StockComparison Logo
vs

AMP vs SPY

Comparison between Ameriprise Financial Inc (AMP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAMP has outperformed SPY, delivering a return of +13.5% compared to +13.3%

AMP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AMP
$46B
Winner
SPY
$652B
Expense Ratio
AMP
N/A
SPY
0.09%
Max Drawdown
AMP
81.52%
Winner
SPY
56.47%
Sharpe Ratio
AMP
-0.09
Winner
SPY
2.07
5Y Beta
AMP
1.10
Winner
SPY
1.00
Industry
AMP
Asset Management
SPY
N/A
P/E Ratio
Winner
AMP
12.95
SPY
28.24
Forward P/E
Winner
AMP
10.98
SPY
21.85
PEG Ratio
AMP
0.73
SPY
N/A
Dividend Yield
AMP
1.39%
SPY
N/A
5Y Dividends CAGR
Winner
AMP
14.26%
SPY
5.43%
5Y EPS CAGR
AMP
23.13%
Winner
SPY
25.79%
Debt to Equity
Winner
AMP
0.00%
SPY
22.35%
Free Cash Flow Yield
AMP
18.11%
SPY
N/A
P/S Ratio
Winner
AMP
2.17
SPY
3.55
P/B Ratio
AMP
6.88
Winner
SPY
5.29

AMP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AMP
+3.13%
Winner
SPY
+9.11%
3M
AMP
-13.32%
Winner
SPY
+6.59%
6M
AMP
+1.92%
Winner
SPY
+10.56%
1Y
AMP
-3.52%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
AMP
+13.54%
SPY
+13.35%
10Y(CAGR)
Winner
AMP
+19.89%
SPY
+15.49%
Max(CAGR)
Winner
AMP
+15.30%
SPY
+8.50%

AMP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAMPSPY
2026-5.08%+8.27%
2025-6.29%+18.00%
2024+42.40%+25.59%
2023+24.25%+26.72%
2022+4.08%-18.64%
2021+63.12%+30.52%
2020+17.92%+17.28%
2019+58.53%+31.09%
2018-37.00%-5.24%
2017+55.09%+20.78%
2016+9.97%+13.59%
2015-17.74%+1.31%
2014+18.42%+14.56%
2013+80.65%+29.00%
2012+24.93%+14.17%
2011-14.97%+0.85%
2010+46.61%+13.14%
2009+65.91%+22.67%
2008-57.16%-36.25%
2007+0.74%+5.32%
2006+30.70%+13.85%
2005+11.11%+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%

AMP vs SPY Drawdown Comparison

The maximum drawdown for AMP was -81.14%, occurring on Nov 21, 2008. Recovery took 843 trading sessions.

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

The current AMP drawdown is -17.47%.

RankAMPSPY
#1-81.14%
Oct 9, 2007 - Feb 11, 2011
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-53.88%
Feb 20, 2020 - Nov 9, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.02%
Jan 12, 2018 - Feb 4, 2020
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-43.27%
Feb 13, 2015 - Feb 21, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-41.83%
Feb 18, 2011 - Dec 7, 2012
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-31.53%
Jan 14, 2022 - Nov 10, 2022
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-26.39%
Jan 29, 2025 - Apr 4, 2025
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.80%
Feb 13, 2023 - Jul 20, 2023
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.82%
Jun 19, 2007 - Oct 9, 2007
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.24%
Apr 27, 2006 - Oct 20, 2006
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.40%
Sep 2, 2014 - Nov 4, 2014
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.20%
Sep 26, 2005 - Nov 9, 2005
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.61%
Jul 20, 2023 - Dec 1, 2023
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.32%
Feb 22, 2007 - May 31, 2007
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.37%
Jan 8, 2014 - Jun 3, 2014
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AMP and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

AMP vs SPY dividend yield comparison.

YearAMPSPY
20260.71%0.24%
20251.28%1.07%
20241.09%1.21%
20231.40%1.40%
20221.57%1.65%
20211.47%1.20%
20202.10%1.52%
20192.29%1.75%
20183.38%2.04%
20171.91%1.80%
20162.63%2.03%
20152.43%2.06%
20141.71%1.87%
20131.75%1.81%
20122.28%2.18%
20111.75%2.05%
20101.23%1.80%
20091.75%1.95%
20082.74%3.02%
20071.02%1.85%
20060.81%1.73%
20050.27%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: AMP vs SPY