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EQWL vs SPY

Comparison between INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EQWL, delivering a return of +13.2% compared to +12.1%

EQWL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EQWL
$2.60B
Winner
SPY
$784B
Expense Ratio
EQWL
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
EQWL
50.05%
SPY
56.47%
Sharpe Ratio
Winner
EQWL
1.56
SPY
1.54
5Y Beta
Winner
EQWL
0.77
SPY
1.00
P/E Ratio
Winner
EQWL
25.02
SPY
27.62
Forward P/E
Winner
EQWL
19.04
SPY
21.11
PEG Ratio
EQWL
0.55
SPY
N/A
5Y Dividends CAGR
Winner
EQWL
8.26%
SPY
6.00%
5Y EPS CAGR
EQWL
13.09%
Winner
SPY
25.30%
Debt to Equity
EQWL
76.38%
Winner
SPY
31.11%
P/S Ratio
Winner
EQWL
2.86
SPY
3.49
P/B Ratio
Winner
EQWL
4.42
SPY
5.30

EQWL vs SPY - Holdings Comparison

EQWL and SPY have 102 common holdings. Overlap is 43.44%

EQWL's top 25 holdings weight is 34.49%. SPY's top 25 holdings weight is 51.24%.

RankEQWLSPY
#1
INTEL CORP (INTC) - 2.57%
NVIDIA CORP (NVDA) - 7.81%
#2
MICRON TECHNOLOGY INC (MU) - 2.49%
APPLE INC (AAPL) - 6.81%
#3
ADVANCED MICRO DEVICES INC (AMD) - 2.42%
MICROSOFT CORP (MSFT) - 4.53%
#4
LAM RESEARCH CORP (LRCX) - 1.64%
AMAZON.COM INC (AMZN) - 3.72%
#5
APPLIED MATERIALS INC (AMAT) - 1.62%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
QUALCOMM INC (QCOM) - 1.55%
BROADCOM INC (AVGO) - 2.77%
#7
TEXAS INSTRUMENTS INC (TXN) - 1.50%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
CISCO SYSTEMS INC (CSCO) - 1.41%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
UNITEDHEALTH GROUP INC (UNH) - 1.30%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
MORGAN STANLEY (MS) - 1.28%
TESLA INC (TSLA) - 1.76%
#11
CATERPILLAR INC (CAT) - 1.28%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
THE GOLDMAN SACHS GROUP INC (GS) - 1.22%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
CITIGROUP INC (C) - 1.21%
ELI LILLY AND CO (LLY) - 1.38%
#14
GE VERNOVA INC (GEV) - 1.21%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
CVS HEALTH CORP (CVS) - 1.20%
EXXON MOBIL CORP (XOM) - 0.92%
#16
BANK OF NEW YORK MELLON CORP (BNY) - 1.13%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
BROADCOM INC (AVGO) - 1.11%
VISA INC CLASS A (V) - 0.87%
#18
BANK OF AMERICA CORP (BAC) - 1.07%
INTEL CORP (INTC) - 0.85%
#19
AMAZON.COM INC (AMZN) - 1.06%
WALMART INC (WMT) - 0.82%
#20
APPLE INC (AAPL) - 1.05%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
ORACLE CORP (ORCL) - 1.04%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
NVIDIA CORP (NVDA) - 1.04%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
JPMORGAN CHASE & CO (JPM) - 1.04%
CATERPILLAR INC (CAT) - 0.68%
#24
SIMON PROPERTY GROUP INC (SPG) - 1.03%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
CAPITAL ONE FINANCIAL CORP (COF) - 1.02%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings104505

EQWL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EQWL
+1.01%
SPY
-1.37%
3M
EQWL
+10.94%
Winner
SPY
+12.22%
6M
Winner
EQWL
+8.37%
SPY
+7.20%
1Y
EQWL
+20.94%
Winner
SPY
+23.58%
5Y(CAGR)
EQWL
+12.06%
Winner
SPY
+13.19%
10Y(CAGR)
EQWL
+14.42%
Winner
SPY
+15.12%
Max(CAGR)
Winner
EQWL
+10.71%
SPY
+8.44%

EQWL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQWLSPY
2026+8.59%+7.95%
2025+17.96%+18.00%
2024+18.86%+25.59%
2023+19.22%+26.72%
2022-11.98%-18.64%
2021+29.98%+30.52%
2020+13.02%+17.28%
2019+29.24%+31.09%
2018-6.49%-5.24%
2017+23.46%+20.78%
2016+15.52%+13.59%
2015-1.56%+1.31%
2014+16.02%+14.56%
2013+32.97%+29.00%
2012+10.13%+14.17%
2011+2.17%+0.85%
2010+12.49%+13.14%
2009+16.54%+22.67%
2008-32.23%-36.25%
2007+10.04%+5.32%
2006+2.55%+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%

EQWL vs SPY Drawdown Comparison

The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.

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

The current EQWL drawdown is -1.52%. The current SPY drawdown is -3.18%.

RankEQWLSPY
#1-49.37%
Oct 12, 2007 - Mar 15, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.29%
Feb 12, 2020 - Sep 2, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.00%
Jan 4, 2022 - Dec 11, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.06%
Sep 21, 2018 - Apr 8, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.08%
May 20, 2015 - Jun 6, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.96%
Feb 19, 2025 - Jun 10, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.33%
Jul 19, 2007 - Oct 1, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.13%
Jan 26, 2018 - Aug 27, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.62%
Sep 19, 2014 - Nov 5, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.86%
Sep 2, 2020 - Nov 9, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.77%
Feb 6, 2026 - Apr 30, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.58%
May 1, 2012 - Jul 19, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.41%
Oct 18, 2012 - Jan 3, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.82%
Apr 30, 2019 - Jun 20, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.52%
Jan 15, 2014 - Mar 4, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EQWL 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)

EQWL vs SPY dividend yield comparison.

YearEQWLSPY
20260.82%0.50%
20251.67%1.07%
20241.86%1.21%
20231.97%1.40%
20222.12%1.65%
20211.65%1.20%
20202.01%1.52%
20192.04%1.75%
20182.23%2.04%
20171.27%1.80%
20162.01%2.03%
20152.03%2.06%
20141.74%1.87%
20131.61%1.81%
20122.52%2.18%
20112.18%2.05%
20101.52%1.80%
20091.42%1.95%
20081.48%3.02%
20070.92%1.85%
20060.08%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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