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IONS vs SPY

Comparison between Ionis Pharmaceuticals Inc (IONS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceIONS has outperformed SPY, delivering a return of +15.7% compared to +13.3%

IONS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
IONS
$13B
Winner
SPY
$652B
Expense Ratio
IONS
N/A
SPY
0.09%
Max Drawdown
IONS
91.72%
Winner
SPY
56.47%
Sharpe Ratio
IONS
1.90
Winner
SPY
2.07
5Y Beta
Winner
IONS
0.75
SPY
1.00
Industry
IONS
Biotechnology
SPY
N/A
P/E Ratio
Winner
IONS
-72.93
SPY
28.24
Forward P/E
IONS
96.15
Winner
SPY
21.85
PEG Ratio
IONS
-1.54
SPY
N/A
5Y Dividends CAGR
IONS
N/A
SPY
5.43%
5Y EPS CAGR
IONS
-21.44%
Winner
SPY
25.79%
Debt to Equity
IONS
88.01%
Winner
SPY
22.35%
Free Cash Flow Yield
IONS
-7.62%
SPY
N/A
P/S Ratio
IONS
12.00
Winner
SPY
3.55
P/B Ratio
IONS
25.84
Winner
SPY
5.29

IONS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IONS
+0.97%
Winner
SPY
+9.11%
3M
IONS
-10.71%
Winner
SPY
+6.59%
6M
IONS
+2.94%
Winner
SPY
+10.56%
1Y
Winner
IONS
+131.18%
SPY
+32.04%
5Y(CAGR)
Winner
IONS
+15.68%
SPY
+13.35%
10Y(CAGR)
IONS
+8.22%
Winner
SPY
+15.49%
Max(CAGR)
IONS
+7.64%
Winner
SPY
+8.50%

IONS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIONSSPY
2026-4.97%+8.27%
2025+128.05%+18.00%
2024-33.88%+25.59%
2023+34.62%+26.72%
2022+15.86%-18.64%
2021-46.41%+30.52%
2020-7.14%+17.28%
2019+12.35%+31.09%
2018+9.77%-5.24%
2017+6.25%+20.78%
2016-22.45%+13.59%
2015+0.58%+1.31%
2014+54.85%+14.56%
2013+268.21%+29.00%
2012+44.00%+14.17%
2011-29.93%+0.85%
2010-10.20%+13.14%
2009-23.22%+22.67%
2008-7.80%-36.25%
2007+44.10%+5.32%
2006+111.81%+13.85%
2005-9.66%+5.32%
2004-13.36%+10.75%
2003-4.97%+24.18%
2002-68.69%-22.42%
2001+130.55%-10.13%
2000+77.49%-8.84%
1999-44.34%+8.61%

IONS vs SPY Drawdown Comparison

The maximum drawdown for IONS was -91.43%, occurring on Mar 18, 2003. Recovery took 3357 trading sessions.

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

The current IONS drawdown is -12.47%.

RankIONSSPY
#1-91.43%
Mar 6, 2000 - Jul 11, 2013
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-73.25%
Mar 19, 2015 - Mar 14, 2019
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-70.39%
Apr 8, 2019 - Feb 6, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-68.14%
Dec 2, 1999 - Mar 1, 2000
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-61.05%
Feb 21, 2014 - Dec 10, 2014
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-28.35%
Jul 12, 2013 - Sep 19, 2013
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.89%
Sep 23, 2013 - Nov 27, 2013
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.78%
Jan 12, 2015 - Mar 19, 2015
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.45%
Feb 6, 2026 - Mar 24, 2026
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.84%
Dec 12, 2014 - Dec 19, 2014
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.49%
Dec 19, 2014 - Jan 5, 2015
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.95%
Jan 31, 2014 - Feb 13, 2014
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.58%
Nov 11, 1999 - Nov 17, 1999
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.67%
Jan 22, 2014 - Jan 31, 2014
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.49%
Dec 23, 2013 - Jan 8, 2014
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IONS and SPY is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

IONS vs SPY dividend yield comparison.

YearIONSSPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20004.85%1.15%
19993.52%0.24%

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Popular: IONS vs SPY