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AXP vs SPY

Comparison between American Express Company (AXP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAXP has outperformed SPY, delivering a return of +16.1% compared to +13.3%

AXP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AXP
$220B
Winner
SPY
$652B
Expense Ratio
AXP
N/A
SPY
0.09%
Max Drawdown
AXP
84.35%
Winner
SPY
56.47%
Sharpe Ratio
AXP
0.54
Winner
SPY
2.07
5Y Beta
AXP
1.25
Winner
SPY
1.00
Industry
AXP
Credit Services
SPY
N/A
P/E Ratio
Winner
AXP
19.75
SPY
28.24
Forward P/E
Winner
AXP
17.99
SPY
21.85
PEG Ratio
AXP
1.66
SPY
N/A
Dividend Yield
AXP
1.07%
SPY
N/A
5Y Dividends CAGR
Winner
AXP
14.49%
SPY
5.43%
5Y EPS CAGR
AXP
21.25%
Winner
SPY
25.79%
Debt to Equity
AXP
177.80%
Winner
SPY
22.35%
Free Cash Flow Yield
AXP
6.52%
SPY
N/A
P/S Ratio
Winner
AXP
3.19
SPY
3.55
P/B Ratio
AXP
6.34
Winner
SPY
5.29

AXP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AXP
-0.11%
Winner
SPY
+9.11%
3M
AXP
-11.87%
Winner
SPY
+6.59%
6M
AXP
-13.80%
Winner
SPY
+10.56%
1Y
AXP
+12.56%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
AXP
+16.12%
SPY
+13.35%
10Y(CAGR)
Winner
AXP
+18.97%
SPY
+15.49%
Max(CAGR)
Winner
AXP
+9.21%
SPY
+8.50%

AXP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAXPSPY
2026-14.96%+8.27%
2025+25.32%+18.00%
2024+59.49%+25.59%
2023+29.24%+26.72%
2022-11.04%-18.64%
2021+40.21%+30.52%
2020-2.55%+17.28%
2019+32.03%+31.09%
2018-2.27%-5.24%
2017+33.91%+20.78%
2016+11.72%+13.59%
2015-24.20%+1.31%
2014+5.15%+14.56%
2013+55.86%+29.00%
2012+20.46%+14.17%
2011+10.39%+0.85%
2010+6.78%+13.14%
2009+116.95%+22.67%
2008-63.16%-36.25%
2007-13.16%+5.32%
2006+16.55%+13.85%
2005+5.99%+5.32%
2004+18.78%+10.75%
2003+32.70%+24.18%
2002-0.59%-22.42%
2001-30.79%-10.13%
2000+5.33%-8.84%
1999+11.61%+8.61%

AXP vs SPY Drawdown Comparison

The maximum drawdown for AXP was -83.89%, occurring on Mar 6, 2009. Recovery took 1204 trading sessions.

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

The current AXP drawdown is -17.46%.

RankAXPSPY
#1-83.89%
Jul 19, 2007 - Apr 27, 2012
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-59.07%
Oct 2, 2000 - Nov 28, 2005
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-49.64%
Feb 19, 2020 - Feb 22, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-45.38%
Jul 3, 2014 - Oct 3, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-31.54%
Feb 16, 2022 - Jan 26, 2024
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-28.74%
Jan 23, 2025 - Jul 2, 2025
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-27.34%
Feb 1, 2000 - Jun 2, 2000
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-23.90%
Dec 11, 2025 - Mar 27, 2026
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-20.72%
Nov 28, 2018 - Mar 15, 2019
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-19.79%
Oct 22, 2021 - Feb 7, 2022
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.72%
Jan 10, 2018 - Feb 26, 2018
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.48%
May 2, 2012 - Jan 10, 2013
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.22%
Jul 15, 2019 - Jan 9, 2020
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.33%
Dec 14, 2006 - Apr 25, 2007
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.13%
Dec 10, 1999 - Feb 1, 2000
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AXP 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)

AXP vs SPY dividend yield comparison.

YearAXPSPY
20260.56%0.24%
20250.85%1.07%
20240.91%1.21%
20231.24%1.40%
20221.35%1.65%
20211.05%1.20%
20201.42%1.52%
20191.29%1.75%
20181.51%2.04%
20171.32%1.80%
20161.61%2.03%
20151.58%2.06%
20141.05%1.87%
20130.95%1.81%
20121.36%2.18%
20111.53%2.05%
20101.68%1.80%
20091.78%1.95%
20083.88%3.02%
20071.15%1.85%
20060.89%1.73%
200514.85%1.73%
20040.57%1.82%
20030.79%1.47%
20021.13%1.70%
20010.90%1.25%
20000.48%1.15%
19990.00%0.24%

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