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AEG vs SPY

Comparison between Aegon Ltd (AEG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAEG has outperformed SPY, delivering a return of +21.9% compared to +13.2%

AEG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AEG
$13B
Winner
SPY
$784B
Expense Ratio
AEG
N/A
SPY
0.09%
Max Drawdown
AEG
96.01%
Winner
SPY
56.47%
Sharpe Ratio
AEG
1.15
Winner
SPY
1.54
5Y Beta
Winner
AEG
0.89
SPY
1.00
Industry
AEG
Insurance - Diversified
SPY
N/A
P/E Ratio
Winner
AEG
6.00
SPY
27.62
Forward P/E
Winner
AEG
9.86
SPY
21.11
PEG Ratio
AEG
14.09
SPY
N/A
Dividend Yield
AEG
4.75%
SPY
N/A
5Y Dividends CAGR
Winner
AEG
36.72%
SPY
6.00%
5Y EPS CAGR
AEG
14.56%
Winner
SPY
25.30%
Debt to Equity
AEG
74.42%
Winner
SPY
31.11%
Free Cash Flow Yield
AEG
-5.69%
SPY
N/A
P/S Ratio
Winner
AEG
1.04
SPY
3.49
P/B Ratio
Winner
AEG
1.17
SPY
5.30

AEG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AEG
+2.18%
SPY
-1.37%
3M
Winner
AEG
+26.40%
SPY
+12.22%
6M
Winner
AEG
+14.85%
SPY
+7.20%
1Y
Winner
AEG
+33.96%
SPY
+23.58%
5Y(CAGR)
Winner
AEG
+21.85%
SPY
+13.19%
10Y(CAGR)
AEG
+11.28%
Winner
SPY
+15.12%
Max(CAGR)
AEG
-2.16%
Winner
SPY
+8.44%

AEG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAEGSPY
2026+13.37%+7.95%
2025+39.17%+18.00%
2024+8.78%+25.59%
2023+20.84%+26.72%
2022+5.13%-18.64%
2021+31.82%+30.52%
2020-11.82%+17.28%
2019+6.23%+31.09%
2018-22.83%-5.24%
2017+17.94%+20.78%
2016+6.18%+13.59%
2015-20.99%+1.31%
2014-17.10%+14.56%
2013+51.63%+29.00%
2012+61.75%+14.17%
2011-35.27%+0.85%
2010-10.25%+13.14%
2009-1.38%+22.67%
2008-62.99%-36.25%
2007-4.61%+5.32%
2006+16.78%+13.85%
2005+24.34%+5.32%
2004-3.45%+10.75%
2003+13.18%+24.18%
2002-50.21%-22.42%
2001-33.63%-10.13%
2000-15.08%-8.84%
1999+6.18%+8.61%

AEG vs SPY Drawdown Comparison

The maximum drawdown for AEG was -93.29%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AEG drawdown is -48.85%. The current SPY drawdown is -3.18%.

RankAEGSPY
#1-93.29%
Jan 3, 2000 - Mar 9, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-3.71%
Dec 8, 1999 - Dec 20, 1999		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.97%
Nov 26, 1999 - Dec 7, 1999		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.99%
Nov 8, 1999 - Nov 16, 1999		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.94%
Dec 27, 1999 - Jan 3, 2000		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.44%
Nov 17, 1999 - Nov 24, 1999		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.93%
Dec 20, 1999 - Dec 22, 1999		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.08%
Nov 3, 1999 - Nov 5, 1999		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AEG and SPY is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07
-101

Dividend Comparison (1999 - 2026)

AEG vs SPY dividend yield comparison.

YearAEGSPY
20262.89%0.50%
20255.72%1.07%
20245.93%1.21%
20234.89%1.40%
20224.08%1.65%
20213.37%1.20%
20201.80%1.52%
20197.37%1.75%
20187.02%2.04%
20174.74%1.80%
20165.30%2.03%
20154.72%2.06%
20143.95%1.87%
20133.03%1.81%
20123.58%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
200815.81%3.02%
20074.74%1.85%
20063.13%1.73%
20053.36%1.73%
20043.60%1.82%
20031.53%1.47%
20025.99%1.70%
20012.70%1.25%
20000.66%1.15%
19990.00%0.24%

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