PWER vs SPDG
Comparison between MACQUARIE ENERGY TRANSITION ETF (PWER, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P SECTOR NEUTRAL DIVIDEND ETF (SPDG, ETF).
PWER vs SPDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWER
$13M
Winner
SPDG
$13M
Expense Ratio
PWER
0.80%
Winner
SPDG
0.05%
Max Drawdown
PWER
30.32%
Winner
SPDG
16.24%
Sharpe Ratio
Winner
PWER
2.13
SPDG
1.66
5Y Beta
PWER
0.98
Winner
SPDG
0.74
P/E Ratio
Winner
PWER
18.74
SPDG
19.09
Forward P/E
Winner
PWER
13.41
SPDG
16.02
PEG Ratio
Winner
PWER
0.25
SPDG
0.57
5Y EPS CAGR
PWER
N/A
SPDG
4.21%
Debt to Equity
PWER
23.49%
Winner
SPDG
-75.68%
P/S Ratio
Winner
PWER
1.62
SPDG
2.28
P/B Ratio
Winner
PWER
2.22
SPDG
3.34
PWER vs SPDG - Holdings Comparison
PWER and SPDG have 2 common holdings. Overlap is 0.20%
PWER's top 25 holdings weight is 90.80%. SPDG's top 25 holdings weight is 55.76%.
| Rank | PWER | SPDG |
|---|---|---|
| #1 | HUDBAY MINERALS INC (n/a) - 6.73% | CISCO SYSTEMS INC (CSCO) - 7.86% |
| #2 | STEEL DYNAMICS INC (STLD) - 6.68% | VERIZON COMMUNICATIONS INC (VZ) - 5.83% |
| #3 | ALCOA CORP (AA) - 5.67% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 4.67% |
| #4 | ERO COPPER CORP (n/a) - 5.32% | TEXAS INSTRUMENTS INC (TXN) - 4.13% |
| #5 | FIRST SOLAR INC (FSLR) - 5.26% | QUALCOMM INC (QCOM) - 3.75% |
| #6 | VALERO ENERGY CORP (VLO) - 4.26% | ANALOG DEVICES INC (ADI) - 3.15% |
| #7 | GENERAC HOLDINGS INC (GNRC) - 3.86% | THE HOME DEPOT INC (HD) - 3.12% |
| #8 | CONOCOPHILLIPS (COP) - 3.74% | COMCAST CORP CLASS A (CMCSA) - 2.31% |
| #9 | HF SINCLAIR CORP (DINO) - 3.71% | MCDONALD'S CORP (MCD) - 2.13% |
| #10 | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.49% | CORNING INC (GLW) - 2.09% |
| #11 | EOG RESOURCES INC (EOG) - 3.48% | ACCENTURE PLC CLASS A (ACN) - 2.07% |
| #12 | ARCOSA INC (ACA) - 3.34% | JOHNSON & JOHNSON (JNJ) - 2.01% |
| #13 | SHELL PLC ADR (REPRESENTING ORDINARY SHARES) (SHEL) - 3.30% | EXXON MOBIL CORP (XOM) - 1.73% |
| #14 | WHEATON PRECIOUS METALS CORP (WPM) - 3.23% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.68% |
| #15 | ANGLO AMERICAN PLC (n/a) - 2.97% | ABBVIE INC (ABBV) - 1.36% |
| #16 | BAKER HUGHES CO CLASS A (BKR) - 2.95% | MOTOROLA SOLUTIONS INC (MSI) - 1.29% |
| #17 | EQT CORP (EQT) - 2.89% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.23% |
| #18 | VALTERRA PLATINUM LTD (n/a) - 2.80% | NXP SEMICONDUCTORS NV (NXPI) - 1.22% |
| #19 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.75% | LOWE'S COMPANIES INC (LOW) - 1.17% |
| #20 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.63% | U.S. BANCORP (USB) - 1.16% |
| #21 | GE VERNOVA INC (GEV) - 2.53% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.37% |
| #22 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.47% | CSX CORP (CSX) - 0.36% |
| #23 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.47% | NORTHROP GRUMMAN CORP (NOC) - 0.36% |
| #24 | CAMECO CORP (n/a) - 2.16% | CITIZENS FINANCIAL GROUP INC (CFG) - 0.36% |
| #25 | METALLUS INC (MTUS) - 2.11% | MEDTRONIC PLC (MDT) - 0.35% |
| Total Holdings | 36 | 239 |
PWER vs SPDG - Historical Returns
Returns include dividend reinvestment.
1M
PWER
+1.57%
Winner
SPDG
+4.75%
3M
PWER
+10.57%
Winner
SPDG
+12.08%
6M
Winner
PWER
+27.24%
SPDG
+14.11%
1Y
Winner
PWER
+53.14%
SPDG
+26.93%
Max(CAGR)
Winner
PWER
+25.62%
SPDG
+20.93%
PWER vs SPDG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | PWER | SPDG |
|---|---|---|
| 2026 | +22.37% | +15.81% |
| 2025 | +32.10% | +11.83% |
| 2024 | -3.14% | +20.08% |
| 2023 | +9.72% | +8.14% |
PWER vs SPDG Drawdown Comparison
The maximum drawdown for PWER was -29.68%, occurring on Apr 8, 2025. Recovery took 310 trading sessions.
The maximum drawdown for SPDG was -15.68%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current PWER drawdown is -5.99%. The current SPDG drawdown is -0.95%.
| Rank | PWER | SPDG |
|---|---|---|
| #1 | -29.68% May 28, 2024 - Aug 22, 2025 | -15.68% Feb 20, 2025 - Jul 1, 2025 |
| #2 | -12.72% Dec 26, 2023 - Apr 3, 2024 | -8.76% Sep 14, 2023 - Nov 30, 2023 |
| #3 | -9.69% Jun 2, 2026 - Jun 10, 2026 | -8.34% Feb 11, 2026 - May 11, 2026 |
| #4 | -9.07% Mar 2, 2026 - Apr 10, 2026 | -6.11% Jul 16, 2024 - Aug 19, 2024 |
| #5 | -5.28% Nov 12, 2025 - Nov 26, 2025 | -5.53% Mar 28, 2024 - May 15, 2024 |
| #6 | -5.17% Dec 1, 2023 - Dec 14, 2023 | -4.68% Dec 16, 2024 - Jan 21, 2025 |
| #7 | -4.87% Apr 9, 2024 - Apr 29, 2024 | -4.27% Jul 3, 2025 - Aug 22, 2025 |
| #8 | -4.42% May 13, 2026 - May 28, 2026 | -4.08% Aug 30, 2024 - Sep 13, 2024 |
| #9 | -4.39% Jan 29, 2026 - Feb 11, 2026 | -3.98% Oct 17, 2024 - Nov 8, 2024 |
| #10 | -4.38% Oct 8, 2025 - Nov 12, 2025 | -3.92% Nov 12, 2025 - Nov 28, 2025 |
| #11 | -4.29% Apr 29, 2024 - May 14, 2024 | -3.73% Oct 3, 2025 - Oct 27, 2025 |
| #12 | -3.43% Dec 11, 2025 - Dec 23, 2025 | -3.54% May 15, 2024 - Jun 17, 2024 |
| #13 | -2.74% Dec 19, 2023 - Dec 22, 2023 | -3.39% Jun 2, 2026 - Jun 10, 2026 |
| #14 | -2.51% Feb 11, 2026 - Feb 24, 2026 | -2.57% Oct 27, 2025 - Nov 12, 2025 |
| #15 | -2.32% May 21, 2024 - May 28, 2024 | -2.46% Nov 8, 2024 - Nov 25, 2024 |
Correlation
Correlation between PWER and SPDG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
PWER vs SPDG dividend yield comparison.
| Year | PWER | SPDG |
|---|---|---|
| 2026 | 0.00% | 0.65% |
| 2025 | 1.37% | 2.87% |
| 2024 | 1.05% | 2.61% |
| 2023 | 0.06% | 0.90% |
Select Stocks to Compare
Popular: PWER vs SPYSPDG vs SPY
More Comparisons
Compare with similar stocks