StockComparison Logo
vs

AMAL vs SPY

Comparison between Amalgamated Financial Corp (AMAL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAMAL has outperformed SPY, delivering a return of +24.0% compared to +13.3%

AMAL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AMAL
$1.24B
Winner
SPY
$735B
Expense Ratio
AMAL
N/A
SPY
0.09%
Max Drawdown
AMAL
63.74%
Winner
SPY
56.47%
Sharpe Ratio
AMAL
1.25
Winner
SPY
1.62
5Y Beta
Winner
AMAL
0.95
SPY
1.00
Industry
AMAL
Banks - Regional
SPY
N/A
P/E Ratio
Winner
AMAL
11.88
SPY
28.99
Forward P/E
AMAL
N/A
SPY
22.37
PEG Ratio
AMAL
4.77
SPY
N/A
Dividend Yield
AMAL
1.46%
SPY
N/A
5Y Dividends CAGR
Winner
AMAL
18.89%
SPY
5.43%
5Y EPS CAGR
AMAL
17.43%
Winner
SPY
26.05%
Debt to Equity
Winner
AMAL
0.00%
SPY
32.40%
Free Cash Flow Yield
AMAL
12.10%
SPY
N/A
P/S Ratio
AMAL
3.92
Winner
SPY
3.74
P/B Ratio
Winner
AMAL
1.53
SPY
5.61

AMAL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AMAL
+2.59%
SPY
+1.90%
3M
Winner
AMAL
+10.58%
SPY
+8.55%
6M
Winner
AMAL
+38.20%
SPY
+8.18%
1Y
Winner
AMAL
+44.46%
SPY
+25.79%
5Y(CAGR)
Winner
AMAL
+23.97%
SPY
+13.32%
10Y(CAGR)
AMAL
N/A
SPY
+15.19%
Max(CAGR)
Winner
AMAL
+15.39%
SPY
+8.47%

AMAL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAMALSPY
2026+33.92%+8.26%
2025-1.62%+18.00%
2024+28.17%+25.59%
2023+18.88%+26.72%
2022+38.93%-18.64%
2021+26.10%+30.52%
2020-26.72%+17.28%
2019+1.33%+31.09%
2018+22.24%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+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%

AMAL vs SPY Drawdown Comparison

The maximum drawdown for AMAL was -62.93%, occurring on Mar 23, 2020. Recovery took 891 trading sessions.

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

The current AMAL drawdown is -2.31%. The current SPY drawdown is -2.90%.

RankAMALSPY
#1-62.93%
Nov 13, 2018 - May 31, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-46.88%
Dec 2, 2022 - Dec 14, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.84%
Nov 6, 2024 - Jan 22, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.80%
Jan 30, 2024 - Jun 28, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.38%
Jul 26, 2024 - Aug 23, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.83%
Feb 9, 2026 - Apr 9, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.61%
Aug 30, 2024 - Oct 14, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.97%
May 31, 2022 - Jul 27, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.78%
Aug 15, 2022 - Nov 1, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.65%
Dec 27, 2023 - Jan 30, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.62%
Apr 20, 2026 - May 15, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.45%
Oct 18, 2018 - Nov 6, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.41%
Oct 18, 2024 - Nov 6, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.77%
Jun 28, 2024 - Jul 11, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.24%
Sep 6, 2018 - Sep 26, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AMAL and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

AMAL vs SPY dividend yield comparison.

YearAMALSPY
20260.80%0.24%
20251.75%1.07%
20241.37%1.21%
20231.48%1.40%
20221.56%1.65%
20211.91%1.20%
20202.33%1.52%
20191.34%1.75%
20180.31%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%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%

Select Stocks to Compare

Popular: AMAL vs SPY