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OPY vs SPY

Comparison between Oppenheimer Holdings Inc - Class A (OPY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceOPY has outperformed SPY, delivering a return of +17.6% compared to +13.4%

OPY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OPY
$1.07B
Winner
SPY
$784B
Expense Ratio
OPY
N/A
SPY
0.09%
Max Drawdown
OPY
87.88%
Winner
SPY
56.47%
Sharpe Ratio
OPY
1.43
Winner
SPY
1.50
5Y Beta
Winner
OPY
0.90
SPY
1.00
Industry
OPY
Capital Markets
SPY
N/A
P/E Ratio
Winner
OPY
19.56
SPY
28.29
Forward P/E
Winner
OPY
10.81
SPY
21.76
PEG Ratio
OPY
12.00
SPY
N/A
Dividend Yield
OPY
0.74%
SPY
N/A
5Y Dividends CAGR
OPY
3.29%
Winner
SPY
5.43%
5Y EPS CAGR
OPY
12.30%
Winner
SPY
25.98%
Debt to Equity
Winner
OPY
0.00%
SPY
30.79%
Free Cash Flow Yield
OPY
8.12%
SPY
N/A
P/S Ratio
Winner
OPY
0.66
SPY
3.79
P/B Ratio
Winner
OPY
1.09
SPY
5.67

OPY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OPY
+9.21%
SPY
+0.48%
3M
Winner
OPY
+24.33%
SPY
+11.67%
6M
Winner
OPY
+44.02%
SPY
+9.42%
1Y
Winner
OPY
+66.64%
SPY
+24.27%
5Y(CAGR)
Winner
OPY
+17.60%
SPY
+13.36%
10Y(CAGR)
Winner
OPY
+23.75%
SPY
+15.42%
Max(CAGR)
Winner
OPY
+9.56%
SPY
+8.49%

OPY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOPYSPY
2026+42.96%+8.88%
2025+14.34%+18.00%
2024+57.32%+25.59%
2023-4.06%+26.72%
2022-8.14%-18.64%
2021+52.77%+30.52%
2020+17.41%+17.28%
2019+10.55%+31.09%
2018-2.52%-5.24%
2017+47.31%+20.78%
2016+16.52%+13.59%
2015-23.24%+1.31%
2014-2.10%+14.56%
2013+44.70%+29.00%
2012+9.67%+14.17%
2011-38.75%+0.85%
2010-20.74%+13.14%
2009+162.67%+22.67%
2008-68.83%-36.25%
2007+25.87%+5.32%
2006+72.02%+13.85%
2005-19.32%+5.32%
2004-23.36%+10.75%
2003+39.29%+24.18%
2002-8.57%-22.42%
2001+20.61%-10.13%
2000+63.38%-8.84%
1999-3.91%+8.61%

OPY vs SPY Drawdown Comparison

The maximum drawdown for OPY was -87.49%, occurring on Mar 9, 2009. Recovery took 3438 trading sessions.

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

The current OPY drawdown is -10.60%. The current SPY drawdown is -2.35%.

RankOPYSPY
#1-87.49%
Jul 11, 2007 - Mar 8, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.71%
Jun 16, 2021 - Jul 15, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.62%
Dec 5, 2003 - Oct 25, 2006		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.05%
Jun 6, 2001 - May 29, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-29.42%
Jan 24, 2025 - Jul 22, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.22%
Apr 22, 2026 - May 28, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.35%
Sep 18, 2025 - Jan 15, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.56%
Jul 25, 2024 - Nov 1, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.56%
Oct 31, 2006 - Jan 16, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.70%
Jan 19, 2007 - Apr 12, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.76%
Jun 2, 2003 - Oct 2, 2003		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.62%
Sep 14, 2000 - Nov 28, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.16%
Feb 9, 2026 - Apr 7, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.34%
Feb 15, 2001 - Mar 19, 2001		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.56%
Mar 19, 2001 - May 10, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OPY 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)

OPY vs SPY dividend yield comparison.

YearOPYSPY
20260.37%0.24%
20252.38%1.07%
20241.03%1.21%
20231.45%1.40%
20221.42%1.65%
20213.32%1.20%
20204.71%1.52%
20191.67%1.75%
20181.72%2.04%
20171.64%1.80%
20162.37%2.03%
20152.53%2.06%
20141.89%1.87%
20131.78%1.81%
20122.55%2.18%
20112.73%2.05%
20101.68%1.80%
20091.32%1.95%
20083.42%3.02%
20070.99%1.85%
20061.20%1.73%
20051.80%1.73%
20041.41%1.82%
20031.06%1.47%
20021.43%1.70%
20011.27%1.25%
20001.29%1.15%
19990.47%0.24%

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