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EQL vs SPY

Comparison between ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EQL, delivering a return of +13.0% compared to +10.8%

EQL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EQL
$733M
Winner
SPY
$781B
Expense Ratio
EQL
0.19%
Winner
SPY
0.09%
Max Drawdown
Winner
EQL
36.36%
SPY
56.47%
Sharpe Ratio
Winner
EQL
1.28
SPY
1.25
5Y Beta
Winner
EQL
0.69
SPY
1.00
P/E Ratio
Winner
EQL
27.81
SPY
28.78
Forward P/E
Winner
EQL
20.95
SPY
21.23
5Y Dividends CAGR
Winner
EQL
8.44%
SPY
6.00%
5Y EPS CAGR
EQL
18.51%
Winner
SPY
25.62%
Debt to Equity
EQL
42.29%
Winner
SPY
31.92%
P/S Ratio
Winner
EQL
2.73
SPY
3.76
P/B Ratio
Winner
EQL
4.03
SPY
5.64

EQL vs SPY - Holdings Comparison

EQL and SPY have 379 common holdings. Overlap is 51.23%

EQL's top 25 holdings weight is 37.33%. SPY's top 25 holdings weight is 51.74%.

RankEQLSPY
#1
ALPHABET INC CLASS A (GOOGL) - 5.40%
NVIDIA CORP (NVDA) - 7.89%
#2
AMAZON.COM INC (AMZN) - 3.64%
APPLE INC (AAPL) - 7.37%
#3
EXXONMOBIL HOLDINGS CORP (XOM) - 2.54%
MICROSOFT CORP (MSFT) - 4.50%
#4
META PLATFORMS INC CLASS A (META) - 2.00%
AMAZON.COM INC (AMZN) - 3.82%
#5
LINDE PLC (LIN) - 1.88%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
NVIDIA CORP (NVDA) - 1.84%
BROADCOM INC (AVGO) - 2.86%
#7
APPLE INC (AAPL) - 1.80%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
TESLA INC (TSLA) - 1.68%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ELI LILLY AND CO (LLY) - 1.53%
TESLA INC (TSLA) - 1.70%
#10
CHEVRON CORP (CVX) - 1.53%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
WALMART INC (WMT) - 1.49%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
WELLTOWER INC (WELL) - 1.31%
ELI LILLY AND CO (LLY) - 1.40%
#13
COSTCO WHOLESALE CORP (COST) - 1.23%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
NEXTERA ENERGY INC (NEE) - 1.21%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MICROSOFT CORP (MSFT) - 1.08%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
COCA-COLA CO (KO) - 1.07%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
JPMORGAN CHASE & CO (JPM) - 1.07%
VISA INC CLASS A (V) - 0.90%
#18
PROLOGIS INC (PLD) - 1.06%
WALMART INC (WMT) - 0.76%
#19
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.05%
INTEL CORP (INTC) - 0.75%
#20
PROCTER & GAMBLE CO (PG) - 1.04%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
PPG INDUSTRIES INC (PPG) - 0.40%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MONSTER BEVERAGE CORP (MNST) - 0.40%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
VENTAS INC (VTR) - 0.36%
ABBVIE INC (ABBV) - 0.66%
#24
ALTRIA GROUP INC (MO) - 0.36%
CATERPILLAR INC (CAT) - 0.65%
#25
BLACKROCK INC (BLK) - 0.36%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings447505

EQL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EQL
+1.37%
SPY
+0.52%
3M
EQL
+3.26%
Winner
SPY
+6.55%
6M
EQL
+7.05%
Winner
SPY
+9.76%
1Y
EQL
+16.58%
Winner
SPY
+20.32%
5Y(CAGR)
EQL
+10.77%
Winner
SPY
+13.01%
10Y(CAGR)
EQL
+12.30%
Winner
SPY
+15.06%
Max(CAGR)
Winner
EQL
+13.60%
SPY
+8.50%

EQL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQLSPY
2026+9.66%+10.11%
2025+13.32%+18.00%
2024+16.33%+25.59%
2023+17.25%+26.72%
2022-10.83%-18.64%
2021+31.31%+30.52%
2020+10.55%+17.28%
2019+27.93%+31.09%
2018-6.48%-5.24%
2017+17.71%+20.78%
2016+14.59%+13.59%
2015-1.15%+1.31%
2014+14.14%+14.56%
2013+27.40%+29.00%
2012+12.86%+14.17%
2011+1.53%+0.85%
2010+13.63%+13.14%
2009+28.94%+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%

EQL vs SPY Drawdown Comparison

The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

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

The current EQL drawdown is -0.64%. The current SPY drawdown is -1.24%.

RankEQLSPY
#1-35.65%
Feb 19, 2020 - Sep 2, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.23%
Mar 29, 2022 - Jul 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.66%
Jul 7, 2011 - Feb 7, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.43%
Sep 21, 2018 - Apr 2, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.34%
Apr 23, 2010 - Nov 4, 2010		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.08%
Nov 29, 2024 - Jun 30, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.01%
May 21, 2015 - Apr 19, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.32%
Jul 31, 2023 - Dec 13, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.49%
Jan 26, 2018 - Aug 20, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.02%
Apr 2, 2012 - Aug 8, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.66%
Jan 4, 2022 - Mar 29, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.32%
Jan 19, 2010 - Mar 16, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.22%
Sep 2, 2020 - Nov 9, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.99%
Oct 18, 2012 - Jan 2, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.90%
Sep 19, 2014 - Oct 31, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EQL 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)

EQL vs SPY dividend yield comparison.

YearEQLSPY
20260.49%0.49%
20251.73%1.07%
20241.78%1.21%
20231.96%1.40%
20222.14%1.65%
20211.69%1.20%
20202.29%1.52%
20191.95%1.75%
20182.39%2.04%
20171.97%1.80%
20162.89%2.03%
20152.07%2.06%
20141.68%1.87%
20131.55%1.81%
20122.09%2.18%
20111.87%2.05%
20101.72%1.80%
20091.00%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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