StockComparison Logo
vs

FCUS vs SPY

Comparison between PINNACLE FOCUSED OPPORTUNITIES ETF (FCUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

FCUS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FCUS
$75M
Winner
SPY
$735B
Expense Ratio
FCUS
0.80%
Winner
SPY
0.09%
Max Drawdown
Winner
FCUS
42.84%
SPY
56.47%
Sharpe Ratio
Winner
FCUS
1.75
SPY
1.62
5Y Beta
FCUS
1.44
Winner
SPY
1.00
P/E Ratio
Winner
FCUS
-133.79
SPY
28.99
Forward P/E
Winner
FCUS
17.75
SPY
22.37
5Y Dividends CAGR
FCUS
N/A
SPY
5.43%
5Y EPS CAGR
FCUS
18.43%
Winner
SPY
26.05%
Debt to Equity
Winner
FCUS
20.22%
SPY
32.40%
P/S Ratio
Winner
FCUS
3.26
SPY
3.74
P/B Ratio
FCUS
5.96
Winner
SPY
5.61

FCUS vs SPY - Holdings Comparison

FCUS and SPY have 19 common holdings. Overlap is 1.67%

FCUS's top 25 holdings weight is 86.71%. SPY's top 25 holdings weight is 52.37%.

RankFCUSSPY
#1
HECLA MINING CO (HL) - 4.37%
NVIDIA CORP (NVDA) - 8.10%
#2
MONGODB INC CLASS A (MDB) - 4.33%
APPLE INC (AAPL) - 7.02%
#3
OPENDOOR TECHNOLOGIES INC ORDINARY SHARES CLASS A (OPEN) - 4.25%
MICROSOFT CORP (MSFT) - 4.79%
#4
SANDISK CORP ORDINARY SHARES (SNDK) - 4.23%
AMAZON.COM INC (AMZN) - 4.02%
#5
MADRIGAL PHARMACEUTICALS INC (MDGL) - 4.18%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MICRON TECHNOLOGY INC (MU) - 4.17%
BROADCOM INC (AVGO) - 3.10%
#7
COGENT BIOSCIENCES INC (COGT) - 4.05%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ECHOSTAR CORP CLASS A (SATS) - 4.04%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CIENA CORP (CIEN) - 3.97%
TESLA INC (TSLA) - 1.89%
#10
LUMENTUM HOLDINGS INC (LITE) - 3.78%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ALCOA CORP (AA) - 3.50%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
BLOOM ENERGY CORP CLASS A (BE) - 3.40%
ELI LILLY AND CO (LLY) - 1.31%
#13
TERADYNE INC (TER) - 3.39%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
APPLIED DIGITAL CORP (APLD) - 3.37%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
NEWMONT CORP (NEM) - 3.31%
EXXON MOBIL CORP (XOM) - 0.97%
#16
WESTERN DIGITAL CORP (WDC) - 3.24%
INTEL CORP (INTC) - 0.90%
#17
WAYFAIR INC CLASS A (W) - 3.17%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
PTC THERAPEUTICS INC (PTCT) - 3.16%
VISA INC CLASS A (V) - 0.85%
#19
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.14%
WALMART INC (WMT) - 0.81%
#20
SITIME CORP ORDINARY SHARES (SITM) - 2.85%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
VALERO ENERGY CORP (VLO) - 2.68%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
COEUR MINING INC (CDE) - 2.59%
CATERPILLAR INC (CAT) - 0.66%
#23
IRHYTHM TECHNOLOGIES INC (IRTC) - 2.54%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ALBEMARLE CORP (ALB) - 2.52%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
GENERAL MOTORS CO (GM) - 2.48%
ABBVIE INC (ABBV) - 0.58%
Total Holdings50505

FCUS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FCUS
-1.47%
Winner
SPY
+1.90%
3M
Winner
FCUS
+19.61%
SPY
+8.55%
6M
Winner
FCUS
+36.00%
SPY
+8.18%
1Y
Winner
FCUS
+79.21%
SPY
+25.79%
5Y(CAGR)
FCUS
N/A
SPY
+13.32%
10Y(CAGR)
FCUS
N/A
SPY
+15.19%
Max(CAGR)
Winner
FCUS
+30.13%
SPY
+8.47%

FCUS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFCUSSPY
2026+31.09%+8.26%
2025+12.74%+18.00%
2024+33.88%+25.59%
2023+23.29%+26.72%
2022+0.00%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+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%

FCUS vs SPY Drawdown Comparison

The maximum drawdown for FCUS was -39.89%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.

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

The current FCUS drawdown is -8.66%. The current SPY drawdown is -2.90%.

RankFCUSSPY
#1-39.89%
Feb 18, 2025 - Oct 28, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-17.70%
Nov 3, 2025 - Jan 6, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.54%
May 28, 2024 - Sep 23, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.99%
Feb 25, 2026 - Apr 22, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.36%
Mar 25, 2024 - May 15, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.32%
Dec 6, 2024 - Feb 4, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.01%
Sep 1, 2023 - Dec 1, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.70%
Mar 3, 2023 - Jul 12, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.66%
Jun 3, 2026 - Jun 5, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.53%
May 11, 2026 - Jun 2, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.20%
Jul 31, 2023 - Sep 1, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.98%
Jan 28, 2026 - Feb 11, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.03%
Dec 27, 2023 - Jan 22, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.07%
Feb 15, 2024 - Feb 26, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.21%
Feb 15, 2023 - Mar 3, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FCUS and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

FCUS vs SPY dividend yield comparison.

YearFCUSSPY
20260.00%0.24%
20254.33%1.07%
202411.19%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%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%

Select Stocks to Compare

Popular: FCUS vs SPY

More Comparisons

Compare with similar stocks