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PEJ vs SPY

Comparison between INVESCO LEISURE AND ENTERTAINMENT ETF (PEJ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PEJ, delivering a return of +13.3% compared to +4.1%

PEJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PEJ
$246M
Winner
SPY
$735B
Expense Ratio
PEJ
0.57%
Winner
SPY
0.09%
Max Drawdown
PEJ
67.34%
Winner
SPY
56.47%
Sharpe Ratio
PEJ
0.75
Winner
SPY
1.62
5Y Beta
PEJ
1.10
Winner
SPY
1.00
P/E Ratio
Winner
PEJ
22.92
SPY
28.99
Forward P/E
Winner
PEJ
15.68
SPY
22.37
PEG Ratio
PEJ
0.52
SPY
N/A
5Y Dividends CAGR
PEJ
-7.15%
Winner
SPY
5.43%
5Y EPS CAGR
PEJ
N/A
SPY
26.05%
Debt to Equity
PEJ
174.47%
Winner
SPY
32.40%
P/S Ratio
Winner
PEJ
1.32
SPY
3.74
P/B Ratio
Winner
PEJ
3.91
SPY
5.61

PEJ vs SPY - Holdings Comparison

PEJ and SPY have 10 common holdings. Overlap is 0.56%

PEJ's top 25 holdings weight is 89.04%. SPY's top 25 holdings weight is 52.37%.

RankPEJSPY
#1
EXPEDIA GROUP INC (EXPE) - 5.55%
NVIDIA CORP (NVDA) - 8.10%
#2
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 5.37%
APPLE INC (AAPL) - 7.02%
#3
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 5.20%
MICROSOFT CORP (MSFT) - 4.79%
#4
LIONSGATE STUDIOS CORP ORDINARY SHARES NEW (LION) - 4.82%
AMAZON.COM INC (AMZN) - 4.02%
#5
UNITED AIRLINES HOLDINGS INC (UAL) - 4.64%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
LAS VEGAS SANDS CORP (LVS) - 4.46%
BROADCOM INC (AVGO) - 3.10%
#7
CARNIVAL CORPORATION LTD (CCL) - 4.17%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ROYAL CARIBBEAN GROUP (RCL) - 4.17%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
SYSCO CORP (SYY) - 4.13%
TESLA INC (TSLA) - 1.89%
#10
VERSANT MEDIA GROUP INC CLASS A (VSNT) - 3.85%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 3.19%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 3.14%
ELI LILLY AND CO (LLY) - 1.31%
#13
FOX CORP CLASS A (FOXA) - 3.12%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
MADISON SQUARE GARDEN ENTERTAINMENT CORP (MSGE) - 3.10%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
VIKING HOLDINGS LTD (VIK) - 3.05%
EXXON MOBIL CORP (XOM) - 0.97%
#16
MAPLEBEAR INC (CART) - 3.00%
INTEL CORP (INTC) - 0.90%
#17
CINEMARK HOLDINGS INC (CNK) - 2.86%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
DRAFTKINGS INC ORDINARY SHARES CLASS A (DKNG) - 2.86%
VISA INC CLASS A (V) - 0.85%
#19
CHOICE HOTELS INTERNATIONAL INC (CHH) - 2.81%
WALMART INC (WMT) - 0.81%
#20
ARCOS DORADOS HOLDINGS INC CLASS A (ARCO) - 2.70%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
TRIPADVISOR INC (TRIP) - 2.68%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
BRINKER INTERNATIONAL INC (EAT) - 2.66%
CATERPILLAR INC (CAT) - 0.66%
#23
COPA HOLDINGS SA CLASS A (CPA) - 2.63%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
RED ROCK RESORTS INC CLASS A (RRR) - 2.49%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TRAVEL&LEISURE CO (TNL) - 2.39%
ABBVIE INC (ABBV) - 0.58%
Total Holdings32505

PEJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PEJ
+4.24%
SPY
+1.90%
3M
PEJ
+4.47%
Winner
SPY
+8.55%
6M
PEJ
+6.04%
Winner
SPY
+8.18%
1Y
PEJ
+17.56%
Winner
SPY
+25.79%
5Y(CAGR)
PEJ
+4.07%
Winner
SPY
+13.32%
10Y(CAGR)
PEJ
+6.67%
Winner
SPY
+15.19%
Max(CAGR)
PEJ
+7.91%
Winner
SPY
+8.47%

PEJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPEJSPY
2026+2.80%+8.26%
2025+17.31%+18.00%
2024+27.17%+25.59%
2023+16.11%+26.72%
2022-26.05%-18.64%
2021+26.38%+30.52%
2020-10.76%+17.28%
2019+13.06%+31.09%
2018-9.28%-5.24%
2017+10.47%+20.78%
2016+13.00%+13.59%
2015+4.10%+1.31%
2014+5.80%+14.56%
2013+44.90%+29.00%
2012+23.82%+14.17%
2011+0.75%+0.85%
2010+38.24%+13.14%
2009+37.52%+22.67%
2008-38.39%-36.25%
2007-8.61%+5.32%
2006+17.89%+13.85%
2005+2.54%+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%

PEJ vs SPY Drawdown Comparison

The maximum drawdown for PEJ was -66.05%, occurring on Nov 20, 2008. Recovery took 860 trading sessions.

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

The current PEJ drawdown is -1.35%. The current SPY drawdown is -2.90%.

RankPEJSPY
#1-66.05%
Jul 6, 2007 - Dec 2, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-58.96%
Jul 19, 2018 - Feb 22, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-36.42%
Mar 15, 2021 - Nov 25, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.75%
Feb 18, 2025 - Jul 3, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.90%
Jul 7, 2011 - Feb 8, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.70%
Mar 20, 2015 - Nov 17, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.36%
May 8, 2006 - Oct 4, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.44%
Mar 7, 2014 - Dec 26, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.67%
Jul 20, 2005 - Nov 21, 2005		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.29%
Sep 15, 2025 - Dec 22, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.88%
Dec 22, 2025 - Apr 14, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.95%
May 2, 2012 - Sep 13, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.52%
Apr 17, 2026 - May 19, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.21%
Dec 26, 2013 - Feb 24, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.07%
May 19, 2011 - Jul 1, 2011		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PEJ and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

PEJ vs SPY dividend yield comparison.

YearPEJSPY
20260.19%0.24%
20250.24%1.07%
20240.40%1.21%
20230.46%1.40%
20220.43%1.65%
20210.34%1.20%
20200.92%1.52%
20190.39%1.75%
20180.78%2.04%
20170.68%1.80%
20160.68%2.03%
20150.52%2.06%
20140.51%1.87%
20130.42%1.81%
20120.65%2.18%
20110.68%2.05%
20100.79%1.80%
20090.41%1.95%
20081.05%3.02%
20073.81%1.85%
20060.34%1.73%
20050.11%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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