$343.99+1.32% today
- 5Y
- +137.26%
- $10K became
- $23,726
BUYBULL
AAPL vs SPY
Total return with dividends reinvested · 5Y
AAPL
SPY
$773.09+0.53% today
- 5Y
- +81.51%
- $10K became
- $18,151
Return and risk 5Y
| Ticker | $10K became | Total | Per year | Volatility | Worst drop | Off high now | Best year | Worst year | Years up | Corr. with AAPL |
|---|---|---|---|---|---|---|---|---|---|---|
| AAPL | $23,726 | +137.26% | +18.91% | 28.1% | -33.36% | +0.00% | +54.80% 2023 | -28.20% 2022 | 75% | — |
| SPY | $18,151 | +81.51% | +12.69% | 17.2% | -24.49% | -0.77% | +26.73% 2023 | -18.64% 2022 | 75% | 0.71 |
AAPL
- $10K became
- $23,726
- Total
- +137.26%
- Per year
- +18.91%
- Volatility
- 28.1%
- Worst drop
- -33.36%
- Off high now
- +0.00%
- Best year
- +54.80% 2023
- Worst year
- -28.20% 2022
SPY
- $10K became
- $18,151
- Total
- +81.51%
- Per year
- +12.69%
- Volatility
- 17.2%
- Worst drop
- -24.49%
- Off high now
- -0.77%
- Best year
- +26.73% 2023
- Worst year
- -18.64% 2022
Per year is the compound annual growth rate and needs a year of history. Volatility is the yearly spread of daily returns. Best and worst years count full calendar years only.
Drawdown from peak 5Y
0%-20%-40%
2021-102026-10
Correlation of daily returns
AAPLSPYAAPL1.000.71SPY0.711.00
1 moves together, 0 unrelated, negative moves opposite. Lower correlation means more diversification.
Trailing returns up to 5 years
| Ticker | 1Y | 2Y | 3Y | 5Y |
|---|---|---|---|---|
| AAPL | — | — | — | — |
| SPY | — | — | — | — |
Calendar-year returns best each year in bold
| Year | AAPL | SPY |
|---|---|---|
| No full years in this range yet. | ||
More comparisons
About this comparison
Apple Inc. (AAPL) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: AAPL +137.26%, SPY +81.51%. Regime AAPL BULL. As of Oct 21, 2026. Research only.
Apple (AAPL) closed at $340.7 as of 2026‑10‑12 (Monday), up 1.21% on the session. The overlay shows a BUY signal with a score of 3, a balanced archetype and a 5‑year total‑return of +143.0%. The stock trades in a bullish market regime (27 days) and carries a modest 0.32% dividend yield, while its quality score (33.50) reflects strong profitability metrics. The SPDR S&P 500 ETF (SPY) finished at $778.1 as of 2026‑10‑12 (Monday), down 0.06%. It also carries a BUY signal, this time with a score of 5, a balanced archetype and a 5‑year total‑return of +88.1%. SPY remains in a bullish regime (73 days) and benefits from the index’s broad diversification. Both instruments are positioned in a bullish market pulse, but Apple’s total‑return edge (+143.0% vs +88.1%) highlights its outperformance relative to the benchmark. Readers can open the individual stock pages or methodology notes for full overlay detail.
What does the AAPL vs SPY overlay show?
LOPJLB overlays AAPL vs SPY as total return (dividends and splits) from the first adjusted close in the selected 5Y window. Each path starts at 0% so you can read relative holding performance, not raw tape price.
Is this holding return or tape close?
Holding return. The series uses split- and dividend-adjusted close (Yahoo-style backward adjustment) when dividend coverage is sufficient, otherwise it falls back to tape close. Candles and technical overlays on /chart stay tape.
Which windows are public?
Public visitors can share 1M, 3M, 6M, YTD, 1Y, and 5Y. MAX is Research+. Direction and regime in the table follow the desk ladder: SPY25 on Free, full book on Essential+.
How do I read the drawdown, period, and annual tables?
Drawdowns are current and worst peak-to-trough on the visible range. Periods are calendar lookbacks (1Y / 2Y / 3Y / 5Y, plus 10Y on MAX) from the last bar. Annual is calendar-year holding return, with the latest year labeled YTD.
How has AAPL vs SPY performed on a normalized basis?
AAPL vs SPY holding-return overlay: 5Y AAPL +137.26% · SPY +81.51%; worst drawdown AAPL -33.36% · SPY -24.49%; YTD AAPL +27.28% · SPY +14.05%. Numbers update from the live compare-series book.
Is ticker compare investment advice?
No. The overlay is research context only — not a recommendation to buy or sell any security.