ALLE vs SPY
Comparison between Allegion plc (ALLE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ALLE, delivering a return of +13.3% compared to +0.4%
ALLE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
ALLE
$12B
Winner
SPY
$652B
Expense Ratio
ALLE
N/A
SPY
0.09%
Max Drawdown
Winner
ALLE
43.41%
SPY
56.47%
Sharpe Ratio
ALLE
-0.15
Winner
SPY
2.07
5Y Beta
Winner
ALLE
0.62
SPY
1.00
Industry
ALLE
Security & Protection Services
SPY
N/A
P/E Ratio
Winner
ALLE
18.36
SPY
28.24
Forward P/E
Winner
ALLE
15.08
SPY
21.85
PEG Ratio
ALLE
6.91
SPY
N/A
Dividend Yield
ALLE
1.52%
SPY
N/A
5Y Dividends CAGR
Winner
ALLE
15.14%
SPY
5.43%
5Y EPS CAGR
ALLE
9.82%
Winner
SPY
25.79%
Debt to Equity
ALLE
96.64%
Winner
SPY
22.35%
Free Cash Flow Yield
ALLE
6.71%
SPY
N/A
P/S Ratio
Winner
ALLE
2.80
SPY
3.55
P/B Ratio
ALLE
5.42
Winner
SPY
5.29
ALLE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ALLE
-7.03%
Winner
SPY
+9.11%
3M
ALLE
-24.22%
Winner
SPY
+6.59%
6M
ALLE
-19.17%
Winner
SPY
+10.56%
1Y
ALLE
-3.36%
Winner
SPY
+32.04%
5Y(CAGR)
ALLE
+0.44%
Winner
SPY
+13.35%
10Y(CAGR)
ALLE
+8.65%
Winner
SPY
+15.49%
Max(CAGR)
Winner
ALLE
+9.71%
SPY
+8.50%
ALLE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ALLE | SPY |
|---|---|---|
| 2026 | -16.20% | +8.27% |
| 2025 | +25.55% | +18.00% |
| 2024 | +6.73% | +25.59% |
| 2023 | +19.54% | +26.72% |
| 2022 | -17.33% | -18.64% |
| 2021 | +16.96% | +30.52% |
| 2020 | -6.03% | +17.28% |
| 2019 | +55.27% | +31.09% |
| 2018 | +0.74% | -5.24% |
| 2017 | +23.96% | +20.78% |
| 2016 | -0.10% | +13.59% |
| 2015 | +20.53% | +1.31% |
| 2014 | +27.82% | +14.56% |
| 2013 | -8.84% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +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% |
ALLE vs SPY Drawdown Comparison
The maximum drawdown for ALLE was -43.23%, occurring on Mar 23, 2020. Recovery took 299 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ALLE drawdown is -24.99%.
| Rank | ALLE | SPY |
|---|---|---|
| #1 | -43.23% Feb 14, 2020 - Apr 23, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -38.87% Sep 3, 2021 - Sep 16, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.13% Feb 6, 2026 - May 5, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.13% Oct 18, 2024 - Jul 17, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.68% Jun 20, 2014 - Feb 6, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.84% Dec 1, 2015 - May 24, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.80% Dec 3, 2018 - Feb 12, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.23% Jul 1, 2019 - Oct 24, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.09% Oct 12, 2017 - Sep 5, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.04% Nov 18, 2013 - Jan 22, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.55% Aug 15, 2016 - Feb 16, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.17% Aug 17, 2015 - Oct 28, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.68% Oct 2, 2018 - Nov 28, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.62% Feb 27, 2014 - Jun 6, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.25% Oct 21, 2025 - Feb 6, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ALLE and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
ALLE vs SPY dividend yield comparison.
| Year | ALLE | SPY |
|---|---|---|
| 2026 | 0.41% | 0.24% |
| 2025 | 1.28% | 1.07% |
| 2024 | 1.47% | 1.21% |
| 2023 | 1.42% | 1.40% |
| 2022 | 1.56% | 1.65% |
| 2021 | 1.09% | 1.20% |
| 2020 | 1.10% | 1.52% |
| 2019 | 0.87% | 1.75% |
| 2018 | 1.05% | 2.04% |
| 2017 | 0.80% | 1.80% |
| 2016 | 0.75% | 2.03% |
| 2015 | 0.61% | 2.06% |
| 2014 | 0.58% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 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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