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EAGL vs SPY

Comparison between EAGLE CAPITAL SELECT EQUITY ETF (EAGL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

EAGL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EAGL
$4.30B
Winner
SPY
$781B
Expense Ratio
EAGL
0.80%
Winner
SPY
0.09%
Max Drawdown
Winner
EAGL
15.09%
SPY
56.47%
Sharpe Ratio
EAGL
0.93
Winner
SPY
1.43
5Y Beta
Winner
EAGL
0.81
SPY
1.00
P/E Ratio
Winner
EAGL
23.75
SPY
26.48
Forward P/E
Winner
EAGL
18.78
SPY
20.89
PEG Ratio
EAGL
N/A
SPY
0.30
5Y Dividends CAGR
EAGL
N/A
SPY
6.00%
5Y EPS CAGR
EAGL
14.32%
Winner
SPY
26.40%
Debt to Equity
EAGL
N/A
SPY
48.17%
P/S Ratio
Winner
EAGL
1.52
SPY
3.72
P/B Ratio
Winner
EAGL
3.34
SPY
5.55

EAGL vs SPY - Holdings Comparison

EAGL and SPY have 20 common holdings. Overlap is 15.51%

EAGL's top 25 holdings weight is 98.38%. SPY's top 25 holdings weight is 51.49%.

RankEAGLSPY
#1
AMAZON.COM INC (AMZN) - 7.74%
NVIDIA CORP (NVDA) - 7.76%
#2
MERCADOLIBRE INC (MELI) - 7.21%
APPLE INC (AAPL) - 7.44%
#3
UNITEDHEALTH GROUP INC (UNH) - 7.09%
MICROSOFT CORP (MSFT) - 4.56%
#4
LONDON STOCK EXCHANGE GROUP PLC ADR (LSEGY) - 6.81%
AMAZON.COM INC (AMZN) - 3.74%
#5
CONOCOPHILLIPS (COP) - 5.90%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.78%
BROADCOM INC (AVGO) - 2.83%
#7
DANAHER CORP (DHR) - 4.80%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
S&P GLOBAL INC (SPGI) - 4.73%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
WORKDAY INC CLASS A (WDAY) - 4.25%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
ALPHABET INC CLASS A (GOOGL) - 4.02%
TESLA INC (TSLA) - 1.65%
#11
MASTERCARD INC CLASS A (MA) - 4.02%
ELI LILLY AND CO (LLY) - 1.44%
#12
MICROSOFT CORP (MSFT) - 4.00%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
HUMANA INC (HUM) - 3.99%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
SAP SE ADR (SAP) - 3.78%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
CAPITAL ONE FINANCIAL CORP (COF) - 3.57%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
ARTHUR J. GALLAGHER & CO (AJG) - 3.33%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
LENNAR CORP CLASS A (LEN) - 2.45%
VISA INC CLASS A (V) - 0.91%
#18
EQT CORP (EQT) - 2.39%
INTEL CORP (INTC) - 0.77%
#19
INTUIT INC (INTU) - 2.35%
WALMART INC (WMT) - 0.75%
#20
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.08%
ABBVIE INC (ABBV) - 0.70%
#21
META PLATFORMS INC CLASS A (META) - 2.06%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
ALCOA CORP (AA) - 1.68%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
ASML HOLDING NV ADR (ASML) - 1.66%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
ELEVANCE HEALTH INC (ELV) - 1.57%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
MOBILITY GLOBAL INC (MBGL) - 1.12%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings29505

EAGL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EAGL
+4.07%
SPY
+2.30%
3M
EAGL
+4.74%
Winner
SPY
+5.00%
6M
EAGL
+8.16%
Winner
SPY
+11.88%
1Y
EAGL
+16.85%
Winner
SPY
+22.80%
5Y(CAGR)
EAGL
N/A
SPY
+13.20%
10Y(CAGR)
EAGL
N/A
SPY
+15.26%
Max(CAGR)
Winner
EAGL
+14.77%
SPY
+8.59%

EAGL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEAGLSPY
2026+5.51%+13.10%
2025+17.06%+18.00%
2024+11.27%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+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%

EAGL vs SPY Drawdown Comparison

The maximum drawdown for EAGL was -15.09%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

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

The current EAGL drawdown is -0.32%. The current SPY drawdown is -0.36%.

RankEAGLSPY
#1-15.09%
Feb 6, 2025 - Jun 12, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-13.54%
Jan 9, 2026 - Jul 31, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-7.71%
Jul 16, 2024 - Sep 19, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.12%
Oct 27, 2025 - Dec 10, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.68%
Nov 7, 2024 - Jan 21, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.06%
Jul 9, 2025 - Aug 15, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.56%
Oct 6, 2025 - Oct 23, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.16%
Apr 8, 2024 - May 6, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.13%
May 15, 2024 - Jun 21, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.87%
Dec 11, 2025 - Dec 23, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.80%
Oct 18, 2024 - Nov 5, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.41%
Oct 14, 2024 - Oct 18, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.32%
Jun 12, 2025 - Jun 26, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.09%
Sep 8, 2025 - Sep 18, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.04%
Jan 24, 2025 - Feb 6, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EAGL and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

EAGL vs SPY dividend yield comparison.

YearEAGLSPY
20260.00%0.48%
20250.55%1.07%
20240.29%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%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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