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MAKX vs SPY

Comparison between PROSHARES S&P KENSHO SMART FACTORIES ETF (MAKX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MAKX, delivering a return of +13.4% compared to +12.9%

MAKX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MAKX
$5.30M
Winner
SPY
$784B
Expense Ratio
MAKX
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
MAKX
40.39%
SPY
56.47%
Sharpe Ratio
Winner
MAKX
1.60
SPY
1.56
5Y Beta
MAKX
1.41
Winner
SPY
1.00
P/E Ratio
MAKX
57.86
Winner
SPY
28.29
Forward P/E
MAKX
24.64
Winner
SPY
21.75
PEG Ratio
MAKX
0.99
SPY
N/A
5Y Dividends CAGR
MAKX
N/A
SPY
5.43%
5Y EPS CAGR
MAKX
6.73%
Winner
SPY
25.98%
Debt to Equity
MAKX
31.98%
Winner
SPY
30.79%
P/S Ratio
Winner
MAKX
0.01
SPY
3.79
P/B Ratio
Winner
MAKX
3.06
SPY
5.67

MAKX vs SPY - Holdings Comparison

MAKX and SPY have 10 common holdings. Overlap is 4.24%

MAKX's top 25 holdings weight is 100.01%. SPY's top 25 holdings weight is 52.46%.

RankMAKXSPY
#1
OUSTER INC ORDINARY SHARES CLASS A (OUST) - 8.44%
NVIDIA CORP (NVDA) - 8.30%
#2
3D SYSTEMS CORP (DDD) - 7.63%
APPLE INC (AAPL) - 7.09%
#3
SK TELECOM CO LTD ADR (SKM) - 6.72%
MICROSOFT CORP (MSFT) - 5.02%
#4
AMBIQ MICRO INC (AMBQ) - 5.75%
AMAZON.COM INC (AMZN) - 3.84%
#5
COGNEX CORP (CGNX) - 5.72%
BROADCOM INC (AVGO) - 3.50%
#6
ROCKWELL AUTOMATION INC (ROK) - 5.44%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
AUTODESK INC (ADSK) - 5.25%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
EMERSON ELECTRIC CO (EMR) - 5.17%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
CEVA INC (CEVA) - 4.11%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
TOWER SEMICONDUCTOR LTD (n/a) - 3.63%
TESLA INC (TSLA) - 1.83%
#11
ON SEMICONDUCTOR CORP (ON) - 3.49%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
SANMINA CORP (SANM) - 3.35%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
APPLIED MATERIALS INC (AMAT) - 3.28%
ELI LILLY AND CO (LLY) - 1.29%
#14
STRATASYS LTD (SSYS) - 3.26%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
ZEBRA TECHNOLOGIES CORP ORDINARY SHARES CLASS A (ZBRA) - 3.17%
EXXON MOBIL CORP (XOM) - 0.96%
#16
ALLIENT INC (ALNT) - 3.15%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
NVIDIA CORP (NVDA) - 3.07%
VISA INC CLASS A (V) - 0.82%
#18
AMBARELLA INC (AMBA) - 2.98%
INTEL CORP (INTC) - 0.78%
#19
FLOWSERVE CORP (FLS) - 2.98%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
SYNOPSYS INC (SNPS) - 2.89%
WALMART INC (WMT) - 0.76%
#21
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 2.80%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
DOVER CORP (DOV) - 2.67%
CATERPILLAR INC (CAT) - 0.65%
#23
TURKCELL ILETISIM HIZMETLERI AS ADR (TKC) - 2.61%
ORACLE CORP (ORCL) - 0.64%
#24
POSCO HOLDINGS INC ADR (PKX) - 2.24%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
CASH (n/a) - 0.21%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings25505

MAKX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MAKX
+6.06%
SPY
+0.48%
3M
Winner
MAKX
+33.00%
SPY
+11.67%
6M
Winner
MAKX
+34.47%
SPY
+9.42%
1Y
Winner
MAKX
+62.64%
SPY
+24.27%
5Y(CAGR)
MAKX
+12.89%
Winner
SPY
+13.36%
10Y(CAGR)
MAKX
N/A
SPY
+15.42%
Max(CAGR)
Winner
MAKX
+12.89%
SPY
+8.49%

MAKX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMAKXSPY
2026+36.08%+8.88%
2025+21.91%+18.00%
2024+11.14%+25.59%
2023+25.80%+26.72%
2022-26.81%-18.64%
2021+3.91%+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%

MAKX vs SPY Drawdown Comparison

The maximum drawdown for MAKX was -40.27%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.

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

The current MAKX drawdown is -6.97%. The current SPY drawdown is -2.35%.

RankMAKXSPY
#1-40.27%
Nov 8, 2021 - Jun 24, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.05%
Oct 27, 2025 - Jan 22, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-13.57%
Feb 13, 2026 - Apr 13, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.50%
Jun 2, 2026 - Jun 10, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.92%
Oct 6, 2025 - Oct 15, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.02%
Jan 22, 2026 - Feb 13, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.80%
May 14, 2026 - May 22, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.51%
Jul 18, 2025 - Aug 12, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.36%
Aug 13, 2025 - Sep 18, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.68%
Sep 22, 2025 - Oct 6, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.99%
Oct 15, 2025 - Oct 24, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.83%
May 6, 2026 - May 13, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.29%
Oct 1, 2021 - Oct 7, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.01%
May 26, 2026 - Jun 1, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.92%
Oct 25, 2021 - Oct 29, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MAKX and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

MAKX vs SPY dividend yield comparison.

YearMAKXSPY
20260.00%0.24%
20250.15%1.07%
20240.24%1.21%
20230.52%1.40%
20220.31%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%

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