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IX vs SPY

Comparison between Orix Corporation (IX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceIX has outperformed SPY, delivering a return of +20.7% compared to +13.2%

IX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
IX
$46B
Winner
SPY
$784B
Expense Ratio
IX
N/A
SPY
0.09%
Max Drawdown
IX
93.93%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IX
2.36
SPY
1.54
5Y Beta
Winner
IX
0.82
SPY
1.00
Industry
IX
Financial Conglomerates
SPY
N/A
P/E Ratio
Winner
IX
19.56
SPY
27.62
Forward P/E
Winner
IX
14.24
SPY
21.11
PEG Ratio
IX
4.86
SPY
N/A
Dividend Yield
IX
2.45%
SPY
N/A
5Y Dividends CAGR
Winner
IX
33.35%
SPY
6.00%
5Y EPS CAGR
IX
-1.40%
Winner
SPY
25.30%
Debt to Equity
IX
153.62%
Winner
SPY
31.11%
Free Cash Flow Yield
IX
18.91%
SPY
N/A
P/S Ratio
Winner
IX
0.01
SPY
3.49
P/B Ratio
Winner
IX
1.58
SPY
5.30

IX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IX
+0.90%
SPY
-1.37%
3M
Winner
IX
+31.50%
SPY
+12.22%
6M
Winner
IX
+32.12%
SPY
+7.20%
1Y
Winner
IX
+86.68%
SPY
+23.58%
5Y(CAGR)
Winner
IX
+20.68%
SPY
+13.19%
10Y(CAGR)
IX
+13.05%
Winner
SPY
+15.12%
Max(CAGR)
IX
+5.24%
Winner
SPY
+8.44%

IX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXSPY
2026+32.93%+7.95%
2025+43.71%+18.00%
2024+18.94%+25.59%
2023+19.23%+26.72%
2022-19.73%-18.64%
2021+34.13%+30.52%
2020-5.55%+17.28%
2019+14.76%+31.09%
2018-16.02%-5.24%
2017+9.60%+20.78%
2016+14.83%+13.59%
2015+11.37%+1.31%
2014-27.49%+14.56%
2013+53.29%+29.00%
2012+35.53%+14.17%
2011-16.25%+0.85%
2010+41.30%+13.14%
2009+20.49%+22.67%
2008-65.61%-36.25%
2007-41.90%+5.32%
2006+11.34%+13.85%
2005+87.14%+5.32%
2004+63.85%+10.75%
2003+26.81%+24.18%
2002-27.50%-22.42%
2001-9.93%-10.13%
2000-57.65%-8.84%
1999+68.00%+8.61%

IX vs SPY Drawdown Comparison

The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.

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

The current IX drawdown is -2.87%. The current SPY drawdown is -3.18%.

RankIXSPY
#1-93.82%
Apr 4, 2006 - Aug 7, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-83.18%
Dec 29, 1999 - Dec 14, 2005		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.33%
Feb 12, 2026 - May 11, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.58%
Jan 9, 2006 - Mar 13, 2006		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.33%
Nov 5, 1999 - Dec 1, 1999		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.44%
Sep 16, 2025 - Nov 12, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.40%
Dec 6, 1999 - Dec 17, 1999		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.29%
Mar 14, 2006 - Mar 20, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.11%
May 26, 2026 - Jun 18, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.83%
Nov 12, 2025 - Nov 25, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.45%
May 13, 2026 - May 20, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.38%
Dec 17, 1999 - Dec 22, 1999		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.17%
Dec 15, 2025 - Dec 23, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.97%
Dec 23, 2005 - Jan 3, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.87%
Jun 22, 2026 - Jun 23, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IX and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

IX vs SPY dividend yield comparison.

YearIXSPY
20260.00%0.50%
20253.43%1.07%
20243.63%1.21%
20233.22%1.40%
20221.94%1.65%
20210.00%1.20%
20202.17%1.52%
20190.00%1.75%
20180.00%2.04%
20171.41%1.80%
20162.40%2.03%
20150.00%2.06%
20141.60%1.87%
20130.67%1.81%
20120.94%2.18%
20111.11%2.05%
20100.77%1.80%
20090.97%1.95%
20084.26%3.02%
20070.00%1.85%
20060.12%1.73%
20050.09%1.73%
20040.16%1.82%
20030.16%1.47%
20020.18%1.70%
20010.14%1.25%
20000.11%1.15%
19990.00%0.24%

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