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APO vs SPY

Comparison between Apollo Global Management Inc (APO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAPO has outperformed SPY, delivering a return of +20.5% compared to +13.3%

APO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
APO
$75B
Winner
SPY
$652B
Expense Ratio
APO
N/A
SPY
0.09%
Max Drawdown
APO
65.21%
Winner
SPY
56.47%
Sharpe Ratio
APO
0.21
Winner
SPY
2.07
5Y Beta
APO
1.61
Winner
SPY
1.00
Industry
APO
Asset Management
SPY
N/A
P/E Ratio
Winner
APO
21.41
SPY
28.24
Forward P/E
Winner
APO
14.53
SPY
21.85
PEG Ratio
APO
0.67
SPY
N/A
Dividend Yield
APO
1.20%
SPY
N/A
5Y Dividends CAGR
APO
0.20%
Winner
SPY
5.43%
5Y EPS CAGR
APO
N/A
SPY
25.79%
Debt to Equity
APO
57.26%
Winner
SPY
22.35%
Free Cash Flow Yield
APO
9.66%
SPY
N/A
P/S Ratio
Winner
APO
2.35
SPY
3.55
P/B Ratio
Winner
APO
3.39
SPY
5.29

APO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
APO
+24.43%
SPY
+9.11%
3M
APO
-0.13%
Winner
SPY
+6.59%
6M
APO
+1.48%
Winner
SPY
+10.56%
1Y
APO
+1.58%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
APO
+20.53%
SPY
+13.35%
10Y(CAGR)
Winner
APO
+28.01%
SPY
+15.49%
Max(CAGR)
Winner
APO
+21.42%
SPY
+8.50%

APO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAPOSPY
2026-8.76%+8.27%
2025-11.48%+18.00%
2024+83.55%+25.59%
2023+51.77%+26.72%
2022-8.42%-18.64%
2021+57.14%+30.52%
2020+8.10%+17.28%
2019+104.24%+31.09%
2018-22.29%-5.24%
2017+82.21%+20.78%
2016+34.46%+13.59%
2015-29.40%+1.31%
2014-17.75%+14.56%
2013+105.30%+29.00%
2012+46.86%+14.17%
2011-28.57%+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%

APO vs SPY Drawdown Comparison

The maximum drawdown for APO was -57.02%, occurring on Feb 11, 2016. Recovery took 827 trading sessions.

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

The current APO drawdown is -24.04%.

RankAPOSPY
#1-57.02%
Jan 14, 2014 - Apr 27, 2017
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-53.48%
Jan 23, 2020 - Jun 3, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-47.11%
May 10, 2011 - Dec 6, 2012
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-42.80%
Dec 11, 2024 - Mar 12, 2026
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-40.31%
Oct 25, 2021 - Jun 15, 2023
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-35.72%
Oct 3, 2018 - Jul 1, 2019
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-31.47%
Jun 18, 2020 - Apr 22, 2021
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-22.10%
Feb 1, 2018 - Jul 12, 2018
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-20.87%
Jul 31, 2024 - Sep 23, 2024
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-20.41%
May 17, 2013 - Aug 2, 2013
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.26%
Sep 25, 2023 - Nov 29, 2023
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.61%
Oct 24, 2013 - Jan 6, 2014
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.14%
Apr 9, 2013 - Apr 30, 2013
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.03%
Jul 26, 2019 - Aug 22, 2019
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.82%
Sep 9, 2019 - Oct 23, 2019
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between APO and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

APO vs SPY dividend yield comparison.

YearAPOSPY
20260.38%0.24%
20251.38%1.07%
20241.10%1.21%
20231.81%1.40%
20222.51%1.65%
20212.90%1.20%
20204.72%1.52%
20194.23%1.75%
20187.86%2.04%
20175.53%1.80%
20166.46%2.03%
201512.91%2.06%
201413.19%1.87%
201312.50%1.81%
20127.78%2.18%
20115.32%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%

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