PEY vs SPY
Comparison between INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF (PEY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PEY, delivering a return of +13.3% compared to +5.3%
PEY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PEY
$1B
Winner
SPY
$652B
Expense Ratio
PEY
0.54%
Winner
SPY
0.09%
Max Drawdown
PEY
75.62%
Winner
SPY
56.47%
Sharpe Ratio
PEY
0.90
Winner
SPY
2.07
5Y Beta
Winner
PEY
0.59
SPY
1.00
P/E Ratio
PEY
33.59
Winner
SPY
28.24
Forward P/E
Winner
PEY
11.58
SPY
21.85
PEG Ratio
PEY
-0.05
SPY
N/A
5Y Dividends CAGR
Winner
PEY
5.87%
SPY
5.43%
5Y EPS CAGR
PEY
3.16%
Winner
SPY
25.79%
Debt to Equity
Winner
PEY
-105.71%
SPY
22.35%
P/S Ratio
Winner
PEY
0.74
SPY
3.55
P/B Ratio
Winner
PEY
1.66
SPY
5.29
PEY vs SPY - Holdings Comparison
PEY and SPY have 27 common holdings. Overlap is 2.48%
PEY's top 25 holdings weight is 63.69%. SPY's top 25 holdings weight is 51.32%.
| Rank | PEY | SPY |
|---|---|---|
| #1 | INSPERITY INC (NSP) - 6.24% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 4.62% | APPLE INC (AAPL) - 6.48% |
| #3 | ROBERT HALF INC (RHI) - 4.27% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | FLOWERS FOODS INC (FLO) - 3.52% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | PERRIGO CO PLC (PRGO) - 2.99% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | HP INC (HPQ) - 2.51% | BROADCOM INC (AVGO) - 3.09% |
| #7 | UNIVERSAL CORP (UVV) - 2.40% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | JOHN WILEY & SONS INC CLASS A (WLY) - 2.37% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | PFIZER INC (PFE) - 2.34% | TESLA INC (TSLA) - 1.73% |
| #10 | ALTRIA GROUP INC (MO) - 2.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BEST BUY CO INC (BBY) - 2.29% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | T. ROWE PRICE GROUP INC (TROW) - 2.24% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | PEOPLES BANCORP INC (MARIETTA OH) (PEBO) - 2.16% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | PRUDENTIAL FINANCIAL INC (PRU) - 2.14% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | FRANKLIN RESOURCES INC (BEN) - 2.11% | WALMART INC (WMT) - 0.91% |
| #16 | H&R BLOCK INC (HRB) - 2.09% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | MAIN STREET CAPITAL CORP (MAIN) - 2.03% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | VERIZON COMMUNICATIONS INC (VZ) - 2.01% | VISA INC CLASS A (V) - 0.85% |
| #19 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.99% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | AVISTA CORP (AVA) - 1.92% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | SKYWORKS SOLUTIONS INC (SWKS) - 1.91% | INTEL CORP (INTC) - 0.65% |
| #22 | POLARIS INC (PII) - 1.89% | NETFLIX INC (NFLX) - 0.64% |
| #23 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.82% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | PAYCHEX INC (PAYX) - 1.76% | CHEVRON CORP (CVX) - 0.58% |
| #25 | TARGET CORP (TGT) - 1.75% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 52 | 505 |
PEY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PEY
+3.97%
Winner
SPY
+9.11%
3M
PEY
+1.65%
Winner
SPY
+6.59%
6M
Winner
PEY
+12.19%
SPY
+10.56%
1Y
PEY
+15.79%
Winner
SPY
+32.04%
5Y(CAGR)
PEY
+5.33%
Winner
SPY
+13.35%
10Y(CAGR)
PEY
+8.84%
Winner
SPY
+15.49%
Max(CAGR)
PEY
+6.26%
Winner
SPY
+8.50%
PEY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PEY | SPY |
|---|---|---|
| 2026 | +9.93% | +8.27% |
| 2025 | +0.97% | +18.00% |
| 2024 | +4.01% | +25.59% |
| 2023 | +6.68% | +26.72% |
| 2022 | +1.58% | -18.64% |
| 2021 | +27.32% | +30.52% |
| 2020 | -3.45% | +17.28% |
| 2019 | +24.91% | +31.09% |
| 2018 | -7.73% | -5.24% |
| 2017 | +8.39% | +20.78% |
| 2016 | +32.58% | +13.59% |
| 2015 | +3.14% | +1.31% |
| 2014 | +19.53% | +14.56% |
| 2013 | +27.30% | +29.00% |
| 2012 | +5.91% | +14.17% |
| 2011 | +7.37% | +0.85% |
| 2010 | +19.01% | +13.14% |
| 2009 | +3.14% | +22.67% |
| 2008 | -36.98% | -36.25% |
| 2007 | -15.50% | +5.32% |
| 2006 | +12.37% | +13.85% |
| 2005 | +2.13% | +5.32% |
| 2004 | +3.49% | +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% |
PEY vs SPY Drawdown Comparison
The maximum drawdown for PEY was -72.77%, occurring on Mar 9, 2009. Recovery took 1816 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PEY drawdown is -1.30%.
| Rank | PEY | SPY |
|---|---|---|
| #1 | -72.77% Dec 27, 2006 - Mar 18, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.53% Jan 16, 2020 - Jan 14, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -17.91% Nov 25, 2024 - Feb 3, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.29% Sep 13, 2018 - Mar 18, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.96% Apr 20, 2022 - Dec 14, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.77% Dec 1, 2015 - Mar 3, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.42% Jan 26, 2018 - Sep 5, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.93% May 10, 2021 - Dec 31, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.85% Apr 23, 2015 - Oct 15, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.67% Jan 2, 2024 - Jul 16, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.08% Jul 28, 2005 - Jan 27, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.40% Feb 4, 2026 - Apr 20, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.65% Jul 26, 2019 - Sep 11, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.53% Dec 28, 2004 - Jun 17, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.32% Apr 30, 2019 - Jun 20, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PEY and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
PEY vs SPY dividend yield comparison.
| Year | PEY | SPY |
|---|---|---|
| 2026 | 1.42% | 0.24% |
| 2025 | 4.85% | 1.07% |
| 2024 | 4.44% | 1.21% |
| 2023 | 4.58% | 1.40% |
| 2022 | 4.22% | 1.65% |
| 2021 | 3.83% | 1.20% |
| 2020 | 4.30% | 1.52% |
| 2019 | 3.78% | 1.75% |
| 2018 | 4.33% | 2.04% |
| 2017 | 3.21% | 1.80% |
| 2016 | 3.12% | 2.03% |
| 2015 | 3.44% | 2.06% |
| 2014 | 3.23% | 1.87% |
| 2013 | 3.28% | 1.81% |
| 2012 | 4.33% | 2.18% |
| 2011 | 3.70% | 2.05% |
| 2010 | 3.96% | 1.80% |
| 2009 | 4.54% | 1.95% |
| 2008 | 7.07% | 3.02% |
| 2007 | 4.90% | 1.85% |
| 2006 | 3.34% | 1.73% |
| 2005 | 3.28% | 1.73% |
| 2004 | 0.24% | 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: PEY vs SPY
More Comparisons
Compare with similar stocks