AIZ vs SPY
Comparison between Assurant Inc (AIZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed AIZ, delivering a return of +13.3% compared to +10.2%
AIZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
AIZ
$12B
Winner
SPY
$652B
Expense Ratio
AIZ
N/A
SPY
0.09%
Max Drawdown
AIZ
81.83%
Winner
SPY
56.47%
Sharpe Ratio
AIZ
0.83
Winner
SPY
2.07
5Y Beta
Winner
AIZ
0.63
SPY
1.00
Industry
AIZ
Insurance - Property & Casualty
SPY
N/A
P/E Ratio
Winner
AIZ
13.64
SPY
28.24
Forward P/E
Winner
AIZ
10.21
SPY
21.85
PEG Ratio
AIZ
0.77
SPY
N/A
Dividend Yield
AIZ
1.44%
SPY
N/A
5Y Dividends CAGR
Winner
AIZ
5.67%
SPY
5.43%
5Y EPS CAGR
AIZ
18.42%
Winner
SPY
25.79%
Debt to Equity
Winner
AIZ
0.00%
SPY
22.35%
Free Cash Flow Yield
AIZ
13.56%
SPY
N/A
P/S Ratio
Winner
AIZ
0.92
SPY
3.55
P/B Ratio
Winner
AIZ
2.01
SPY
5.29
AIZ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
AIZ
+7.17%
Winner
SPY
+9.11%
3M
AIZ
+2.28%
Winner
SPY
+6.59%
6M
AIZ
+7.71%
Winner
SPY
+10.56%
1Y
AIZ
+24.96%
Winner
SPY
+32.04%
5Y(CAGR)
AIZ
+10.19%
Winner
SPY
+13.35%
10Y(CAGR)
AIZ
+12.98%
Winner
SPY
+15.49%
Max(CAGR)
Winner
AIZ
+12.70%
SPY
+8.50%
AIZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AIZ | SPY |
|---|---|---|
| 2026 | +1.25% | +8.27% |
| 2025 | +15.69% | +18.00% |
| 2024 | +27.52% | +25.59% |
| 2023 | +35.07% | +26.72% |
| 2022 | -18.57% | -18.64% |
| 2021 | +20.08% | +30.52% |
| 2020 | +5.07% | +17.28% |
| 2019 | +48.69% | +31.09% |
| 2018 | -7.72% | -5.24% |
| 2017 | +9.49% | +20.78% |
| 2016 | +21.19% | +13.59% |
| 2015 | +21.10% | +1.31% |
| 2014 | +6.46% | +14.56% |
| 2013 | +90.57% | +29.00% |
| 2012 | -14.40% | +14.17% |
| 2011 | +8.32% | +0.85% |
| 2010 | +30.11% | +13.14% |
| 2009 | -0.25% | +22.67% |
| 2008 | -53.54% | -36.25% |
| 2007 | +20.77% | +5.32% |
| 2006 | +26.33% | +13.85% |
| 2005 | +42.85% | +5.32% |
| 2004 | +24.66% | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
AIZ vs SPY Drawdown Comparison
The maximum drawdown for AIZ was -81.59%, occurring on Nov 20, 2008. Recovery took 1355 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AIZ drawdown is -1.08%.
| Rank | AIZ | SPY |
|---|---|---|
| #1 | -81.59% Jul 8, 2008 - Nov 21, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.64% Apr 20, 2022 - Mar 27, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -43.33% Feb 14, 2020 - Jan 12, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.20% Jul 31, 2018 - Jul 1, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.71% Dec 7, 2015 - May 2, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.78% May 9, 2007 - Nov 1, 2007 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.82% Nov 26, 2024 - Nov 10, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.97% Jul 25, 2017 - Jun 28, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.07% Dec 24, 2007 - Jun 5, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.67% Sep 30, 2016 - Dec 8, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.13% Jan 19, 2021 - Mar 18, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.96% Mar 28, 2024 - Aug 19, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.73% Sep 8, 2021 - Feb 28, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.51% Dec 30, 2014 - Jul 7, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.58% Feb 6, 2026 - Mar 19, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AIZ and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
AIZ vs SPY dividend yield comparison.
| Year | AIZ | SPY |
|---|---|---|
| 2026 | 0.37% | 0.24% |
| 2025 | 1.36% | 1.07% |
| 2024 | 1.39% | 1.21% |
| 2023 | 1.67% | 1.40% |
| 2022 | 2.19% | 1.65% |
| 2021 | 1.71% | 1.20% |
| 2020 | 1.87% | 1.52% |
| 2019 | 1.85% | 1.75% |
| 2018 | 2.55% | 2.04% |
| 2017 | 2.13% | 1.80% |
| 2016 | 2.19% | 2.03% |
| 2015 | 1.70% | 2.06% |
| 2014 | 1.55% | 1.87% |
| 2013 | 1.45% | 1.81% |
| 2012 | 2.33% | 2.18% |
| 2011 | 1.70% | 2.05% |
| 2010 | 1.64% | 1.80% |
| 2009 | 2.00% | 1.95% |
| 2008 | 1.80% | 3.02% |
| 2007 | 0.69% | 1.85% |
| 2006 | 0.69% | 1.73% |
| 2005 | 0.71% | 1.73% |
| 2004 | 0.69% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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