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AXIA vs SPY

Comparison between Axia Energia (AXIA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AXIA, delivering a return of +13.2% compared to +10.6%

AXIA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AXIA
$23B
Winner
SPY
$784B
Expense Ratio
AXIA
N/A
SPY
0.09%
Max Drawdown
AXIA
94.99%
Winner
SPY
56.47%
Sharpe Ratio
Winner
AXIA
1.96
SPY
1.54
5Y Beta
Winner
AXIA
0.67
SPY
1.00
Industry
AXIA
Utilities - Renewable
SPY
N/A
P/E Ratio
Winner
AXIA
12.82
SPY
27.62
Forward P/E
AXIA
21.37
Winner
SPY
21.11
PEG Ratio
AXIA
8.37
SPY
N/A
Dividend Yield
AXIA
5.12%
SPY
N/A
5Y Dividends CAGR
Winner
AXIA
26.04%
SPY
6.00%
5Y EPS CAGR
AXIA
-0.22%
Winner
SPY
25.30%
Debt to Equity
AXIA
61.22%
Winner
SPY
31.11%
Free Cash Flow Yield
AXIA
9.46%
SPY
N/A
P/S Ratio
Winner
AXIA
0.52
SPY
3.49
P/B Ratio
Winner
AXIA
0.95
SPY
5.30

AXIA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AXIA
-2.69%
Winner
SPY
-1.37%
3M
AXIA
-6.01%
Winner
SPY
+12.22%
6M
Winner
AXIA
+15.80%
SPY
+7.20%
1Y
Winner
AXIA
+95.88%
SPY
+23.58%
5Y(CAGR)
AXIA
+10.59%
Winner
SPY
+13.19%
10Y(CAGR)
Winner
AXIA
+18.15%
SPY
+15.12%
Max(CAGR)
AXIA
+4.60%
Winner
SPY
+8.44%

AXIA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAXIASPY
2026+13.30%+7.95%
2025+121.06%+18.00%
2024-30.23%+25.59%
2023+19.32%+26.72%
2022+40.97%-18.64%
2021-3.97%+30.52%
2020-22.76%+17.28%
2019+26.52%+31.09%
2018+8.92%-5.24%
2017-16.42%+20.78%
2016+427.71%+13.59%
2015-36.45%+1.31%
2014-6.74%+14.56%
2013-15.52%+29.00%
2012-65.62%+14.17%
2011-28.21%+0.85%
2010-35.58%+13.14%
2009+90.99%+22.67%
2008+3.91%-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%

AXIA vs SPY Drawdown Comparison

The maximum drawdown for AXIA was -93.61%, occurring on Jan 26, 2016. Recovery took 4037 trading sessions.

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

The current AXIA drawdown is -21.97%. The current SPY drawdown is -3.18%.

RankAXIASPY
#1-93.61%
Jan 8, 2010 - Jan 28, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-27.55%
Apr 14, 2026 - Jun 8, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.39%
Oct 14, 2009 - Nov 27, 2009		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.06%
Feb 13, 2009 - Apr 2, 2009		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.57%
Aug 6, 2009 - Oct 14, 2009		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.50%
Feb 26, 2026 - Apr 9, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.44%
Dec 16, 2008 - Feb 11, 2009		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.32%
Dec 10, 2009 - Jan 8, 2010		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.99%
Nov 26, 2008 - Dec 16, 2008		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.64%
May 8, 2009 - Jun 1, 2009		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.84%
Nov 19, 2008 - Nov 21, 2008		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.65%
Nov 21, 2008 - Nov 26, 2008		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.60%
Jun 11, 2009 - Jun 19, 2009		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.56%
Apr 21, 2009 - Apr 29, 2009		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.14%
Jun 1, 2009 - Jun 11, 2009		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AXIA and SPY is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (1999 - 2026)

AXIA vs SPY dividend yield comparison.

YearAXIASPY
20260.00%0.50%
20257.19%1.07%
20243.85%1.21%
20230.51%1.40%
20221.89%1.65%
20217.32%1.20%
20204.38%1.52%
20192.21%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20146.46%1.87%
20135.50%1.81%
201216.84%2.18%
20114.76%2.05%
20104.24%1.80%
20093.06%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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