OZK vs SPY
Comparison between Bank OZK (OZK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed OZK, delivering a return of +13.8% compared to +6.2%
OZK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OZK vs SPY - Historical Returns
Returns include dividend reinvestment.
OZK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OZK | SPY |
|---|---|---|
| 2026 | +4.69% | +8.80% |
| 2025 | +9.05% | +18.00% |
| 2024 | -7.24% | +25.59% |
| 2023 | +31.57% | +26.72% |
| 2022 | -12.40% | -18.64% |
| 2021 | +51.80% | +30.52% |
| 2020 | +6.31% | +17.28% |
| 2019 | +35.97% | +31.09% |
| 2018 | -51.95% | -5.24% |
| 2017 | -7.07% | +20.78% |
| 2016 | +10.70% | +13.59% |
| 2015 | +35.72% | +1.31% |
| 2014 | +36.70% | +14.56% |
| 2013 | +67.48% | +29.00% |
| 2012 | +13.36% | +14.17% |
| 2011 | +35.42% | +0.85% |
| 2010 | +49.01% | +13.14% |
| 2009 | +1.40% | +22.67% |
| 2008 | +15.63% | -36.25% |
| 2007 | -18.63% | +5.32% |
| 2006 | -10.85% | +13.85% |
| 2005 | +7.04% | +5.32% |
| 2004 | +55.07% | +10.75% |
| 2003 | +91.48% | +24.18% |
| 2002 | +81.68% | -22.42% |
| 2001 | +106.59% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
OZK vs SPY Drawdown Comparison
The maximum drawdown for OZK was -70.41%, occurring on Apr 3, 2020. Recovery took 1222 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current OZK drawdown is -6.52%. The current SPY drawdown is -0.92%.
| Rank | OZK | SPY |
|---|---|---|
| #1 | -70.41% Mar 1, 2017 - Jan 5, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -61.82% Dec 9, 2005 - Apr 6, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -35.89% Dec 1, 2015 - Dec 27, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.29% Jan 7, 2022 - Dec 13, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -29.23% Feb 11, 2025 - Jul 14, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.17% Jul 21, 2011 - Nov 15, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -25.40% Dec 14, 2023 - Nov 25, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.90% Jul 12, 2002 - Aug 16, 2002 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.66% Mar 30, 2004 - Sep 7, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.58% Jul 19, 2001 - Nov 8, 2001 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -19.06% Aug 27, 2025 - Nov 17, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.44% Jun 22, 2015 - Oct 20, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -18.42% Mar 20, 2014 - Oct 28, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -17.49% Nov 25, 2024 - Jan 21, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -16.89% Sep 3, 2002 - Jan 13, 2003 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between OZK and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
OZK vs SPY dividend yield comparison.
| Year | OZK | SPY |
|---|---|---|
| 2026 | 1.93% | 0.24% |
| 2025 | 3.78% | 1.07% |
| 2024 | 3.55% | 1.21% |
| 2023 | 2.85% | 1.40% |
| 2022 | 3.15% | 1.65% |
| 2021 | 2.43% | 1.20% |
| 2020 | 3.45% | 1.52% |
| 2019 | 3.08% | 1.75% |
| 2018 | 3.48% | 2.04% |
| 2017 | 1.47% | 1.80% |
| 2016 | 1.20% | 2.03% |
| 2015 | 1.11% | 2.06% |
| 2014 | 1.24% | 1.87% |
| 2013 | 1.27% | 1.81% |
| 2012 | 1.49% | 2.18% |
| 2011 | 1.25% | 2.05% |
| 2010 | 1.38% | 1.80% |
| 2009 | 1.78% | 1.95% |
| 2008 | 1.69% | 3.02% |
| 2007 | 1.64% | 1.85% |
| 2006 | 1.21% | 1.73% |
| 2005 | 1.00% | 1.73% |
| 2004 | 0.88% | 1.82% |
| 2003 | 1.02% | 1.47% |
| 2002 | 1.32% | 1.70% |
| 2001 | 1.81% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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