PRFZ vs SPYX
Comparison between INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceSPYX has outperformed PRFZ, delivering a return of +13.7% compared to +10.8%
PRFZ vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRFZ
$2.70B
Winner
SPYX
$2.80B
Expense Ratio
PRFZ
0.34%
Winner
SPYX
0.20%
Max Drawdown
PRFZ
63.04%
Winner
SPYX
33.23%
Sharpe Ratio
Winner
PRFZ
1.56
SPYX
1.47
5Y Beta
PRFZ
1.04
Winner
SPYX
0.99
P/E Ratio
Winner
PRFZ
-17.86
SPYX
27.81
Forward P/E
Winner
PRFZ
13.97
SPYX
21.32
5Y Dividends CAGR
Winner
PRFZ
8.89%
SPYX
5.35%
5Y EPS CAGR
PRFZ
11.12%
Winner
SPYX
28.24%
Debt to Equity
Winner
PRFZ
21.67%
SPYX
38.93%
P/S Ratio
Winner
PRFZ
1.01
SPYX
3.48
P/B Ratio
Winner
PRFZ
2.05
SPYX
5.42
PRFZ vs SPYX - Holdings Comparison
PRFZ and SPYX have 18 common holdings. Overlap is 0.75%
PRFZ's top 25 holdings weight is 8.24%. SPYX's top 25 holdings weight is 50.50%.
| Rank | PRFZ | SPYX |
|---|---|---|
| #1 | n/a (OPEN) - 1.08% | NVIDIA CORP (NVDA) - 8.05% |
| #2 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.60% | APPLE INC (AAPL) - 7.02% |
| #3 | PRIMORIS SERVICES CORP (PRIM) - 0.42% | MICROSOFT CORP (MSFT) - 4.67% |
| #4 | IONIS PHARMACEUTICALS INC (IONS) - 0.37% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | PITNEY BOWES INC (PBI) - 0.34% | ALPHABET INC CLASS A (GOOGL) - 3.49% |
| #6 | ADTALEM GLOBAL EDUCATION INC (ATGE) - 0.34% | BROADCOM INC (AVGO) - 2.85% |
| #7 | MANHATTAN ASSOCIATES INC (MANH) - 0.34% | ALPHABET INC CLASS C (GOOG) - 2.80% |
| #8 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.31% | META PLATFORMS INC CLASS A (META) - 2.10% |
| #9 | HECLA MINING CO (HL) - 0.30% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.30% | TESLA INC (TSLA) - 1.82% |
| #11 | CARPENTER TECHNOLOGY CORP (CRS) - 0.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #12 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.29% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | GRANITE CONSTRUCTION INC (GVA) - 0.29% | ELI LILLY AND CO (LLY) - 1.42% |
| #14 | FTAI AVIATION LTD (FTAI) - 0.28% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | INTERDIGITAL INC (IDCC) - 0.28% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #16 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.27% | VISA INC CLASS A (V) - 0.90% |
| #17 | COEUR MINING INC (CDE) - 0.26% | INTEL CORP (INTC) - 0.88% |
| #18 | COMMSCOPE HOLDING CO INC (COMM) - 0.26% | WALMART INC (WMT) - 0.85% |
| #19 | ITRON INC (ITRI) - 0.26% | CISCO SYSTEMS INC (CSCO) - 0.76% |
| #20 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.26% | LAM RESEARCH CORP (LRCX) - 0.74% |
| #21 | PLUG POWER INC (PLUG) - 0.26% | ARISTA NETWORKS INC (ANET) - 0.28% |
| #22 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.25% | BOEING CO (BA) - 0.28% |
| #23 | UMB FINANCIAL CORP (UMBF) - 0.20% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% |
| #24 | ONTO INNOVATION INC (ONTO) - 0.19% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.27% |
| #25 | TTM TECHNOLOGIES INC (TTMI) - 0.19% | AT&T INC (T) - 0.26% |
| Total Holdings | 1580 | 451 |
PRFZ vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PRFZ
+3.82%
SPYX
-1.24%
3M
Winner
PRFZ
+16.02%
SPYX
+12.54%
6M
Winner
PRFZ
+13.70%
SPYX
+6.47%
1Y
Winner
PRFZ
+34.10%
SPYX
+23.07%
5Y(CAGR)
PRFZ
+10.84%
Winner
SPYX
+13.67%
10Y(CAGR)
PRFZ
+15.75%
Winner
SPYX
+17.65%
Max(CAGR)
PRFZ
+14.40%
Winner
SPYX
+17.02%
PRFZ vs SPYX - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PRFZ | SPYX |
|---|---|---|
| 2026 | +15.35% | +7.36% |
| 2025 | +11.06% | +18.23% |
| 2024 | +13.71% | +26.04% |
| 2023 | +24.62% | +27.44% |
| 2022 | -12.55% | -17.76% |
| 2021 | +34.95% | +33.16% |
| 2020 | +17.60% | +22.88% |
| 2019 | +27.68% | +36.10% |
| 2018 | -7.82% | -1.38% |
| 2017 | +17.59% | +27.06% |
| 2016 | +34.66% | +17.15% |
| 2015 | +0.15% | -1.69% |
| 2014 | +10.22% | N/A |
| 2013 | +43.79% | N/A |
| 2012 | +24.62% | N/A |
| 2011 | -4.02% | N/A |
| 2010 | +30.13% | N/A |
| 2009 | +60.71% | N/A |
| 2008 | -35.23% | N/A |
| 2007 | +2.35% | N/A |
| 2006 | +9.12% | N/A |
PRFZ vs SPYX Drawdown Comparison
The maximum drawdown for PRFZ was -59.90%, occurring on Mar 9, 2009. Recovery took 663 trading sessions.
The maximum drawdown for SPYX was -32.03%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current PRFZ drawdown is -0.43%. The current SPYX drawdown is -3.08%.
| Rank | PRFZ | SPYX |
|---|---|---|
| #1 | -59.90% Jul 13, 2007 - Mar 2, 2010 | -32.03% Feb 19, 2020 - Jul 22, 2020 |
| #2 | -42.30% Jan 16, 2020 - Nov 10, 2020 | -24.68% Dec 29, 2021 - Dec 1, 2023 |
| #3 | -28.34% Jul 7, 2011 - Feb 17, 2012 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -26.54% Nov 25, 2024 - Sep 5, 2025 | -18.03% Oct 3, 2018 - Mar 21, 2019 |
| #5 | -23.84% Aug 31, 2018 - Dec 12, 2019 | -12.18% Dec 1, 2015 - Mar 30, 2016 |
| #6 | -23.60% Nov 8, 2021 - Jul 13, 2023 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -21.94% Apr 23, 2010 - Dec 2, 2010 | -9.67% Jan 26, 2018 - Jul 16, 2018 |
| #8 | -21.31% Jun 23, 2015 - Jul 11, 2016 | -8.97% Sep 2, 2020 - Nov 9, 2020 |
| #9 | -17.16% Jul 31, 2023 - Dec 14, 2023 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -13.60% Mar 26, 2012 - Sep 7, 2012 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -11.82% Jul 3, 2014 - Dec 19, 2014 | -6.19% Jul 26, 2019 - Sep 23, 2019 |
| #12 | -10.39% Jan 22, 2026 - Apr 17, 2026 | -5.50% Jun 23, 2016 - Jul 8, 2016 |
| #13 | -9.72% Apr 29, 2011 - Jul 7, 2011 | -5.44% Mar 28, 2024 - May 15, 2024 |
| #14 | -9.42% Jul 31, 2024 - Sep 19, 2024 | -5.17% Oct 28, 2025 - Dec 11, 2025 |
| #15 | -9.27% Jan 23, 2018 - May 16, 2018 | -5.10% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between PRFZ and SPYX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
PRFZ vs SPYX dividend yield comparison.
| Year | PRFZ | SPYX |
|---|---|---|
| 2026 | 0.38% | 0.44% |
| 2025 | 0.82% | 0.91% |
| 2024 | 1.45% | 1.05% |
| 2023 | 4.31% | 1.21% |
| 2022 | 6.64% | 4.23% |
| 2021 | 4.65% | 3.11% |
| 2020 | 4.57% | 3.99% |
| 2019 | 6.45% | 4.68% |
| 2018 | 6.86% | 5.77% |
| 2017 | 4.84% | 5.05% |
| 2016 | 6.55% | 5.74% |
| 2015 | 6.97% | 0.49% |
| 2014 | 5.72% | 0.00% |
| 2013 | 4.67% | 0.00% |
| 2012 | 8.65% | 0.00% |
| 2011 | 4.90% | 0.00% |
| 2010 | 3.53% | 0.00% |
| 2009 | 3.57% | 0.00% |
| 2008 | 7.53% | 0.00% |
| 2007 | 3.85% | 0.00% |
| 2006 | 1.31% | 0.00% |
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