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AIZ vs SPY

Comparison between Assurant Inc (AIZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAIZ has outperformed SPY, delivering a return of +13.3% compared to +13.2%

AIZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AIZ
$13B
Winner
SPY
$784B
Expense Ratio
AIZ
N/A
SPY
0.09%
Max Drawdown
AIZ
81.83%
Winner
SPY
56.47%
Sharpe Ratio
AIZ
1.27
Winner
SPY
1.54
5Y Beta
Winner
AIZ
0.59
SPY
1.00
Industry
AIZ
Insurance - Property & Casualty
SPY
N/A
P/E Ratio
Winner
AIZ
13.00
SPY
27.62
Forward P/E
Winner
AIZ
10.21
SPY
21.11
PEG Ratio
AIZ
0.25
SPY
N/A
Dividend Yield
AIZ
1.29%
SPY
N/A
5Y Dividends CAGR
Winner
AIZ
10.19%
SPY
6.00%
5Y EPS CAGR
AIZ
21.50%
Winner
SPY
25.30%
Debt to Equity
Winner
AIZ
0.00%
SPY
31.11%
Free Cash Flow Yield
AIZ
11.25%
SPY
N/A
P/S Ratio
Winner
AIZ
0.98
SPY
3.49
P/B Ratio
Winner
AIZ
2.19
SPY
5.30

AIZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AIZ
+4.48%
SPY
-1.37%
3M
Winner
AIZ
+22.44%
SPY
+12.22%
6M
Winner
AIZ
+10.79%
SPY
+7.20%
1Y
Winner
AIZ
+34.88%
SPY
+23.58%
5Y(CAGR)
Winner
AIZ
+13.25%
SPY
+13.19%
10Y(CAGR)
AIZ
+14.04%
Winner
SPY
+15.12%
Max(CAGR)
Winner
AIZ
+13.16%
SPY
+8.44%

AIZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAIZSPY
2026+12.44%+7.95%
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%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 SPY drawdown is -3.18%.

RankAIZSPY
#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 - May 11, 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.

YearAIZSPY
20260.66%0.50%
20251.36%1.07%
20241.39%1.21%
20231.67%1.40%
20222.19%1.65%
20211.71%1.20%
20201.87%1.52%
20191.85%1.75%
20182.55%2.04%
20172.13%1.80%
20162.19%2.03%
20151.70%2.06%
20141.55%1.87%
20131.45%1.81%
20122.33%2.18%
20111.70%2.05%
20101.64%1.80%
20092.00%1.95%
20081.80%3.02%
20070.69%1.85%
20060.69%1.73%
20050.71%1.73%
20040.69%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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