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PSL vs SPY

Comparison between Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PSL, delivering a return of +13.3% compared to +3.9%

PSL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSL
$92M
Winner
SPY
$735B
Expense Ratio
PSL
0.60%
Winner
SPY
0.09%
Max Drawdown
Winner
PSL
42.03%
SPY
56.47%
Sharpe Ratio
PSL
-0.18
Winner
SPY
1.62
5Y Beta
Winner
PSL
0.43
SPY
1.00
P/E Ratio
Winner
PSL
25.95
SPY
28.99
Forward P/E
Winner
PSL
18.04
SPY
22.37
PEG Ratio
PSL
0.15
SPY
N/A
5Y Dividends CAGR
Winner
PSL
6.89%
SPY
5.43%
5Y EPS CAGR
PSL
12.53%
Winner
SPY
26.05%
Debt to Equity
Winner
PSL
-65.26%
SPY
32.40%
P/S Ratio
Winner
PSL
0.76
SPY
3.74
P/B Ratio
Winner
PSL
3.52
SPY
5.61

PSL vs SPY - Holdings Comparison

PSL and SPY have 16 common holdings. Overlap is 2.82%

PSL's top 25 holdings weight is 74.57%. SPY's top 25 holdings weight is 52.37%.

RankPSLSPY
#1
CASEY'S GENERAL STORES INC (CASY) - 6.43%
NVIDIA CORP (NVDA) - 8.10%
#2
COSTCO WHOLESALE CORP (COST) - 5.41%
APPLE INC (AAPL) - 7.02%
#3
CHURCH & DWIGHT CO INC (CHD) - 4.46%
MICROSOFT CORP (MSFT) - 4.79%
#4
US FOODS HOLDING CORP (USFD) - 4.43%
AMAZON.COM INC (AMZN) - 4.02%
#5
PERFORMANCE FOOD GROUP CO (PFGC) - 4.16%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
PHILIP MORRIS INTERNATIONAL INC (PM) - 3.91%
BROADCOM INC (AVGO) - 3.10%
#7
THE KROGER CO (KR) - 3.56%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
DARLING INGREDIENTS INC (DAR) - 3.49%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
MONSTER BEVERAGE CORP (MNST) - 3.49%
TESLA INC (TSLA) - 1.89%
#10
ALTRIA GROUP INC (MO) - 3.22%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ARCHER-DANIELS-MIDLAND CO (ADM) - 3.17%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.75%
ELI LILLY AND CO (LLY) - 1.31%
#13
COCA-COLA CO (KO) - 2.55%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SERVICE CORP INTERNATIONAL (SCI) - 2.39%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.28%
EXXON MOBIL CORP (XOM) - 0.97%
#16
LAUREATE EDUCATION INC SHS (LAUR) - 2.19%
INTEL CORP (INTC) - 0.90%
#17
TURNING POINT BRANDS INC (TPB) - 2.10%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
COCA-COLA CONSOLIDATED INC (COKE) - 1.98%
VISA INC CLASS A (V) - 0.85%
#19
BUNGE GLOBAL SA (BG) - 1.89%
WALMART INC (WMT) - 0.81%
#20
LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 1.88%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
PROCTER & GAMBLE CO (PG) - 1.87%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.81%
CATERPILLAR INC (CAT) - 0.66%
#23
THE CHEFS' WAREHOUSE INC (CHEF) - 1.76%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.70%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TYSON FOODS INC CLASS A (TSN) - 1.69%
ABBVIE INC (ABBV) - 0.58%
Total Holdings49505

PSL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PSL
-1.90%
Winner
SPY
+1.90%
3M
PSL
-0.52%
Winner
SPY
+8.55%
6M
Winner
PSL
+10.53%
SPY
+8.18%
1Y
PSL
+1.25%
Winner
SPY
+25.79%
5Y(CAGR)
PSL
+3.86%
Winner
SPY
+13.32%
10Y(CAGR)
PSL
+7.93%
Winner
SPY
+15.19%
Max(CAGR)
Winner
PSL
+9.20%
SPY
+8.47%

PSL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSLSPY
2026+10.15%+8.26%
2025-3.47%+18.00%
2024+14.59%+25.59%
2023+13.48%+26.72%
2022-7.55%-18.64%
2021+8.81%+30.52%
2020+18.99%+17.28%
2019+14.27%+31.09%
2018+1.52%-5.24%
2017+21.19%+20.78%
2016-1.56%+13.59%
2015+14.57%+1.31%
2014+18.01%+14.56%
2013+31.55%+29.00%
2012+9.24%+14.17%
2011+9.27%+0.85%
2010+17.98%+13.14%
2009+18.07%+22.67%
2008-20.63%-36.25%
2007+5.63%+5.32%
2006+5.19%+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%

PSL vs SPY Drawdown Comparison

The maximum drawdown for PSL was -41.57%, occurring on Mar 9, 2009. Recovery took 533 trading sessions.

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

The current PSL drawdown is -5.58%. The current SPY drawdown is -2.90%.

RankPSLSPY
#1-41.57%
Sep 24, 2008 - Nov 4, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.66%
Jan 17, 2020 - Aug 5, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.34%
Jun 8, 2021 - Feb 23, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.94%
Sep 12, 2018 - Jul 3, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.04%
Jun 1, 2007 - Sep 24, 2008		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.81%
Jul 7, 2011 - Mar 9, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.64%
Aug 22, 2025 - Feb 13, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.77%
Aug 1, 2016 - Mar 15, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.55%
Feb 13, 2025 - Aug 22, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.78%
Aug 17, 2015 - Jun 30, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.25%
Feb 27, 2026 - Mar 20, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.82%
Aug 22, 2019 - Jan 16, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.37%
Dec 31, 2013 - Feb 24, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.42%
Aug 5, 2013 - Oct 22, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.30%
Apr 1, 2014 - Jun 5, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PSL and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

PSL vs SPY dividend yield comparison.

YearPSLSPY
20260.19%0.24%
20250.93%1.07%
20240.60%1.21%
20231.37%1.40%
20221.98%1.65%
20211.24%1.20%
20200.80%1.52%
20190.47%1.75%
20180.75%2.04%
20170.34%1.80%
20162.08%2.03%
20151.18%2.06%
20140.95%1.87%
20131.28%1.81%
20122.13%2.18%
20111.48%2.05%
20101.64%1.80%
20091.69%1.95%
20081.59%3.02%
20071.28%1.85%
20060.91%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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