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APRT vs. SPY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

APRT vs. SPY

Last updated Apr 1, 2026

Compare and contrast key facts about AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) and State Street SPDR S&P 500 ETF (SPY).

APRT and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. APRT is an actively managed fund by Allianz. It was launched on May 28, 2020. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.

Performance

APRT vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) and State Street SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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APRT vs. SPY - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
APRT
AllianzIM U.S. Large Cap Buffer10 Apr ETF		2.08%7.99%15.15%22.13%-6.41%11.89%9.09%
SPY
State Street SPDR S&P 500 ETF		-4.37%17.72%24.89%26.18%-18.18%28.73%23.92%

Returns By Period

In the year-to-date period, APRT achieves a 2.08% return, which is significantly higher than SPY's -4.37% return.

APRT

1D
2.34%
1M
0.97%
YTD
2.08%
6M
4.40%
1Y
14.62%
3Y*
12.89%
5Y*
9.79%
10Y*
—

SPY

1D
2.91%
1M
-4.94%
YTD
-4.37%
6M
-1.82%
1Y
17.59%
3Y*
18.19%
5Y*
11.69%
10Y*
13.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AllianzIM U.S. Large Cap Buffer10 Apr ETF

State Street SPDR S&P 500 ETF

Often compared with APRT:
APRT vs. NOVTAPRT vs. JANTAPRT vs. NVBTAPRT vs. OCTTAPRT vs. MAYTAPRT vs. SIXOAPRT vs. XTR
Often compared with SPY:
SPY vs. QQQSPY vs. VOOSPY vs. BRK-BSPY vs. RSPSPY vs. VTISPY vs. SCHDSPY vs. GLD

APRT vs. SPY - Expense Ratio Comparison

APRT has a 0.74% expense ratio, which is higher than SPY's 0.09% expense ratio.

APRT
AllianzIM U.S. Large Cap Buffer10 Apr ETF
SPY
State Street SPDR S&P 500 ETF

Return for Risk

APRT vs. SPY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
APRT
APRT Risk / Return Rank: 8181
Overall Rank
APRT Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
APRT Sortino Ratio Rank: 7979
Sortino Ratio Rank
APRT Omega Ratio Rank: 9393
Omega Ratio Rank
APRT Calmar Ratio Rank: 6969
Calmar Ratio Rank
APRT Martin Ratio Rank: 9090
Martin Ratio Rank
SPY
SPY Risk / Return Rank: 6464
Overall Rank
SPY Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
SPY Sortino Ratio Rank: 6060
Sortino Ratio Rank
SPY Omega Ratio Rank: 6565
Omega Ratio Rank
SPY Calmar Ratio Rank: 6565
Calmar Ratio Rank
SPY Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APRT vs. SPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) and State Street SPDR S&P 500 ETF (SPY). 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.

APRTSPYDifference

Sharpe ratio

Return per unit of total volatility

1.34

0.93

+0.41

Sortino ratio

Return per unit of downside risk

2.04

1.45

+0.58

Omega ratio

Gain probability vs. loss probability

1.43

1.22

+0.20

Calmar ratio

Return relative to maximum drawdown

1.77

1.53

+0.25

Martin ratio

Return relative to average drawdown

11.67

7.30

+4.38

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

APRT vs. SPY - Sharpe Ratio Comparison

The current APRT Sharpe Ratio is 1.34, which is higher than the SPY Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of APRT and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

APRTSPYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.34

0.93

+0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

0.69

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.78

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.99

0.56

+0.43

Correlation

The correlation between APRT and SPY is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

APRT vs. SPY - Dividend Comparison

APRT has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.14%.

TTM20252024202320222021202020192018201720162015
APRT
AllianzIM U.S. Large Cap Buffer10 Apr ETF		0.00%0.00%0.00%0.00%0.00%0.00%4.67%0.00%0.00%0.00%0.00%0.00%
SPY
State Street SPDR S&P 500 ETF		1.14%1.07%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%

Drawdowns

APRT vs. SPY - Drawdown Comparison

The maximum APRT drawdown since its inception was -14.98%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for APRT and SPY.

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Drawdown Indicators

APRTSPYDifference

Max Drawdown

Largest peak-to-trough decline

-14.98%

-55.19%

+40.21%

Max Drawdown (1Y)

Largest decline over 1 year

-8.70%

-12.05%

+3.35%

Max Drawdown (5Y)

Largest decline over 5 years

-14.98%

-24.50%

+9.52%

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.72%

—

Current Drawdown

Current decline from peak

0.00%

-6.24%

+6.24%

Average Drawdown

Average peak-to-trough decline

-2.11%

-9.09%

+6.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.32%

2.52%

-1.20%

Volatility

APRT vs. SPY - Volatility Comparison

The current volatility for AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) is 3.02%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that APRT experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

APRTSPYDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.02%

5.31%

-2.29%

Volatility (6M)

Calculated over the trailing 6-month period

3.81%

9.47%

-5.66%

Volatility (1Y)

Calculated over the trailing 1-year period

10.98%

19.05%

-8.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.82%

17.06%

-6.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.40%

17.92%

-7.52%