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EDOW vs SPY

Comparison between FIRST TRUST DOW 30 EQUAL WEIGHT ETF (EDOW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EDOW, delivering a return of +13.3% compared to +9.0%

EDOW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EDOW
$300M
Winner
SPY
$735B
Expense Ratio
EDOW
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
EDOW
33.72%
SPY
56.47%
Sharpe Ratio
EDOW
1.34
Winner
SPY
1.62
5Y Beta
Winner
EDOW
0.73
SPY
1.00
P/E Ratio
Winner
EDOW
24.24
SPY
28.99
Forward P/E
Winner
EDOW
20.23
SPY
22.37
PEG Ratio
EDOW
0.68
SPY
N/A
5Y Dividends CAGR
EDOW
1.83%
Winner
SPY
5.43%
5Y EPS CAGR
EDOW
14.21%
Winner
SPY
26.05%
Debt to Equity
Winner
EDOW
-6.99%
SPY
32.40%
P/S Ratio
Winner
EDOW
2.88
SPY
3.74
P/B Ratio
Winner
EDOW
5.49
SPY
5.61

EDOW vs SPY - Holdings Comparison

EDOW and SPY have 31 common holdings. Overlap is 26.39%

EDOW's top 25 holdings weight is 86.00%. SPY's top 25 holdings weight is 52.37%.

RankEDOWSPY
#1
CISCO SYSTEMS INC (CSCO) - 4.84%
NVIDIA CORP (NVDA) - 8.10%
#2
UNITEDHEALTH GROUP INC (UNH) - 4.22%
APPLE INC (AAPL) - 7.02%
#3
CATERPILLAR INC (CAT) - 4.11%
MICROSOFT CORP (MSFT) - 4.79%
#4
AMAZON.COM INC (AMZN) - 3.99%
AMAZON.COM INC (AMZN) - 4.02%
#5
THE GOLDMAN SACHS GROUP INC (GS) - 3.86%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
APPLE INC (AAPL) - 3.78%
BROADCOM INC (AVGO) - 3.10%
#7
NVIDIA CORP (NVDA) - 3.69%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
JPMORGAN CHASE & CO (JPM) - 3.41%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
VISA INC CLASS A (V) - 3.38%
TESLA INC (TSLA) - 1.89%
#10
COCA-COLA CO (KO) - 3.31%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MERCK & CO INC (MRK) - 3.29%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MICROSOFT CORP (MSFT) - 3.29%
ELI LILLY AND CO (LLY) - 1.31%
#13
BOEING CO (BA) - 3.27%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
THE WALT DISNEY CO (DIS) - 3.27%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
THE TRAVELERS COMPANIES INC (TRV) - 3.26%
EXXON MOBIL CORP (XOM) - 0.97%
#16
AMERICAN EXPRESS CO (AXP) - 3.25%
INTEL CORP (INTC) - 0.90%
#17
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.22%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
3M CO (MMM) - 3.17%
VISA INC CLASS A (V) - 0.85%
#19
HONEYWELL INTERNATIONAL INC (HON) - 3.09%
WALMART INC (WMT) - 0.81%
#20
SHERWIN-WILLIAMS CO (SHW) - 3.08%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
CHEVRON CORP (CVX) - 3.08%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
WALMART INC (WMT) - 3.07%
CATERPILLAR INC (CAT) - 0.66%
#23
VERIZON COMMUNICATIONS INC (VZ) - 3.06%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
JOHNSON & JOHNSON (JNJ) - 3.03%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
PROCTER & GAMBLE CO (PG) - 2.98%
ABBVIE INC (ABBV) - 0.58%
Total Holdings32505

EDOW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EDOW
+3.13%
SPY
+1.90%
3M
EDOW
+3.80%
Winner
SPY
+8.55%
6M
EDOW
+6.40%
Winner
SPY
+8.18%
1Y
EDOW
+19.66%
Winner
SPY
+25.79%
5Y(CAGR)
EDOW
+8.95%
Winner
SPY
+13.32%
10Y(CAGR)
EDOW
+11.26%
Winner
SPY
+15.19%
Max(CAGR)
Winner
EDOW
+11.26%
SPY
+8.47%

EDOW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEDOWSPY
2026+5.54%+8.26%
2025+15.69%+18.00%
2024+12.96%+25.59%
2023+15.33%+26.72%
2022-8.20%-18.64%
2021+19.78%+30.52%
2020+5.39%+17.28%
2019+23.96%+31.09%
2018-2.03%-5.24%
2017+11.90%+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%

EDOW vs SPY Drawdown Comparison

The maximum drawdown for EDOW was -33.72%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

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

The current EDOW drawdown is -0.86%. The current SPY drawdown is -2.90%.

RankEDOWSPY
#1-33.72%
Feb 12, 2020 - Nov 16, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.98%
Jan 4, 2022 - Dec 1, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.51%
Feb 19, 2025 - Jun 27, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.49%
Oct 2, 2018 - Mar 18, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.73%
Jan 29, 2018 - Aug 27, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.73%
Feb 6, 2026 - May 22, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.51%
Jul 15, 2019 - Nov 1, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.65%
Nov 8, 2021 - Dec 27, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.59%
Jul 17, 2024 - Aug 29, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.32%
Apr 23, 2019 - Jun 19, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.42%
Dec 4, 2024 - Jan 28, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.05%
Mar 28, 2024 - Jul 16, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.71%
Aug 16, 2021 - Nov 2, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.23%
Jan 21, 2021 - Feb 8, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.00%
Nov 12, 2025 - Dec 3, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EDOW 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)

EDOW vs SPY dividend yield comparison.

YearEDOWSPY
20260.30%0.24%
20251.31%1.07%
20241.65%1.21%
20231.93%1.40%
20221.91%1.65%
20211.52%1.20%
20201.84%1.52%
20191.88%1.75%
20181.82%2.04%
20170.75%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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