AZN vs SPY
Comparison between Astrazeneca plc (AZN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceAZN has outperformed SPY, delivering a return of +13.8% compared to +13.3%
AZN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
AZN
$289B
Winner
SPY
$652B
Expense Ratio
AZN
N/A
SPY
0.09%
Max Drawdown
Winner
AZN
54.44%
SPY
56.47%
Sharpe Ratio
AZN
1.13
Winner
SPY
2.07
5Y Beta
Winner
AZN
0.40
SPY
1.00
Industry
AZN
Drug Manufacturers - General
SPY
N/A
P/E Ratio
Winner
AZN
27.77
SPY
28.24
Forward P/E
Winner
AZN
18.02
SPY
21.85
PEG Ratio
AZN
0.82
SPY
N/A
Dividend Yield
AZN
1.73%
SPY
N/A
5Y Dividends CAGR
Winner
AZN
21.54%
SPY
5.43%
5Y EPS CAGR
AZN
17.09%
Winner
SPY
25.79%
Debt to Equity
AZN
71.66%
Winner
SPY
22.35%
Free Cash Flow Yield
AZN
3.16%
SPY
N/A
P/S Ratio
AZN
4.68
Winner
SPY
3.55
P/B Ratio
AZN
6.06
Winner
SPY
5.29
AZN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
AZN
-10.47%
Winner
SPY
+9.11%
3M
AZN
-3.28%
Winner
SPY
+6.59%
6M
AZN
+10.37%
Winner
SPY
+10.56%
1Y
Winner
AZN
+39.68%
SPY
+32.04%
5Y(CAGR)
Winner
AZN
+13.78%
SPY
+13.35%
10Y(CAGR)
Winner
AZN
+15.62%
SPY
+15.49%
Max(CAGR)
Winner
AZN
+9.13%
SPY
+8.50%
AZN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AZN | SPY |
|---|---|---|
| 2026 | +1.95% | +8.27% |
| 2025 | +42.51% | +18.00% |
| 2024 | -2.14% | +25.59% |
| 2023 | -0.78% | +26.72% |
| 2022 | +19.08% | -18.64% |
| 2021 | +18.39% | +30.52% |
| 2020 | +2.11% | +17.28% |
| 2019 | +36.29% | +31.09% |
| 2018 | +11.60% | -5.24% |
| 2017 | +31.19% | +20.78% |
| 2016 | -14.57% | +13.59% |
| 2015 | +0.44% | +1.31% |
| 2014 | +25.26% | +14.56% |
| 2013 | +30.47% | +29.00% |
| 2012 | +5.30% | +14.17% |
| 2011 | +5.72% | +0.85% |
| 2010 | +2.51% | +13.14% |
| 2009 | +21.76% | +22.67% |
| 2008 | +1.19% | -36.25% |
| 2007 | -18.03% | +5.32% |
| 2006 | +9.45% | +13.85% |
| 2005 | +37.50% | +5.32% |
| 2004 | -24.40% | +10.75% |
| 2003 | +41.48% | +24.18% |
| 2002 | -22.13% | -22.42% |
| 2001 | -7.03% | -10.13% |
| 2000 | +30.40% | -8.84% |
| 1999 | -8.12% | +8.61% |
AZN vs SPY Drawdown Comparison
The maximum drawdown for AZN was -48.86%, occurring on Mar 9, 2009. Recovery took 1571 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AZN drawdown is -12.27%.
| Rank | AZN | SPY |
|---|---|---|
| #1 | -48.86% Oct 25, 2006 - Jan 24, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.52% Mar 1, 2002 - Mar 9, 2004 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -33.87% Nov 11, 1999 - Jul 7, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -31.26% Mar 9, 2004 - Dec 19, 2005 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -29.85% May 1, 2014 - Jan 2, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -27.87% Aug 30, 2024 - Oct 7, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.95% Apr 8, 2022 - Jan 6, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -24.83% Jan 17, 2020 - Apr 20, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.71% Jul 17, 2020 - Jun 28, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.96% Apr 24, 2023 - Apr 25, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.28% Dec 20, 2000 - Feb 27, 2002 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.37% Nov 3, 2021 - Mar 17, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.46% Nov 13, 2018 - Feb 25, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.34% Mar 20, 2019 - Jul 26, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.05% Feb 27, 2026 - May 5, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AZN 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)
AZN vs SPY dividend yield comparison.
| Year | AZN | SPY |
|---|---|---|
| 2026 | 2.35% | 0.24% |
| 2025 | 1.70% | 1.07% |
| 2024 | 2.27% | 1.21% |
| 2023 | 2.15% | 1.40% |
| 2022 | 2.12% | 1.65% |
| 2021 | 2.35% | 1.20% |
| 2020 | 2.80% | 1.52% |
| 2019 | 2.81% | 1.75% |
| 2018 | 3.69% | 2.04% |
| 2017 | 3.95% | 1.80% |
| 2016 | 5.01% | 2.03% |
| 2015 | 4.06% | 2.06% |
| 2014 | 3.98% | 1.87% |
| 2013 | 4.72% | 1.81% |
| 2012 | 6.03% | 2.18% |
| 2011 | 5.83% | 2.05% |
| 2010 | 5.22% | 1.80% |
| 2009 | 4.45% | 1.95% |
| 2008 | 4.63% | 3.02% |
| 2007 | 4.09% | 1.85% |
| 2006 | 2.63% | 1.73% |
| 2005 | 2.11% | 1.73% |
| 2004 | 2.29% | 1.82% |
| 2003 | 1.50% | 1.47% |
| 2002 | 1.99% | 1.70% |
| 2001 | 1.50% | 1.25% |
| 2000 | 3.49% | 1.15% |
| 1999 | 0.00% | 0.24% |
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