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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 +12.4% compared to +5.8%

PEJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PEJ
$280M
Winner
SPY
$781B
Expense Ratio
PEJ
0.57%
Winner
SPY
0.09%
Max Drawdown
PEJ
67.34%
Winner
SPY
56.47%
Sharpe Ratio
PEJ
0.50
Winner
SPY
1.22
5Y Beta
PEJ
1.06
Winner
SPY
1.00
P/E Ratio
PEJ
35.95
Winner
SPY
28.78
Forward P/E
PEJ
21.78
Winner
SPY
21.25
5Y Dividends CAGR
PEJ
0.19%
Winner
SPY
6.00%
5Y EPS CAGR
PEJ
N/A
SPY
25.62%
Debt to Equity
PEJ
209.26%
Winner
SPY
31.92%
P/S Ratio
Winner
PEJ
1.71
SPY
3.76
P/B Ratio
PEJ
6.39
Winner
SPY
5.64

PEJ vs SPY - Holdings Comparison

PEJ and SPY have 10 common holdings. Overlap is 0.68%

PEJ's top 25 holdings weight is 88.23%. SPY's top 25 holdings weight is 51.74%.

RankPEJSPY
#1
EXPEDIA GROUP INC (EXPE) - 5.61%
NVIDIA CORP (NVDA) - 7.89%
#2
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 5.24%
APPLE INC (AAPL) - 7.37%
#3
VIKING HOLDINGS LTD (VIK) - 5.24%
MICROSOFT CORP (MSFT) - 4.50%
#4
SYSCO CORP (SYY) - 5.02%
AMAZON.COM INC (AMZN) - 3.82%
#5
STARBUCKS CORP (SBUX) - 4.86%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
HILTON WORLDWIDE HOLDINGS INC (HLT) - 4.75%
BROADCOM INC (AVGO) - 2.86%
#7
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 4.63%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
LAS VEGAS SANDS CORP (LVS) - 4.22%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
TRIPADVISOR INC (TRIP) - 3.72%
TESLA INC (TSLA) - 1.70%
#10
RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 3.22%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
LINDBLAD EXPEDITIONS HOLDINGS INC (LIND) - 3.13%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
US FOODS HOLDING CORP (USFD) - 3.05%
ELI LILLY AND CO (LLY) - 1.40%
#13
MAPLEBEAR INC (CART) - 3.00%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
SUPER GROUP (SGHC) LTD (SGHC) - 2.91%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MANCHESTER UNITED PLC CLASS A (MANU) - 2.90%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
CINEMARK HOLDINGS INC (CNK) - 2.79%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ARAMARK (ARMK) - 2.79%
VISA INC CLASS A (V) - 0.90%
#18
MONARCH CASINO & RESORT INC (MCRI) - 2.74%
WALMART INC (WMT) - 0.76%
#19
SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.73%
INTEL CORP (INTC) - 0.75%
#20
MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 2.72%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
MADISON SQUARE GARDEN ENTERTAINMENT CORP (MSGE) - 2.68%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ATLANTA BRAVES HOLDINGS INC CLASS C (BATRK) - 2.65%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
HILTON GRAND VACATIONS INC (HGV) - 2.60%
ABBVIE INC (ABBV) - 0.66%
#24
TKO GROUP HOLDINGS INC (TKO) - 2.52%
CATERPILLAR INC (CAT) - 0.65%
#25
RESTAURANT BRANDS INTERNATIONAL INC (QSR) - 2.51%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings33505

PEJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PEJ
-0.88%
Winner
SPY
+0.63%
3M
Winner
PEJ
+6.32%
SPY
+4.46%
6M
PEJ
+5.91%
Winner
SPY
+7.67%
1Y
PEJ
+9.29%
Winner
SPY
+17.68%
5Y(CAGR)
PEJ
+5.80%
Winner
SPY
+12.42%
10Y(CAGR)
PEJ
+6.70%
Winner
SPY
+14.84%
Max(CAGR)
PEJ
+7.99%
Winner
SPY
+8.44%

PEJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPEJSPY
2026+5.41%+8.63%
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 -4.60%. The current SPY drawdown is -2.57%.

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 - Jun 11, 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 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

PEJ vs SPY dividend yield comparison.

YearPEJSPY
20260.33%0.50%
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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