AAPL vs SPY
Comparison between Apple Inc (AAPL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceAAPL has outperformed SPY, delivering a return of +18.2% compared to +13.3%
AAPL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
Winner
AAPL
$4.22T
SPY
$652B
Expense Ratio
AAPL
N/A
SPY
0.09%
Max Drawdown
AAPL
81.80%
Winner
SPY
56.47%
Sharpe Ratio
AAPL
1.71
Winner
SPY
2.07
5Y Beta
AAPL
1.16
Winner
SPY
1.00
Industry
AAPL
Consumer Electronics
SPY
N/A
P/E Ratio
AAPL
34.57
Winner
SPY
28.24
Forward P/E
AAPL
32.79
Winner
SPY
21.85
PEG Ratio
AAPL
1.20
SPY
N/A
Dividend Yield
AAPL
0.36%
SPY
N/A
5Y Dividends CAGR
Winner
AAPL
9.49%
SPY
5.43%
5Y EPS CAGR
AAPL
12.93%
Winner
SPY
25.79%
Debt to Equity
AAPL
77.67%
Winner
SPY
22.35%
Free Cash Flow Yield
AAPL
3.06%
SPY
N/A
P/S Ratio
AAPL
9.35
Winner
SPY
3.55
P/B Ratio
AAPL
39.19
Winner
SPY
5.29
AAPL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AAPL
+13.29%
SPY
+9.11%
3M
Winner
AAPL
+6.81%
SPY
+6.59%
6M
AAPL
+9.47%
Winner
SPY
+10.56%
1Y
Winner
AAPL
+49.16%
SPY
+32.04%
5Y(CAGR)
Winner
AAPL
+18.21%
SPY
+13.35%
10Y(CAGR)
Winner
AAPL
+30.10%
SPY
+15.49%
Max(CAGR)
Winner
AAPL
+26.45%
SPY
+8.50%
AAPL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AAPL | SPY |
|---|---|---|
| 2026 | +8.33% | +8.27% |
| 2025 | +11.98% | +18.00% |
| 2024 | +35.56% | +25.59% |
| 2023 | +54.79% | +26.72% |
| 2022 | -28.20% | -18.64% |
| 2021 | +38.06% | +30.52% |
| 2020 | +78.24% | +17.28% |
| 2019 | +88.75% | +31.09% |
| 2018 | -7.06% | -5.24% |
| 2017 | +48.05% | +20.78% |
| 2016 | +12.38% | +13.59% |
| 2015 | -2.09% | +1.31% |
| 2014 | +42.62% | +14.56% |
| 2013 | +4.74% | +29.00% |
| 2012 | +30.58% | +14.17% |
| 2011 | +22.89% | +0.85% |
| 2010 | +50.72% | +13.14% |
| 2009 | +132.21% | +22.67% |
| 2008 | -56.20% | -36.25% |
| 2007 | +136.37% | +5.32% |
| 2006 | +13.50% | +13.85% |
| 2005 | +127.17% | +5.32% |
| 2004 | +202.63% | +10.75% |
| 2003 | +44.38% | +24.18% |
| 2002 | -38.50% | -22.42% |
| 2001 | +47.20% | -10.13% |
| 2000 | -73.42% | -8.84% |
| 1999 | +32.45% | +8.61% |
AAPL vs SPY Drawdown Comparison
The maximum drawdown for AAPL was -81.80%, occurring on Apr 17, 2003. Recovery took 1217 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | AAPL | SPY |
|---|---|---|
| #1 | -81.80% Mar 22, 2000 - Jan 26, 2005 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -60.87% Dec 28, 2007 - Oct 21, 2009 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -43.80% Sep 19, 2012 - Jul 14, 2014 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -40.80% Jan 13, 2006 - Nov 16, 2006 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -38.52% Oct 3, 2018 - Oct 10, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -33.36% Dec 26, 2024 - Oct 20, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -31.43% Feb 12, 2020 - Jun 5, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -30.91% Jan 3, 2022 - Jun 2, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -30.44% May 22, 2015 - Feb 1, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -25.99% Dec 7, 1999 - Feb 15, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -24.27% Feb 16, 2005 - Aug 12, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -20.38% Sep 1, 2020 - Dec 28, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -19.83% Nov 6, 2007 - Dec 7, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -19.83% Jul 26, 2007 - Sep 24, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -18.60% Jan 26, 2021 - Jul 7, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AAPL and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
AAPL vs SPY dividend yield comparison.
| Year | AAPL | SPY |
|---|---|---|
| 2026 | 0.09% | 0.24% |
| 2025 | 0.38% | 1.07% |
| 2024 | 0.40% | 1.21% |
| 2023 | 0.49% | 1.40% |
| 2022 | 0.70% | 1.65% |
| 2021 | 0.49% | 1.20% |
| 2020 | 0.61% | 1.52% |
| 2019 | 1.04% | 1.75% |
| 2018 | 1.79% | 2.04% |
| 2017 | 1.45% | 1.80% |
| 2016 | 1.93% | 2.03% |
| 2015 | 1.93% | 2.06% |
| 2014 | 1.67% | 1.87% |
| 2013 | 2.10% | 1.81% |
| 2012 | 1.00% | 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
Popular: AAPL vs SPY
More Comparisons
Compare with similar stocks