AEF vs SPY
Comparison between abrdn Emerging Markets Equity Income Fund Inc (AEF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed AEF, delivering a return of +13.3% compared to +8.2%
AEF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AEF vs SPY - Historical Returns
Returns include dividend reinvestment.
AEF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AEF | SPY |
|---|---|---|
| 2026 | +28.71% | +8.26% |
| 2025 | +49.61% | +18.00% |
| 2024 | +10.79% | +25.59% |
| 2023 | +7.32% | +26.72% |
| 2022 | -30.28% | -18.64% |
| 2021 | +2.75% | +30.52% |
| 2020 | +9.32% | +17.28% |
| 2019 | +21.28% | +31.09% |
| 2018 | -17.85% | -5.24% |
| 2017 | +56.05% | +20.78% |
| 2016 | +17.21% | +13.59% |
| 2015 | -16.16% | +1.31% |
| 2014 | -21.40% | +14.56% |
| 2013 | -23.14% | +29.00% |
| 2012 | +10.38% | +14.17% |
| 2011 | -23.87% | +0.85% |
| 2010 | +46.73% | +13.14% |
| 2009 | +93.70% | +22.67% |
| 2008 | -49.53% | -36.25% |
| 2007 | +46.06% | +5.32% |
| 2006 | +0.76% | +13.85% |
| 2005 | +58.10% | +5.32% |
| 2004 | +16.35% | +10.75% |
| 2003 | +101.63% | +24.18% |
| 2002 | -13.64% | -22.42% |
| 2001 | +11.88% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
AEF vs SPY Drawdown Comparison
The maximum drawdown for AEF was -64.06%, occurring on Jan 21, 2016. Recovery took 3763 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AEF drawdown is -11.42%. The current SPY drawdown is -2.90%.
| Rank | AEF | SPY |
|---|---|---|
| #1 | -64.06% Nov 9, 2010 - Oct 27, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -63.36% Dec 31, 2007 - Jan 8, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -33.51% Mar 13, 2002 - Jun 6, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -33.44% Jan 13, 2004 - Dec 23, 2004 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -31.83% Jun 15, 2007 - Dec 31, 2007 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -27.66% Jan 5, 2006 - Jan 24, 2007 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -26.74% May 31, 2001 - Mar 1, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.92% Feb 25, 2026 - Apr 17, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.13% Oct 30, 2003 - Dec 30, 2003 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.51% Feb 20, 2007 - May 3, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.23% Jan 19, 2010 - Jul 22, 2010 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.31% Jan 31, 2001 - May 31, 2001 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.42% Jun 2, 2026 - Jun 5, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.15% Oct 4, 2005 - Dec 16, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.13% Feb 25, 2005 - Jun 22, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AEF and SPY is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
AEF vs SPY dividend yield comparison.
| Year | AEF | SPY |
|---|---|---|
| 2026 | 2.35% | 0.24% |
| 2025 | 9.29% | 1.07% |
| 2024 | 7.51% | 1.21% |
| 2023 | 7.63% | 1.40% |
| 2022 | 8.54% | 1.65% |
| 2021 | 6.73% | 1.20% |
| 2020 | 3.37% | 1.52% |
| 2019 | 2.23% | 1.75% |
| 2018 | 20.97% | 2.04% |
| 2017 | 5.19% | 1.80% |
| 2016 | 7.05% | 2.03% |
| 2015 | 12.19% | 2.06% |
| 2014 | 14.11% | 1.87% |
| 2013 | 13.93% | 1.81% |
| 2012 | 10.60% | 2.18% |
| 2011 | 15.58% | 2.05% |
| 2010 | 15.26% | 1.80% |
| 2009 | 5.98% | 1.95% |
| 2008 | 9.37% | 3.02% |
| 2007 | 11.41% | 1.85% |
| 2006 | 6.62% | 1.73% |
| 2005 | 24.59% | 1.73% |
| 2004 | 15.94% | 1.82% |
| 2003 | 3.19% | 1.47% |
| 2002 | 1.24% | 1.70% |
| 2001 | 11.98% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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