Winner
SPY
+13.35%
10Y(CAGR)
IEX
+11.66%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IEX
+13.55%
SPY
+8.50%
IEX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IEX | SPY |
|---|---|---|
| 2026 | +21.68% | +8.27% |
| 2025 | -12.32% | +18.00% |
| 2024 | -1.43% | +25.59% |
| 2023 | -4.28% | +26.72% |
| 2022 | +0.16% | -18.64% |
| 2021 | +22.20% | +30.52% |
| 2020 | +16.32% | +17.28% |
| 2019 | +39.28% | +31.09% |
| 2018 | -2.95% | -5.24% |
| 2017 | +46.63% | +20.78% |
| 2016 | +20.89% | +13.59% |
| 2015 | -0.00% | +1.31% |
| 2014 | +8.76% | +14.56% |
| 2013 | +56.60% | +29.00% |
| 2012 | +27.22% | +14.17% |
| 2011 | -5.04% | +0.85% |
| 2010 | +25.74% | +13.14% |
| 2009 | +22.23% | +22.67% |
| 2008 | -31.02% | -36.25% |
| 2007 | +15.92% | +5.32% |
| 2006 | +15.91% | +13.85% |
| 2005 | +5.67% | +5.32% |
| 2004 | +48.84% | +10.75% |
| 2003 | +25.27% | +24.18% |
| 2002 | -2.58% | -22.42% |
| 2001 | +11.55% | -10.13% |
| 2000 | +11.85% | -8.84% |
| 1999 | +22.45% | +8.61% |
IEX vs SPY Drawdown Comparison
The maximum drawdown for IEX was -58.66%, occurring on Mar 9, 2009. Recovery took 837 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IEX drawdown is -9.15%.
| Rank | IEX | SPY |
|---|---|---|
| #1 | -58.66% Aug 9, 2007 - Dec 3, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.46% Apr 26, 2011 - Dec 10, 2012 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -35.52% Feb 12, 2020 - Aug 12, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -34.60% Mar 21, 2024 - Aug 11, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.79% Apr 10, 2002 - Aug 19, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -30.94% Sep 5, 2001 - Feb 15, 2002 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -27.33% Dec 16, 2021 - Nov 30, 2022 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -26.51% Jan 20, 2000 - Apr 28, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -26.45% Jun 2, 2000 - Dec 5, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -24.08% Sep 20, 2018 - Apr 1, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -23.44% Dec 5, 2000 - Aug 23, 2001 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -23.08% May 9, 2006 - Feb 26, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -21.83% Dec 13, 2022 - Mar 1, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -18.28% Jul 3, 2014 - Mar 16, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.10% Jun 30, 2004 - Sep 16, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IEX and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
IEX vs SPY dividend yield comparison.
| Year | IEX | SPY |
|---|---|---|
| 2026 | 0.33% | 0.24% |
| 2025 | 1.58% | 1.07% |
| 2024 | 1.29% | 1.21% |
| 2023 | 1.16% | 1.40% |
| 2022 | 1.02% | 1.65% |
| 2021 | 0.90% | 1.20% |
| 2020 | 1.00% | 1.52% |
| 2019 | 1.12% | 1.75% |
| 2018 | 1.31% | 2.04% |
| 2017 | 1.10% | 1.80% |
| 2016 | 1.49% | 2.03% |
| 2015 | 1.62% | 2.06% |
| 2014 | 1.37% | 1.87% |
| 2013 | 1.21% | 1.81% |
| 2012 | 1.65% | 2.18% |
| 2011 | 1.78% | 2.05% |
| 2010 | 1.46% | 1.80% |
| 2009 | 1.54% | 1.95% |
| 2008 | 1.99% | 3.02% |
| 2007 | 1.27% | 1.85% |
| 2006 | 1.20% | 1.73% |
| 2005 | 1.17% | 1.73% |
| 2004 | 1.05% | 1.82% |
| 2003 | 1.35% | 1.47% |
| 2002 | 1.71% | 1.70% |
| 2001 | 1.62% | 1.25% |
| 2000 | 1.69% | 1.15% |
| 1999 | 0.00% | 0.24% |
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