StockComparison Logo
vs

POWR vs SPY

Comparison between ISHARES U.S. POWER INFRASTRUCTURE ETF (POWR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePOWR has outperformed SPY, delivering a return of +16.3% compared to +13.0%

POWR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
POWR
$420M
Winner
SPY
$781B
Expense Ratio
POWR
0.40%
Winner
SPY
0.09%
Max Drawdown
POWR
72.09%
Winner
SPY
56.47%
Sharpe Ratio
POWR
0.81
Winner
SPY
1.25
5Y Beta
Winner
POWR
0.70
SPY
1.00
P/E Ratio
Winner
POWR
21.32
SPY
28.78
Forward P/E
Winner
POWR
19.04
SPY
21.23
PEG Ratio
POWR
0.44
SPY
N/A
5Y Dividends CAGR
Winner
POWR
20.61%
SPY
6.00%
5Y EPS CAGR
POWR
15.79%
Winner
SPY
25.62%
Debt to Equity
POWR
89.25%
Winner
SPY
31.92%
P/S Ratio
Winner
POWR
3.06
SPY
3.76
P/B Ratio
Winner
POWR
2.80
SPY
5.64

POWR vs SPY - Holdings Comparison

POWR and SPY have 36 common holdings. Overlap is 2.83%

POWR's top 25 holdings weight is 76.27%. SPY's top 25 holdings weight is 51.74%.

RankPOWRSPY
#1
GE VERNOVA INC (GEV) - 7.14%
NVIDIA CORP (NVDA) - 7.89%
#2
EATON CORP PLC (ETN) - 6.43%
APPLE INC (AAPL) - 7.37%
#3
NEXTERA ENERGY INC (NEE) - 6.11%
MICROSOFT CORP (MSFT) - 4.50%
#4
QUANTA SERVICES INC (PWR) - 5.90%
AMAZON.COM INC (AMZN) - 3.82%
#5
SOUTHERN CO (SO) - 4.09%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
EQT CORP (EQT) - 3.93%
BROADCOM INC (AVGO) - 2.86%
#7
DUKE ENERGY CORP (DUK) - 3.73%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
NVENT ELECTRIC PLC (NVT) - 3.30%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
HUBBELL INC (HUBB) - 3.23%
TESLA INC (TSLA) - 1.70%
#10
CONSTELLATION ENERGY CORP (CEG) - 3.10%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
FIRST SOLAR INC (FSLR) - 2.99%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
AMERICAN ELECTRIC POWER CO INC (AEP) - 2.78%
ELI LILLY AND CO (LLY) - 1.40%
#13
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.65%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
DOMINION ENERGY INC (D) - 2.37%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ENTERGY CORP (ETR) - 2.00%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
NEXTPOWER INC CLASS A (NXT) - 1.96%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
VISTRA CORP (VST) - 1.90%
VISA INC CLASS A (V) - 0.90%
#18
XCEL ENERGY INC (XEL) - 1.89%
WALMART INC (WMT) - 0.76%
#19
EXELON CORP (EXC) - 1.82%
INTEL CORP (INTC) - 0.75%
#20
GENERAC HOLDINGS INC (GNRC) - 1.67%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
CONSOLIDATED EDISON INC (ED) - 1.56%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.52%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
PG&E CORP (PCG) - 1.45%
ABBVIE INC (ABBV) - 0.66%
#24
WEC ENERGY GROUP INC (WEC) - 1.42%
CATERPILLAR INC (CAT) - 0.65%
#25
VALMONT INDUSTRIES INC (VMI) - 1.33%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings73505

POWR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
POWR
-5.20%
Winner
SPY
+0.52%
3M
POWR
+0.74%
Winner
SPY
+6.55%
6M
Winner
POWR
+9.83%
SPY
+9.76%
1Y
POWR
+17.92%
Winner
SPY
+20.32%
5Y(CAGR)
Winner
POWR
+16.28%
SPY
+13.01%
10Y(CAGR)
POWR
+7.81%
Winner
SPY
+15.06%
Max(CAGR)
POWR
+4.17%
Winner
SPY
+8.50%

POWR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPOWRSPY
2026+11.59%+10.11%
2025+9.62%+18.00%
2024-2.08%+25.59%
2023+7.60%+26.72%
2022+39.06%-18.64%
2021+41.27%+30.52%
2020-28.88%+17.28%
2019+6.62%+31.09%
2018-12.61%-5.24%
2017+8.23%+20.78%
2016+28.23%+13.59%
2015-21.79%+1.31%
2014-14.48%+14.56%
2013+12.85%+29.00%
2012-4.91%+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%

POWR vs SPY Drawdown Comparison

The maximum drawdown for POWR was -65.97%, occurring on Mar 18, 2020. Recovery took 1952 trading sessions.

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

The current POWR drawdown is -5.50%. The current SPY drawdown is -1.24%.

RankPOWRSPY
#1-65.97%
Jun 23, 2014 - Mar 23, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.07%
Jun 8, 2022 - Nov 15, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.12%
Apr 10, 2024 - Feb 3, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.95%
Feb 27, 2012 - Oct 22, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.40%
Nov 15, 2022 - Aug 11, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.13%
Sep 14, 2023 - Mar 14, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.73%
Dec 31, 2013 - Apr 2, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.41%
Apr 20, 2022 - May 4, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.44%
May 6, 2022 - May 17, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.09%
May 5, 2026 - Jun 10, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.28%
Nov 22, 2013 - Dec 31, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.20%
Feb 24, 2026 - Apr 9, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.73%
Nov 4, 2013 - Nov 15, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.01%
Aug 11, 2023 - Aug 30, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.51%
Mar 25, 2022 - Apr 8, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between POWR and SPY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (1999 - 2026)

POWR vs SPY dividend yield comparison.

YearPOWRSPY
20260.58%0.49%
20257.56%1.07%
20244.36%1.21%
20234.16%1.40%
20224.82%1.65%
20213.94%1.20%
20203.96%1.52%
20195.71%1.75%
20183.17%2.04%
20173.11%1.80%
20162.75%2.03%
20153.42%2.06%
20142.44%1.87%
20132.46%1.81%
20122.56%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%

Select Stocks to Compare

Popular: POWR vs SPY

More Comparisons

Compare with similar stocks