AXIA-P vs SPY

Comparison between AXIA Energia American Depositary Shares Each representing one Preferred Share (AXIA-P, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

AXIA-P vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AXIA-P(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$31B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	13.72%	56.47%
Sharpe Ratio	1.54	2.07
5Y Beta	1.49	1.00
Industry	Utilities - Renewable	N/A
P/E Ratio	26.17	28.24
Forward P/E	23.47	21.85
PEG Ratio	4.59	N/A
Dividend Yield	0.65%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	0.00%	22.35%
Free Cash Flow Yield	7.03%	N/A
P/S Ratio	0.76	3.55
P/B Ratio	1.28	5.29

Market Cap / Net Assets

AXIA-P

$31B

Winner

SPY

$652B

Expense Ratio

AXIA-P

N/A

SPY

0.09%

Max Drawdown

Winner

AXIA-P

13.72%

SPY

56.47%

Sharpe Ratio

AXIA-P

1.54

Winner

SPY

2.07

5Y Beta

AXIA-P

1.49

Winner

SPY

1.00

Industry

AXIA-P

Utilities - Renewable

SPY

N/A

P/E Ratio

Winner

AXIA-P

26.17

SPY

28.24

Forward P/E

AXIA-P

23.47

Winner

SPY

21.85

PEG Ratio

AXIA-P

4.59

SPY

N/A

Dividend Yield

AXIA-P

0.65%

SPY

N/A

5Y Dividends CAGR

AXIA-P

N/A

SPY

5.43%

5Y EPS CAGR

AXIA-P

N/A

SPY

25.79%

Debt to Equity

Winner

AXIA-P

0.00%

SPY

22.35%

Free Cash Flow Yield

AXIA-P

7.03%

SPY

N/A

P/S Ratio

Winner

AXIA-P

0.76

SPY

3.55

P/B Ratio

Winner

AXIA-P

1.28

SPY

5.29

AXIA-P vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AXIA-P	SPY
1 month	-0.76%	+9.11%
3 months	+8.24%	+6.59%
6 months	+40.18%	+10.56%
1 year	N/A	+32.04%
5 years(CAGR)	N/A	+13.35%
10 years(CAGR)	N/A	+15.49%
Max(CAGR)	+99.22%	+8.50%

AXIA-P

-0.76%

Winner

SPY

+9.11%

Winner

AXIA-P

+8.24%

SPY

+6.59%

Winner

AXIA-P

+40.18%

SPY

+10.56%

AXIA-P

N/A

SPY

+32.04%

5Y(CAGR)

AXIA-P

N/A

SPY

+13.35%

10Y(CAGR)

AXIA-P

N/A

SPY

+15.49%

Max(CAGR)

Winner

AXIA-P

+99.22%

SPY

+8.50%

AXIA-P vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AXIA-P	SPY
2026	+37.49%	+8.27%
2025	-0.07%	+18.00%
2024	N/A	+25.59%
2023	N/A	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+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%

AXIA-P vs SPY Drawdown Comparison

The maximum drawdown for AXIA-P was -13.72%, occurring on Mar 26, 2026. Recovery took 29 trading sessions.

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

The current AXIA-P drawdown is -11.58%.

Rank	AXIA-P	SPY
#1	-13.72% Feb 26, 2026 - Apr 9, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-12.46% Apr 14, 2026 - May 7, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-10.63% Dec 4, 2025 - Jan 21, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-7.45% Jan 22, 2026 - Feb 3, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-5.92% Feb 11, 2026 - Feb 19, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-5.23% Nov 12, 2025 - Nov 25, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-2.93% Feb 3, 2026 - Feb 6, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-2.12% Nov 26, 2025 - Dec 2, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-1.84% Feb 20, 2026 - Feb 24, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-0.41% Feb 9, 2026 - Feb 11, 2026	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AXIA-P and SPY is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (1999 - 2026)

AXIA-P vs SPY dividend yield comparison.

Year	AXIA-P	SPY
2026	0.00%	0.24%
2025	1.59%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	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%