AMGN vs SPY
Comparison between AMGEN Inc (AMGN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed AMGN, delivering a return of +13.3% compared to +8.8%
AMGN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
AMGN
$179B
Winner
SPY
$652B
Expense Ratio
AMGN
N/A
SPY
0.09%
Max Drawdown
AMGN
60.17%
Winner
SPY
56.47%
Sharpe Ratio
AMGN
0.78
Winner
SPY
2.07
5Y Beta
Winner
AMGN
0.49
SPY
1.00
Industry
AMGN
Drug Manufacturers - General
SPY
N/A
P/E Ratio
Winner
AMGN
22.87
SPY
28.24
Forward P/E
Winner
AMGN
14.81
SPY
21.85
PEG Ratio
AMGN
0.73
SPY
N/A
Dividend Yield
AMGN
2.94%
SPY
N/A
5Y Dividends CAGR
Winner
AMGN
8.09%
SPY
5.43%
5Y EPS CAGR
AMGN
3.49%
Winner
SPY
25.79%
Debt to Equity
AMGN
623.75%
Winner
SPY
22.35%
Free Cash Flow Yield
AMGN
4.81%
SPY
N/A
P/S Ratio
AMGN
4.81
Winner
SPY
3.55
P/B Ratio
AMGN
19.37
Winner
SPY
5.29
AMGN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
AMGN
-5.18%
Winner
SPY
+9.11%
3M
AMGN
-11.14%
Winner
SPY
+6.59%
6M
AMGN
+5.03%
Winner
SPY
+10.56%
1Y
AMGN
+25.71%
Winner
SPY
+32.04%
5Y(CAGR)
AMGN
+8.82%
Winner
SPY
+13.35%
10Y(CAGR)
AMGN
+11.13%
Winner
SPY
+15.49%
Max(CAGR)
Winner
AMGN
+9.89%
SPY
+8.50%
AMGN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AMGN | SPY |
|---|---|---|
| 2026 | +1.93% | +8.27% |
| 2025 | +30.33% | +18.00% |
| 2024 | -9.70% | +25.59% |
| 2023 | +13.90% | +26.72% |
| 2022 | +19.51% | -18.64% |
| 2021 | +2.33% | +30.52% |
| 2020 | -1.60% | +17.28% |
| 2019 | +29.46% | +31.09% |
| 2018 | +13.15% | -5.24% |
| 2017 | +18.58% | +20.78% |
| 2016 | -5.22% | +13.59% |
| 2015 | +3.58% | +1.31% |
| 2014 | +40.21% | +14.56% |
| 2013 | +30.34% | +29.00% |
| 2012 | +37.02% | +14.17% |
| 2011 | +16.80% | +0.85% |
| 2010 | -4.88% | +13.14% |
| 2009 | -4.10% | +22.67% |
| 2008 | +23.93% | -36.25% |
| 2007 | -32.11% | +5.32% |
| 2006 | -15.00% | +13.85% |
| 2005 | +22.68% | +5.32% |
| 2004 | +2.89% | +10.75% |
| 2003 | +25.28% | +24.18% |
| 2002 | -14.29% | -22.42% |
| 2001 | -10.24% | -10.13% |
| 2000 | +1.59% | -8.84% |
| 1999 | +49.57% | +8.61% |
AMGN vs SPY Drawdown Comparison
The maximum drawdown for AMGN was -60.17%, occurring on Jul 15, 2002. Recovery took 1254 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AMGN drawdown is -14.55%.
| Rank | AMGN | SPY |
|---|---|---|
| #1 | -60.17% Jul 21, 2000 - Jul 20, 2005 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -53.61% Sep 19, 2005 - Aug 24, 2012 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.30% Jan 21, 2000 - Jul 18, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.86% Nov 8, 2022 - Oct 11, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.76% Jul 31, 2015 - Aug 1, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.53% Dec 16, 2019 - Apr 27, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.00% Sep 22, 2016 - Feb 17, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.73% Sep 20, 2024 - Nov 11, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.47% Apr 20, 2021 - Apr 7, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.89% Nov 30, 2018 - Aug 12, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.41% Feb 1, 2024 - Jul 10, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.57% Feb 27, 2026 - May 4, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.53% Jul 20, 2020 - Jan 26, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.23% Apr 22, 2013 - Aug 26, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.60% Mar 15, 2017 - Sep 7, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AMGN and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
AMGN vs SPY dividend yield comparison.
| Year | AMGN | SPY |
|---|---|---|
| 2026 | 0.76% | 0.24% |
| 2025 | 2.91% | 1.07% |
| 2024 | 3.45% | 1.21% |
| 2023 | 2.96% | 1.40% |
| 2022 | 2.95% | 1.65% |
| 2021 | 3.13% | 1.20% |
| 2020 | 2.78% | 1.52% |
| 2019 | 2.41% | 1.75% |
| 2018 | 2.71% | 2.04% |
| 2017 | 2.65% | 1.80% |
| 2016 | 2.74% | 2.03% |
| 2015 | 1.95% | 2.06% |
| 2014 | 1.53% | 1.87% |
| 2013 | 1.65% | 1.81% |
| 2012 | 1.67% | 2.18% |
| 2011 | 0.87% | 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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