IPGP vs SPY

Comparison between IPG Photonics Corp (IPGP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IPGP, delivering a return of +13.8% compared to -9.8%

IPGP vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IPGP(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.13B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	81.13%	56.47%
Sharpe Ratio	1.21	1.67
5Y Beta	1.56	1.00
Industry	Semiconductor Equipment & Materials	N/A
P/E Ratio	176.37	28.81
Forward P/E	69.93	22.07
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	-28.16%	25.84%
Debt to Equity	0.00%	34.16%
Free Cash Flow Yield	-0.27%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

IPGP

$5.13B

Winner

SPY

$735B

Expense Ratio

IPGP

N/A

SPY

0.09%

Max Drawdown

IPGP

81.13%

Winner

SPY

56.47%

Sharpe Ratio

IPGP

1.21

Winner

SPY

1.67

5Y Beta

IPGP

1.56

Winner

SPY

1.00

Industry

IPGP

Semiconductor Equipment & Materials

SPY

N/A

P/E Ratio

IPGP

176.37

Winner

SPY

28.81

Forward P/E

IPGP

69.93

Winner

SPY

22.07

5Y Dividends CAGR

IPGP

N/A

SPY

5.43%

5Y EPS CAGR

IPGP

-28.16%

Winner

SPY

25.84%

Debt to Equity

Winner

IPGP

0.00%

SPY

34.16%

Free Cash Flow Yield

IPGP

-0.27%

SPY

N/A

P/S Ratio

IPGP

N/A

SPY

3.69

P/B Ratio

IPGP

N/A

SPY

5.54

IPGP vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	IPGP	SPY
1 month	-3.95%	+4.59%
3 months	-9.51%	+7.81%
6 months	+66.86%	+14.24%
1 year	+81.85%	+26.47%
5 years(CAGR)	-9.82%	+13.84%
10 years(CAGR)	+3.91%	+15.57%
Max(CAGR)	+8.37%	+8.50%

IPGP

-3.95%

Winner

SPY

+4.59%

IPGP

-9.51%

Winner

SPY

+7.81%

Winner

IPGP

+66.86%

SPY

+14.24%

Winner

IPGP

+81.85%

SPY

+26.47%

5Y(CAGR)

IPGP

-9.82%

Winner

SPY

+13.84%

10Y(CAGR)

IPGP

+3.91%

Winner

SPY

+15.57%

Max(CAGR)

IPGP

+8.37%

Winner

SPY

+8.50%

IPGP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IPGP	SPY
2026	+61.56%	+8.80%
2025	-1.47%	+18.00%
2024	-31.77%	+25.59%
2023	+12.49%	+26.72%
2022	-45.53%	-18.64%
2021	-21.11%	+30.52%
2020	+52.78%	+17.28%
2019	+26.28%	+31.09%
2018	-49.05%	-5.24%
2017	+116.77%	+20.78%
2016	+14.99%	+13.59%
2015	+20.52%	+1.31%
2014	-1.63%	+14.56%
2013	+13.90%	+29.00%
2012	+90.52%	+14.17%
2011	+5.74%	+0.85%
2010	+82.04%	+13.14%
2009	+24.94%	+22.67%
2008	-32.76%	-36.25%
2007	-17.02%	+5.32%
2006	-6.25%	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

IPGP vs SPY Drawdown Comparison

The maximum drawdown for IPGP was -81.13%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

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

The current IPGP drawdown is -54.09%. The current SPY drawdown is -0.92%.

Rank	IPGP	SPY
#1	-81.13% Jan 23, 2018 - Apr 8, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-75.14% Jan 30, 2007 - Nov 22, 2010	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-55.36% Jul 5, 2011 - Dec 17, 2013	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-27.66% Mar 20, 2015 - Apr 26, 2016	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-25.50% Apr 27, 2016 - Jan 24, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-21.16% Dec 23, 2013 - Feb 4, 2015	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-18.47% Nov 21, 2017 - Jan 8, 2018	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-17.53% Jun 2, 2011 - Jul 1, 2011	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-11.37% Mar 4, 2011 - Mar 24, 2011	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.99% Jan 13, 2011 - Feb 1, 2011	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-10.23% Mar 24, 2011 - Apr 19, 2011	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-9.77% Dec 13, 2006 - Jan 9, 2007	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-8.79% May 3, 2011 - May 20, 2011	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-8.17% Dec 21, 2010 - Jan 11, 2011	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-7.89% Jan 10, 2007 - Jan 30, 2007	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IPGP and SPY is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (1999 - 2026)

IPGP vs SPY dividend yield comparison.

Year	IPGP	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.98%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%