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AEP vs SPY

Comparison between American Electric Power Company Inc (AEP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AEP, delivering a return of +13.3% compared to +12.1%

AEP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AEP
$72B
Winner
SPY
$652B
Expense Ratio
AEP
N/A
SPY
0.09%
Max Drawdown
AEP
65.39%
Winner
SPY
56.47%
Sharpe Ratio
AEP
1.13
Winner
SPY
2.07
5Y Beta
Winner
AEP
0.01
SPY
1.00
Industry
AEP
Utilities - Regulated Electric
SPY
N/A
P/E Ratio
Winner
AEP
17.79
SPY
28.24
Forward P/E
Winner
AEP
21.60
SPY
21.85
PEG Ratio
AEP
0.89
SPY
N/A
Dividend Yield
AEP
2.85%
SPY
N/A
5Y Dividends CAGR
Winner
AEP
10.24%
SPY
5.43%
5Y EPS CAGR
AEP
11.39%
Winner
SPY
25.79%
Debt to Equity
AEP
155.79%
Winner
SPY
22.35%
Free Cash Flow Yield
AEP
9.76%
SPY
N/A
P/S Ratio
Winner
AEP
3.30
SPY
3.55
P/B Ratio
Winner
AEP
2.39
SPY
5.29

AEP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AEP
-3.38%
Winner
SPY
+9.11%
3M
Winner
AEP
+8.32%
SPY
+6.59%
6M
AEP
+8.87%
Winner
SPY
+10.56%
1Y
AEP
+27.84%
Winner
SPY
+32.04%
5Y(CAGR)
AEP
+12.15%
Winner
SPY
+13.35%
10Y(CAGR)
AEP
+10.88%
Winner
SPY
+15.49%
Max(CAGR)
Winner
AEP
+9.76%
SPY
+8.50%

AEP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAEPSPY
2026+13.27%+8.27%
2025+29.75%+18.00%
2024+15.37%+25.59%
2023-10.90%+26.72%
2022+10.82%-18.64%
2021+13.04%+30.52%
2020-8.01%+17.28%
2019+33.75%+31.09%
2018+7.08%-5.24%
2017+21.31%+20.78%
2016+11.80%+13.59%
2015-1.00%+1.31%
2014+36.86%+14.56%
2013+11.62%+29.00%
2012+9.64%+14.17%
2011+19.89%+0.85%
2010+8.19%+13.14%
2009+8.02%+22.67%
2008-24.96%-36.25%
2007+12.34%+5.32%
2006+18.72%+13.85%
2005+13.39%+5.32%
2004+16.54%+10.75%
2003+15.63%+24.18%
2002-33.49%-22.42%
2001+0.76%-10.13%
2000+58.03%-8.84%
1999-5.93%+8.61%

AEP vs SPY Drawdown Comparison

The maximum drawdown for AEP was -62.74%, occurring on Oct 9, 2002. Recovery took 1351 trading sessions.

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

The current AEP drawdown is -5.10%.

RankAEPSPY
#1-62.74%
May 24, 2001 - Oct 10, 2006
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.37%
Apr 24, 2007 - Dec 21, 2011
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.91%
Feb 18, 2020 - Mar 28, 2022
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-29.55%
Sep 12, 2022 - Jul 30, 2024
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.66%
Feb 3, 2000 - Apr 24, 2000
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.97%
Apr 27, 2000 - Sep 6, 2000
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.56%
Nov 30, 2017 - Oct 24, 2018
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.06%
Dec 26, 2000 - Feb 22, 2001
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.98%
Jan 26, 2015 - Feb 3, 2016
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.95%
Jul 6, 2016 - May 22, 2017
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.81%
Apr 30, 2013 - Feb 13, 2014
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.73%
Apr 6, 2022 - Aug 12, 2022
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.11%
Sep 16, 2024 - Feb 19, 2025
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.67%
Mar 1, 2001 - Apr 2, 2001
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.92%
Nov 5, 1999 - Feb 3, 2000
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AEP and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

AEP vs SPY dividend yield comparison.

YearAEPSPY
20260.73%0.24%
20253.24%1.07%
20243.87%1.21%
20234.15%1.40%
20223.34%1.65%
20213.37%1.20%
20203.41%1.52%
20192.87%1.75%
20183.39%2.04%
20173.25%1.80%
20163.61%2.03%
20153.69%2.06%
20143.34%1.87%
20134.17%1.81%
20124.40%2.18%
20114.48%2.05%
20104.75%1.80%
20094.71%1.95%
20084.93%3.02%
20073.39%1.85%
20063.52%1.73%
20053.83%1.73%
20044.08%1.82%
20035.41%1.47%
20028.78%1.70%
20015.51%1.25%
20005.16%1.15%
19991.87%0.24%

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