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 +17.4% compared to +13.3%

AEG vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AEG(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$13B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	96.01%	56.47%
Sharpe Ratio	1.09	2.07
5Y Beta	0.90	1.00
Industry	Insurance - Diversified	N/A
P/E Ratio	5.97	28.24
Forward P/E	9.08	21.85
PEG Ratio	14.09	N/A
Dividend Yield	4.86%	N/A
5Y Dividends CAGR	54.14%	5.43%
5Y EPS CAGR	14.56%	25.79%
Debt to Equity	74.42%	22.35%
Free Cash Flow Yield	-5.72%	N/A
P/S Ratio	1.04	3.55
P/B Ratio	1.10	5.29

Market Cap / Net Assets

AEG

$13B

Winner

SPY

$652B

Expense Ratio

AEG

N/A

SPY

0.09%

Max Drawdown

AEG

96.01%

Winner

SPY

56.47%

Sharpe Ratio

AEG

1.09

Winner

SPY

2.07

5Y Beta

Winner

AEG

0.90

SPY

1.00

Industry

AEG

Insurance - Diversified

SPY

N/A

P/E Ratio

Winner

AEG

5.97

SPY

28.24

Forward P/E

Winner

AEG

9.08

SPY

21.85

PEG Ratio

AEG

14.09

SPY

N/A

Dividend Yield

AEG

4.86%

SPY

N/A

5Y Dividends CAGR

Winner

AEG

54.14%

SPY

5.43%

5Y EPS CAGR

AEG

14.56%

Winner

SPY

25.79%

Debt to Equity

AEG

74.42%

Winner

SPY

22.35%

Free Cash Flow Yield

AEG

-5.72%

SPY

N/A

P/S Ratio

Winner

AEG

1.04

SPY

3.55

P/B Ratio

Winner

AEG

1.10

SPY

5.29

AEG vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AEG	SPY
1 month	+7.01%	+9.11%
3 months	+5.11%	+6.59%
6 months	+9.54%	+10.56%
1 year	+33.70%	+32.04%
5 years(CAGR)	+17.41%	+13.35%
10 years(CAGR)	+9.82%	+15.49%
Max(CAGR)	-2.37%	+8.50%

AEG

+7.01%

Winner

SPY

+9.11%

AEG

+5.11%

Winner

SPY

+6.59%

AEG

+9.54%

Winner

SPY

+10.56%

Winner

AEG

+33.70%

SPY

+32.04%

5Y(CAGR)

Winner

AEG

+17.41%

SPY

+13.35%

10Y(CAGR)

AEG

+9.82%

Winner

SPY

+15.49%

Max(CAGR)

AEG

-2.37%

Winner

SPY

+8.50%

AEG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AEG	SPY
2026	+7.28%	+8.27%
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 -51.60%.

Rank	AEG	SPY
#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
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AEG and SPY is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.09

-101

Dividend Comparison (1999 - 2026)

AEG vs SPY dividend yield comparison.

Year	AEG	SPY
2026	0.00%	0.24%
2025	5.72%	1.07%
2024	5.93%	1.21%
2023	4.89%	1.40%
2022	4.08%	1.65%
2021	3.37%	1.20%
2020	1.80%	1.52%
2019	7.37%	1.75%
2018	7.02%	2.04%
2017	4.74%	1.80%
2016	5.30%	2.03%
2015	4.72%	2.06%
2014	3.95%	1.87%
2013	3.03%	1.81%
2012	3.58%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	15.81%	3.02%
2007	4.74%	1.85%
2006	3.13%	1.73%
2005	3.36%	1.73%
2004	3.60%	1.82%
2003	1.53%	1.47%
2002	5.99%	1.70%
2001	2.70%	1.25%
2000	0.66%	1.15%
1999	0.00%	0.24%