OTIS vs SPY
Comparison between Otis Worldwide Corp (OTIS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed OTIS, delivering a return of +13.3% compared to +0.7%
OTIS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
OTIS
$30B
Winner
SPY
$652B
Expense Ratio
OTIS
N/A
SPY
0.09%
Max Drawdown
Winner
OTIS
30.93%
SPY
56.47%
Sharpe Ratio
OTIS
-1.09
Winner
SPY
2.07
5Y Beta
Winner
OTIS
0.45
SPY
1.00
Industry
OTIS
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
Winner
OTIS
22.28
SPY
28.24
Forward P/E
Winner
OTIS
18.05
SPY
21.85
PEG Ratio
OTIS
1.44
SPY
N/A
Dividend Yield
OTIS
2.17%
SPY
N/A
5Y Dividends CAGR
Winner
OTIS
20.94%
SPY
5.43%
5Y EPS CAGR
OTIS
N/A
SPY
25.79%
Debt to Equity
Winner
OTIS
-133.35%
SPY
22.35%
Free Cash Flow Yield
OTIS
6.11%
SPY
N/A
P/S Ratio
Winner
OTIS
2.01
SPY
3.55
P/B Ratio
OTIS
13.20
Winner
SPY
5.29
OTIS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
OTIS
-5.95%
Winner
SPY
+9.11%
3M
OTIS
-15.82%
Winner
SPY
+6.59%
6M
OTIS
-17.02%
Winner
SPY
+10.56%
1Y
OTIS
-21.69%
Winner
SPY
+32.04%
5Y(CAGR)
OTIS
+0.66%
Winner
SPY
+13.35%
10Y(CAGR)
OTIS
N/A
SPY
+15.49%
Max(CAGR)
Winner
OTIS
+10.15%
SPY
+8.50%
OTIS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OTIS | SPY |
|---|---|---|
| 2026 | -14.91% | +8.27% |
| 2025 | -3.60% | +18.00% |
| 2024 | +6.40% | +25.59% |
| 2023 | +14.86% | +26.72% |
| 2022 | -7.15% | -18.64% |
| 2021 | +34.31% | +30.52% |
| 2020 | +50.79% | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
OTIS vs SPY Drawdown Comparison
The maximum drawdown for OTIS was -29.99%, occurring on Sep 30, 2022. Recovery took 478 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current OTIS drawdown is -27.54%.
| Rank | OTIS | SPY |
|---|---|---|
| #1 | -29.99% Aug 30, 2021 - Jul 26, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -27.54% Oct 18, 2024 - May 8, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.69% Jul 31, 2023 - Dec 14, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -12.00% Mar 30, 2020 - Apr 29, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.60% Mar 19, 2020 - Mar 30, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.20% Oct 12, 2020 - Nov 10, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.35% May 8, 2020 - May 20, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.34% Jun 8, 2020 - Jul 29, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.28% Jun 5, 2024 - Sep 26, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.08% Sep 2, 2020 - Oct 9, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.00% Mar 21, 2024 - Jun 5, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.17% Jan 7, 2021 - Mar 16, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.85% Nov 24, 2020 - Dec 31, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.98% Apr 29, 2020 - May 7, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.76% Dec 14, 2023 - Feb 2, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between OTIS and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (1999 - 2026)
OTIS vs SPY dividend yield comparison.
| Year | OTIS | SPY |
|---|---|---|
| 2026 | 0.56% | 0.24% |
| 2025 | 1.89% | 1.07% |
| 2024 | 1.63% | 1.21% |
| 2023 | 1.46% | 1.40% |
| 2022 | 1.42% | 1.65% |
| 2021 | 1.06% | 1.20% |
| 2020 | 0.89% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 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% |
Select Stocks to Compare
Popular: OTIS vs SPY
More Comparisons
Compare with similar stocks