O vs SPY
Comparison between Realty Income Corp (O, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed O, delivering a return of +13.3% compared to +3.9%
O vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
O
$60B
Winner
SPY
$652B
Expense Ratio
O
N/A
SPY
0.09%
Max Drawdown
Winner
O
50.64%
SPY
56.47%
Sharpe Ratio
O
0.74
Winner
SPY
2.07
5Y Beta
Winner
O
0.15
SPY
1.00
Industry
O
Reit - Retail
SPY
N/A
P/E Ratio
O
55.56
Winner
SPY
28.24
Forward P/E
O
40.00
Winner
SPY
21.85
PEG Ratio
O
2.74
SPY
N/A
Dividend Yield
O
5.23%
SPY
N/A
5Y Dividends CAGR
O
3.52%
Winner
SPY
5.43%
5Y EPS CAGR
O
1.63%
Winner
SPY
25.79%
Debt to Equity
Winner
O
0.00%
SPY
22.35%
Free Cash Flow Yield
O
6.68%
SPY
N/A
P/S Ratio
O
10.36
Winner
SPY
3.55
P/B Ratio
Winner
O
1.50
SPY
5.29
O vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
O
-0.97%
Winner
SPY
+9.11%
3M
O
-0.61%
Winner
SPY
+6.59%
6M
Winner
O
+11.80%
SPY
+10.56%
1Y
O
+16.23%
Winner
SPY
+32.04%
5Y(CAGR)
O
+3.88%
Winner
SPY
+13.35%
10Y(CAGR)
O
+4.79%
Winner
SPY
+15.49%
Max(CAGR)
Winner
O
+12.86%
SPY
+8.50%
O vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | O | SPY |
|---|---|---|
| 2026 | +9.90% | +8.27% |
| 2025 | +13.36% | +18.00% |
| 2024 | -4.03% | +25.59% |
| 2023 | -5.13% | +26.72% |
| 2022 | -6.85% | -18.64% |
| 2021 | +28.78% | +30.52% |
| 2020 | -10.15% | +17.28% |
| 2019 | +23.43% | +31.09% |
| 2018 | +16.75% | -5.24% |
| 2017 | +3.66% | +20.78% |
| 2016 | +16.80% | +13.59% |
| 2015 | +11.26% | +1.31% |
| 2014 | +34.27% | +14.56% |
| 2013 | -4.45% | +29.00% |
| 2012 | +20.80% | +14.17% |
| 2011 | +6.34% | +0.85% |
| 2010 | +38.29% | +13.14% |
| 2009 | +26.00% | +22.67% |
| 2008 | -1.64% | -36.25% |
| 2007 | +3.21% | +5.32% |
| 2006 | +32.46% | +13.85% |
| 2005 | -8.48% | +5.32% |
| 2004 | +33.61% | +10.75% |
| 2003 | +20.64% | +24.18% |
| 2002 | +27.95% | -22.42% |
| 2001 | +30.39% | -10.13% |
| 2000 | +31.81% | -8.84% |
| 1999 | -7.54% | +8.61% |
O vs SPY Drawdown Comparison
The maximum drawdown for O was -48.39%, occurring on Mar 6, 2009. Recovery took 329 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current O drawdown is -7.56%.
| Rank | O | SPY |
|---|---|---|
| #1 | -48.39% Sep 18, 2008 - Jan 8, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -48.28% Feb 21, 2020 - Apr 14, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.49% Aug 15, 2022 - Feb 4, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -31.37% May 17, 2013 - Jan 7, 2015 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -29.65% Aug 1, 2016 - Dec 6, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -28.76% Nov 13, 2007 - Sep 18, 2008 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.26% Apr 28, 2011 - Dec 22, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.50% Jun 28, 2002 - Dec 11, 2002 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.34% Feb 7, 2007 - Oct 2, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.10% Jan 29, 2015 - Jan 19, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.39% Mar 31, 2004 - Aug 27, 2004 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.90% Jun 17, 2005 - Mar 16, 2006 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -15.60% Apr 20, 2022 - Jul 29, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.90% Apr 29, 2010 - Sep 2, 2010 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.24% Mar 17, 2006 - Aug 24, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between O and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
O vs SPY dividend yield comparison.
| Year | O | SPY |
|---|---|---|
| 2026 | 1.75% | 0.24% |
| 2025 | 6.19% | 1.07% |
| 2024 | 5.37% | 1.21% |
| 2023 | 5.33% | 1.40% |
| 2022 | 4.68% | 1.65% |
| 2021 | 3.87% | 1.20% |
| 2020 | 4.51% | 1.52% |
| 2019 | 3.69% | 1.75% |
| 2018 | 4.19% | 2.04% |
| 2017 | 4.45% | 1.80% |
| 2016 | 4.18% | 2.03% |
| 2015 | 4.41% | 2.06% |
| 2014 | 4.60% | 1.87% |
| 2013 | 5.83% | 1.81% |
| 2012 | 4.42% | 2.18% |
| 2011 | 4.97% | 2.05% |
| 2010 | 5.04% | 1.80% |
| 2009 | 6.59% | 1.95% |
| 2008 | 7.20% | 3.02% |
| 2007 | 5.81% | 1.85% |
| 2006 | 5.23% | 1.73% |
| 2005 | 6.26% | 1.73% |
| 2004 | 4.73% | 1.82% |
| 2003 | 5.92% | 1.47% |
| 2002 | 6.60% | 1.70% |
| 2001 | 7.64% | 1.25% |
| 2000 | 8.70% | 1.15% |
| 1999 | 1.73% | 0.24% |
Select Stocks to Compare
Popular: O vs SPY
More Comparisons
Compare with similar stocks