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PWS vs SPY

Comparison between PACER WEALTHSHIELD ETF (PWS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PWS, delivering a return of +13.3% compared to +0.3%

PWS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PWS
$31M
Winner
SPY
$735B
Expense Ratio
PWS
0.60%
Winner
SPY
0.09%
Max Drawdown
Winner
PWS
26.79%
SPY
56.47%
Sharpe Ratio
PWS
0.37
Winner
SPY
1.62
5Y Beta
Winner
PWS
0.31
SPY
1.00
P/E Ratio
PWS
97.04
Winner
SPY
28.99
Forward P/E
Winner
PWS
22.20
SPY
22.37
5Y Dividends CAGR
Winner
PWS
27.40%
SPY
5.43%
5Y EPS CAGR
PWS
19.91%
Winner
SPY
26.05%
Debt to Equity
Winner
PWS
-2.58%
SPY
32.40%
P/S Ratio
Winner
PWS
3.43
SPY
3.74
P/B Ratio
PWS
7.17
Winner
SPY
5.61

PWS vs SPY - Holdings Comparison

PWS and SPY have 218 common holdings. Overlap is 37.92%

PWS's top 25 holdings weight is 42.45%. SPY's top 25 holdings weight is 52.37%.

RankPWSSPY
#1
AMAZON.COM INC (AMZN) - 6.55%
NVIDIA CORP (NVDA) - 8.10%
#2
NVIDIA CORP (NVDA) - 4.17%
APPLE INC (AAPL) - 7.02%
#3
APPLE INC (AAPL) - 3.78%
MICROSOFT CORP (MSFT) - 4.79%
#4
TESLA INC (TSLA) - 3.63%
AMAZON.COM INC (AMZN) - 4.02%
#5
ELI LILLY AND CO (LLY) - 2.92%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MICROSOFT CORP (MSFT) - 2.83%
BROADCOM INC (AVGO) - 3.10%
#7
JOHNSON & JOHNSON (JNJ) - 2.09%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ABBVIE INC (ABBV) - 1.69%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
GE AEROSPACE (GE) - 1.48%
TESLA INC (TSLA) - 1.89%
#10
BROADCOM INC (AVGO) - 1.46%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CATERPILLAR INC (CAT) - 1.42%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
THE HOME DEPOT INC (HD) - 1.21%
ELI LILLY AND CO (LLY) - 1.31%
#13
RTX CORP (RTX) - 1.11%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
MERCK & CO INC (MRK) - 1.07%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
AMGEN INC (AMGN) - 1.03%
EXXON MOBIL CORP (XOM) - 0.97%
#16
GE VERNOVA INC (GEV) - 0.97%
INTEL CORP (INTC) - 0.90%
#17
GILEAD SCIENCES INC (GILD) - 0.95%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
UNITEDHEALTH GROUP INC (UNH) - 0.93%
VISA INC CLASS A (V) - 0.85%
#19
MCDONALD'S CORP (MCD) - 0.78%
WALMART INC (WMT) - 0.81%
#20
BOEING CO (BA) - 0.73%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
QUANTA SERVICES INC (PWR) - 0.34%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ARCELLX INC (ACLX) - 0.33%
CATERPILLAR INC (CAT) - 0.66%
#23
CUMMINS INC (CMI) - 0.33%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CSX CORP (CSX) - 0.33%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
INCYTE CORP (INCY) - 0.32%
ABBVIE INC (ABBV) - 0.58%
Total Holdings361505

PWS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PWS
-1.49%
Winner
SPY
+1.90%
3M
PWS
-3.16%
Winner
SPY
+8.55%
6M
PWS
-2.99%
Winner
SPY
+8.18%
1Y
PWS
+8.35%
Winner
SPY
+25.79%
5Y(CAGR)
PWS
+0.34%
Winner
SPY
+13.32%
10Y(CAGR)
PWS
+4.18%
Winner
SPY
+15.19%
Max(CAGR)
PWS
+4.18%
Winner
SPY
+8.47%

PWS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPWSSPY
2026-2.65%+8.26%
2025+8.26%+18.00%
2024+15.03%+25.59%
2023-2.91%+26.72%
2022-12.60%-18.64%
2021+16.02%+30.52%
2020+21.63%+17.28%
2019+0.39%+31.09%
2018-3.56%-5.24%
2017+0.96%+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%

PWS vs SPY Drawdown Comparison

The maximum drawdown for PWS was -24.93%, occurring on May 25, 2023. Recovery took 983 trading sessions.

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

The current PWS drawdown is -5.79%. The current SPY drawdown is -2.90%.

RankPWSSPY
#1-24.93%
Nov 18, 2021 - Oct 21, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.61%
Aug 29, 2018 - Sep 1, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.54%
Jan 26, 2018 - Aug 29, 2018		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.84%
Sep 2, 2020 - Oct 12, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.98%
Oct 13, 2020 - Nov 5, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.05%
Jun 4, 2021 - Oct 18, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.88%
Jan 22, 2026 - Jun 2, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.01%
Oct 31, 2025 - Jan 22, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.28%
Feb 8, 2021 - Mar 11, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.15%
Mar 15, 2021 - Apr 14, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.09%
Jan 20, 2021 - Feb 4, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.85%
May 7, 2021 - May 17, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.66%
Dec 22, 2020 - Jan 6, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.49%
May 17, 2021 - Jun 1, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.81%
Nov 5, 2020 - Nov 16, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PWS and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

PWS vs SPY dividend yield comparison.

YearPWSSPY
20260.27%0.24%
20251.59%1.07%
20241.33%1.21%
20232.21%1.40%
20221.45%1.65%
20210.94%1.20%
20200.53%1.52%
20191.77%1.75%
20181.16%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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