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 +18.4% compared to +13.3%
IX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
IX
$39B
Winner
SPY
$652B
Expense Ratio
IX
N/A
SPY
0.09%
Max Drawdown
IX
93.93%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IX
2.24
SPY
2.07
5Y Beta
Winner
IX
0.81
SPY
1.00
Industry
IX
Financial Conglomerates
SPY
N/A
P/E Ratio
Winner
IX
16.61
SPY
28.24
Forward P/E
Winner
IX
14.24
SPY
21.85
PEG Ratio
IX
4.13
SPY
N/A
Dividend Yield
IX
2.97%
SPY
N/A
5Y Dividends CAGR
Winner
IX
33.36%
SPY
5.43%
5Y EPS CAGR
IX
-1.40%
Winner
SPY
25.79%
Debt to Equity
IX
153.62%
Winner
SPY
22.35%
Free Cash Flow Yield
IX
22.26%
SPY
N/A
P/S Ratio
Winner
IX
0.01
SPY
3.55
P/B Ratio
Winner
IX
1.23
SPY
5.29
IX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IX
+7.57%
Winner
SPY
+9.11%
3M
IX
-0.72%
Winner
SPY
+6.59%
6M
Winner
IX
+34.76%
SPY
+10.56%
1Y
Winner
IX
+72.94%
SPY
+32.04%
5Y(CAGR)
Winner
IX
+18.37%
SPY
+13.35%
10Y(CAGR)
IX
+10.88%
Winner
SPY
+15.49%
Max(CAGR)
IX
+4.68%
Winner
SPY
+8.50%
IX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IX | SPY |
|---|---|---|
| 2026 | +14.43% | +8.27% |
| 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 -7.80%.
| Rank | IX | SPY |
|---|---|---|
| #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 - Mar 30, 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 | -4.83% Nov 12, 2025 - Nov 25, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.38% Dec 17, 1999 - Dec 22, 1999 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.17% Dec 15, 2025 - Dec 23, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.97% Dec 23, 2005 - Jan 3, 2006 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.76% Jan 12, 2026 - Feb 3, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.44% Dec 14, 2005 - Dec 20, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.27% Aug 18, 2025 - Aug 22, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IX and SPY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (1999 - 2026)
IX vs SPY dividend yield comparison.
| Year | IX | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 3.43% | 1.07% |
| 2024 | 3.63% | 1.21% |
| 2023 | 3.22% | 1.40% |
| 2022 | 1.94% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 2.17% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 1.41% | 1.80% |
| 2016 | 2.40% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 1.60% | 1.87% |
| 2013 | 0.67% | 1.81% |
| 2012 | 0.94% | 2.18% |
| 2011 | 1.11% | 2.05% |
| 2010 | 0.77% | 1.80% |
| 2009 | 0.97% | 1.95% |
| 2008 | 4.26% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.12% | 1.73% |
| 2005 | 0.09% | 1.73% |
| 2004 | 0.16% | 1.82% |
| 2003 | 0.16% | 1.47% |
| 2002 | 0.18% | 1.70% |
| 2001 | 0.14% | 1.25% |
| 2000 | 0.11% | 1.15% |
| 1999 | 0.00% | 0.24% |
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