ANEW vs XLII

Comparison between PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF (ANEW, ETF) and STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLII, ETF).

ANEW vs XLII - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ANEW(ETF)	XLII(ETF)
Net Assets	$7.70M	$7.70M
Expense Ratio	0.45%	0.35%
Max Drawdown	39.94%	10.59%
Sharpe Ratio	-0.03	1.20
5Y Beta	0.91	0.72
P/E Ratio	30.53	N/A
Forward P/E	20.51	N/A
5Y Dividends CAGR	39.18%	N/A
5Y EPS CAGR	17.57%	N/A
Debt to Equity	26.92%	N/A
P/S Ratio	3.67	N/A
P/B Ratio	4.41	N/A

Net Assets

ANEW

$7.70M

XLII

$7.70M

Expense Ratio

ANEW

0.45%

Winner

XLII

0.35%

Max Drawdown

ANEW

39.94%

Winner

XLII

10.59%

Sharpe Ratio

ANEW

-0.03

Winner

XLII

1.20

5Y Beta

ANEW

0.91

Winner

XLII

0.72

P/E Ratio

ANEW

30.53

XLII

N/A

Forward P/E

ANEW

20.51

XLII

N/A

5Y Dividends CAGR

ANEW

39.18%

XLII

N/A

5Y EPS CAGR

ANEW

17.57%

XLII

N/A

Debt to Equity

ANEW

26.92%

XLII

N/A

P/S Ratio

ANEW

3.67

XLII

N/A

P/B Ratio

ANEW

4.41

XLII

N/A

ANEW vs XLII - Holdings Comparison

ANEW and XLII have 0 common holdings. Overlap is 0.00%

ANEW's top 25 holdings weight is 49.95%. XLII's top 25 holdings weight is 100.82%.

Rank	ANEW	XLII
#1	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.33%	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 100.82%
#2	DANAHER CORP (DHR) - 2.29%	N/A
#3	GIVAUDAN SA (n/a) - 2.28%	N/A
#4	ABBVIE INC (ABBV) - 2.20%	N/A
#5	SYMRISE AG (n/a) - 2.19%	N/A
#6	ELI LILLY AND CO (LLY) - 2.18%	N/A
#7	n/a (MKC) - 2.15%	N/A
#8	META PLATFORMS INC CLASS A (META) - 2.12%	N/A
#9	KERRY GROUP PLC CLASS A (n/a) - 2.08%	N/A
#10	CORTEVA INC (CTVA) - 2.07%	N/A
#11	DEERE & CO (DE) - 2.02%	N/A
#12	APPLE INC (AAPL) - 2.02%	N/A
#13	INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 1.99%	N/A
#14	EDWARDS LIFESCIENCES CORP (EW) - 1.94%	N/A
#15	ABBOTT LABORATORIES (ABT) - 1.92%	N/A
#16	TENCENT HOLDINGS LTD (n/a) - 1.92%	N/A
#17	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.88%	N/A
#18	NASPERS LTD CLASS N (n/a) - 1.87%	N/A
#19	NVIDIA CORP (NVDA) - 1.85%	N/A
#20	AMAZON.COM INC (AMZN) - 1.83%	N/A
#21	BROADCOM INC (AVGO) - 1.82%	N/A
#22	ALPHABET INC CLASS A (GOOGL) - 1.78%	N/A
#23	MICROSOFT CORP (MSFT) - 1.77%	N/A
#24	n/a (n/a) - 1.76%	N/A
#25	n/a (WBD) - 1.69%	N/A
Total Holdings	164	1

ANEW vs XLII - Historical Returns

Returns include dividend reinvestment.

Period	ANEW	XLII
1 month	+1.96%	-0.14%
3 months	+5.84%	+6.80%
6 months	+1.17%	+8.33%
1 year	+2.35%	+18.48%
5 years(CAGR)	+2.91%	N/A
Max(CAGR)	+5.16%	+19.00%

Winner

ANEW

+1.96%

XLII

-0.14%

ANEW

+5.84%

Winner

XLII

+6.80%

ANEW

+1.17%

Winner

XLII

+8.33%

ANEW

+2.35%

Winner

XLII

+18.48%

5Y(CAGR)

ANEW

+2.91%

XLII

N/A

Max(CAGR)

ANEW

+5.16%

Winner

XLII

+19.00%

ANEW vs XLII - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	ANEW	XLII
2026	+1.79%	+10.13%
2025	+12.15%	+6.64%
2024	+20.74%	N/A
2023	+22.57%	N/A
2022	-29.53%	N/A
2021	+7.67%	N/A
2020	+5.77%	N/A

ANEW vs XLII Drawdown Comparison

The maximum drawdown for ANEW was -39.87%, occurring on Oct 14, 2022. Recovery took 815 trading sessions.

The maximum drawdown for XLII was -10.10%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.

The current ANEW drawdown is -2.81%. The current XLII drawdown is -2.01%.

Rank	ANEW	XLII
#1	-39.87% Sep 7, 2021 - Dec 3, 2024	-10.10% Mar 2, 2026 - Jun 4, 2026
#2	-20.26% Feb 19, 2025 - Jun 26, 2025	-3.61% Nov 12, 2025 - Dec 3, 2025
#3	-16.12% Oct 27, 2025 - Mar 30, 2026	-2.68% Jun 4, 2026 - Jun 12, 2026
#4	-13.59% Feb 12, 2021 - Aug 25, 2021	-2.49% Oct 8, 2025 - Oct 20, 2025
#5	-7.44% Oct 16, 2020 - Nov 5, 2020	-2.36% Jul 6, 2026 - Jul 20, 2026
#6	-4.56% Dec 9, 2024 - Jan 22, 2025	-1.68% Aug 28, 2025 - Sep 11, 2025
#7	-3.55% Nov 5, 2020 - Nov 27, 2020	-1.37% Jun 22, 2026 - Jun 25, 2026
#8	-3.46% Oct 8, 2025 - Oct 27, 2025	-1.30% Jan 16, 2026 - Feb 2, 2026
#9	-3.45% Jul 25, 2025 - Aug 22, 2025	-1.22% Oct 27, 2025 - Nov 11, 2025
#10	-3.03% Jan 25, 2021 - Feb 2, 2021	-1.16% Jul 30, 2025 - Aug 12, 2025
#11	-2.01% Sep 22, 2025 - Oct 2, 2025	-0.99% Aug 13, 2025 - Aug 22, 2025
#12	-1.68% Aug 22, 2025 - Sep 8, 2025	-0.94% Feb 20, 2026 - Feb 24, 2026
#13	-1.32% Dec 8, 2020 - Dec 15, 2020	-0.91% Dec 29, 2025 - Jan 5, 2026
#14	-1.25% Jan 8, 2021 - Jan 19, 2021	-0.88% Sep 11, 2025 - Sep 22, 2025
#15	-1.24% Jul 3, 2025 - Jul 22, 2025	-0.82% Sep 23, 2025 - Sep 29, 2025