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AQEC vs SPY

Comparison between AQE CORE ETF (AQEC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

AQEC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AQEC
$575M
Winner
SPY
$781B
Expense Ratio
AQEC
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
AQEC
13.16%
SPY
56.47%
Sharpe Ratio
AQEC
-0.33
Winner
SPY
1.12
5Y Beta
Winner
AQEC
0.44
SPY
1.00
P/E Ratio
Winner
AQEC
20.09
SPY
28.53
Forward P/E
Winner
AQEC
17.90
SPY
21.47
PEG Ratio
AQEC
0.44
SPY
N/A
5Y Dividends CAGR
AQEC
N/A
SPY
6.00%
5Y EPS CAGR
AQEC
10.69%
Winner
SPY
25.58%
Debt to Equity
AQEC
141.50%
Winner
SPY
32.09%
P/S Ratio
Winner
AQEC
2.84
SPY
3.75
P/B Ratio
Winner
AQEC
4.54
SPY
5.64

AQEC vs SPY - Holdings Comparison

AQEC and SPY have 47 common holdings. Overlap is 16.07%

AQEC's top 25 holdings weight is 43.95%. SPY's top 25 holdings weight is 51.74%.

RankAQECSPY
#1
JOHNSON & JOHNSON (JNJ) - 2.09%
NVIDIA CORP (NVDA) - 7.89%
#2
APPLE INC (AAPL) - 2.00%
APPLE INC (AAPL) - 7.37%
#3
GENERAL DYNAMICS CORP (GD) - 1.98%
MICROSOFT CORP (MSFT) - 4.50%
#4
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.96%
AMAZON.COM INC (AMZN) - 3.82%
#5
RTX CORP (RTX) - 1.93%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
GSK PLC ADR (GSK) - 1.86%
BROADCOM INC (AVGO) - 2.86%
#7
RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.80%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ARTHUR J. GALLAGHER & CO (AJG) - 1.78%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
COCA-COLA CO (KO) - 1.77%
TESLA INC (TSLA) - 1.70%
#10
MICROSOFT CORP (MSFT) - 1.74%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
EBAY INC (EBAY) - 1.72%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ROCHE HOLDING AG ADR (RHHBY) - 1.72%
ELI LILLY AND CO (LLY) - 1.40%
#13
NOVARTIS AG ADR (NVS) - 1.70%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
VISA INC CLASS A (V) - 1.70%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ALPHABET INC CLASS A (GOOGL) - 1.68%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.67%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
NOVO NORDISK AS ADR (NVO) - 1.67%
VISA INC CLASS A (V) - 0.90%
#18
CORTEVA INC (CTVA) - 1.67%
WALMART INC (WMT) - 0.76%
#19
AON PLC CLASS A (AON) - 1.67%
INTEL CORP (INTC) - 0.75%
#20
STARBUCKS CORP (SBUX) - 1.66%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
LIVE NATION ENTERTAINMENT INC (LYV) - 1.65%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
TRANSUNION (TRU) - 1.65%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
RENTOKIL INITIAL PLC ADR (RTO) - 1.64%
ABBVIE INC (ABBV) - 0.66%
#24
ADOBE INC (ADBE) - 1.62%
CATERPILLAR INC (CAT) - 0.65%
#25
BRISTOL-MYERS SQUIBB CO (BMY) - 1.62%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings68505

AQEC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AQEC
+4.18%
SPY
+0.63%
3M
AQEC
+1.55%
Winner
SPY
+4.46%
6M
AQEC
-6.44%
Winner
SPY
+7.67%
1Y
AQEC
N/A
SPY
+17.68%
5Y(CAGR)
AQEC
N/A
SPY
+12.42%
10Y(CAGR)
AQEC
N/A
SPY
+14.84%
Max(CAGR)
AQEC
-1.47%
Winner
SPY
+8.44%

AQEC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAQECSPY
2026-4.27%+8.63%
2025+3.71%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AQEC vs SPY Drawdown Comparison

The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AQEC drawdown is -6.92%. The current SPY drawdown is -2.57%.

RankAQECSPY
#1-12.81%
Jan 26, 2026 - Mar 27, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-1.74%
Jan 14, 2026 - Jan 26, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-1.05%
Dec 24, 2025 - Jan 6, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.89%
Dec 11, 2025 - Dec 22, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.79%
Nov 19, 2025 - Nov 21, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.75%
Dec 5, 2025 - Dec 10, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.54%
Jan 6, 2026 - Jan 9, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.50%
Nov 28, 2025 - Dec 3, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.20%
Jan 12, 2026 - Jan 14, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.06%
Dec 3, 2025 - Dec 5, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AQEC and SPY is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34
-101

Dividend Comparison (1999 - 2026)

AQEC vs SPY dividend yield comparison.

YearAQECSPY
20260.81%0.50%
20250.13%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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