IR vs SPY
Comparison between Ingersoll-Rand Inc (IR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IR, delivering a return of +13.3% compared to +8.5%
IR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
IR
$31B
Winner
SPY
$652B
Expense Ratio
IR
N/A
SPY
0.09%
Max Drawdown
Winner
IR
50.27%
SPY
56.47%
Sharpe Ratio
IR
-0.03
Winner
SPY
2.07
5Y Beta
IR
1.25
Winner
SPY
1.00
Industry
IR
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
IR
61.37
Winner
SPY
28.24
Forward P/E
Winner
IR
21.83
SPY
21.85
PEG Ratio
IR
0.72
SPY
N/A
Dividend Yield
IR
0.10%
SPY
N/A
5Y Dividends CAGR
IR
N/A
SPY
5.43%
5Y EPS CAGR
IR
2.91%
Winner
SPY
25.79%
Debt to Equity
Winner
IR
0.01%
SPY
22.35%
Free Cash Flow Yield
IR
4.22%
SPY
N/A
P/S Ratio
IR
3.96
Winner
SPY
3.55
P/B Ratio
Winner
IR
2.91
SPY
5.29
IR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IR
-10.56%
Winner
SPY
+9.11%
3M
IR
-23.01%
Winner
SPY
+6.59%
6M
IR
-2.24%
Winner
SPY
+10.56%
1Y
IR
-4.32%
Winner
SPY
+32.04%
5Y(CAGR)
IR
+8.54%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
IR
+16.25%
SPY
+15.49%
Max(CAGR)
Winner
IR
+16.25%
SPY
+8.50%
IR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IR | SPY |
|---|---|---|
| 2026 | -5.03% | +8.27% |
| 2025 | -12.40% | +18.00% |
| 2024 | +17.99% | +25.59% |
| 2023 | +46.11% | +26.72% |
| 2022 | -12.23% | -18.64% |
| 2021 | +39.68% | +30.52% |
| 2020 | +23.54% | +17.28% |
| 2019 | +87.32% | +31.09% |
| 2018 | -39.34% | -5.24% |
| 2017 | +60.81% | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +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% |
IR vs SPY Drawdown Comparison
The maximum drawdown for IR was -50.27%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IR drawdown is -28.03%.
| Rank | IR | SPY |
|---|---|---|
| #1 | -50.27% Feb 20, 2020 - Nov 3, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -48.43% Jan 23, 2018 - Dec 11, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.62% Nov 25, 2024 - Apr 8, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.53% Dec 31, 2021 - Jun 7, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.28% Sep 6, 2023 - Nov 16, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.42% Jun 16, 2017 - Aug 4, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.49% Jul 31, 2024 - Oct 4, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.28% Jan 12, 2021 - Feb 24, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.40% Apr 28, 2021 - Aug 12, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.47% Oct 27, 2017 - Nov 20, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.26% Sep 15, 2021 - Nov 2, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.96% Mar 27, 2024 - May 22, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.95% Aug 8, 2017 - Sep 12, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.64% May 22, 2024 - Jul 12, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.27% Oct 14, 2024 - Nov 6, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IR and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
IR vs SPY dividend yield comparison.
| Year | IR | SPY |
|---|---|---|
| 2026 | 0.03% | 0.24% |
| 2025 | 0.10% | 1.07% |
| 2024 | 0.09% | 1.21% |
| 2023 | 0.10% | 1.40% |
| 2022 | 0.15% | 1.65% |
| 2021 | 0.03% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 5.78% | 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 | 0.00% | 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% |
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