PRMR vs SPY

Comparison between PeakShares RMR Prime Equity ETF (PRMR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

PRMR vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRMR(ETF)	SPY(ETF)
Net Assets	$73M	$781B
Expense Ratio	1.00%	0.09%
Max Drawdown	9.41%	56.47%
Sharpe Ratio	1.01	1.25
5Y Beta	1.01	1.00
P/E Ratio	26.92	28.78
Forward P/E	21.42	21.23
PEG Ratio	0.36	N/A
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	25.57%	25.62%
Debt to Equity	-107.97%	31.92%
P/S Ratio	4.34	3.76
P/B Ratio	5.79	5.64

Net Assets

PRMR

$73M

Winner

SPY

$781B

Expense Ratio

PRMR

1.00%

Winner

SPY

0.09%

Max Drawdown

Winner

PRMR

9.41%

SPY

56.47%

Sharpe Ratio

PRMR

1.01

Winner

SPY

1.25

5Y Beta

PRMR

1.01

Winner

SPY

1.00

P/E Ratio

Winner

PRMR

26.92

SPY

28.78

Forward P/E

PRMR

21.42

Winner

SPY

21.23

PEG Ratio

PRMR

0.36

SPY

N/A

5Y Dividends CAGR

PRMR

N/A

SPY

6.00%

5Y EPS CAGR

PRMR

25.57%

Winner

SPY

25.62%

Debt to Equity

Winner

PRMR

-107.97%

SPY

31.92%

P/S Ratio

PRMR

4.34

Winner

SPY

3.76

P/B Ratio

PRMR

5.79

Winner

SPY

5.64

PRMR vs SPY - Holdings Comparison

PRMR and SPY have 51 common holdings. Overlap is 37.08%

PRMR's top 25 holdings weight is 52.95%. SPY's top 25 holdings weight is 51.74%.

Rank	PRMR	SPY
#1	META PLATFORMS INC CLASS A (META) - 2.32%	NVIDIA CORP (NVDA) - 7.89%
#2	THE GOLDMAN SACHS GROUP INC (GS) - 2.26%	APPLE INC (AAPL) - 7.37%
#3	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.23%	MICROSOFT CORP (MSFT) - 4.50%
#4	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.20%	AMAZON.COM INC (AMZN) - 3.82%
#5	CHEVRON CORP (CVX) - 2.19%	ALPHABET INC CLASS A (GOOGL) - 3.33%
#6	CME GROUP INC CLASS A (CME) - 2.18%	BROADCOM INC (AVGO) - 2.86%
#7	APPLE INC (AAPL) - 2.17%	ALPHABET INC CLASS C (GOOG) - 2.68%
#8	ARISTA NETWORKS INC (ANET) - 2.16%	META PLATFORMS INC CLASS A (META) - 2.29%
#9	DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.15%	TESLA INC (TSLA) - 1.70%
#10	EXXONMOBIL HOLDINGS CORP (XOM) - 2.12%	MICRON TECHNOLOGY INC (MU) - 1.56%
#11	NVIDIA CORP (NVDA) - 2.12%	JPMORGAN CHASE & CO (JPM) - 1.42%
#12	AMERICAN EXPRESS CO (AXP) - 2.10%	ELI LILLY AND CO (LLY) - 1.40%
#13	JPMORGAN CHASE & CO (JPM) - 2.10%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14	REGENERON PHARMACEUTICALS INC (REGN) - 2.10%	ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15	WELLTOWER INC (WELL) - 2.08%	EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16	PROGRESSIVE CORP (PGR) - 2.07%	JOHNSON & JOHNSON (JNJ) - 0.91%
#17	PALO ALTO NETWORKS INC (PANW) - 2.07%	VISA INC CLASS A (V) - 0.90%
#18	GILEAD SCIENCES INC (GILD) - 2.06%	WALMART INC (WMT) - 0.76%
#19	BROADCOM INC (AVGO) - 2.06%	INTEL CORP (INTC) - 0.75%
#20	AMAZON.COM INC (AMZN) - 2.05%	APPLIED MATERIALS INC (AMAT) - 0.70%
#21	CONSTELLATION ENERGY CORP (CEG) - 2.05%	CISCO SYSTEMS INC (CSCO) - 0.68%
#22	WALMART INC (WMT) - 2.04%	MASTERCARD INC CLASS A (MA) - 0.66%
#23	NEWMONT CORP (NEM) - 2.03%	ABBVIE INC (ABBV) - 0.66%
#24	MICROSOFT CORP (MSFT) - 2.02%	CATERPILLAR INC (CAT) - 0.65%
#25	NETFLIX INC (NFLX) - 2.02%	LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings	52	505

PRMR vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PRMR	SPY
1 month	-0.91%	+0.52%
3 months	+11.62%	+6.55%
6 months	+13.25%	+9.76%
1 year	N/A	+20.32%
5 years(CAGR)	N/A	+13.01%
10 years(CAGR)	N/A	+15.06%
Max(CAGR)	+19.08%	+8.50%

PRMR

-0.91%

Winner

SPY

+0.52%

Winner

PRMR

+11.62%

SPY

+6.55%

Winner

PRMR

+13.25%

SPY

+9.76%

PRMR

N/A

SPY

+20.32%

5Y(CAGR)

PRMR

N/A

SPY

+13.01%

10Y(CAGR)

PRMR

N/A

SPY

+15.06%

Max(CAGR)

Winner

PRMR

+19.08%

SPY

+8.50%

PRMR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PRMR	SPY
2026	+11.85%	+10.11%
2025	-0.32%	+18.00%
2024	N/A	+25.59%
2023	N/A	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+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%

PRMR vs SPY Drawdown Comparison

The maximum drawdown for PRMR was -9.41%, occurring on Mar 30, 2026. Recovery took 91 trading sessions.

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

The current PRMR drawdown is -2.64%. The current SPY drawdown is -1.24%.

Rank	PRMR	SPY
#1	-9.41% Dec 11, 2025 - Apr 24, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-5.27% Jun 2, 2026 - Jun 15, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-3.87% Jun 30, 2026 - Jul 20, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-2.40% Jun 22, 2026 - Jun 29, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-1.91% May 14, 2026 - May 21, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-1.59% Apr 24, 2026 - May 1, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-1.52% Jun 15, 2026 - Jun 18, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-0.51% May 26, 2026 - May 28, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-0.42% May 6, 2026 - May 8, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-0.11% May 11, 2026 - May 13, 2026	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-0.08% May 1, 2026 - May 5, 2026	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PRMR and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

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PRMR vs SPY

PRMR vs SPY - Performance Comparison

Key Characteristics

PRMR vs SPY - Holdings Comparison

PRMR vs SPY - Historical Returns

PRMR vs SPY - Annual Returns (1999 - 2026)

PRMR vs SPY Drawdown Comparison

Correlation

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