ANEW vs SPY
Comparison between PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF (ANEW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ANEW, delivering a return of +13.4% compared to +3.1%
ANEW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ANEW
$7.70M
Winner
SPY
$784B
Expense Ratio
ANEW
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
ANEW
39.94%
SPY
56.47%
Sharpe Ratio
ANEW
-0.00
Winner
SPY
1.50
5Y Beta
Winner
ANEW
0.92
SPY
1.00
P/E Ratio
ANEW
N/A
SPY
28.29
Forward P/E
ANEW
N/A
SPY
21.76
5Y Dividends CAGR
Winner
ANEW
76.84%
SPY
5.43%
5Y EPS CAGR
ANEW
N/A
SPY
25.98%
Debt to Equity
ANEW
N/A
SPY
30.79%
P/S Ratio
ANEW
N/A
SPY
3.79
P/B Ratio
ANEW
N/A
SPY
5.67
ANEW vs SPY - Holdings Comparison
ANEW and SPY have 38 common holdings. Overlap is 17.67%
ANEW's top 25 holdings weight is 41.46%. SPY's top 25 holdings weight is 52.46%.
| Rank | ANEW | SPY |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 2.24% | NVIDIA CORP (NVDA) - 8.30% |
| #2 | NASPERS LTD CLASS N (n/a) - 2.05% | APPLE INC (AAPL) - 7.09% |
| #3 | MICROSOFT CORP (MSFT) - 2.03% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | APPLE INC (AAPL) - 2.02% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | DANAHER CORP (DHR) - 2.02% | BROADCOM INC (AVGO) - 3.50% |
| #6 | TENCENT HOLDINGS LTD (n/a) - 2.02% | ALPHABET INC CLASS A (GOOGL) - 3.23% |
| #7 | ELI LILLY AND CO (LLY) - 2.01% | ALPHABET INC CLASS C (GOOG) - 2.57% |
| #8 | DEERE & CO (DE) - 2.00% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #9 | ADOBE INC (ADBE) - 1.97% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | SYMRISE AG (n/a) - 1.96% | TESLA INC (TSLA) - 1.83% |
| #11 | GIVAUDAN SA (n/a) - 1.95% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #12 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 1.95% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #13 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.94% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | NVIDIA CORP (NVDA) - 1.94% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #15 | ABBVIE INC (ABBV) - 1.93% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | META PLATFORMS INC CLASS A (META) - 1.91% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | AMAZON.COM INC (AMZN) - 1.89% | VISA INC CLASS A (V) - 0.82% |
| #18 | n/a (n/a) - 1.89% | INTEL CORP (INTC) - 0.78% |
| #19 | ABBOTT LABORATORIES (ABT) - 1.88% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #20 | EDWARDS LIFESCIENCES CORP (EW) - 1.88% | WALMART INC (WMT) - 0.76% |
| #21 | SNAP INC CLASS A (SNAP) - 0.41% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #22 | KAKAO CORP (n/a) - 0.40% | CATERPILLAR INC (CAT) - 0.65% |
| #23 | n/a (n/a) - 0.40% | ORACLE CORP (ORCL) - 0.64% |
| #24 | KONAMI GROUP CORP (n/a) - 0.39% | LAM RESEARCH CORP (LRCX) - 0.64% |
| #25 | REA GROUP LTD (n/a) - 0.38% | APPLIED MATERIALS INC (AMAT) - 0.60% |
| Total Holdings | 125 | 505 |
ANEW vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ANEW
+1.10%
SPY
+0.48%
3M
ANEW
+6.59%
Winner
SPY
+11.67%
6M
ANEW
-0.25%
Winner
SPY
+9.42%
1Y
ANEW
+2.56%
Winner
SPY
+24.27%
5Y(CAGR)
ANEW
+3.07%
Winner
SPY
+13.36%
10Y(CAGR)
ANEW
N/A
SPY
+15.42%
Max(CAGR)
ANEW
+4.86%
Winner
SPY
+8.49%
ANEW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ANEW | SPY |
|---|---|---|
| 2026 | -0.37% | +8.88% |
| 2025 | +12.15% | +18.00% |
| 2024 | +20.74% | +25.59% |
| 2023 | +22.57% | +26.72% |
| 2022 | -29.53% | -18.64% |
| 2021 | +7.67% | +30.52% |
| 2020 | +5.77% | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
ANEW vs SPY Drawdown Comparison
The maximum drawdown for ANEW was -39.87%, occurring on Oct 14, 2022. Recovery took 815 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ANEW drawdown is -4.88%. The current SPY drawdown is -2.35%.
| Rank | ANEW | SPY |
|---|---|---|
| #1 | -39.87% Sep 7, 2021 - Dec 3, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -20.26% Feb 19, 2025 - Jun 26, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.12% Oct 27, 2025 - Mar 30, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.59% Feb 12, 2021 - Aug 25, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.44% Oct 16, 2020 - Nov 5, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -4.56% Dec 9, 2024 - Jan 22, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.55% Nov 5, 2020 - Nov 27, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.46% Oct 8, 2025 - Oct 27, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.45% Jul 25, 2025 - Aug 22, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.03% Jan 25, 2021 - Feb 2, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.01% Sep 22, 2025 - Oct 2, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.68% Aug 22, 2025 - Sep 8, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.32% Dec 8, 2020 - Dec 15, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.25% Jan 8, 2021 - Jan 19, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.24% Jul 3, 2025 - Jul 22, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ANEW and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (1999 - 2026)
ANEW vs SPY dividend yield comparison.
| Year | ANEW | SPY |
|---|---|---|
| 2026 | 0.09% | 0.24% |
| 2025 | 0.54% | 1.07% |
| 2024 | 1.08% | 1.21% |
| 2023 | 0.87% | 1.40% |
| 2022 | 1.05% | 1.65% |
| 2021 | 0.24% | 1.20% |
| 2020 | 0.04% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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