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AFGE vs SPY

Comparison between American Financial Group Inc (AFGE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AFGE, delivering a return of +13.0% compared to -4.8%

AFGE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AFGE
$1.41B
Winner
SPY
$781B
Expense Ratio
AFGE
N/A
SPY
0.09%
Max Drawdown
Winner
AFGE
43.78%
SPY
56.47%
Sharpe Ratio
AFGE
-0.16
Winner
SPY
1.25
5Y Beta
Winner
AFGE
0.28
SPY
1.00
Industry
AFGE
Insurance
SPY
N/A
P/E Ratio
Winner
AFGE
1.77
SPY
28.78
Forward P/E
AFGE
N/A
SPY
21.23
PEG Ratio
AFGE
0.00
SPY
N/A
Dividend Yield
AFGE
6.71%
SPY
N/A
5Y Dividends CAGR
AFGE
5.92%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
AFGE
27.24%
SPY
25.62%
Debt to Equity
AFGE
38.48%
Winner
SPY
31.92%
Free Cash Flow Yield
AFGE
100.92%
SPY
N/A
P/S Ratio
AFGE
N/A
SPY
3.76
P/B Ratio
AFGE
N/A
SPY
5.64

AFGE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AFGE
+2.14%
SPY
+0.52%
3M
AFGE
+0.00%
Winner
SPY
+6.55%
6M
AFGE
-3.73%
Winner
SPY
+9.76%
1Y
AFGE
+0.71%
Winner
SPY
+20.32%
5Y(CAGR)
AFGE
-4.76%
Winner
SPY
+13.01%
10Y(CAGR)
AFGE
-0.18%
Winner
SPY
+15.06%
Max(CAGR)
AFGE
+1.76%
Winner
SPY
+8.50%

AFGE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAFGESPY
2026-1.81%+10.11%
2025-1.79%+18.00%
2024-2.12%+25.59%
2023+9.31%+26.72%
2022-27.29%-18.64%
2021+2.03%+30.52%
2020+5.30%+17.28%
2019+3.88%+31.09%
2018+4.44%-5.24%
2017+11.85%+20.78%
2016+1.78%+13.59%
2015+8.94%+1.31%
2014+3.76%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AFGE vs SPY Drawdown Comparison

The maximum drawdown for AFGE was -33.64%, occurring on Nov 7, 2022. 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 AFGE drawdown is -22.74%. The current SPY drawdown is -1.24%.

RankAFGESPY
#1-33.64%
Aug 6, 2021 - Nov 7, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-10.46%
Sep 7, 2016 - Apr 26, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.72%
Dec 31, 2020 - Jun 14, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.56%
Apr 24, 2015 - Sep 1, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.19%
Sep 10, 2018 - Jan 2, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.87%
Oct 26, 2015 - Mar 17, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.87%
Jun 28, 2017 - Jun 14, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.62%
Sep 25, 2020 - Dec 8, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.56%
Jul 20, 2016 - Sep 7, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.27%
Sep 2, 2015 - Oct 16, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.15%
Aug 29, 2019 - Sep 18, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.14%
Jul 6, 2018 - Sep 10, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.91%
Aug 16, 2019 - Aug 29, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.82%
Jan 29, 2015 - Feb 27, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.78%
Oct 3, 2014 - Oct 31, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AFGE and SPY is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18
-101

Dividend Comparison (1999 - 2026)

AFGE vs SPY dividend yield comparison.

YearAFGESPY
20263.47%0.49%
20256.65%1.07%
20246.27%1.21%
20235.76%1.40%
20226.05%1.65%
20214.17%1.20%
20201.01%1.52%
20194.63%1.75%
20186.18%2.04%
20175.96%1.80%
20166.24%2.03%
20156.00%2.06%
20141.68%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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