PWB vs SPY
Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformancePWB has outperformed SPY, delivering a return of +15.9% compared to +13.3%
PWB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWB
$2.30B
Winner
SPY
$781B
Expense Ratio
PWB
0.55%
Winner
SPY
0.09%
Max Drawdown
Winner
PWB
52.98%
SPY
56.47%
Sharpe Ratio
PWB
1.19
Winner
SPY
1.42
5Y Beta
PWB
1.23
Winner
SPY
1.00
P/E Ratio
PWB
37.33
Winner
SPY
26.48
Forward P/E
PWB
25.69
Winner
SPY
20.90
PEG Ratio
Winner
PWB
0.27
SPY
0.30
5Y Dividends CAGR
PWB
-25.19%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
PWB
26.45%
SPY
26.40%
Debt to Equity
Winner
PWB
2.13%
SPY
48.17%
P/S Ratio
PWB
7.05
Winner
SPY
3.72
P/B Ratio
PWB
11.76
Winner
SPY
5.55
PWB vs SPY - Holdings Comparison
PWB and SPY have 49 common holdings. Overlap is 32.18%
PWB's top 25 holdings weight is 67.25%. SPY's top 25 holdings weight is 51.49%.
| Rank | PWB | SPY |
|---|---|---|
| #1 | APPLIED MATERIALS INC (AMAT) - 4.23% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.69% | APPLE INC (AAPL) - 7.44% |
| #3 | VISA INC CLASS A (V) - 3.61% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | MASTERCARD INC CLASS A (MA) - 3.60% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | APPLE INC (AAPL) - 3.53% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.48% | BROADCOM INC (AVGO) - 2.83% |
| #7 | LAM RESEARCH CORP (LRCX) - 3.45% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.35% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | CATERPILLAR INC (CAT) - 3.34% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | NVIDIA CORP (NVDA) - 3.28% | TESLA INC (TSLA) - 1.65% |
| #11 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.25% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | AMAZON.COM INC (AMZN) - 3.19% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 3.16% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | BROADCOM INC (AVGO) - 3.10% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | COSTCO WHOLESALE CORP (COST) - 3.03% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 1.92% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | CHARLES SCHWAB CORP (SCHW) - 1.64% | VISA INC CLASS A (V) - 0.91% |
| #18 | AMPHENOL CORP CLASS A (APH) - 1.60% | INTEL CORP (INTC) - 0.77% |
| #19 | KLA CORP (KLAC) - 1.59% | WALMART INC (WMT) - 0.75% |
| #20 | MONSTER BEVERAGE CORP (MNST) - 1.59% | ABBVIE INC (ABBV) - 0.70% |
| #21 | PARKER HANNIFIN CORP (PH) - 1.56% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | ARISTA NETWORKS INC (ANET) - 1.55% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | HOWMET AEROSPACE INC (HWM) - 1.52% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | CSX CORP (CSX) - 1.51% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 1.48% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 53 | 505 |
PWB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PWB
+1.53%
Winner
SPY
+3.42%
3M
PWB
+5.43%
Winner
SPY
+5.97%
6M
Winner
PWB
+19.10%
SPY
+12.56%
1Y
Winner
PWB
+34.07%
SPY
+23.65%
5Y(CAGR)
Winner
PWB
+15.86%
SPY
+13.33%
10Y(CAGR)
Winner
PWB
+17.86%
SPY
+15.34%
Max(CAGR)
Winner
PWB
+12.24%
SPY
+8.61%
PWB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PWB | SPY |
|---|---|---|
| 2026 | +23.98% | +13.79% |
| 2025 | +24.92% | +18.00% |
| 2024 | +33.11% | +25.59% |
| 2023 | +32.25% | +26.72% |
| 2022 | -25.87% | -18.64% |
| 2021 | +20.63% | +30.52% |
| 2020 | +31.03% | +17.28% |
| 2019 | +24.71% | +31.09% |
| 2018 | +0.24% | -5.24% |
| 2017 | +29.93% | +20.78% |
| 2016 | +5.00% | +13.59% |
| 2015 | +7.96% | +1.31% |
| 2014 | +14.05% | +14.56% |
| 2013 | +33.83% | +29.00% |
| 2012 | +17.97% | +14.17% |
| 2011 | -0.70% | +0.85% |
| 2010 | +12.60% | +13.14% |
| 2009 | +30.14% | +22.67% |
| 2008 | -41.42% | -36.25% |
| 2007 | +12.42% | +5.32% |
| 2006 | +3.53% | +13.85% |
| 2005 | +6.67% | +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% |
PWB vs SPY Drawdown Comparison
The maximum drawdown for PWB was -52.58%, occurring on Mar 9, 2009. Recovery took 1121 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PWB drawdown is -5.23%.
| Rank | PWB | SPY |
|---|---|---|
| #1 | -52.58% Oct 12, 2007 - Mar 26, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.36% Feb 19, 2020 - Jul 2, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.41% Dec 27, 2021 - Jan 24, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.10% Feb 18, 2025 - Jun 2, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.50% Oct 1, 2018 - Apr 5, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.94% Jul 20, 2015 - Jul 8, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.73% Jun 22, 2026 - Jul 29, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.46% Feb 12, 2021 - Apr 15, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.18% Apr 6, 2006 - Dec 11, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.11% Jan 29, 2026 - Apr 13, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.04% Jul 16, 2024 - Sep 19, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.98% Jan 26, 2018 - May 21, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.63% Sep 2, 2020 - Nov 5, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.53% May 2, 2012 - Sep 6, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.16% Jul 17, 2007 - Sep 21, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PWB and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
PWB vs SPY dividend yield comparison.
| Year | PWB | SPY |
|---|---|---|
| 2026 | 0.00% | 0.48% |
| 2025 | 0.00% | 1.07% |
| 2024 | 0.08% | 1.21% |
| 2023 | 0.37% | 1.40% |
| 2022 | 0.31% | 1.65% |
| 2021 | 0.04% | 1.20% |
| 2020 | 0.21% | 1.52% |
| 2019 | 0.58% | 1.75% |
| 2018 | 0.97% | 2.04% |
| 2017 | 0.54% | 1.80% |
| 2016 | 0.82% | 2.03% |
| 2015 | 0.67% | 2.06% |
| 2014 | 0.43% | 1.87% |
| 2013 | 0.42% | 1.81% |
| 2012 | 1.12% | 2.18% |
| 2011 | 0.89% | 2.05% |
| 2010 | 0.64% | 1.80% |
| 2009 | 0.60% | 1.95% |
| 2008 | 0.71% | 3.02% |
| 2007 | 0.19% | 1.85% |
| 2006 | 0.12% | 1.73% |
| 2005 | 0.02% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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