AENA.MC vs. SPGI
AENA.MC (Aena SA) and SPGI (S&P Global Inc.) are both stocks. AENA.MC operates in Airports & Air Services (Industrials), while SPGI operates in Financial Data & Stock Exchanges (Financial Services). Over the past 10 years, AENA.MC returned 44.48%/yr vs 15.02%/yr for SPGI. At a 0.15 correlation, their price movements are largely independent.
Performance
AENA.MC vs. SPGI - Performance Comparison
Loading charts...
Different Trading Currencies
AENA.MC is traded in EUR, while SPGI is traded in USD. To make them comparable, the SPGI values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, AENA.MC achieves a 19.73% return, which is significantly higher than SPGI's -19.14% return. Over the past 10 years, AENA.MC has outperformed SPGI with an annualized return of 44.48%, while SPGI has yielded a comparatively lower 15.02% annualized return.
AENA.MC
- 1D
- 0.07%
- 1M
- 9.72%
- YTD
- 19.73%
- 6M
- 19.63%
- 1Y
- 26.75%
- 3Y*
- 82.33%
- 5Y*
- 56.57%
- 10Y*
- 44.48%
SPGI
- 1D
- -0.13%
- 1M
- -1.57%
- YTD
- -19.14%
- 6M
- -20.11%
- 1Y
- -18.30%
- 3Y*
- -0.06%
- 5Y*
- 1.53%
- 10Y*
- 15.02%
AENA.MC vs. SPGI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AENA.MC Aena SA | 19.73% | 118.49% | 108.98% | 102.94% | -15.49% | -2.39% | -16.60% | 117.43% | 28.32% | 70.64% |
SPGI S&P Global Inc. | -19.14% | -6.84% | 21.46% | 28.81% | -23.95% | 55.51% | 11.39% | 65.93% | 6.13% | 39.74% |
Correlation
The correlation between AENA.MC and SPGI is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2015 | 0.15 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AENA.MC vs. SPGI — Risk / Return Rank
AENA.MC
SPGI
AENA.MC vs. SPGI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aena SA (AENA.MC) and S&P Global Inc. (SPGI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AENA.MC | SPGI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.84 | ||
| Sortino ratioReturn per unit of downside risk | +2.39 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.90 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | -0.57 | +2.08 |
| Martin ratioReturn relative to average drawdown | 3.14 | -1.06 | +4.20 |
Loading charts...
Drawdowns
AENA.MC vs. SPGI - Drawdown Comparison
The maximum AENA.MC drawdown since its inception was -48.40%, smaller than the maximum SPGI drawdown of -62.76%. Use the drawdown chart below to compare losses from any high point for AENA.MC and SPGI.
Loading charts...
Drawdown Indicators
| AENA.MC | SPGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.40% | -62.76% | +14.36% |
Max Drawdown (1Y)Largest decline over 1 year | -17.46% | -32.11% | +14.65% |
Max Drawdown (3Y)Largest decline over 3 years | -17.46% | -36.43% | +18.97% |
Max Drawdown (5Y)Largest decline over 5 years | -33.29% | -36.43% | +3.14% |
Max Drawdown (10Y)Largest decline over 10 years | -48.40% | -38.41% | -9.99% |
Current DrawdownCurrent decline from peak | -1.01% | -30.53% | +29.52% |
Average DrawdownAverage peak-to-trough decline | -11.51% | -13.15% | +1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.46% | 17.28% | -8.82% |
Volatility
AENA.MC vs. SPGI - Volatility Comparison
The current volatility for Aena SA (AENA.MC) is 6.41%, while S&P Global Inc. (SPGI) has a volatility of 8.58%. This indicates that AENA.MC experiences smaller price fluctuations and is considered to be less risky than SPGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AENA.MC | SPGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 8.58% | -2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 17.44% | 25.13% | -7.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.18% | 28.59% | -6.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.07% | 24.32% | +28.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.54% | 26.35% | +25.19% |
Dividends
AENA.MC vs. SPGI - Dividend Comparison
AENA.MC's dividend yield for the trailing twelve months is around 3.99%, more than SPGI's 0.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AENA.MC Aena SA | 3.99% | 40.97% | 38.80% | 28.95% | 0.00% | 0.00% | 0.00% | 40.65% | 47.86% | 22.66% | 20.89% | 0.00% |
SPGI S&P Global Inc. | 0.94% | 0.73% | 0.73% | 0.82% | 0.99% | 0.65% | 0.82% | 0.84% | 1.18% | 0.97% | 1.34% | 1.34% |
Financials
AENA.MC vs. SPGI - Financials Comparison
This section allows you to compare key financial metrics between Aena SA and S&P Global Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AENA.MC and SPGI have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for AENA.MC and SPGI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer