AX vs SPY
Comparison between Axos Financial Inc (AX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceAX has outperformed SPY, delivering a return of +13.9% compared to +13.8%
AX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
AX
$4.89B
Winner
SPY
$735B
Expense Ratio
AX
N/A
SPY
0.09%
Max Drawdown
AX
59.57%
Winner
SPY
56.47%
Sharpe Ratio
AX
0.60
Winner
SPY
1.67
5Y Beta
AX
N/A
SPY
1.00
Industry
AX
Banks - Regional
SPY
N/A
P/E Ratio
Winner
AX
10.23
SPY
28.81
Forward P/E
Winner
AX
9.55
SPY
22.07
PEG Ratio
AX
0.85
SPY
N/A
5Y Dividends CAGR
AX
N/A
SPY
5.43%
5Y EPS CAGR
AX
19.22%
Winner
SPY
25.84%
Debt to Equity
Winner
AX
0.00%
SPY
34.16%
Free Cash Flow Yield
AX
9.16%
SPY
N/A
P/S Ratio
AX
N/A
SPY
3.69
P/B Ratio
AX
N/A
SPY
5.54
AX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
AX
-13.16%
Winner
SPY
+4.59%
3M
AX
-11.68%
Winner
SPY
+7.81%
6M
AX
+11.96%
Winner
SPY
+14.24%
1Y
AX
+19.52%
Winner
SPY
+26.47%
5Y(CAGR)
Winner
AX
+13.88%
SPY
+13.84%
10Y(CAGR)
AX
N/A
SPY
+15.57%
Max(CAGR)
Winner
AX
+12.66%
SPY
+8.50%
AX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AX | SPY |
|---|---|---|
| 2026 | -1.64% | +8.80% |
| 2025 | +25.20% | +18.00% |
| 2024 | +26.95% | +25.59% |
| 2023 | +42.93% | +26.72% |
| 2022 | -32.76% | -18.64% |
| 2021 | +51.85% | +30.52% |
| 2020 | +24.93% | +17.28% |
| 2019 | +19.92% | +31.09% |
| 2018 | -27.25% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +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% |
AX vs SPY Drawdown Comparison
The maximum drawdown for AX was -59.57%, occurring on Mar 23, 2020. Recovery took 551 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AX drawdown is -14.91%. The current SPY drawdown is -0.92%.
| Rank | AX | SPY |
|---|---|---|
| #1 | -59.57% Oct 8, 2018 - Dec 15, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.31% Nov 24, 2021 - Jul 15, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.92% Nov 25, 2024 - Aug 12, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.78% Jul 30, 2024 - Nov 6, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.04% Feb 6, 2026 - Mar 18, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.10% Aug 27, 2025 - Jan 8, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.13% Mar 17, 2021 - Oct 4, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.12% Jan 12, 2021 - Feb 4, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.83% Oct 14, 2021 - Nov 2, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.25% Nov 11, 2024 - Nov 22, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.71% Jan 22, 2026 - Jan 30, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.09% Feb 10, 2021 - Feb 22, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.91% Aug 13, 2025 - Aug 22, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.75% Feb 24, 2021 - Mar 1, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.72% Nov 6, 2024 - Nov 11, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AX and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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