StockComparison Logo
vs

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 +12.2%

EQWL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EQWL
$2.70B
Winner
SPY
$781B
Expense Ratio
EQWL
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
EQWL
50.05%
SPY
56.47%
Sharpe Ratio
Winner
EQWL
1.65
SPY
1.43
5Y Beta
Winner
EQWL
0.76
SPY
1.00
P/E Ratio
Winner
EQWL
23.15
SPY
26.48
Forward P/E
Winner
EQWL
18.20
SPY
20.89
PEG Ratio
EQWL
0.46
Winner
SPY
0.30
5Y Dividends CAGR
Winner
EQWL
8.26%
SPY
6.00%
5Y EPS CAGR
EQWL
13.97%
Winner
SPY
26.40%
Debt to Equity
EQWL
54.75%
Winner
SPY
48.17%
P/S Ratio
Winner
EQWL
2.77
SPY
3.72
P/B Ratio
Winner
EQWL
4.28
SPY
5.55

EQWL vs SPY - Holdings Comparison

EQWL and SPY have 102 common holdings. Overlap is 42.37%

EQWL's top 25 holdings weight is 27.32%. SPY's top 25 holdings weight is 51.49%.

RankEQWLSPY
#1
ADVANCED MICRO DEVICES INC (AMD) - 1.19%
NVIDIA CORP (NVDA) - 7.76%
#2
BANK OF NEW YORK MELLON CORP (BNY) - 1.12%
APPLE INC (AAPL) - 7.44%
#3
BANK OF AMERICA CORP (BAC) - 1.11%
MICROSOFT CORP (MSFT) - 4.56%
#4
CAPITAL ONE FINANCIAL CORP (COF) - 1.11%
AMAZON.COM INC (AMZN) - 3.74%
#5
U.S. BANCORP (USB) - 1.11%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
JPMORGAN CHASE & CO (JPM) - 1.11%
BROADCOM INC (AVGO) - 2.83%
#7
GE VERNOVA INC (GEV) - 1.11%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.10%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
CHARLES SCHWAB CORP (SCHW) - 1.10%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
ABBVIE INC (ABBV) - 1.10%
TESLA INC (TSLA) - 1.65%
#11
ABBOTT LABORATORIES (ABT) - 1.10%
ELI LILLY AND CO (LLY) - 1.44%
#12
APPLE INC (AAPL) - 1.09%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
APPLIED MATERIALS INC (AMAT) - 1.09%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
AMERICAN EXPRESS CO (AXP) - 1.09%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
BOOKING HOLDINGS INC (BKNG) - 1.08%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
CVS HEALTH CORP (CVS) - 1.08%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
META PLATFORMS INC CLASS A (META) - 1.07%
VISA INC CLASS A (V) - 0.91%
#18
RTX CORP (RTX) - 1.07%
INTEL CORP (INTC) - 0.77%
#19
THERMO FISHER SCIENTIFIC INC (TMO) - 1.07%
WALMART INC (WMT) - 0.75%
#20
GENERAL DYNAMICS CORP (GD) - 1.07%
ABBVIE INC (ABBV) - 0.70%
#21
BRISTOL-MYERS SQUIBB CO (BMY) - 1.07%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
3M CO (MMM) - 1.07%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
UNION PACIFIC CORP (UNP) - 1.07%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
VISA INC CLASS A (V) - 1.07%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
THE GOLDMAN SACHS GROUP INC (GS) - 1.07%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings103505

EQWL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EQWL
+1.54%
Winner
SPY
+2.30%
3M
Winner
EQWL
+6.90%
SPY
+5.00%
6M
EQWL
+9.15%
Winner
SPY
+11.88%
1Y
Winner
EQWL
+22.86%
SPY
+22.80%
5Y(CAGR)
EQWL
+12.20%
Winner
SPY
+13.20%
10Y(CAGR)
EQWL
+14.66%
Winner
SPY
+15.26%
Max(CAGR)
Winner
EQWL
+10.88%
SPY
+8.59%

EQWL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQWLSPY
2026+13.12%+13.10%
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 -0.51%. The current SPY drawdown is -0.36%.

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
20260.79%0.48%
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%

Select Stocks to Compare

Popular: EQWL vs SPY

More Comparisons

Compare with similar stocks