IMO vs SPY
Comparison between Imperial Oil Ltd (IMO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIMO has outperformed SPY, delivering a return of +35.7% compared to +13.3%
IMO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
IMO
$62B
Winner
SPY
$652B
Expense Ratio
IMO
N/A
SPY
0.09%
Max Drawdown
IMO
87.31%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IMO
2.47
SPY
2.07
5Y Beta
Winner
IMO
0.60
SPY
1.00
Industry
IMO
Oil & Gas Integrated
SPY
N/A
P/E Ratio
IMO
29.83
Winner
SPY
28.24
Forward P/E
Winner
IMO
13.09
SPY
21.85
PEG Ratio
IMO
5.18
SPY
N/A
Dividend Yield
IMO
2.41%
SPY
N/A
5Y Dividends CAGR
Winner
IMO
32.05%
SPY
5.43%
5Y EPS CAGR
IMO
N/A
SPY
25.79%
Debt to Equity
Winner
IMO
15.24%
SPY
22.35%
Free Cash Flow Yield
IMO
6.97%
SPY
N/A
P/S Ratio
Winner
IMO
1.36
SPY
3.55
P/B Ratio
Winner
IMO
3.86
SPY
5.29
IMO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IMO
-2.18%
Winner
SPY
+9.11%
3M
Winner
IMO
+11.60%
SPY
+6.59%
6M
Winner
IMO
+37.31%
SPY
+10.56%
1Y
Winner
IMO
+86.97%
SPY
+32.04%
5Y(CAGR)
Winner
IMO
+35.70%
SPY
+13.35%
10Y(CAGR)
Winner
IMO
+18.02%
SPY
+15.49%
Max(CAGR)
Winner
IMO
+13.24%
SPY
+8.50%
IMO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IMO | SPY |
|---|---|---|
| 2026 | +43.23% | +8.27% |
| 2025 | +41.74% | +18.00% |
| 2024 | +9.09% | +25.59% |
| 2023 | +27.35% | +26.72% |
| 2022 | +36.15% | -18.64% |
| 2021 | +91.82% | +30.52% |
| 2020 | -25.77% | +17.28% |
| 2019 | +6.21% | +31.09% |
| 2018 | -18.21% | -5.24% |
| 2017 | -9.06% | +20.78% |
| 2016 | +10.11% | +13.59% |
| 2015 | -22.54% | +1.31% |
| 2014 | -0.22% | +14.56% |
| 2013 | +3.79% | +29.00% |
| 2012 | -4.51% | +14.17% |
| 2011 | +8.45% | +0.85% |
| 2010 | +3.90% | +13.14% |
| 2009 | +11.86% | +22.67% |
| 2008 | -38.08% | -36.25% |
| 2007 | +54.84% | +5.32% |
| 2006 | +7.20% | +13.85% |
| 2005 | +73.66% | +5.32% |
| 2004 | +33.66% | +10.75% |
| 2003 | +56.95% | +24.18% |
| 2002 | +8.31% | -22.42% |
| 2001 | +9.16% | -10.13% |
| 2000 | +28.40% | -8.84% |
| 1999 | -6.96% | +8.61% |
IMO vs SPY Drawdown Comparison
The maximum drawdown for IMO was -84.82%, occurring on Mar 18, 2020. Recovery took 3492 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IMO drawdown is -5.30%.
| Rank | IMO | SPY |
|---|---|---|
| #1 | -84.82% May 20, 2008 - Apr 1, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -29.71% Jun 8, 2022 - Nov 11, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.45% Oct 3, 2005 - Aug 7, 2006 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.60% Dec 1, 1999 - May 3, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.93% Oct 7, 2024 - Jun 12, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -22.39% Aug 9, 2006 - May 7, 2007 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -22.24% Nov 11, 2022 - Aug 30, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.85% May 17, 2002 - Feb 20, 2003 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.52% Nov 6, 2007 - Apr 16, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -20.46% Jul 18, 2007 - Sep 18, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.60% Sep 15, 2000 - Apr 26, 2001 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.30% Apr 4, 2005 - Jun 13, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.52% Nov 18, 2025 - Jan 23, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.36% Aug 26, 2024 - Oct 4, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.80% Sep 27, 2023 - Feb 26, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IMO and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (1999 - 2026)
IMO vs SPY dividend yield comparison.
| Year | IMO | SPY |
|---|---|---|
| 2026 | 0.50% | 0.24% |
| 2025 | 2.40% | 1.07% |
| 2024 | 2.84% | 1.21% |
| 2023 | 2.73% | 1.40% |
| 2022 | 2.30% | 1.65% |
| 2021 | 2.28% | 1.20% |
| 2020 | 3.50% | 1.52% |
| 2019 | 2.41% | 1.75% |
| 2018 | 2.36% | 2.04% |
| 2017 | 2.02% | 1.80% |
| 2016 | 1.70% | 2.03% |
| 2015 | 1.66% | 2.06% |
| 2014 | 1.21% | 1.87% |
| 2013 | 1.11% | 1.81% |
| 2012 | 1.12% | 2.18% |
| 2011 | 0.99% | 2.05% |
| 2010 | 1.06% | 1.80% |
| 2009 | 1.03% | 1.95% |
| 2008 | 1.13% | 3.02% |
| 2007 | 0.64% | 1.85% |
| 2006 | 0.87% | 1.73% |
| 2005 | 0.94% | 1.73% |
| 2004 | 1.48% | 1.82% |
| 2003 | 1.96% | 1.47% |
| 2002 | 2.93% | 1.70% |
| 2001 | 2.96% | 1.25% |
| 2000 | 1.98% | 1.15% |
| 1999 | 0.90% | 0.24% |
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