ROK vs SPY: Rockwell Automation, Inc. vs SPDR S&P 500 ETF Trust Historical Returns & Investment Comparison

This ROK vs SPY comparison analyzes the historical stock performance of Rockwell Automation, Inc. and SPDR S&P 500 ETF Trust side-by-side. Using real, adjusted market data, this tool shows how identical investments in both stocks would have performed over time—highlighting differences in returns, volatility, and consistency across market cycles.

Use the interactive calculator below to adjust the investment amount and time period, visualizing how Rockwell Automation, Inc. and SPDR S&P 500 ETF Trust have historically performed against each other.

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Performance Summary

$10,000 invested from 1986 to 2025 (40 years)

Head-to-Head Record

19
ROK Wins
0
Ties
14
SPY Wins

Over the 33-year comparison period, Rockwell Automation, Inc. outperformed SPDR S&P 500 ETF Trust in 19 years, while SPDR S&P 500 ETF Trust outperformed Rockwell Automation, Inc. in 14 years.

ROK - Rockwell Automation, Inc.

Average Annual Return:+16.62%
Best Year:+71.00% (2003)
Worst Year:-50.28% (2008)
Win Rate:75.0% (30/40 years)
Total Value:$1,795,084.44
Total Gain:+$1,785,084.44 (+17850.84%)

SPY - SPDR S&P 500 ETF Trust

Average Annual Return:+11.71%
Best Year:+37.39% (1995)
Worst Year:-36.24% (2008)
Win Rate:81.8% (27/33 years)
Total Value:$250,597.02
Total Gain:+$240,597.02 (+2405.97%)

Overall Winner: ROK with an average annual return of 16.62% (vs 11.71% for SPY)

Understanding ROK vs SPY Performance

When comparing Rockwell Automation, Inc. and SPDR S&P 500 ETF Trust, investors should consider multiple factors beyond just total returns. Volatility, consistency of growth, dividend payments, and sector-specific risks all play crucial roles in determining which stock might be better suited for your investment strategy and risk tolerance.

Historical performance data shows how each stock responded to market downturns, economic expansions, and company-specific events. While past performance doesn't guarantee future results, understanding these patterns can help inform investment decisions and portfolio allocation strategies.

Cumulative Growth Comparison

A $10,000 investment in Rockwell Automation, Inc. grew to $1,795,084, compared to $250,597 for SPDR S&P 500 ETF Trust over the same period.

Year-by-Year Comparison

YearROK ReturnROK CumulativeSPY ReturnSPY CumulativeDifferenceWinner
1986 (Start)-$10,000.00-$10,000.00-Initial Investment
1987+30.08%$13,008.49---Tie
1988-16.82%$10,820.49---Tie
1989+17.59%$12,723.90---Tie
1990+12.27%$14,285.60---Tie
1991+18.42%$16,917.04---Tie
1992+3.75%$17,551.82---Tie
1993+13.41%$19,904.98---Tie
1994+30.75%$26,024.92+8.71%$10,870.91+22.04% (ROK)ROK
1995+2.88%$26,774.55+0.67%$10,943.47+2.21% (ROK)ROK
1996+52.75%$40,897.46+37.39%$15,035.16+15.36% (ROK)ROK
1997+15.54%$47,251.62+21.20%$18,223.19-5.67% (SPY)SPY
1998+2.47%$48,420.80+33.14%$24,261.81-30.66% (SPY)SPY
1999-7.77%$44,659.42+28.03%$31,063.11-35.80% (SPY)SPY
2000+18.77%$53,043.34+20.66%$37,482.18-1.89% (SPY)SPY
2001-1.00%$52,510.59-8.85%$34,165.23+7.85% (ROK)ROK
2002+4.59%$54,922.95-10.13%$30,703.75+14.73% (ROK)ROK
2003+19.56%$65,666.24-22.42%$23,820.14+41.98% (ROK)ROK
2004+71.00%$112,292.13+24.18%$29,580.86+46.82% (ROK)ROK
2005+45.43%$163,308.79+10.75%$32,760.13+34.68% (ROK)ROK
2006+23.29%$201,338.74+5.32%$34,504.59+17.96% (ROK)ROK
2007+3.62%$208,627.51+13.84%$39,281.03-10.22% (SPY)SPY
2008+15.15%$240,243.23+5.33%$41,375.53+9.82% (ROK)ROK
2009-50.28%$119,444.08-36.24%$26,382.38-14.05% (SPY)SPY
2010+42.93%$170,718.67+22.65%$32,359.23+20.27% (ROK)ROK
2011+53.67%$262,351.21+13.14%$36,610.39+40.54% (ROK)ROK
2012-0.21%$261,790.12+0.85%$36,922.44-1.07% (SPY)SPY
2013+13.66%$297,554.54+14.17%$42,154.69-0.51% (SPY)SPY
2014+40.22%$417,242.54+29.00%$54,380.19+11.22% (ROK)ROK
2015-2.43%$407,088.86+14.56%$62,298.86-17.00% (SPY)SPY
2016-5.40%$385,093.45+1.29%$63,101.60-6.69% (SPY)SPY
2017+35.90%$523,345.98+13.59%$71,674.43+22.32% (ROK)ROK
2018+44.42%$755,832.24+20.78%$86,569.38+23.64% (ROK)ROK
2019-22.31%$587,233.17-5.25%$82,026.91-17.06% (SPY)SPY
2020+37.49%$807,400.03+31.09%$107,527.02+6.40% (ROK)ROK
2021+24.35%$1,004,009.43+17.24%$126,059.55+7.12% (ROK)ROK
2022+43.70%$1,442,769.64+30.51%$164,514.60+13.20% (ROK)ROK
2023-22.74%$1,114,685.75-18.65%$133,838.54-4.09% (SPY)SPY
2024+20.83%$1,346,833.48+26.71%$169,585.78-5.88% (SPY)SPY
2025-4.98%$1,279,812.89+25.59%$212,981.61-30.57% (SPY)SPY
2026+40.26%$1,795,084.44+17.66%$250,597.02+22.60% (ROK)ROK

Annual returns include dividends and stock splits. Cumulative values show growth of $10,000 invested from the first year. Positive difference means ROK outperformed SPY that year.

Company Profiles

1

Rockwell Automation, Inc.

ROK

Rockwell Automation is a global leader in industrial automation and digital transformation. It connects the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable.

Key Innovations

  • Allen-Bradley industrial controls
  • Connected Enterprise strategy

Business Segments

  • Intelligent Devices
    Drives, motion, safety, and sensing products.
  • Software & Control
    Control systems and industrial software (FactoryTalk).
  • Lifecycle Services
    Consulting, maintenance, and connected services.
2

SPDR S&P 500 ETF Trust

SPY

SPY is the first exchange-traded fund (ETF) listed in the US. It is designed to track the S&P 500 Index, which measures the performance of the large-cap segment of the US equity market.

Key Innovations

  • First US-listed ETF

Business Segments

  • ETF
    Passive investment vehicle tracking the S&P 500.

How This Comparison Works

Our stock comparison tool uses adjusted closing prices to calculate year-by-year returns for both stocks. This ensures an apples-to-apples comparison that accounts for:

  • Dividends: All dividend payments are reinvested
  • Stock splits: Historical prices are adjusted for all splits
  • Head-to-head record: Shows which stock outperformed each year
  • Statistical analysis: Average returns, best/worst years, and win rates

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Important Disclaimer

This comparison tool is for educational and informational purposes only and does not constitute financial, investment, or trading advice. Past performance is not indicative of future results. Historical returns include dividends and stock splits but do not account for taxes, fees, inflation, or individual circumstances. Stock market investments carry risk, including the potential loss of principal. Always consult with a qualified financial advisor before making investment decisions. The data presented is based on historical market data and may contain inaccuracies or delays.