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DEMZ vs SPY

Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DEMZ, delivering a return of +13.0% compared to +12.4%

DEMZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DEMZ
$67M
Winner
SPY
$781B
Expense Ratio
DEMZ
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
DEMZ
28.44%
SPY
56.47%
Sharpe Ratio
DEMZ
1.06
Winner
SPY
1.25
5Y Beta
Winner
DEMZ
0.93
SPY
1.00
P/E Ratio
DEMZ
29.12
Winner
SPY
28.78
Forward P/E
DEMZ
21.41
Winner
SPY
21.23
PEG Ratio
DEMZ
0.62
SPY
N/A
5Y Dividends CAGR
Winner
DEMZ
58.07%
SPY
6.00%
5Y EPS CAGR
DEMZ
20.04%
Winner
SPY
25.62%
Debt to Equity
DEMZ
38.82%
Winner
SPY
31.92%
P/S Ratio
Winner
DEMZ
3.64
SPY
3.76
P/B Ratio
Winner
DEMZ
5.09
SPY
5.64

DEMZ vs SPY - Holdings Comparison

DEMZ and SPY have 44 common holdings. Overlap is 26.61%

DEMZ's top 25 holdings weight is 82.72%. SPY's top 25 holdings weight is 51.74%.

RankDEMZSPY
#1
LAM RESEARCH CORP (LRCX) - 5.06%
NVIDIA CORP (NVDA) - 7.89%
#2
MICROSOFT CORP (MSFT) - 4.91%
APPLE INC (AAPL) - 7.37%
#3
KLA CORP (KLAC) - 4.86%
MICROSOFT CORP (MSFT) - 4.50%
#4
APPLE INC (AAPL) - 4.82%
AMAZON.COM INC (AMZN) - 3.82%
#5
NVIDIA CORP (NVDA) - 4.68%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ADVANCED MICRO DEVICES INC (AMD) - 4.60%
BROADCOM INC (AVGO) - 2.86%
#7
NORDSON CORP (NDSN) - 4.44%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ALPHABET INC CLASS A (GOOGL) - 4.33%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
META PLATFORMS INC CLASS A (META) - 4.18%
TESLA INC (TSLA) - 1.70%
#10
AMPHENOL CORP CLASS A (APH) - 4.14%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
LOEWS CORP (L) - 4.11%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
XYLEM INC (XYL) - 3.86%
ELI LILLY AND CO (LLY) - 1.40%
#13
COSTCO WHOLESALE CORP (COST) - 3.71%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
KIMCO REALTY CORP (KIM) - 2.48%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
AVERY DENNISON CORP (AVY) - 2.48%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ARISTA NETWORKS INC (ANET) - 2.45%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
EVEREST GROUP LTD (EG) - 2.32%
VISA INC CLASS A (V) - 0.90%
#18
ROSS STORES INC (ROST) - 2.20%
WALMART INC (WMT) - 0.76%
#19
VERALTO CORP (VLTO) - 2.11%
INTEL CORP (INTC) - 0.75%
#20
AUTOMATIC DATA PROCESSING INC (ADP) - 2.09%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
THE WALT DISNEY CO (DIS) - 2.07%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
OMNICOM GROUP INC (OMC) - 1.93%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
SYNOPSYS INC (SNPS) - 1.67%
ABBVIE INC (ABBV) - 0.66%
#24
CADENCE DESIGN SYSTEMS INC (CDNS) - 1.64%
CATERPILLAR INC (CAT) - 0.65%
#25
DANAHER CORP (DHR) - 1.58%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings44505

DEMZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DEMZ
-0.20%
Winner
SPY
+0.52%
3M
DEMZ
+6.15%
Winner
SPY
+6.55%
6M
DEMZ
+6.90%
Winner
SPY
+9.76%
1Y
DEMZ
+19.53%
Winner
SPY
+20.32%
5Y(CAGR)
DEMZ
+12.43%
Winner
SPY
+13.01%
10Y(CAGR)
DEMZ
N/A
SPY
+15.06%
Max(CAGR)
Winner
DEMZ
+16.53%
SPY
+8.50%

DEMZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDEMZSPY
2026+9.45%+10.11%
2025+19.81%+18.00%
2024+24.16%+25.59%
2023+24.28%+26.72%
2022-18.81%-18.64%
2021+34.21%+30.52%
2020+11.09%+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%

DEMZ vs SPY Drawdown Comparison

The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.

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

The current DEMZ drawdown is -2.11%. The current SPY drawdown is -1.24%.

RankDEMZSPY
#1-27.17%
Dec 29, 2021 - Dec 26, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.69%
Dec 4, 2024 - Jun 10, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.28%
Jan 27, 2026 - May 6, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.31%
Jul 16, 2024 - Sep 19, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.34%
Oct 27, 2025 - Jan 6, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.20%
Mar 21, 2024 - May 15, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.44%
Sep 8, 2021 - Nov 2, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.64%
Jan 21, 2021 - Feb 4, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.42%
Feb 12, 2021 - Mar 17, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.20%
Nov 19, 2021 - Dec 8, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.10%
Dec 10, 2021 - Dec 27, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.97%
Oct 14, 2024 - Nov 7, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.91%
May 7, 2021 - May 28, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.33%
Oct 8, 2025 - Oct 20, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.79%
Jul 12, 2021 - Jul 23, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DEMZ and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

DEMZ vs SPY dividend yield comparison.

YearDEMZSPY
20260.00%0.49%
20250.98%1.07%
20240.53%1.21%
20230.90%1.40%
20220.98%1.65%
20212.46%1.20%
20200.27%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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