EKG vs SPY
Comparison between FIRST TRUST NASDAQ LUX DIGITAL HEALTH SOLUTIONS ETF (EKG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
EKG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EKG
$2.60M
Winner
SPY
$784B
Expense Ratio
EKG
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
EKG
43.82%
SPY
56.47%
Sharpe Ratio
EKG
-0.08
Winner
SPY
1.56
5Y Beta
Winner
EKG
0.98
SPY
1.00
P/E Ratio
EKG
105.37
Winner
SPY
28.29
Forward P/E
EKG
23.31
Winner
SPY
21.75
5Y Dividends CAGR
EKG
N/A
SPY
5.43%
5Y EPS CAGR
EKG
12.14%
Winner
SPY
25.98%
Debt to Equity
Winner
EKG
-62.35%
SPY
30.79%
P/S Ratio
Winner
EKG
3.36
SPY
3.79
P/B Ratio
Winner
EKG
4.93
SPY
5.67
EKG vs SPY - Holdings Comparison
EKG and SPY have 7 common holdings. Overlap is 0.43%
EKG's top 25 holdings weight is 90.02%. SPY's top 25 holdings weight is 52.46%.
| Rank | EKG | SPY |
|---|---|---|
| #1 | IQVIA HOLDINGS INC (IQV) - 8.47% | NVIDIA CORP (NVDA) - 8.30% |
| #2 | VEEVA SYSTEMS INC CLASS A (VEEV) - 8.42% | APPLE INC (AAPL) - 7.09% |
| #3 | DEXCOM INC (DXCM) - 8.39% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | INTUITIVE SURGICAL INC (ISRG) - 6.70% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | RESMED INC (RMD) - 5.98% | BROADCOM INC (AVGO) - 3.50% |
| #6 | GUARDANT HEALTH INC (GH) - 5.81% | ALPHABET INC CLASS A (GOOGL) - 3.23% |
| #7 | ILLUMINA INC (ILMN) - 5.07% | ALPHABET INC CLASS C (GOOG) - 2.57% |
| #8 | NATERA INC (NTRA) - 4.29% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #9 | ALIGN TECHNOLOGY INC (ALGN) - 3.68% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 3.47% | TESLA INC (TSLA) - 1.83% |
| #11 | GLOBUS MEDICAL INC CLASS A (GMED) - 3.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #12 | OSCAR HEALTH INC CLASS A (OSCR) - 3.35% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #13 | QIAGEN NV (QGEN) - 3.00% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | HIMS & HERS HEALTH INC ORDINARY SHARES CLASS A (HIMS) - 2.81% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #15 | INSULET CORP (PODD) - 2.42% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | IRHYTHM HOLDINGS INC (IRTC) - 1.82% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | DOXIMITY INC CLASS A (DOCS) - 1.62% | VISA INC CLASS A (V) - 0.82% |
| #18 | VERACYTE INC (VCYT) - 1.61% | INTEL CORP (INTC) - 0.78% |
| #19 | 10X GENOMICS INC ORDINARY SHARES CLASS A (TXG) - 1.58% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #20 | TWIST BIOSCIENCE CORP (TWST) - 1.55% | WALMART INC (WMT) - 0.76% |
| #21 | HEARTFLOW INC (HTFL) - 1.42% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #22 | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 1.38% | CATERPILLAR INC (CAT) - 0.65% |
| #23 | ESTABLISHMENT LABS HOLDINGS INC (ESTA) - 1.30% | ORACLE CORP (ORCL) - 0.64% |
| #24 | WAYSTAR HOLDING CORP (WAY) - 1.22% | LAM RESEARCH CORP (LRCX) - 0.64% |
| #25 | PRIVIA HEALTH GROUP INC (PRVA) - 1.22% | APPLIED MATERIALS INC (AMAT) - 0.60% |
| Total Holdings | 39 | 505 |
EKG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EKG
+7.36%
SPY
+0.48%
3M
EKG
+6.24%
Winner
SPY
+11.67%
6M
EKG
-9.21%
Winner
SPY
+9.42%
1Y
EKG
+0.40%
Winner
SPY
+24.27%
5Y(CAGR)
EKG
-2.93%
Winner
SPY
+13.36%
10Y(CAGR)
EKG
N/A
SPY
+15.42%
Max(CAGR)
EKG
-2.93%
Winner
SPY
+8.49%
EKG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EKG | SPY |
|---|---|---|
| 2026 | -7.75% | +8.88% |
| 2025 | +11.32% | +18.00% |
| 2024 | +8.96% | +25.59% |
| 2023 | +0.51% | +26.72% |
| 2022 | -19.59% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +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% |
EKG vs SPY Drawdown Comparison
The maximum drawdown for EKG was -43.82%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EKG drawdown is -18.82%. The current SPY drawdown is -2.35%.
| Rank | EKG | SPY |
|---|---|---|
| #1 | -43.82% Apr 1, 2022 - Oct 30, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -0.78% Mar 30, 2022 - Apr 1, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -0.23% Mar 24, 2022 - Mar 28, 2022 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | N/A | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | N/A | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | N/A | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | N/A | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EKG and SPY is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.46
-101
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