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WOR vs SPY

Comparison between Worthington Enterprises Inc (WOR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WOR, delivering a return of +13.9% compared to +7.8%

WOR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WOR
$2.75B
Winner
SPY
$735B
Expense Ratio
WOR
N/A
SPY
0.09%
Max Drawdown
WOR
72.35%
Winner
SPY
56.47%
Sharpe Ratio
WOR
-0.02
Winner
SPY
2.02
5Y Beta
Winner
WOR
0.80
SPY
1.00
Industry
WOR
Metal Fabrication
SPY
N/A
P/E Ratio
Winner
WOR
18.70
SPY
28.62
Forward P/E
Winner
WOR
14.24
SPY
22.20
PEG Ratio
WOR
0.37
SPY
N/A
Dividend Yield
WOR
1.34%
SPY
N/A
5Y Dividends CAGR
WOR
-1.67%
Winner
SPY
5.43%
5Y EPS CAGR
WOR
9.31%
Winner
SPY
26.35%
Debt to Equity
Winner
WOR
31.13%
SPY
33.33%
Free Cash Flow Yield
WOR
3.49%
SPY
N/A
P/S Ratio
WOR
N/A
SPY
3.68
P/B Ratio
WOR
N/A
SPY
5.52

WOR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WOR
+0.54%
Winner
SPY
+4.93%
3M
WOR
+0.53%
Winner
SPY
+9.70%
6M
WOR
+1.93%
Winner
SPY
+11.04%
1Y
WOR
-4.50%
Winner
SPY
+28.41%
5Y(CAGR)
WOR
+7.79%
Winner
SPY
+13.90%
10Y(CAGR)
WOR
+11.47%
Winner
SPY
+15.45%
Max(CAGR)
Winner
WOR
+9.64%
SPY
+8.55%

WOR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWORSPY
2026+8.36%+10.15%
2025+34.17%+18.00%
2024-28.30%+25.59%
2023+91.62%+26.72%
2022-7.73%-18.64%
2021+8.78%+30.52%
2020+26.74%+17.28%
2019+24.46%+31.09%
2018-21.99%-5.24%
2017-4.78%+20.78%
2016+62.90%+13.59%
2015+3.86%+1.31%
2014-26.48%+14.56%
2013+57.99%+29.00%
2012+55.50%+14.17%
2011-11.59%+0.85%
2010+38.01%+13.14%
2009+19.67%+22.67%
2008-35.37%-36.25%
2007+7.76%+5.32%
2006-8.01%+13.85%
2005+5.17%+5.32%
2004+13.25%+10.75%
2003+21.49%+24.18%
2002+13.19%-22.42%
2001+80.85%-10.13%
2000-46.15%-8.84%
1999-0.14%+8.61%

WOR vs SPY Drawdown Comparison

The maximum drawdown for WOR was -70.92%, occurring on Mar 9, 2009. Recovery took 925 trading sessions.

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

The current WOR drawdown is -15.92%. The current SPY drawdown is -0.02%.

RankWORSPY
#1-70.92%
Oct 29, 2007 - Jun 30, 2011
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.49%
Nov 22, 2016 - Jan 6, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-59.81%
Jan 7, 2000 - Mar 4, 2002
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-48.54%
Jun 27, 2014 - Jun 30, 2016
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-46.16%
Mar 11, 2021 - Jul 11, 2023
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-43.20%
Jul 21, 2011 - Jul 13, 2012
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-42.42%
Mar 21, 2024 - Aug 13, 2025
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-38.68%
Oct 8, 2002 - Mar 29, 2004
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-31.26%
Oct 6, 2004 - Jul 3, 2006
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-29.83%
Aug 27, 2025 - Mar 12, 2026
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-22.76%
Jul 3, 2006 - Apr 2, 2007
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-22.60%
Sep 1, 2023 - Dec 4, 2023
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.65%
Dec 19, 2013 - Jun 27, 2014
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-15.70%
Apr 25, 2007 - Sep 26, 2007
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-14.80%
Jul 1, 2002 - Sep 4, 2002
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WOR and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

WOR vs SPY dividend yield comparison.

YearWORSPY
20260.34%0.24%
20251.40%1.07%
20241.65%1.21%
202349.97%1.40%
20222.37%1.65%
20211.99%1.20%
20201.91%1.52%
20192.23%1.75%
20182.53%2.04%
20171.86%1.80%
20161.64%2.03%
20152.46%2.06%
20142.19%1.87%
20130.71%1.81%
20122.92%2.18%
20112.69%2.05%
20102.17%1.80%
20093.60%1.95%
20086.17%3.02%
20073.80%1.85%
20063.84%1.73%
20053.54%1.73%
20043.27%1.82%
20033.55%1.47%
20024.20%1.70%
20013.38%1.25%
20007.82%1.15%
19990.91%0.24%

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