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POWA vs SPY

Comparison between INVESCO BLOOMBERG PRICING POWER ETF (POWA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed POWA, delivering a return of +13.3% compared to +7.3%

POWA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
POWA
$181M
Winner
SPY
$735B
Expense Ratio
POWA
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
POWA
50.20%
SPY
56.47%
Sharpe Ratio
POWA
0.09
Winner
SPY
1.62
5Y Beta
Winner
POWA
0.67
SPY
1.00
P/E Ratio
Winner
POWA
24.63
SPY
28.99
Forward P/E
Winner
POWA
18.95
SPY
22.37
PEG Ratio
POWA
0.71
SPY
N/A
5Y Dividends CAGR
POWA
0.63%
Winner
SPY
5.43%
5Y EPS CAGR
POWA
14.93%
Winner
SPY
26.05%
Debt to Equity
POWA
55.14%
Winner
SPY
32.40%
P/S Ratio
Winner
POWA
1.27
SPY
3.74
P/B Ratio
Winner
POWA
5.48
SPY
5.61

POWA vs SPY - Holdings Comparison

POWA and SPY have 46 common holdings. Overlap is 10.30%

POWA's top 25 holdings weight is 57.14%. SPY's top 25 holdings weight is 52.37%.

RankPOWASPY
#1
JABIL INC (JBL) - 3.11%
NVIDIA CORP (NVDA) - 8.10%
#2
QUANTA SERVICES INC (PWR) - 3.04%
APPLE INC (AAPL) - 7.02%
#3
KLA CORP (KLAC) - 2.89%
MICROSOFT CORP (MSFT) - 4.79%
#4
APPLIED MATERIALS INC (AMAT) - 2.62%
AMAZON.COM INC (AMZN) - 4.02%
#5
NEUROCRINE BIOSCIENCES INC (NBIX) - 2.58%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ARCHER-DANIELS-MIDLAND CO (ADM) - 2.46%
BROADCOM INC (AVGO) - 3.10%
#7
LAMAR ADVERTISING CO CLASS A (LAMR) - 2.45%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CUMMINS INC (CMI) - 2.40%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
MSCI INC (MSCI) - 2.30%
TESLA INC (TSLA) - 1.89%
#10
MICROSOFT CORP (MSFT) - 2.22%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
AUTODESK INC (ADSK) - 2.21%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
WATERS CORP (WAT) - 2.20%
ELI LILLY AND CO (LLY) - 1.31%
#13
COSTCO WHOLESALE CORP (COST) - 2.14%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
GENERAL DYNAMICS CORP (GD) - 2.10%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
AMETEK INC (AME) - 2.09%
EXXON MOBIL CORP (XOM) - 0.97%
#16
GARTNER INC (IT) - 2.09%
INTEL CORP (INTC) - 0.90%
#17
GODADDY INC CLASS A (GDDY) - 2.09%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ROPER TECHNOLOGIES INC (ROP) - 2.08%
VISA INC CLASS A (V) - 0.85%
#19
O'REILLY AUTOMOTIVE INC (ORLY) - 2.06%
WALMART INC (WMT) - 0.81%
#20
FASTENAL CO (FAST) - 2.06%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
META PLATFORMS INC CLASS A (META) - 2.03%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
BEST BUY CO INC (BBY) - 2.01%
CATERPILLAR INC (CAT) - 0.66%
#23
WALMART INC (WMT) - 1.99%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
SERVICENOW INC (NOW) - 1.97%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ADOBE INC (ADBE) - 1.95%
ABBVIE INC (ABBV) - 0.58%
Total Holdings52505

POWA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
POWA
-0.76%
Winner
SPY
+1.90%
3M
POWA
-4.25%
Winner
SPY
+8.55%
6M
POWA
-3.13%
Winner
SPY
+8.18%
1Y
POWA
+3.89%
Winner
SPY
+25.79%
5Y(CAGR)
POWA
+7.34%
Winner
SPY
+13.32%
10Y(CAGR)
POWA
+10.25%
Winner
SPY
+15.19%
Max(CAGR)
Winner
POWA
+8.52%
SPY
+8.47%

POWA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPOWASPY
2026-2.53%+8.26%
2025+12.09%+18.00%
2024+13.38%+25.59%
2023+10.48%+26.72%
2022-6.84%-18.64%
2021+26.85%+30.52%
2020+7.29%+17.28%
2019+29.08%+31.09%
2018-3.71%-5.24%
2017+21.02%+20.78%
2016+14.96%+13.59%
2015-4.75%+1.31%
2014+14.34%+14.56%
2013+20.01%+29.00%
2012+7.74%+14.17%
2011+12.36%+0.85%
2010+18.54%+13.14%
2009+19.93%+22.67%
2008-29.21%-36.25%
2007+4.67%+5.32%
2006-0.10%+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%

POWA vs SPY Drawdown Comparison

The maximum drawdown for POWA was -47.91%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.

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

The current POWA drawdown is -6.76%. The current SPY drawdown is -2.90%.

RankPOWASPY
#1-47.91%
Jun 1, 2007 - Mar 29, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.53%
Feb 14, 2020 - Dec 8, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.75%
Dec 29, 2021 - Dec 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.06%
Sep 21, 2018 - Mar 21, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.67%
Apr 24, 2015 - Jun 29, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.00%
Dec 4, 2024 - Jul 1, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.53%
Jul 7, 2011 - Dec 20, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.76%
Jan 27, 2026 - Mar 30, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.49%
Jan 26, 2018 - Aug 27, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.93%
May 15, 2013 - Oct 17, 2013		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.17%
Sep 5, 2014 - Dec 26, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.74%
Feb 12, 2021 - Mar 26, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.64%
Oct 18, 2012 - Jan 10, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.40%
Jul 29, 2016 - Dec 9, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.90%
Feb 20, 2007 - Apr 16, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between POWA and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

POWA vs SPY dividend yield comparison.

YearPOWASPY
20260.00%0.24%
20250.94%1.07%
20240.79%1.21%
20231.60%1.40%
20221.48%1.65%
20211.06%1.20%
20201.34%1.52%
20191.16%1.75%
20181.39%2.04%
20171.63%1.80%
20162.18%2.03%
20153.31%2.06%
20142.55%1.87%
20132.30%1.81%
20122.61%2.18%
20111.37%2.05%
20101.58%1.80%
20092.70%1.95%
20082.85%3.02%
20071.58%1.85%
20060.02%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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