AXIA vs SPY
Comparison between Axia Energia (AXIA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceAXIA has outperformed SPY, delivering a return of +19.7% compared to +13.3%
AXIA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
AXIA
$28B
Winner
SPY
$652B
Expense Ratio
AXIA
N/A
SPY
0.09%
Max Drawdown
AXIA
94.99%
Winner
SPY
56.47%
Sharpe Ratio
Winner
AXIA
2.32
SPY
2.07
5Y Beta
Winner
AXIA
0.66
SPY
1.00
Industry
AXIA
Utilities - Renewable
SPY
N/A
P/E Ratio
Winner
AXIA
7.22
SPY
28.24
Forward P/E
Winner
AXIA
21.37
SPY
21.85
PEG Ratio
AXIA
0.06
SPY
N/A
Dividend Yield
AXIA
0.72%
SPY
N/A
5Y Dividends CAGR
Winner
AXIA
26.04%
SPY
5.43%
5Y EPS CAGR
AXIA
18.83%
Winner
SPY
25.79%
Debt to Equity
AXIA
65.24%
Winner
SPY
22.35%
Free Cash Flow Yield
AXIA
7.51%
SPY
N/A
P/S Ratio
Winner
AXIA
0.69
SPY
3.55
P/B Ratio
Winner
AXIA
1.17
SPY
5.29
AXIA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
AXIA
-1.20%
Winner
SPY
+9.11%
3M
AXIA
+5.97%
Winner
SPY
+6.59%
6M
Winner
AXIA
+41.44%
SPY
+10.56%
1Y
Winner
AXIA
+112.30%
SPY
+32.04%
5Y(CAGR)
Winner
AXIA
+19.68%
SPY
+13.35%
10Y(CAGR)
Winner
AXIA
+25.39%
SPY
+15.49%
Max(CAGR)
AXIA
+5.44%
Winner
SPY
+8.50%
AXIA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AXIA | SPY |
|---|---|---|
| 2026 | +29.57% | +8.27% |
| 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% |
| 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 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 -10.76%.
| Rank | AXIA | SPY |
|---|---|---|
| #1 | -93.61% Jan 8, 2010 - Jan 28, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.39% Oct 14, 2009 - Nov 27, 2009 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -17.06% Feb 13, 2009 - Apr 2, 2009 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.57% Aug 6, 2009 - Oct 14, 2009 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.50% Feb 26, 2026 - Apr 9, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.44% Dec 16, 2008 - Feb 11, 2009 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.21% Apr 14, 2026 - May 7, 2026 | -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 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.40
-101
Dividend Comparison (1999 - 2026)
AXIA vs SPY dividend yield comparison.
| Year | AXIA | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 7.19% | 1.07% |
| 2024 | 3.85% | 1.21% |
| 2023 | 0.51% | 1.40% |
| 2022 | 1.89% | 1.65% |
| 2021 | 7.32% | 1.20% |
| 2020 | 4.38% | 1.52% |
| 2019 | 2.21% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 6.46% | 1.87% |
| 2013 | 5.50% | 1.81% |
| 2012 | 16.84% | 2.18% |
| 2011 | 4.76% | 2.05% |
| 2010 | 4.24% | 1.80% |
| 2009 | 3.06% | 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% |
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