ETN vs. IEX
Compare and contrast key facts about Eaton Corporation plc (ETN) and IDEX Corporation (IEX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETN or IEX.
Correlation
The correlation between ETN and IEX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ETN vs. IEX - Performance Comparison
Key characteristics
ETN:
1.70
IEX:
0.31
ETN:
2.26
IEX:
0.60
ETN:
1.31
IEX:
1.07
ETN:
2.41
IEX:
0.30
ETN:
7.01
IEX:
0.53
ETN:
6.82%
IEX:
12.45%
ETN:
28.08%
IEX:
21.07%
ETN:
-68.95%
IEX:
-58.67%
ETN:
-8.28%
IEX:
-11.13%
Fundamentals
ETN:
$136.85B
IEX:
$16.45B
ETN:
$9.42
IEX:
$6.41
ETN:
36.76
IEX:
33.65
ETN:
3.00
IEX:
2.25
ETN:
$18.64B
IEX:
$2.41B
ETN:
$7.07B
IEX:
$1.08B
ETN:
$4.16B
IEX:
$640.80M
Returns By Period
In the year-to-date period, ETN achieves a 4.34% return, which is significantly higher than IEX's 3.39% return. Over the past 10 years, ETN has outperformed IEX with an annualized return of 21.42%, while IEX has yielded a comparatively lower 12.94% annualized return.
ETN
4.34%
3.17%
11.71%
43.32%
32.14%
21.42%
IEX
3.39%
2.91%
6.96%
5.54%
5.41%
12.94%
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Risk-Adjusted Performance
ETN vs. IEX — Risk-Adjusted Performance Rank
ETN
IEX
ETN vs. IEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Corporation plc (ETN) and IDEX Corporation (IEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ETN vs. IEX - Dividend Comparison
ETN's dividend yield for the trailing twelve months is around 1.09%, less than IEX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETN Eaton Corporation plc | 1.09% | 1.13% | 1.43% | 2.06% | 1.76% | 2.43% | 3.00% | 3.85% | 3.04% | 3.40% | 4.23% | 2.88% |
IEX IDEX Corporation | 1.28% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% | 1.37% |
Drawdowns
ETN vs. IEX - Drawdown Comparison
The maximum ETN drawdown since its inception was -68.95%, which is greater than IEX's maximum drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for ETN and IEX. For additional features, visit the drawdowns tool.
Volatility
ETN vs. IEX - Volatility Comparison
The current volatility for Eaton Corporation plc (ETN) is 6.46%, while IDEX Corporation (IEX) has a volatility of 6.84%. This indicates that ETN experiences smaller price fluctuations and is considered to be less risky than IEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ETN vs. IEX - Financials Comparison
This section allows you to compare key financial metrics between Eaton Corporation plc and IDEX Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities