APPF vs SPY
Comparison between Appfolio Inc - Class A (APPF, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed APPF, delivering a return of +13.2% compared to +4.5%
APPF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
APPF
$5.88B
Winner
SPY
$784B
Expense Ratio
APPF
N/A
SPY
0.09%
Max Drawdown
Winner
APPF
55.38%
SPY
56.47%
Sharpe Ratio
APPF
-0.49
Winner
SPY
1.38
5Y Beta
Winner
APPF
0.79
SPY
1.00
Industry
APPF
Software - Application
SPY
N/A
P/E Ratio
APPF
41.29
Winner
SPY
28.73
Forward P/E
APPF
128.21
Winner
SPY
21.52
PEG Ratio
APPF
3.23
SPY
N/A
5Y Dividends CAGR
APPF
N/A
SPY
6.00%
5Y EPS CAGR
Winner
APPF
27.81%
SPY
25.26%
Debt to Equity
Winner
APPF
0.00%
SPY
31.36%
Free Cash Flow Yield
APPF
3.99%
SPY
N/A
P/S Ratio
APPF
5.86
Winner
SPY
3.82
P/B Ratio
APPF
12.39
Winner
SPY
5.66
APPF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APPF
+5.46%
SPY
+2.12%
3M
APPF
+10.39%
Winner
SPY
+14.31%
6M
APPF
-25.02%
Winner
SPY
+9.17%
1Y
APPF
-26.88%
Winner
SPY
+22.38%
5Y(CAGR)
APPF
+4.54%
Winner
SPY
+13.18%
10Y(CAGR)
Winner
APPF
+28.57%
SPY
+15.46%
Max(CAGR)
Winner
APPF
+25.74%
SPY
+8.53%
APPF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | APPF | SPY |
|---|---|---|
| 2026 | -23.58% | +10.56% |
| 2025 | -6.23% | +18.00% |
| 2024 | +45.81% | +25.59% |
| 2023 | +61.65% | +26.72% |
| 2022 | -14.19% | -18.64% |
| 2021 | -31.62% | +30.52% |
| 2020 | +58.64% | +17.28% |
| 2019 | +86.23% | +31.09% |
| 2018 | +43.74% | -5.24% |
| 2017 | +80.43% | +20.78% |
| 2016 | +70.85% | +13.59% |
| 2015 | +3.69% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
APPF vs SPY Drawdown Comparison
The maximum drawdown for APPF was -55.38%, occurring on Apr 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current APPF drawdown is -45.20%. The current SPY drawdown is -0.84%.
| Rank | APPF | SPY |
|---|---|---|
| #1 | -55.38% Aug 4, 2025 - Apr 10, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -55.37% Dec 28, 2020 - Jul 13, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.35% Feb 19, 2020 - May 26, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -41.04% Oct 9, 2015 - Sep 14, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -40.17% Sep 13, 2018 - Apr 22, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -28.89% Jul 23, 2024 - Aug 1, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.39% Oct 11, 2017 - May 2, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.10% Nov 14, 2023 - Jan 26, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.36% Jun 5, 2020 - Aug 26, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.87% Aug 26, 2020 - Dec 22, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -19.72% Jun 21, 2019 - Nov 22, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.44% Jul 15, 2015 - Aug 17, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.17% Mar 26, 2024 - May 13, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -15.07% Jul 18, 2023 - Aug 28, 2023 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.92% Aug 18, 2015 - Sep 11, 2015 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between APPF and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
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