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AUB vs SPY

Comparison between Atlantic Union Bankshares Corp (AUB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AUB, delivering a return of +13.8% compared to +1.8%

AUB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AUB
$5.35B
Winner
SPY
$735B
Expense Ratio
AUB
N/A
SPY
0.09%
Max Drawdown
AUB
72.45%
Winner
SPY
56.47%
Sharpe Ratio
AUB
0.89
Winner
SPY
1.67
5Y Beta
AUB
1.17
Winner
SPY
1.00
Industry
AUB
Banks - Regional
SPY
N/A
P/E Ratio
Winner
AUB
15.44
SPY
28.81
Forward P/E
Winner
AUB
10.28
SPY
22.07
PEG Ratio
AUB
0.27
SPY
N/A
Dividend Yield
AUB
3.86%
SPY
N/A
5Y Dividends CAGR
Winner
AUB
11.97%
SPY
5.43%
5Y EPS CAGR
AUB
6.82%
Winner
SPY
25.84%
Debt to Equity
Winner
AUB
25.82%
SPY
34.16%
Free Cash Flow Yield
AUB
43.03%
SPY
N/A
P/S Ratio
AUB
N/A
SPY
3.69
P/B Ratio
AUB
N/A
SPY
5.54

AUB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AUB
-2.75%
Winner
SPY
+4.59%
3M
AUB
-7.34%
Winner
SPY
+7.81%
6M
Winner
AUB
+20.02%
SPY
+14.24%
1Y
Winner
AUB
+29.47%
SPY
+26.47%
5Y(CAGR)
AUB
+1.77%
Winner
SPY
+13.84%
10Y(CAGR)
AUB
+6.96%
Winner
SPY
+15.57%
Max(CAGR)
AUB
+8.17%
Winner
SPY
+8.50%

AUB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAUBSPY
2026+7.01%+8.80%
2025-0.28%+18.00%
2024+7.77%+25.59%
2023+7.96%+26.72%
2022-4.19%-18.64%
2021+18.44%+30.52%
2020-9.10%+17.28%
2019+32.66%+31.09%
2018-19.84%-5.24%
2017+4.26%+20.78%
2016+47.57%+13.59%
2015+9.68%+1.31%
2014+0.34%+14.56%
2013+55.80%+29.00%
2012+18.99%+14.17%
2011-9.71%+0.85%
2010+22.01%+13.14%
2009-48.57%+22.67%
2008+25.97%-36.25%
2007-27.26%+5.32%
2006+3.55%+13.85%
2005+15.87%+5.32%
2004+27.11%+10.75%
2003+12.26%+24.18%
2002+74.01%-22.42%
2001+64.07%-10.13%
2000-22.55%-8.84%
1999-1.19%+8.61%

AUB vs SPY Drawdown Comparison

The maximum drawdown for AUB was -69.73%, occurring on Mar 5, 2009. Recovery took 1900 trading sessions.

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

The current AUB drawdown is -9.02%. The current SPY drawdown is -0.92%.

RankAUBSPY
#1-69.73%
Nov 16, 2006 - Jun 9, 2014
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-52.06%
Sep 5, 2018 - Mar 8, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-44.74%
Nov 25, 2024 - Feb 6, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-43.10%
Dec 22, 1999 - Mar 30, 2001
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-41.65%
Jan 14, 2022 - Jul 16, 2024
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-32.15%
Mar 30, 2001 - Jan 16, 2002
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.96%
Dec 3, 2004 - Jun 16, 2005
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-23.20%
Jun 9, 2014 - Oct 16, 2015
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-22.33%
Jul 11, 2002 - Nov 22, 2002
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-21.64%
Dec 4, 2015 - May 26, 2016
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-21.52%
May 21, 2021 - Jan 10, 2022
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-20.10%
Dec 12, 2002 - Aug 18, 2003
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-20.05%
Feb 16, 2006 - Nov 16, 2006
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-18.96%
Feb 2, 2004 - Nov 1, 2004
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-18.33%
Feb 6, 2026 - Mar 18, 2026
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AUB and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

AUB vs SPY dividend yield comparison.

YearAUBSPY
20260.98%0.24%
20253.94%1.07%
20243.43%1.21%
20233.34%1.40%
20223.30%1.65%
20212.92%1.20%
20203.04%1.52%
20192.56%1.75%
20183.12%2.04%
20172.24%1.80%
20162.15%2.03%
20152.69%2.06%
20142.41%1.87%
20132.18%1.81%
20122.35%2.18%
20112.11%2.05%
20101.69%1.80%
20092.91%1.95%
20082.98%3.02%
20073.43%1.85%
20062.06%1.73%
20051.79%1.73%
20041.77%1.82%
20031.97%1.47%
20021.91%1.70%
20012.83%1.25%
20003.90%1.15%
19991.37%0.24%

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