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PWER vs SPY

Comparison between MACQUARIE ENERGY TRANSITION ETF (PWER, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

PWER vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PWER
$12M
Winner
SPY
$735B
Expense Ratio
PWER
0.80%
Winner
SPY
0.09%
Max Drawdown
Winner
PWER
30.32%
SPY
56.47%
Sharpe Ratio
Winner
PWER
2.20
SPY
1.62
5Y Beta
Winner
PWER
0.97
SPY
1.00
P/E Ratio
Winner
PWER
19.37
SPY
28.99
Forward P/E
Winner
PWER
14.12
SPY
22.37
PEG Ratio
PWER
0.26
SPY
N/A
5Y Dividends CAGR
PWER
N/A
SPY
5.43%
5Y EPS CAGR
PWER
N/A
SPY
26.05%
Debt to Equity
Winner
PWER
23.81%
SPY
32.40%
P/S Ratio
Winner
PWER
1.63
SPY
3.74
P/B Ratio
Winner
PWER
2.23
SPY
5.61

PWER vs SPY - Holdings Comparison

PWER and SPY have 13 common holdings. Overlap is 1.41%

PWER's top 25 holdings weight is 88.49%. SPY's top 25 holdings weight is 52.37%.

RankPWERSPY
#1
STEEL DYNAMICS INC (STLD) - 6.45%
NVIDIA CORP (NVDA) - 8.10%
#2
HUDBAY MINERALS INC (n/a) - 5.87%
APPLE INC (AAPL) - 7.02%
#3
ALCOA CORP (AA) - 5.29%
MICROSOFT CORP (MSFT) - 4.79%
#4
ERO COPPER CORP (n/a) - 4.98%
AMAZON.COM INC (AMZN) - 4.02%
#5
FIRST SOLAR INC (FSLR) - 4.78%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
VALERO ENERGY CORP (VLO) - 3.95%
BROADCOM INC (AVGO) - 3.10%
#7
ARC RESOURCES LTD (AETUF) - 3.81%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CONOCOPHILLIPS (COP) - 3.70%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
GENERAC HOLDINGS INC (GNRC) - 3.69%
TESLA INC (TSLA) - 1.89%
#10
HF SINCLAIR CORP (DINO) - 3.44%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
EOG RESOURCES INC (EOG) - 3.39%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ARCOSA INC (ACA) - 3.39%
ELI LILLY AND CO (LLY) - 1.31%
#13
SHELL PLC ADR (REPRESENTING ORDINARY SHARES) (SHEL) - 3.21%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
WHEATON PRECIOUS METALS CORP (WPM) - 3.20%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.20%
EXXON MOBIL CORP (XOM) - 0.97%
#16
BAKER HUGHES CO CLASS A (BKR) - 3.02%
INTEL CORP (INTC) - 0.90%
#17
EQT CORP (EQT) - 2.94%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
VALTERRA PLATINUM LTD (n/a) - 2.84%
VISA INC CLASS A (V) - 0.85%
#19
GE VERNOVA INC (GEV) - 2.77%
WALMART INC (WMT) - 0.81%
#20
ANGLO AMERICAN PLC (n/a) - 2.72%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
PERMIAN RESOURCES CORP CLASS A (PR) - 2.59%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.53%
CATERPILLAR INC (CAT) - 0.66%
#23
CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.44%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.27%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
METALLUS INC (MTUS) - 2.02%
ABBVIE INC (ABBV) - 0.58%
Total Holdings35505

PWER vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PWER
-0.90%
Winner
SPY
+1.90%
3M
PWER
+7.56%
Winner
SPY
+8.55%
6M
Winner
PWER
+24.57%
SPY
+8.18%
1Y
Winner
PWER
+59.30%
SPY
+25.79%
5Y(CAGR)
PWER
N/A
SPY
+13.32%
10Y(CAGR)
PWER
N/A
SPY
+15.19%
Max(CAGR)
Winner
PWER
+25.16%
SPY
+8.47%

PWER vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPWERSPY
2026+20.49%+8.26%
2025+32.10%+18.00%
2024-3.14%+25.59%
2023+9.72%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+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%

PWER vs SPY Drawdown Comparison

The maximum drawdown for PWER was -29.68%, occurring on Apr 8, 2025. Recovery took 310 trading sessions.

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

The current PWER drawdown is -7.43%. The current SPY drawdown is -2.90%.

RankPWERSPY
#1-29.68%
May 28, 2024 - Aug 22, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-12.72%
Dec 26, 2023 - Apr 3, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.07%
Mar 2, 2026 - Apr 10, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.43%
Jun 2, 2026 - Jun 5, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.28%
Nov 12, 2025 - Nov 26, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.17%
Dec 1, 2023 - Dec 14, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.87%
Apr 9, 2024 - Apr 29, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.42%
May 13, 2026 - May 28, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.39%
Jan 29, 2026 - Feb 11, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.38%
Oct 8, 2025 - Nov 12, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.29%
Apr 29, 2024 - May 14, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.43%
Dec 11, 2025 - Dec 23, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.74%
Dec 19, 2023 - Dec 22, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.51%
Feb 11, 2026 - Feb 24, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.32%
May 21, 2024 - May 28, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PWER and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

PWER vs SPY dividend yield comparison.

YearPWERSPY
20260.00%0.24%
20251.37%1.07%
20241.05%1.21%
20230.06%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%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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