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IOR vs SPY

Comparison between Income Opportunity Realty Investors Inc (IOR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IOR, delivering a return of +13.4% compared to +7.5%

IOR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
IOR
$70M
Winner
SPY
$784B
Expense Ratio
IOR
N/A
SPY
0.09%
Max Drawdown
IOR
90.94%
Winner
SPY
56.47%
Sharpe Ratio
IOR
-0.01
Winner
SPY
1.56
5Y Beta
Winner
IOR
-0.00
SPY
1.00
Industry
IOR
Mortgage Finance
SPY
N/A
P/E Ratio
Winner
IOR
17.54
SPY
28.29
Forward P/E
IOR
N/A
SPY
21.75
5Y Dividends CAGR
IOR
N/A
SPY
5.43%
5Y EPS CAGR
IOR
-3.07%
Winner
SPY
25.98%
Debt to Equity
Winner
IOR
0.00%
SPY
30.79%
Free Cash Flow Yield
IOR
-0.48%
SPY
N/A
P/S Ratio
IOR
13.21
Winner
SPY
3.79
P/B Ratio
Winner
IOR
0.57
SPY
5.67

IOR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IOR
-0.83%
Winner
SPY
+0.48%
3M
IOR
+1.65%
Winner
SPY
+11.67%
6M
IOR
-4.29%
Winner
SPY
+9.42%
1Y
IOR
-1.38%
Winner
SPY
+24.27%
5Y(CAGR)
IOR
+7.54%
Winner
SPY
+13.36%
10Y(CAGR)
IOR
+9.30%
Winner
SPY
+15.42%
Max(CAGR)
Winner
IOR
+9.79%
SPY
+8.49%

IOR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIORSPY
2026+1.71%+8.88%
2025-2.50%+18.00%
2024+34.33%+25.59%
2023+11.57%+26.72%
2022+0.50%-18.64%
2021+0.34%+30.52%
2020-13.50%+17.28%
2019+14.52%+31.09%
2018-3.69%-5.24%
2017+55.40%+20.78%
2016+0.69%+13.59%
2015+22.41%+1.31%
2014+14.24%+14.56%
2013+43.39%+29.00%
2012+149.99%+14.17%
2011-63.90%+0.85%
2010-48.12%+13.14%
2009+40.94%+22.67%
2008+5.56%-36.25%
2007-18.80%+5.32%
2006+7.26%+13.85%
2005+18.13%+5.32%
2004+2.56%+10.75%
2003-18.02%+24.18%
2002+4.50%-22.42%
2001+123.24%-10.13%
2000+52.42%-8.84%
1999+18.57%+8.61%

IOR vs SPY Drawdown Comparison

The maximum drawdown for IOR was -90.94%, occurring on Dec 15, 2011. Recovery took 3200 trading sessions.

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

The current IOR drawdown is -8.37%. The current SPY drawdown is -2.35%.

RankIORSPY
#1-90.94%
Jun 21, 2005 - Mar 12, 2018		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-54.95%
Mar 23, 2000 - Jun 29, 2000		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-44.53%
Sep 20, 2019 - Sep 8, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-41.04%
Oct 31, 2002 - May 16, 2005		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-37.76%
Sep 17, 2020 - Feb 21, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-31.23%
Aug 24, 2000 - Jul 2, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-31.08%
Nov 5, 2001 - Oct 30, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-28.14%
May 25, 2018 - Aug 20, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.40%
Jul 11, 2024 - Jul 11, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.53%
Jul 6, 2001 - Aug 3, 2001		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.05%
Aug 20, 2019 - Sep 20, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.44%
Feb 21, 2024 - Jul 11, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.50%
Jan 10, 2000 - Mar 6, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.58%
Mar 16, 2018 - Apr 20, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.51%
May 4, 2018 - May 25, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IOR and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

IOR vs SPY dividend yield comparison.

YearIORSPY
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%
20005.58%1.15%
19992.67%0.24%

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