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 +14.7% compared to +13.3%

POWR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
POWR
$290M
Winner
SPY
$735B
Expense Ratio
POWR
0.40%
Winner
SPY
0.09%
Max Drawdown
POWR
72.09%
Winner
SPY
56.47%
Sharpe Ratio
POWR
1.35
Winner
SPY
1.62
5Y Beta
Winner
POWR
0.68
SPY
1.00
P/E Ratio
Winner
POWR
22.04
SPY
28.99
Forward P/E
Winner
POWR
19.41
SPY
22.37
PEG Ratio
POWR
0.45
SPY
N/A
5Y Dividends CAGR
Winner
POWR
29.09%
SPY
5.43%
5Y EPS CAGR
POWR
16.26%
Winner
SPY
26.05%
Debt to Equity
POWR
83.72%
Winner
SPY
32.40%
P/S Ratio
Winner
POWR
3.16
SPY
3.74
P/B Ratio
Winner
POWR
2.89
SPY
5.61

POWR vs SPY - Holdings Comparison

POWR and SPY have 36 common holdings. Overlap is 3.01%

POWR's top 25 holdings weight is 76.44%. SPY's top 25 holdings weight is 52.37%.

RankPOWRSPY
#1
QUANTA SERVICES INC (PWR) - 7.16%
NVIDIA CORP (NVDA) - 8.10%
#2
GE VERNOVA INC (GEV) - 6.89%
APPLE INC (AAPL) - 7.02%
#3
EATON CORP PLC (ETN) - 6.18%
MICROSOFT CORP (MSFT) - 4.79%
#4
NEXTERA ENERGY INC (NEE) - 5.43%
AMAZON.COM INC (AMZN) - 4.02%
#5
EQT CORP (EQT) - 4.57%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
SOUTHERN CO (SO) - 3.70%
BROADCOM INC (AVGO) - 3.10%
#7
FIRST SOLAR INC (FSLR) - 3.50%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
DUKE ENERGY CORP (DUK) - 3.48%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
NVENT ELECTRIC PLC (NVT) - 3.36%
TESLA INC (TSLA) - 1.89%
#10
CONSTELLATION ENERGY CORP (CEG) - 3.26%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
HUBBELL INC (HUBB) - 3.19%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.95%
ELI LILLY AND CO (LLY) - 1.31%
#13
AMERICAN ELECTRIC POWER CO INC (AEP) - 2.53%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
NEXTPOWER INC CLASS A (NXT) - 2.45%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
DOMINION ENERGY INC (D) - 2.06%
EXXON MOBIL CORP (XOM) - 0.97%
#16
GENERAC HOLDINGS INC (GNRC) - 2.00%
INTEL CORP (INTC) - 0.90%
#17
ENTERGY CORP (ETR) - 1.81%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
VISTRA CORP (VST) - 1.77%
VISA INC CLASS A (V) - 0.85%
#19
XCEL ENERGY INC (XEL) - 1.71%
WALMART INC (WMT) - 0.81%
#20
EXELON CORP (EXC) - 1.68%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.41%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CONSOLIDATED EDISON INC (ED) - 1.39%
CATERPILLAR INC (CAT) - 0.66%
#23
ANTERO RESOURCES CORP (AR) - 1.36%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
WEC ENERGY GROUP INC (WEC) - 1.31%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
PG&E CORP (PCG) - 1.29%
ABBVIE INC (ABBV) - 0.58%
Total Holdings75505

POWR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
POWR
-3.54%
Winner
SPY
+1.90%
3M
POWR
+4.87%
Winner
SPY
+8.55%
6M
Winner
POWR
+13.08%
SPY
+8.18%
1Y
Winner
POWR
+28.17%
SPY
+25.79%
5Y(CAGR)
Winner
POWR
+14.68%
SPY
+13.32%
10Y(CAGR)
POWR
+8.36%
Winner
SPY
+15.19%
Max(CAGR)
POWR
+4.36%
Winner
SPY
+8.47%

POWR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPOWRSPY
2026+13.91%+8.26%
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 -3.54%. The current SPY drawdown is -2.90%.

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
#10-4.29%
May 5, 2026 - May 19, 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 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

POWR vs SPY dividend yield comparison.

YearPOWRSPY
20260.28%0.24%
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