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NZAC vs SPY

Comparison between STATE STREET(R) SPDR(R) MSCI ACWI CLIMATE PARIS ALIGNED ETF (NZAC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NZAC, delivering a return of +13.0% compared to +9.4%

NZAC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NZAC
$192M
Winner
SPY
$781B
Expense Ratio
NZAC
0.12%
Winner
SPY
0.09%
Max Drawdown
Winner
NZAC
33.72%
SPY
56.47%
Sharpe Ratio
NZAC
0.95
Winner
SPY
1.25
5Y Beta
Winner
NZAC
0.93
SPY
1.00
P/E Ratio
NZAC
30.26
Winner
SPY
28.78
Forward P/E
NZAC
22.84
Winner
SPY
21.23
PEG Ratio
NZAC
0.42
SPY
N/A
5Y Dividends CAGR
Winner
NZAC
10.12%
SPY
6.00%
5Y EPS CAGR
Winner
NZAC
28.66%
SPY
25.62%
Debt to Equity
Winner
NZAC
18.80%
SPY
31.92%
P/S Ratio
NZAC
5.16
Winner
SPY
3.76
P/B Ratio
NZAC
6.18
Winner
SPY
5.64

NZAC vs SPY - Holdings Comparison

NZAC and SPY have 200 common holdings. Overlap is 45.76%

NZAC's top 25 holdings weight is 39.23%. SPY's top 25 holdings weight is 51.74%.

RankNZACSPY
#1
NVIDIA CORP (NVDA) - 6.00%
NVIDIA CORP (NVDA) - 7.89%
#2
APPLE INC (AAPL) - 5.20%
APPLE INC (AAPL) - 7.37%
#3
MICROSOFT CORP (MSFT) - 3.08%
MICROSOFT CORP (MSFT) - 4.50%
#4
AMAZON.COM INC (AMZN) - 2.49%
AMAZON.COM INC (AMZN) - 3.82%
#5
ALPHABET INC CLASS C (GOOG) - 2.47%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
BROADCOM INC (AVGO) - 1.91%
BROADCOM INC (AVGO) - 2.86%
#7
n/a (n/a) - 1.87%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
TESLA INC (TSLA) - 1.65%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ALPHABET INC CLASS A (GOOGL) - 1.63%
TESLA INC (TSLA) - 1.70%
#10
META PLATFORMS INC CLASS A (META) - 1.59%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ADVANCED MICRO DEVICES INC (AMD) - 1.29%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
JPMORGAN CHASE & CO (JPM) - 1.22%
ELI LILLY AND CO (LLY) - 1.40%
#13
DIGITAL REALTY TRUST INC (DLR) - 1.16%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
ELI LILLY AND CO (LLY) - 1.14%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
EQUINIX INC (EQIX) - 0.96%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
MARVELL TECHNOLOGY INC (MRVL) - 0.93%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
WORLDCLIMATE PARI SEP26 IFUS 20260918 (n/a) - 0.83%
VISA INC CLASS A (V) - 0.90%
#18
JOHNSON & JOHNSON (JNJ) - 0.79%
WALMART INC (WMT) - 0.76%
#19
ANALOG DEVICES INC (ADI) - 0.70%
INTEL CORP (INTC) - 0.75%
#20
MICRON TECHNOLOGY INC (MU) - 0.70%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
THE TORONTO-DOMINION BANK (TD) - 0.33%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
SERVICENOW INC (NOW) - 0.33%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ASTRAZENECA PLC (AZN) - 0.32%
ABBVIE INC (ABBV) - 0.66%
#24
SAMSUNG ELECTRONICS CO LTD (n/a) - 0.32%
CATERPILLAR INC (CAT) - 0.65%
#25
TERNA SPA (n/a) - 0.32%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings627505

NZAC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NZAC
-0.56%
Winner
SPY
+0.52%
3M
NZAC
+3.88%
Winner
SPY
+6.55%
6M
NZAC
+7.24%
Winner
SPY
+9.76%
1Y
NZAC
+16.81%
Winner
SPY
+20.32%
5Y(CAGR)
NZAC
+9.39%
Winner
SPY
+13.01%
10Y(CAGR)
NZAC
+11.74%
Winner
SPY
+15.06%
Max(CAGR)
Winner
NZAC
+10.07%
SPY
+8.50%

NZAC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNZACSPY
2026+6.99%+10.11%
2025+20.53%+18.00%
2024+17.92%+25.59%
2023+22.65%+26.72%
2022-20.14%-18.64%
2021+19.09%+30.52%
2020+16.07%+17.28%
2019+28.09%+31.09%
2018-10.30%-5.24%
2017+22.82%+20.78%
2016+10.73%+13.59%
2015-2.15%+1.31%
2014-2.07%+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%

NZAC vs SPY Drawdown Comparison

The maximum drawdown for NZAC was -33.72%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

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

The current NZAC drawdown is -2.26%. The current SPY drawdown is -1.24%.

RankNZACSPY
#1-33.72%
Feb 12, 2020 - Aug 24, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.30%
Jan 4, 2022 - Feb 7, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.53%
Jan 26, 2018 - Jul 3, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.13%
May 19, 2015 - Dec 13, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.19%
Feb 20, 2025 - May 19, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.10%
Jan 27, 2026 - Apr 15, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.72%
Jul 12, 2024 - Aug 19, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.46%
Sep 2, 2020 - Nov 6, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.50%
Jul 26, 2019 - Oct 24, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.72%
Mar 27, 2024 - May 14, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.69%
Sep 3, 2021 - Oct 28, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.62%
Dec 6, 2024 - Feb 18, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.50%
Oct 28, 2025 - Dec 24, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.31%
Nov 26, 2014 - Feb 13, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.06%
Feb 16, 2021 - Apr 5, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NZAC 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)

NZAC vs SPY dividend yield comparison.

YearNZACSPY
20260.65%0.49%
20251.90%1.07%
20241.88%1.21%
20231.65%1.40%
20221.81%1.65%
20211.62%1.20%
20201.59%1.52%
20192.17%1.75%
20182.53%2.04%
20172.20%1.80%
20162.00%2.03%
20152.40%2.06%
20140.18%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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