NACP vs SPY
Comparison between IMPACT SHARES NAACP MINORITY EMPOWERMENT ETF (NACP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceNACP has outperformed SPY, delivering a return of +15.1% compared to +13.3%
NACP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NACP
$68M
Winner
SPY
$735B
Expense Ratio
NACP
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
NACP
30.96%
SPY
56.47%
Sharpe Ratio
Winner
NACP
2.06
SPY
1.62
5Y Beta
NACP
1.01
Winner
SPY
1.00
P/E Ratio
NACP
29.58
Winner
SPY
28.99
Forward P/E
Winner
NACP
21.70
SPY
22.37
PEG Ratio
NACP
0.28
SPY
N/A
5Y Dividends CAGR
NACP
-5.52%
Winner
SPY
5.43%
5Y EPS CAGR
NACP
22.62%
Winner
SPY
26.05%
Debt to Equity
NACP
45.48%
Winner
SPY
32.40%
P/S Ratio
Winner
NACP
3.62
SPY
3.74
P/B Ratio
Winner
NACP
5.34
SPY
5.61
NACP vs SPY - Holdings Comparison
NACP and SPY have 190 common holdings. Overlap is 55.43%
NACP's top 25 holdings weight is 60.95%. SPY's top 25 holdings weight is 52.37%.
| Rank | NACP | SPY |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 5.43% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | NVIDIA CORP (NVDA) - 5.32% | APPLE INC (AAPL) - 7.02% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 4.93% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | MICRON TECHNOLOGY INC (MU) - 4.15% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | MICROSOFT CORP (MSFT) - 3.83% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | TESLA INC (TSLA) - 3.64% | BROADCOM INC (AVGO) - 3.10% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 3.46% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.45% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | CISCO SYSTEMS INC (CSCO) - 2.50% | TESLA INC (TSLA) - 1.89% |
| #10 | INTEL CORP (INTC) - 2.41% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | JPMORGAN CHASE & CO (JPM) - 2.17% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.97% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.84% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | EXXON MOBIL CORP (XOM) - 1.73% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | ORACLE CORP (ORCL) - 1.56% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | WALMART INC (WMT) - 1.52% | INTEL CORP (INTC) - 0.90% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.51% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | VISA INC CLASS A (V) - 1.48% | VISA INC CLASS A (V) - 0.85% |
| #19 | JOHNSON & JOHNSON (JNJ) - 1.45% | WALMART INC (WMT) - 0.81% |
| #20 | KLA CORP (KLAC) - 1.26% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | ANALOG DEVICES INC (ADI) - 1.16% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | QUALCOMM INC (QCOM) - 1.15% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | MASTERCARD INC CLASS A (MA) - 1.05% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.01% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | ABBVIE INC (ABBV) - 0.97% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 203 | 505 |
NACP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NACP
+4.35%
SPY
+1.90%
3M
Winner
NACP
+14.97%
SPY
+8.55%
6M
Winner
NACP
+16.18%
SPY
+8.18%
1Y
Winner
NACP
+39.46%
SPY
+25.79%
5Y(CAGR)
Winner
NACP
+15.10%
SPY
+13.32%
10Y(CAGR)
NACP
N/A
SPY
+15.19%
Max(CAGR)
Winner
NACP
+16.74%
SPY
+8.47%
NACP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NACP | SPY |
|---|---|---|
| 2026 | +15.65% | +8.26% |
| 2025 | +21.38% | +18.00% |
| 2024 | +24.70% | +25.59% |
| 2023 | +30.17% | +26.72% |
| 2022 | -23.79% | -18.64% |
| 2021 | +29.00% | +30.52% |
| 2020 | +24.78% | +17.28% |
| 2019 | +29.84% | +31.09% |
| 2018 | -8.78% | -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% |
NACP vs SPY Drawdown Comparison
The maximum drawdown for NACP was -30.96%, occurring on Mar 23, 2020. Recovery took 104 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NACP drawdown is -3.88%. The current SPY drawdown is -2.90%.
| Rank | NACP | SPY |
|---|---|---|
| #1 | -30.96% Feb 20, 2020 - Jul 20, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -27.89% Jan 3, 2022 - Jan 18, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -19.65% Feb 19, 2025 - Jul 2, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.52% Sep 21, 2018 - Mar 21, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.86% Sep 2, 2020 - Nov 9, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.65% Jan 29, 2026 - Apr 14, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.73% Jul 16, 2024 - Sep 19, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.18% Apr 30, 2019 - Jun 20, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.91% Jul 26, 2019 - Oct 30, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.83% Oct 28, 2025 - Dec 5, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.73% Sep 3, 2021 - Oct 21, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.49% Feb 12, 2021 - Mar 15, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.36% Mar 28, 2024 - May 15, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.85% Nov 19, 2021 - Dec 27, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.19% Apr 29, 2021 - Jun 4, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NACP and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
NACP vs SPY dividend yield comparison.
| Year | NACP | SPY |
|---|---|---|
| 2026 | 0.21% | 0.24% |
| 2025 | 0.62% | 1.07% |
| 2024 | 2.96% | 1.21% |
| 2023 | 1.28% | 1.40% |
| 2022 | 3.48% | 1.65% |
| 2021 | 3.06% | 1.20% |
| 2020 | 1.48% | 1.52% |
| 2019 | 1.22% | 1.75% |
| 2018 | 0.71% | 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% |
Select Stocks to Compare
Popular: NACP vs SPY
More Comparisons
Compare with similar stocks
Compare NACP with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF