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FPWR vs SPY

Comparison between FIRST TRUST EIP POWER SOLUTIONS ETF (FPWR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceFPWR has outperformed SPY, delivering a return of +12.5% compared to +12.4%

FPWR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FPWR
$26M
Winner
SPY
$781B
Expense Ratio
FPWR
0.96%
Winner
SPY
0.09%
Max Drawdown
Winner
FPWR
32.28%
SPY
56.47%
Sharpe Ratio
Winner
FPWR
1.29
SPY
1.12
5Y Beta
Winner
FPWR
0.31
SPY
1.00
P/E Ratio
Winner
FPWR
20.46
SPY
28.53
Forward P/E
Winner
FPWR
17.74
SPY
21.47
PEG Ratio
FPWR
0.13
SPY
N/A
5Y Dividends CAGR
Winner
FPWR
11.72%
SPY
6.00%
5Y EPS CAGR
FPWR
11.36%
Winner
SPY
25.58%
Debt to Equity
FPWR
N/A
SPY
32.09%
P/S Ratio
Winner
FPWR
2.78
SPY
3.75
P/B Ratio
Winner
FPWR
2.54
SPY
5.64

FPWR vs SPY - Holdings Comparison

FPWR and SPY have 34 common holdings. Overlap is 2.69%

FPWR's top 25 holdings weight is 68.38%. SPY's top 25 holdings weight is 51.74%.

RankFPWRSPY
#1
MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 4.40%
NVIDIA CORP (NVDA) - 7.89%
#2
DUKE ENERGY CORP (DUK) - 3.55%
APPLE INC (AAPL) - 7.37%
#3
SOUTHERN CO (SO) - 3.22%
MICROSOFT CORP (MSFT) - 4.50%
#4
WEC ENERGY GROUP INC (WEC) - 3.20%
AMAZON.COM INC (AMZN) - 3.82%
#5
PPL CORP (PPL) - 3.14%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ENERGY TRANSFER LP (ET) - 3.07%
BROADCOM INC (AVGO) - 2.86%
#7
NATIONAL FUEL GAS CO (NFG) - 3.06%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
KINDER MORGAN INC CLASS P (KMI) - 3.02%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
AMERICAN ELECTRIC POWER CO INC (AEP) - 2.95%
TESLA INC (TSLA) - 1.70%
#10
ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.94%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
IDACORP INC (IDA) - 2.89%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
MPLX LP PARTNERSHIP UNITS (MPLX) - 2.81%
ELI LILLY AND CO (LLY) - 1.40%
#13
ENTERGY CORP (ETR) - 2.67%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
CHENIERE ENERGY PARTNERS LP (CQP) - 2.65%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
EVERGY INC (EVRG) - 2.57%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
XCEL ENERGY INC (XEL) - 2.55%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
VISTRA CORP (VST) - 2.53%
VISA INC CLASS A (V) - 0.90%
#18
DTE ENERGY CO (DTE) - 2.36%
WALMART INC (WMT) - 0.76%
#19
CMS ENERGY CORP (CMS) - 2.32%
INTEL CORP (INTC) - 0.75%
#20
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.26%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ONE GAS INC (OGS) - 2.19%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
FIRSTENERGY CORP (FE) - 2.02%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ALLIANT ENERGY CORP (LNT) - 2.02%
ABBVIE INC (ABBV) - 0.66%
#24
CLEARWAY ENERGY INC CLASS C (CWEN) - 2.00%
CATERPILLAR INC (CAT) - 0.65%
#25
DOMINION ENERGY INC (D) - 1.99%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings62505

FPWR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FPWR
+1.69%
SPY
+0.63%
3M
FPWR
+1.65%
Winner
SPY
+4.46%
6M
Winner
FPWR
+12.48%
SPY
+7.67%
1Y
Winner
FPWR
+18.82%
SPY
+17.68%
5Y(CAGR)
Winner
FPWR
+12.46%
SPY
+12.42%
10Y(CAGR)
FPWR
N/A
SPY
+14.84%
Max(CAGR)
Winner
FPWR
+11.94%
SPY
+8.44%

FPWR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFPWRSPY
2026+14.92%+8.63%
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%
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%

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 -0.32%. The current SPY drawdown is -2.57%.

RankFPWRSPY
#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 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

FPWR vs SPY dividend yield comparison.

YearFPWRSPY
20260.97%0.50%
20251.97%1.07%
20242.52%1.21%
20232.54%1.40%
20221.72%1.65%
20211.66%1.20%
20201.68%1.52%
20190.71%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%

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