IAF vs SPY
Comparison between abrdn Australia Equity Fund Inc (IAF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IAF, delivering a return of +13.3% compared to +1.1%
IAF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAF
$135M
Winner
SPY
$735B
Expense Ratio
IAF
N/A
SPY
0.09%
Max Drawdown
IAF
83.73%
Winner
SPY
56.47%
Sharpe Ratio
IAF
-0.00
Winner
SPY
1.62
5Y Beta
Winner
IAF
0.75
SPY
1.00
P/E Ratio
IAF
N/A
SPY
28.99
Forward P/E
IAF
N/A
SPY
22.37
5Y Dividends CAGR
IAF
1.98%
Winner
SPY
5.43%
5Y EPS CAGR
IAF
N/A
SPY
26.05%
Debt to Equity
IAF
N/A
SPY
32.40%
P/S Ratio
IAF
N/A
SPY
3.74
P/B Ratio
IAF
N/A
SPY
5.61
IAF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IAF
-3.26%
Winner
SPY
+1.90%
3M
IAF
-4.45%
Winner
SPY
+8.55%
6M
IAF
+0.31%
Winner
SPY
+8.18%
1Y
IAF
+1.57%
Winner
SPY
+25.79%
5Y(CAGR)
IAF
+1.08%
Winner
SPY
+13.32%
10Y(CAGR)
IAF
+7.81%
Winner
SPY
+15.19%
Max(CAGR)
IAF
+7.90%
Winner
SPY
+8.47%
IAF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IAF | SPY |
|---|---|---|
| 2026 | -1.62% | +8.26% |
| 2025 | +14.07% | +18.00% |
| 2024 | +8.06% | +25.59% |
| 2023 | +11.95% | +26.72% |
| 2022 | -19.23% | -18.64% |
| 2021 | +26.30% | +30.52% |
| 2020 | +11.14% | +17.28% |
| 2019 | +27.76% | +31.09% |
| 2018 | -16.70% | -5.24% |
| 2017 | +28.33% | +20.78% |
| 2016 | +14.33% | +13.59% |
| 2015 | -9.42% | +1.31% |
| 2014 | -9.81% | +14.56% |
| 2013 | -12.07% | +29.00% |
| 2012 | +23.34% | +14.17% |
| 2011 | -15.81% | +0.85% |
| 2010 | +4.62% | +13.14% |
| 2009 | +72.62% | +22.67% |
| 2008 | -53.84% | -36.25% |
| 2007 | +40.72% | +5.32% |
| 2006 | +21.65% | +13.85% |
| 2005 | +27.45% | +5.32% |
| 2004 | +41.09% | +10.75% |
| 2003 | +57.37% | +24.18% |
| 2002 | +10.82% | -22.42% |
| 2001 | +1.54% | -10.13% |
| 2000 | -15.88% | -8.84% |
| 1999 | -3.17% | +8.61% |
IAF vs SPY Drawdown Comparison
The maximum drawdown for IAF was -67.63%, occurring on Nov 20, 2008. Recovery took 717 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IAF drawdown is -12.02%. The current SPY drawdown is -2.90%.
| Rank | IAF | SPY |
|---|---|---|
| #1 | -67.63% Jan 2, 2008 - Nov 4, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.13% Mar 15, 2013 - Jan 15, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -43.97% Jan 23, 2020 - Nov 16, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -33.95% Mar 30, 2022 - Jun 5, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -31.78% Jul 23, 2007 - Oct 12, 2007 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -28.94% Nov 22, 1999 - May 30, 2002 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -28.46% Nov 8, 2010 - Jan 14, 2013 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -21.64% Mar 21, 2005 - Aug 31, 2005 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.52% Feb 19, 2004 - Sep 27, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.53% Jun 3, 2002 - Apr 23, 2003 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.36% May 11, 2006 - Oct 25, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.20% Feb 11, 2026 - Mar 24, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.82% Jun 11, 2021 - Mar 24, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.21% Sep 20, 2005 - Dec 27, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.12% Oct 31, 2007 - Dec 24, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IAF and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (1999 - 2026)
IAF vs SPY dividend yield comparison.
| Year | IAF | SPY |
|---|---|---|
| 2026 | 5.96% | 0.24% |
| 2025 | 11.30% | 1.07% |
| 2024 | 11.69% | 1.21% |
| 2023 | 11.32% | 1.40% |
| 2022 | 12.53% | 1.65% |
| 2021 | 10.25% | 1.20% |
| 2020 | 9.68% | 1.52% |
| 2019 | 10.54% | 1.75% |
| 2018 | 13.26% | 2.04% |
| 2017 | 10.05% | 1.80% |
| 2016 | 11.99% | 2.03% |
| 2015 | 14.31% | 2.06% |
| 2014 | 12.97% | 1.87% |
| 2013 | 11.97% | 1.81% |
| 2012 | 9.96% | 2.18% |
| 2011 | 12.71% | 2.05% |
| 2010 | 8.93% | 1.80% |
| 2009 | 7.64% | 1.95% |
| 2008 | 21.41% | 3.02% |
| 2007 | 9.32% | 1.85% |
| 2006 | 10.10% | 1.73% |
| 2005 | 9.62% | 1.73% |
| 2004 | 8.07% | 1.82% |
| 2003 | 1.81% | 1.47% |
| 2002 | 2.88% | 1.70% |
| 2001 | 11.52% | 1.25% |
| 2000 | 13.59% | 1.15% |
| 1999 | 0.00% | 0.24% |
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