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OTEX vs SPY

Comparison between Open Text Corp (OTEX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed OTEX, delivering a return of +13.8% compared to -10.5%

OTEX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OTEX
$5.53B
Winner
SPY
$735B
Expense Ratio
OTEX
N/A
SPY
0.09%
Max Drawdown
OTEX
70.46%
Winner
SPY
56.47%
Sharpe Ratio
OTEX
-0.42
Winner
SPY
1.60
5Y Beta
Winner
OTEX
0.99
SPY
1.00
Industry
OTEX
Software - Application
SPY
N/A
P/E Ratio
Winner
OTEX
11.00
SPY
28.81
Forward P/E
Winner
OTEX
5.06
SPY
22.07
PEG Ratio
OTEX
1.02
SPY
N/A
Dividend Yield
OTEX
4.80%
SPY
N/A
5Y Dividends CAGR
Winner
OTEX
12.45%
SPY
5.43%
5Y EPS CAGR
Winner
OTEX
29.41%
SPY
25.84%
Debt to Equity
OTEX
156.74%
Winner
SPY
34.16%
Free Cash Flow Yield
OTEX
17.71%
SPY
N/A
P/S Ratio
Winner
OTEX
1.06
SPY
3.69
P/B Ratio
Winner
OTEX
1.56
SPY
5.54

OTEX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OTEX
-2.31%
Winner
SPY
+3.53%
3M
OTEX
-6.73%
Winner
SPY
+7.49%
6M
OTEX
-29.96%
Winner
SPY
+11.36%
1Y
OTEX
-15.83%
Winner
SPY
+24.76%
5Y(CAGR)
OTEX
-10.46%
Winner
SPY
+13.85%
10Y(CAGR)
OTEX
+0.27%
Winner
SPY
+15.52%
Max(CAGR)
Winner
OTEX
+11.86%
SPY
+8.46%

OTEX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOTEXSPY
2026-27.33%+7.70%
2025+19.52%+18.00%
2024-28.08%+25.59%
2023+43.27%+26.72%
2022-35.70%-18.64%
2021+6.32%+30.52%
2020+4.07%+17.28%
2019+38.20%+31.09%
2018-4.81%-5.24%
2017+17.80%+20.78%
2016+31.72%+13.59%
2015-16.17%+1.31%
2014+28.63%+14.56%
2013+61.93%+29.00%
2012+6.94%+14.17%
2011+8.83%+0.85%
2010+13.50%+13.14%
2009+32.24%+22.67%
2008-0.59%-36.25%
2007+56.86%+5.32%
2006+31.22%+13.85%
2005-29.34%+5.32%
2004+4.97%+10.75%
2003+57.71%+24.18%
2002-24.18%-22.42%
2001+38.71%-10.13%
2000+13.84%-8.84%
1999+47.66%+8.61%

OTEX vs SPY Drawdown Comparison

The maximum drawdown for OTEX was -70.46%, occurring on Jul 26, 2002. Recovery took 989 trading sessions.

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

The current OTEX drawdown is -52.47%. The current SPY drawdown is -1.93%.

RankOTEXSPY
#1-70.46%
Mar 1, 2000 - Feb 9, 2004
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.31%
Mar 5, 2004 - Nov 2, 2007
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-57.18%
Sep 2, 2021 - Apr 9, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-40.62%
May 6, 2008 - Jul 23, 2009
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-39.23%
Feb 13, 2015 - Jun 3, 2016
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-38.62%
Feb 14, 2020 - Jan 20, 2021
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-35.23%
Jul 22, 2011 - May 17, 2013
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-27.15%
Apr 23, 2010 - Feb 1, 2011
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-20.51%
Aug 30, 2018 - May 2, 2019
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-19.94%
Nov 5, 2007 - Apr 30, 2008
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.82%
Jul 26, 2019 - Nov 26, 2019
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.80%
Aug 13, 2009 - Oct 14, 2009
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.27%
Dec 6, 1999 - Jan 27, 2000
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.06%
Feb 24, 2000 - Feb 29, 2000
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.14%
Sep 16, 2014 - Nov 10, 2014
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OTEX and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

OTEX vs SPY dividend yield comparison.

YearOTEXSPY
20261.21%0.24%
20253.30%1.07%
20243.62%1.21%
20232.35%1.40%
20223.13%1.65%
20211.78%1.20%
20201.59%1.52%
20191.53%1.75%
20181.80%2.04%
20171.43%1.80%
20161.44%2.03%
20151.61%2.06%
20141.15%1.87%
20130.98%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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