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 +13.3% compared to +12.3%
DEMZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEMZ
$60M
Winner
SPY
$735B
Expense Ratio
DEMZ
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
DEMZ
28.44%
SPY
56.47%
Sharpe Ratio
DEMZ
1.19
Winner
SPY
1.62
5Y Beta
Winner
DEMZ
0.94
SPY
1.00
P/E Ratio
Winner
DEMZ
28.30
SPY
28.99
Forward P/E
Winner
DEMZ
21.86
SPY
22.37
PEG Ratio
DEMZ
0.61
SPY
N/A
5Y Dividends CAGR
Winner
DEMZ
58.07%
SPY
5.43%
5Y EPS CAGR
DEMZ
22.60%
Winner
SPY
26.05%
Debt to Equity
DEMZ
40.03%
Winner
SPY
32.40%
P/S Ratio
Winner
DEMZ
3.64
SPY
3.74
P/B Ratio
Winner
DEMZ
5.24
SPY
5.61
DEMZ vs SPY - Holdings Comparison
DEMZ and SPY have 46 common holdings. Overlap is 30.09%
DEMZ's top 25 holdings weight is 79.93%. SPY's top 25 holdings weight is 52.37%.
| Rank | DEMZ | SPY |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 5.75% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | APPLE INC (AAPL) - 5.49% | APPLE INC (AAPL) - 7.02% |
| #3 | NVIDIA CORP (NVDA) - 5.30% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | KLA CORP (KLAC) - 5.13% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | MICROSOFT CORP (MSFT) - 4.72% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 4.50% | BROADCOM INC (AVGO) - 3.10% |
| #7 | AMPHENOL CORP CLASS A (APH) - 4.13% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | LOEWS CORP (L) - 4.11% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | COSTCO WHOLESALE CORP (COST) - 4.10% | TESLA INC (TSLA) - 1.89% |
| #10 | NORDSON CORP (NDSN) - 3.83% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.10% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | XYLEM INC (XYL) - 2.89% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 2.81% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | AVERY DENNISON CORP (AVY) - 2.59% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | ALPHABET INC CLASS C (GOOG) - 2.51% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | EVEREST GROUP LTD (EG) - 2.20% | INTEL CORP (INTC) - 0.90% |
| #17 | KIMCO REALTY CORP (KIM) - 2.15% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.10% | VISA INC CLASS A (V) - 0.85% |
| #19 | THE WALT DISNEY CO (DIS) - 2.08% | WALMART INC (WMT) - 0.81% |
| #20 | ARISTA NETWORKS INC (ANET) - 2.07% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | STRYKER CORP (SYK) - 1.81% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | ROSS STORES INC (ROST) - 1.76% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | VERALTO CORP (VLTO) - 1.70% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | DANAHER CORP (DHR) - 1.61% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | RALPH LAUREN CORP CLASS A (RL) - 1.49% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 46 | 505 |
DEMZ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DEMZ
+3.02%
SPY
+1.90%
3M
DEMZ
+6.54%
Winner
SPY
+8.55%
6M
DEMZ
+5.89%
Winner
SPY
+8.18%
1Y
DEMZ
+21.80%
Winner
SPY
+25.79%
5Y(CAGR)
DEMZ
+12.33%
Winner
SPY
+13.32%
10Y(CAGR)
DEMZ
N/A
SPY
+15.19%
Max(CAGR)
Winner
DEMZ
+16.21%
SPY
+8.47%
DEMZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DEMZ | SPY |
|---|---|---|
| 2026 | +5.69% | +8.26% |
| 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% |
| 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% |
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 -2.72%. The current SPY drawdown is -2.90%.
| Rank | DEMZ | SPY |
|---|---|---|
| #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.
| Year | DEMZ | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.98% | 1.07% |
| 2024 | 0.53% | 1.21% |
| 2023 | 0.90% | 1.40% |
| 2022 | 0.98% | 1.65% |
| 2021 | 2.46% | 1.20% |
| 2020 | 0.27% | 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% |
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