IQV vs SPY
Comparison between IQVIA Holdings Inc (IQV, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IQV, delivering a return of +13.3% compared to -5.3%
IQV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
IQV
$29B
Winner
SPY
$652B
Expense Ratio
IQV
N/A
SPY
0.09%
Max Drawdown
Winner
IQV
51.52%
SPY
56.47%
Sharpe Ratio
IQV
0.49
Winner
SPY
2.07
5Y Beta
IQV
1.08
Winner
SPY
1.00
Industry
IQV
Diagnostics & Research
SPY
N/A
P/E Ratio
Winner
IQV
21.57
SPY
28.24
Forward P/E
Winner
IQV
14.04
SPY
21.85
PEG Ratio
IQV
2.28
SPY
N/A
5Y Dividends CAGR
IQV
N/A
SPY
5.43%
5Y EPS CAGR
Winner
IQV
30.82%
SPY
25.79%
Debt to Equity
IQV
254.51%
Winner
SPY
22.35%
Free Cash Flow Yield
IQV
9.18%
SPY
N/A
P/S Ratio
Winner
IQV
1.77
SPY
3.55
P/B Ratio
Winner
IQV
4.15
SPY
5.29
IQV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IQV
+3.63%
Winner
SPY
+9.11%
3M
IQV
-7.20%
Winner
SPY
+6.59%
6M
IQV
-15.04%
Winner
SPY
+10.56%
1Y
IQV
+16.64%
Winner
SPY
+32.04%
5Y(CAGR)
IQV
-5.27%
Winner
SPY
+13.35%
10Y(CAGR)
IQV
+10.31%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IQV
+11.77%
SPY
+8.50%
IQV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IQV | SPY |
|---|---|---|
| 2026 | -20.66% | +8.27% |
| 2025 | +15.52% | +18.00% |
| 2024 | -14.71% | +25.59% |
| 2023 | +13.50% | +26.72% |
| 2022 | -25.11% | -18.64% |
| 2021 | +59.76% | +30.52% |
| 2020 | +14.55% | +17.28% |
| 2019 | +35.17% | +31.09% |
| 2018 | +16.45% | -5.24% |
| 2017 | +27.26% | +20.78% |
| 2016 | +13.44% | +13.59% |
| 2015 | +16.16% | +1.31% |
| 2014 | +28.54% | +14.56% |
| 2013 | +10.05% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +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% |
IQV vs SPY Drawdown Comparison
The maximum drawdown for IQV was -51.52%, occurring on May 23, 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 IQV drawdown is -36.73%.
| Rank | IQV | SPY |
|---|---|---|
| #1 | -51.52% Dec 30, 2021 - May 23, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -49.43% Feb 12, 2020 - Sep 2, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.32% Jul 29, 2015 - Sep 23, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.17% Sep 27, 2018 - Feb 12, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.91% Feb 19, 2014 - Jul 3, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.78% Jul 3, 2019 - Jan 17, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.77% Sep 2, 2020 - Oct 12, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.63% Nov 6, 2017 - Jul 17, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.60% Sep 30, 2016 - Feb 14, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.24% Oct 20, 2020 - Nov 9, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.45% Sep 11, 2014 - Nov 3, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.17% Aug 1, 2013 - Dec 24, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.13% Sep 2, 2021 - Nov 16, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.63% Jan 11, 2021 - Feb 11, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.65% Apr 10, 2019 - Jun 18, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IQV and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
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