StockComparison Logo
vs

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
$576M
Winner
SPY
$735B
Expense Ratio
AQEC
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
AQEC
13.16%
SPY
56.47%
Sharpe Ratio
AQEC
-0.62
Winner
SPY
1.62
5Y Beta
Winner
AQEC
0.60
SPY
1.00
P/E Ratio
Winner
AQEC
20.12
SPY
28.99
Forward P/E
Winner
AQEC
17.54
SPY
22.37
PEG Ratio
AQEC
0.46
SPY
N/A
5Y Dividends CAGR
AQEC
N/A
SPY
5.43%
5Y EPS CAGR
AQEC
10.76%
Winner
SPY
26.05%
Debt to Equity
AQEC
142.26%
Winner
SPY
32.40%
P/S Ratio
Winner
AQEC
2.93
SPY
3.74
P/B Ratio
Winner
AQEC
4.52
SPY
5.61

AQEC vs SPY - Holdings Comparison

AQEC and SPY have 46 common holdings. Overlap is 16.21%

AQEC's top 25 holdings weight is 44.01%. SPY's top 25 holdings weight is 52.37%.

RankAQECSPY
#1
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.96%
NVIDIA CORP (NVDA) - 8.10%
#2
MICROSOFT CORP (MSFT) - 1.92%
APPLE INC (AAPL) - 7.02%
#3
APPLE INC (AAPL) - 1.90%
MICROSOFT CORP (MSFT) - 4.79%
#4
JOHNSON & JOHNSON (JNJ) - 1.89%
AMAZON.COM INC (AMZN) - 4.02%
#5
ALPHABET INC CLASS A (GOOGL) - 1.87%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
GSK PLC ADR (GSK) - 1.86%
BROADCOM INC (AVGO) - 3.10%
#7
GENERAL DYNAMICS CORP (GD) - 1.85%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
RENTOKIL INITIAL PLC ADR (RTO) - 1.82%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 1.81%
TESLA INC (TSLA) - 1.89%
#10
n/a (WMG) - 1.80%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 1.80%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77%
ELI LILLY AND CO (LLY) - 1.31%
#13
COCA-COLA CO (KO) - 1.76%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
RTX CORP (RTX) - 1.76%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ROCHE HOLDING AG ADR (RHHBY) - 1.75%
EXXON MOBIL CORP (XOM) - 0.97%
#16
EBAY INC (EBAY) - 1.75%
INTEL CORP (INTC) - 0.90%
#17
STARBUCKS CORP (SBUX) - 1.70%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
NOVARTIS AG ADR (NVS) - 1.69%
VISA INC CLASS A (V) - 0.85%
#19
CME GROUP INC CLASS A (CME) - 1.69%
WALMART INC (WMT) - 0.81%
#20
RELX PLC ADR (RELX) - 1.67%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
BRISTOL-MYERS SQUIBB CO (BMY) - 1.64%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CORTEVA INC (CTVA) - 1.60%
CATERPILLAR INC (CAT) - 0.66%
#23
VISA INC CLASS A (V) - 1.60%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
PEPSICO INC (PEP) - 1.60%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
LIVE NATION ENTERTAINMENT INC (LYV) - 1.55%
ABBVIE INC (ABBV) - 0.58%
Total Holdings68505

AQEC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AQEC
+0.37%
Winner
SPY
+1.90%
3M
AQEC
-3.55%
Winner
SPY
+8.55%
6M
AQEC
-5.23%
Winner
SPY
+8.18%
1Y
AQEC
N/A
SPY
+25.79%
5Y(CAGR)
AQEC
N/A
SPY
+13.32%
10Y(CAGR)
AQEC
N/A
SPY
+15.19%
Max(CAGR)
AQEC
-4.53%
Winner
SPY
+8.47%

AQEC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAQECSPY
2026-5.72%+8.26%
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 -8.33%. The current SPY drawdown is -2.90%.

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 -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.27
-101

Dividend Comparison (1999 - 2026)

AQEC vs SPY dividend yield comparison.

YearAQECSPY
20260.40%0.24%
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%

Select Stocks to Compare

Popular: AQEC vs SPY

More Comparisons

Compare with similar stocks