WSO vs IEX
Comparison between Watsco Inc - Class A (WSO, Company) and Idex Corporation (IEX, Company).
Both WSO and IEX are from the Industrials sector.
5-Year PerformanceWSO has outperformed IEX, delivering a return of +10.0% compared to +0.4%
WSO vs IEX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WSO vs IEX - Historical Returns
Returns include dividend reinvestment.
WSO vs IEX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WSO | IEX |
|---|---|---|
| 2026 | +23.00% | +21.68% |
| 2025 | -26.25% | -12.32% |
| 2024 | +15.59% | -1.43% |
| 2023 | +72.85% | -4.28% |
| 2022 | -15.46% | +0.16% |
| 2021 | +42.70% | +22.20% |
| 2020 | +31.13% | +16.32% |
| 2019 | +34.90% | +39.28% |
| 2018 | -15.44% | -2.95% |
| 2017 | +17.80% | +46.63% |
| 2016 | +31.98% | +20.89% |
| 2015 | +12.90% | -0.00% |
| 2014 | +15.03% | +8.76% |
| 2013 | +26.23% | +56.60% |
| 2012 | +25.50% | +27.22% |
| 2011 | +5.92% | -5.04% |
| 2010 | +31.75% | +25.74% |
| 2009 | +27.70% | +22.23% |
| 2008 | +12.47% | -31.02% |
| 2007 | -20.57% | +15.92% |
| 2006 | -24.16% | +15.91% |
| 2005 | +75.41% | +5.67% |
| 2004 | +55.09% | +48.84% |
| 2003 | +39.42% | +25.27% |
| 2002 | +16.77% | -2.58% |
| 2001 | +24.98% | +11.55% |
| 2000 | +2.27% | +11.85% |
| 1999 | +13.44% | +22.45% |
WSO vs IEX Drawdown Comparison
The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.
The maximum drawdown for IEX was -58.66%, occurring on Mar 9, 2009. Recovery took 837 trading sessions.
The current WSO drawdown is -22.93%. The current IEX drawdown is -9.15%.
| Rank | WSO | IEX |
|---|---|---|
| #1 | -54.14% Feb 24, 2006 - Apr 22, 2010 | -58.66% Aug 9, 2007 - Dec 3, 2010 |
| #2 | -43.26% May 23, 2000 - Mar 7, 2002 | -36.46% Apr 26, 2011 - Dec 10, 2012 |
| #3 | -41.64% Nov 25, 2024 - Nov 20, 2025 | -35.52% Feb 12, 2020 - Aug 12, 2020 |
| #4 | -35.08% Nov 15, 1999 - Apr 20, 2000 | -34.60% Mar 21, 2024 - Aug 11, 2025 |
| #5 | -33.03% May 3, 2002 - Sep 2, 2003 | -33.79% Apr 10, 2002 - Aug 19, 2003 |
| #6 | -29.53% Jun 12, 2018 - Dec 6, 2019 | -30.94% Sep 5, 2001 - Feb 15, 2002 |
| #7 | -28.58% Apr 6, 2011 - Feb 1, 2012 | -27.33% Dec 16, 2021 - Nov 30, 2022 |
| #8 | -27.17% Dec 15, 2021 - Feb 2, 2023 | -26.51% Jan 20, 2000 - Apr 28, 2000 |
| #9 | -24.30% Mar 9, 2020 - Jun 9, 2020 | -26.45% Jun 2, 2000 - Dec 5, 2000 |
| #10 | -17.92% Apr 22, 2014 - Dec 3, 2014 | -24.08% Sep 20, 2018 - Apr 1, 2019 |
| #11 | -17.41% Oct 23, 2015 - Mar 18, 2016 | -23.44% Dec 5, 2000 - Aug 23, 2001 |
| #12 | -17.17% Apr 22, 2010 - Dec 2, 2010 | -23.08% May 9, 2006 - Feb 26, 2007 |
| #13 | -17.14% Apr 25, 2000 - May 22, 2000 | -21.83% Dec 13, 2022 - Mar 1, 2024 |
| #14 | -16.18% Jul 19, 2012 - Oct 4, 2012 | -18.28% Jul 3, 2014 - Mar 16, 2016 |
| #15 | -15.96% Apr 22, 2004 - Sep 21, 2004 | -14.10% Jun 30, 2004 - Sep 16, 2004 |
Correlation
Correlation between WSO and IEX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
WSO vs IEX dividend yield comparison.
| Year | WSO | IEX |
|---|---|---|
| 2026 | 1.50% | 0.33% |
| 2025 | 3.47% | 1.58% |
| 2024 | 2.23% | 1.29% |
| 2023 | 2.29% | 1.16% |
| 2022 | 3.43% | 1.02% |
| 2021 | 2.44% | 0.90% |
| 2020 | 3.06% | 1.00% |
| 2019 | 3.55% | 1.12% |
| 2018 | 4.02% | 1.31% |
| 2017 | 2.71% | 1.10% |
| 2016 | 2.43% | 1.49% |
| 2015 | 2.39% | 1.62% |
| 2014 | 1.87% | 1.37% |
| 2013 | 1.20% | 1.21% |
| 2012 | 9.99% | 1.65% |
| 2011 | 3.40% | 1.78% |
| 2010 | 3.23% | 1.46% |
| 2009 | 3.86% | 1.54% |
| 2008 | 4.56% | 1.99% |
| 2007 | 3.56% | 1.27% |
| 2006 | 2.01% | 1.20% |
| 2005 | 1.04% | 1.17% |
| 2004 | 1.08% | 1.05% |
| 2003 | 0.88% | 1.35% |
| 2002 | 0.70% | 1.71% |
| 2001 | 0.70% | 1.62% |
| 2000 | 1.04% | 1.69% |
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