EQWL vs SPYX
Comparison between INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceSPYX has outperformed EQWL, delivering a return of +13.0% compared to +12.4%
EQWL vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQWL
$2.70B
Winner
SPYX
$2.80B
Expense Ratio
EQWL
0.25%
Winner
SPYX
0.20%
Max Drawdown
EQWL
50.05%
Winner
SPYX
33.23%
Sharpe Ratio
Winner
EQWL
1.70
SPYX
1.37
5Y Beta
Winner
EQWL
0.76
SPYX
0.99
P/E Ratio
Winner
EQWL
23.15
SPYX
25.77
Forward P/E
Winner
EQWL
18.20
SPYX
20.77
PEG Ratio
EQWL
0.46
Winner
SPYX
0.29
5Y Dividends CAGR
Winner
EQWL
8.26%
SPYX
5.35%
5Y EPS CAGR
EQWL
13.97%
Winner
SPYX
29.70%
Debt to Equity
Winner
EQWL
54.75%
SPYX
59.38%
P/S Ratio
Winner
EQWL
2.77
SPYX
3.76
P/B Ratio
Winner
EQWL
4.28
SPYX
5.67
EQWL vs SPYX - Holdings Comparison
EQWL and SPYX have 65 common holdings. Overlap is 26.23%
EQWL's top 25 holdings weight is 27.32%. SPYX's top 25 holdings weight is 51.00%.
| Rank | EQWL | SPYX |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 1.19% | NVIDIA CORP (NVDA) - 8.25% |
| #2 | BANK OF NEW YORK MELLON CORP (BNY) - 1.12% | APPLE INC (AAPL) - 7.10% |
| #3 | BANK OF AMERICA CORP (BAC) - 1.11% | MICROSOFT CORP (MSFT) - 5.63% |
| #4 | CAPITAL ONE FINANCIAL CORP (COF) - 1.11% | AMAZON.COM INC (AMZN) - 4.15% |
| #5 | U.S. BANCORP (USB) - 1.11% | ALPHABET INC CLASS A (GOOGL) - 3.30% |
| #6 | JPMORGAN CHASE & CO (JPM) - 1.11% | BROADCOM INC (AVGO) - 3.08% |
| #7 | GE VERNOVA INC (GEV) - 1.11% | ALPHABET INC CLASS C (GOOG) - 2.64% |
| #8 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.10% | META PLATFORMS INC CLASS A (META) - 2.01% |
| #9 | CHARLES SCHWAB CORP (SCHW) - 1.10% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #10 | ABBVIE INC (ABBV) - 1.10% | JPMORGAN CHASE & CO (JPM) - 1.50% |
| #11 | ABBOTT LABORATORIES (ABT) - 1.10% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.48% |
| #12 | APPLE INC (AAPL) - 1.09% | ELI LILLY AND CO (LLY) - 1.44% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.09% | TESLA INC (TSLA) - 1.41% |
| #14 | AMERICAN EXPRESS CO (AXP) - 1.09% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | BOOKING HOLDINGS INC (BKNG) - 1.08% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #16 | CVS HEALTH CORP (CVS) - 1.08% | VISA INC CLASS A (V) - 0.95% |
| #17 | META PLATFORMS INC CLASS A (META) - 1.07% | WALMART INC (WMT) - 0.76% |
| #18 | RTX CORP (RTX) - 1.07% | INTEL CORP (INTC) - 0.74% |
| #19 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.07% | CISCO SYSTEMS INC (CSCO) - 0.74% |
| #20 | GENERAL DYNAMICS CORP (GD) - 1.07% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #21 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.07% | WESTERN DIGITAL CORP (WDC) - 0.28% |
| #22 | 3M CO (MMM) - 1.07% | UNION PACIFIC CORP (UNP) - 0.27% |
| #23 | UNION PACIFIC CORP (UNP) - 1.07% | TJX COMPANIES INC (TJX) - 0.27% |
| #24 | VISA INC CLASS A (V) - 1.07% | CHARLES SCHWAB CORP (SCHW) - 0.27% |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 1.07% | THE WALT DISNEY CO (DIS) - 0.27% |
| Total Holdings | 103 | 452 |
EQWL vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
EQWL
+2.49%
Winner
SPYX
+3.56%
3M
Winner
EQWL
+8.42%
SPYX
+6.28%
6M
EQWL
+10.06%
Winner
SPYX
+12.72%
1Y
Winner
EQWL
+24.25%
SPYX
+23.24%
5Y(CAGR)
EQWL
+12.38%
Winner
SPYX
+12.99%
10Y(CAGR)
EQWL
+14.65%
Winner
SPYX
+15.44%
Max(CAGR)
EQWL
+10.92%
Winner
SPYX
+14.90%
EQWL vs SPYX - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EQWL | SPYX |
|---|---|---|
| 2026 | +14.06% | +13.50% |
| 2025 | +17.96% | +18.23% |
| 2024 | +18.86% | +26.04% |
| 2023 | +19.22% | +27.44% |
| 2022 | -11.98% | -19.97% |
| 2021 | +29.98% | +30.12% |
| 2020 | +13.02% | +18.84% |
| 2019 | +29.24% | +31.63% |
| 2018 | -6.49% | -4.86% |
| 2017 | +23.46% | +22.61% |
| 2016 | +15.52% | +12.60% |
| 2015 | -1.56% | -2.02% |
| 2014 | +16.02% | N/A |
| 2013 | +32.97% | N/A |
| 2012 | +10.13% | N/A |
| 2011 | +2.17% | N/A |
| 2010 | +12.49% | N/A |
| 2009 | +16.54% | N/A |
| 2008 | -32.23% | N/A |
| 2007 | +10.04% | N/A |
| 2006 | +2.55% | N/A |
EQWL vs SPYX Drawdown Comparison
The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
| Rank | EQWL | SPYX |
|---|---|---|
| #1 | -49.37% Oct 12, 2007 - Mar 15, 2012 | -32.83% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -34.29% Feb 12, 2020 - Sep 2, 2020 | -26.15% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -23.00% Jan 4, 2022 - Dec 11, 2023 | -19.19% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -18.06% Sep 21, 2018 - Apr 8, 2019 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -16.08% May 20, 2015 - Jun 6, 2016 | -12.46% Dec 1, 2015 - Apr 19, 2016 |
| #6 | -14.96% Feb 19, 2025 - Jun 10, 2025 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -10.33% Jul 19, 2007 - Oct 1, 2007 | -9.67% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -10.13% Jan 26, 2018 - Aug 27, 2018 | -9.55% Sep 2, 2020 - Nov 11, 2020 |
| #9 | -8.62% Sep 19, 2014 - Nov 5, 2014 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -7.86% Sep 2, 2020 - Nov 9, 2020 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -7.77% Feb 6, 2026 - Apr 30, 2026 | -6.19% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -7.58% May 1, 2012 - Jul 19, 2012 | -5.71% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -7.41% Oct 18, 2012 - Jan 3, 2013 | -5.57% Sep 3, 2021 - Oct 25, 2021 |
| #14 | -6.82% Apr 30, 2019 - Jun 20, 2019 | -5.44% Mar 28, 2024 - May 15, 2024 |
| #15 | -6.52% Jan 15, 2014 - Mar 4, 2014 | -5.17% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between EQWL and SPYX is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2006 - 2026)
EQWL vs SPYX dividend yield comparison.
| Year | EQWL | SPYX |
|---|---|---|
| 2026 | 0.78% | 0.42% |
| 2025 | 1.67% | 0.91% |
| 2024 | 1.86% | 1.05% |
| 2023 | 1.97% | 1.21% |
| 2022 | 2.12% | 1.41% |
| 2021 | 1.65% | 1.04% |
| 2020 | 2.01% | 1.33% |
| 2019 | 2.04% | 1.56% |
| 2018 | 2.23% | 1.92% |
| 2017 | 1.27% | 1.68% |
| 2016 | 2.01% | 1.91% |
| 2015 | 2.03% | 0.16% |
| 2014 | 1.74% | 0.00% |
| 2013 | 1.61% | 0.00% |
| 2012 | 2.52% | 0.00% |
| 2011 | 2.18% | 0.00% |
| 2010 | 1.52% | 0.00% |
| 2009 | 1.42% | 0.00% |
| 2008 | 1.48% | 0.00% |
| 2007 | 0.92% | 0.00% |
| 2006 | 0.08% | 0.00% |
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