AMG vs SPY
Comparison between Affiliated Managers Group Inc (AMG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed AMG, delivering a return of +13.7% compared to +12.3%
AMG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AMG vs SPY - Historical Returns
Returns include dividend reinvestment.
AMG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AMG | SPY |
|---|---|---|
| 2026 | +1.62% | +8.50% |
| 2025 | +54.27% | +18.00% |
| 2024 | +23.44% | +25.59% |
| 2023 | -5.67% | +26.72% |
| 2022 | -2.40% | -18.64% |
| 2021 | +66.03% | +30.52% |
| 2020 | +21.60% | +17.28% |
| 2019 | -12.49% | +31.09% |
| 2018 | -51.63% | -5.24% |
| 2017 | +41.45% | +20.78% |
| 2016 | -6.85% | +13.59% |
| 2015 | -24.08% | +1.31% |
| 2014 | -0.53% | +14.56% |
| 2013 | +60.83% | +29.00% |
| 2012 | +33.47% | +14.17% |
| 2011 | -4.70% | +0.85% |
| 2010 | +44.05% | +13.14% |
| 2009 | +55.04% | +22.67% |
| 2008 | -62.68% | -36.25% |
| 2007 | +10.94% | +5.32% |
| 2006 | +27.54% | +13.85% |
| 2005 | +20.03% | +5.32% |
| 2004 | +45.66% | +10.75% |
| 2003 | +32.55% | +24.18% |
| 2002 | -28.55% | -22.42% |
| 2001 | +40.43% | -10.13% |
| 2000 | +49.33% | -8.84% |
| 1999 | +48.40% | +8.61% |
AMG vs SPY Drawdown Comparison
The maximum drawdown for AMG was -85.92%, occurring on Nov 21, 2008. Recovery took 1316 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AMG drawdown is -11.25%. The current SPY drawdown is -1.20%.
| Rank | AMG | SPY |
|---|---|---|
| #1 | -85.92% Oct 12, 2007 - Jan 4, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -79.58% Apr 28, 2015 - Aug 13, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -49.76% Mar 5, 2002 - Jan 7, 2004 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -37.24% Mar 23, 2000 - Aug 4, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -37.14% Mar 4, 2004 - Nov 5, 2004 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -32.14% Sep 14, 2000 - Jul 27, 2001 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.49% Aug 30, 2001 - Dec 6, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.50% Apr 5, 2006 - Jan 10, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -22.37% Jul 6, 2007 - Oct 12, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.72% Feb 18, 2026 - Apr 2, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.55% Dec 31, 1999 - Mar 3, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.33% Dec 31, 2013 - Feb 17, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -15.74% Dec 31, 2004 - Jun 28, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.08% Feb 14, 2007 - Apr 25, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.62% Dec 7, 2001 - Mar 5, 2002 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AMG and SPY is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
AMG vs SPY dividend yield comparison.
| Year | AMG | SPY |
|---|---|---|
| 2026 | 0.01% | 0.24% |
| 2025 | 0.01% | 1.07% |
| 2024 | 0.02% | 1.21% |
| 2023 | 0.03% | 1.40% |
| 2022 | 0.03% | 1.65% |
| 2021 | 0.02% | 1.20% |
| 2020 | 0.34% | 1.52% |
| 2019 | 1.51% | 1.75% |
| 2018 | 1.23% | 2.04% |
| 2017 | 0.39% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 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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