ORCL vs SPY
Comparison between Oracle Corp (ORCL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceORCL has outperformed SPY, delivering a return of +21.1% compared to +13.3%
ORCL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
ORCL
$558B
Winner
SPY
$652B
Expense Ratio
ORCL
N/A
SPY
0.09%
Max Drawdown
ORCL
84.19%
Winner
SPY
56.47%
Sharpe Ratio
ORCL
0.69
Winner
SPY
2.07
5Y Beta
ORCL
1.48
Winner
SPY
1.00
Industry
ORCL
Software - Infrastructure
SPY
N/A
P/E Ratio
ORCL
34.16
Winner
SPY
28.24
Forward P/E
ORCL
22.47
Winner
SPY
21.85
PEG Ratio
ORCL
1.14
SPY
N/A
Dividend Yield
ORCL
1.03%
SPY
N/A
5Y Dividends CAGR
Winner
ORCL
19.17%
SPY
5.43%
5Y EPS CAGR
ORCL
5.61%
Winner
SPY
25.79%
Debt to Equity
Winner
ORCL
0.00%
SPY
22.35%
Free Cash Flow Yield
ORCL
-4.43%
SPY
N/A
P/S Ratio
ORCL
8.71
Winner
SPY
3.55
P/B Ratio
ORCL
15.46
Winner
SPY
5.29
ORCL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ORCL
+36.89%
SPY
+9.11%
3M
Winner
ORCL
+25.59%
SPY
+6.59%
6M
ORCL
-17.60%
Winner
SPY
+10.56%
1Y
ORCL
+31.68%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
ORCL
+21.12%
SPY
+13.35%
10Y(CAGR)
Winner
ORCL
+19.18%
SPY
+15.49%
Max(CAGR)
Winner
ORCL
+11.79%
SPY
+8.50%
ORCL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ORCL | SPY |
|---|---|---|
| 2026 | +0.74% | +8.27% |
| 2025 | +18.59% | +18.00% |
| 2024 | +62.10% | +25.59% |
| 2023 | +27.84% | +26.72% |
| 2022 | -5.40% | -18.64% |
| 2021 | +38.89% | +30.52% |
| 2020 | +21.98% | +17.28% |
| 2019 | +19.15% | +31.09% |
| 2018 | -1.62% | -5.24% |
| 2017 | +24.13% | +20.78% |
| 2016 | +8.77% | +13.59% |
| 2015 | -16.44% | +1.31% |
| 2014 | +20.30% | +14.56% |
| 2013 | +11.11% | +29.00% |
| 2012 | +30.63% | +14.17% |
| 2011 | -18.30% | +0.85% |
| 2010 | +26.95% | +13.14% |
| 2009 | +34.24% | +22.67% |
| 2008 | -21.16% | -36.25% |
| 2007 | +28.95% | +5.32% |
| 2006 | +36.03% | +13.85% |
| 2005 | -8.95% | +5.32% |
| 2004 | +4.41% | +10.75% |
| 2003 | +18.02% | +24.18% |
| 2002 | -22.75% | -22.42% |
| 2001 | -47.65% | -10.13% |
| 2000 | -1.57% | -8.84% |
| 1999 | +118.99% | +8.61% |
ORCL vs SPY Drawdown Comparison
The maximum drawdown for ORCL was -84.19%, occurring on Jun 3, 2002. Recovery took 3595 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ORCL drawdown is -39.85%.
| Rank | ORCL | SPY |
|---|---|---|
| #1 | -84.19% Sep 1, 2000 - Dec 18, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -58.26% Sep 10, 2025 - Feb 5, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -40.36% Dec 15, 2021 - May 18, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.77% Nov 21, 2024 - Jun 12, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -32.97% Jul 10, 2019 - Sep 2, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -29.18% Mar 27, 2000 - Aug 31, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -25.24% Dec 24, 2014 - Mar 16, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.62% Jan 21, 2000 - Feb 7, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.55% Sep 11, 2023 - Mar 12, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.83% Mar 9, 2018 - Feb 22, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.71% Jan 3, 2000 - Jan 20, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.04% Aug 6, 2025 - Sep 10, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.03% Jul 12, 2024 - Sep 10, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.44% Nov 22, 1999 - Dec 3, 1999 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.70% Mar 20, 2024 - Jun 12, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ORCL and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
ORCL vs SPY dividend yield comparison.
| Year | ORCL | SPY |
|---|---|---|
| 2026 | 0.51% | 0.24% |
| 2025 | 0.97% | 1.07% |
| 2024 | 0.96% | 1.21% |
| 2023 | 1.44% | 1.40% |
| 2022 | 1.57% | 1.65% |
| 2021 | 1.38% | 1.20% |
| 2020 | 1.48% | 1.52% |
| 2019 | 1.72% | 1.75% |
| 2018 | 1.68% | 2.04% |
| 2017 | 1.52% | 1.80% |
| 2016 | 1.56% | 2.03% |
| 2015 | 1.56% | 2.06% |
| 2014 | 1.07% | 1.87% |
| 2013 | 0.63% | 1.81% |
| 2012 | 1.26% | 2.18% |
| 2011 | 0.90% | 2.05% |
| 2010 | 0.64% | 1.80% |
| 2009 | 0.61% | 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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