TEX vs SPY
Comparison between Terex Corp (TEX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed TEX, delivering a return of +13.9% compared to +3.1%
TEX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TEX vs SPY - Historical Returns
Returns include dividend reinvestment.
TEX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TEX | SPY |
|---|---|---|
| 2026 | +5.59% | +8.42% |
| 2025 | +21.72% | +18.00% |
| 2024 | -19.15% | +25.59% |
| 2023 | +38.57% | +26.72% |
| 2022 | -2.19% | -18.64% |
| 2021 | +28.93% | +30.52% |
| 2020 | +16.35% | +17.28% |
| 2019 | +10.20% | +31.09% |
| 2018 | -42.65% | -5.24% |
| 2017 | +52.29% | +20.78% |
| 2016 | +71.91% | +13.59% |
| 2015 | -34.37% | +1.31% |
| 2014 | -31.81% | +14.56% |
| 2013 | +41.81% | +29.00% |
| 2012 | +94.80% | +14.17% |
| 2011 | -57.04% | +0.85% |
| 2010 | +48.02% | +13.14% |
| 2009 | +5.71% | +22.67% |
| 2008 | -72.36% | -36.25% |
| 2007 | +11.02% | +5.32% |
| 2006 | +112.29% | +13.85% |
| 2005 | +29.75% | +5.32% |
| 2004 | +64.71% | +10.75% |
| 2003 | +152.48% | +24.18% |
| 2002 | -36.42% | -22.42% |
| 2001 | +12.29% | -10.13% |
| 2000 | -38.91% | -8.84% |
| 1999 | +4.95% | +8.61% |
TEX vs SPY Drawdown Comparison
The maximum drawdown for TEX was -91.96%, occurring on Feb 23, 2009. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current TEX drawdown is -29.51%. The current SPY drawdown is -1.27%.
| Rank | TEX | SPY |
|---|---|---|
| #1 | -91.96% Jul 16, 2007 - Feb 23, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -66.55% Nov 18, 1999 - Dec 19, 2003 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.50% Apr 5, 2004 - Jul 29, 2004 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.40% Mar 4, 2005 - Aug 1, 2005 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.94% May 5, 2006 - Oct 10, 2006 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.39% Dec 31, 2004 - Mar 4, 2005 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.67% Oct 6, 2004 - Nov 22, 2004 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.60% Dec 27, 2006 - Feb 16, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.59% Mar 1, 2006 - Apr 3, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.74% Feb 21, 2007 - Mar 21, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.56% Jan 14, 2004 - Feb 5, 2004 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.11% Aug 10, 2005 - Oct 3, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.06% Mar 4, 2004 - Apr 2, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.24% Oct 16, 2006 - Nov 15, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.79% Aug 2, 2004 - Sep 10, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between TEX and SPY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
TEX vs SPY dividend yield comparison.
| Year | TEX | SPY |
|---|---|---|
| 2026 | 0.29% | 0.24% |
| 2025 | 1.27% | 1.07% |
| 2024 | 1.47% | 1.21% |
| 2023 | 1.11% | 1.40% |
| 2022 | 1.22% | 1.65% |
| 2021 | 1.09% | 1.20% |
| 2020 | 0.34% | 1.52% |
| 2019 | 1.48% | 1.75% |
| 2018 | 1.45% | 2.04% |
| 2017 | 0.66% | 1.80% |
| 2016 | 0.89% | 2.03% |
| 2015 | 1.30% | 2.06% |
| 2014 | 0.72% | 1.87% |
| 2013 | 0.12% | 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
More Comparisons
Compare with similar stocks