FPWR vs SPY
Comparison between FIRST TRUST EIP POWER SOLUTIONS ETF (FPWR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed FPWR, delivering a return of +13.3% compared to +12.0%
FPWR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FPWR
$27M
Winner
SPY
$735B
Expense Ratio
FPWR
0.96%
Winner
SPY
0.09%
Max Drawdown
Winner
FPWR
32.28%
SPY
56.47%
Sharpe Ratio
FPWR
1.56
Winner
SPY
1.62
5Y Beta
Winner
FPWR
0.32
SPY
1.00
P/E Ratio
Winner
FPWR
20.14
SPY
28.99
Forward P/E
Winner
FPWR
17.32
SPY
22.37
PEG Ratio
FPWR
0.17
SPY
N/A
5Y Dividends CAGR
Winner
FPWR
12.91%
SPY
5.43%
5Y EPS CAGR
FPWR
11.84%
Winner
SPY
26.05%
Debt to Equity
FPWR
N/A
SPY
32.40%
P/S Ratio
Winner
FPWR
2.70
SPY
3.74
P/B Ratio
Winner
FPWR
2.56
SPY
5.61
FPWR vs SPY - Holdings Comparison
FPWR and SPY have 34 common holdings. Overlap is 2.73%
FPWR's top 25 holdings weight is 68.20%. SPY's top 25 holdings weight is 52.37%.
| Rank | FPWR | SPY |
|---|---|---|
| #1 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 5.35% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | DUKE ENERGY CORP (DUK) - 3.34% | APPLE INC (AAPL) - 7.02% |
| #3 | ENERGY TRANSFER LP (ET) - 3.28% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | NATIONAL FUEL GAS CO (NFG) - 3.26% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 3.18% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | SOUTHERN CO (SO) - 3.17% | BROADCOM INC (AVGO) - 3.10% |
| #7 | WEC ENERGY GROUP INC (WEC) - 3.06% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | PPL CORP (PPL) - 3.05% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | KINDER MORGAN INC CLASS P (KMI) - 2.98% | TESLA INC (TSLA) - 1.89% |
| #10 | AMERICAN ELECTRIC POWER CO INC (AEP) - 2.79% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | MPLX LP PARTNERSHIP UNITS (MPLX) - 2.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | CHENIERE ENERGY PARTNERS LP (CQP) - 2.77% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | IDACORP INC (IDA) - 2.72% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | ENTERGY CORP (ETR) - 2.57% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | XCEL ENERGY INC (XEL) - 2.54% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | CMS ENERGY CORP (CMS) - 2.51% | INTEL CORP (INTC) - 0.90% |
| #17 | EVERGY INC (EVRG) - 2.47% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | DTE ENERGY CO (DTE) - 2.29% | VISA INC CLASS A (V) - 0.85% |
| #19 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.16% | WALMART INC (WMT) - 0.81% |
| #20 | VISTRA CORP (VST) - 2.15% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | CLEARWAY ENERGY INC CLASS C (CWEN) - 2.11% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | DOMINION ENERGY INC (D) - 1.99% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | ONE GAS INC (OGS) - 1.95% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | ALLIANT ENERGY CORP (LNT) - 1.94% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | FIRSTENERGY CORP (FE) - 1.79% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 62 | 505 |
FPWR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
FPWR
-2.23%
Winner
SPY
+1.90%
3M
FPWR
-0.49%
Winner
SPY
+8.55%
6M
Winner
FPWR
+11.36%
SPY
+8.18%
1Y
FPWR
+21.65%
Winner
SPY
+25.79%
5Y(CAGR)
FPWR
+12.00%
Winner
SPY
+13.32%
10Y(CAGR)
FPWR
N/A
SPY
+15.19%
Max(CAGR)
Winner
FPWR
+11.74%
SPY
+8.47%
FPWR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FPWR | SPY |
|---|---|---|
| 2026 | +11.88% | +8.26% |
| 2025 | +16.01% | +18.00% |
| 2024 | +21.61% | +25.59% |
| 2023 | -2.80% | +26.72% |
| 2022 | +5.63% | -18.64% |
| 2021 | +13.56% | +30.52% |
| 2020 | +10.30% | +17.28% |
| 2019 | +5.66% | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
FPWR vs SPY Drawdown Comparison
The maximum drawdown for FPWR was -32.28%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FPWR drawdown is -2.96%. The current SPY drawdown is -2.90%.
| Rank | FPWR | SPY |
|---|---|---|
| #1 | -32.28% Feb 18, 2020 - Nov 9, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -19.89% Sep 12, 2022 - Jul 29, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -13.24% Apr 8, 2022 - Aug 12, 2022 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.64% Jan 25, 2021 - Apr 8, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.49% Nov 29, 2024 - Apr 1, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.45% Apr 2, 2025 - May 2, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.28% Sep 2, 2021 - Dec 29, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.46% Dec 31, 2021 - Mar 2, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.09% Sep 26, 2019 - Dec 20, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.02% Apr 30, 2026 - Jun 1, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.81% Nov 28, 2025 - Jan 27, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.51% Apr 23, 2021 - Jun 14, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.09% Nov 11, 2020 - Jan 6, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.97% Aug 4, 2025 - Sep 26, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.67% Aug 18, 2022 - Sep 9, 2022 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FPWR and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
FPWR vs SPY dividend yield comparison.
| Year | FPWR | SPY |
|---|---|---|
| 2026 | 0.50% | 0.24% |
| 2025 | 1.97% | 1.07% |
| 2024 | 2.52% | 1.21% |
| 2023 | 2.54% | 1.40% |
| 2022 | 1.72% | 1.65% |
| 2021 | 1.66% | 1.20% |
| 2020 | 1.68% | 1.52% |
| 2019 | 0.71% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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