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PWV vs SPY

Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePWV has outperformed SPY, delivering a return of +14.8% compared to +13.2%

PWV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PWV
$1.60B
Winner
SPY
$781B
Expense Ratio
PWV
0.55%
Winner
SPY
0.09%
Max Drawdown
Winner
PWV
50.70%
SPY
56.47%
Sharpe Ratio
Winner
PWV
2.54
SPY
1.43
5Y Beta
Winner
PWV
0.59
SPY
1.00
P/E Ratio
Winner
PWV
16.81
SPY
26.48
Forward P/E
Winner
PWV
14.06
SPY
20.89
PEG Ratio
PWV
0.36
Winner
SPY
0.30
5Y Dividends CAGR
Winner
PWV
9.13%
SPY
6.00%
5Y EPS CAGR
PWV
9.79%
Winner
SPY
26.40%
Debt to Equity
Winner
PWV
39.29%
SPY
48.17%
P/S Ratio
Winner
PWV
1.37
SPY
3.72
P/B Ratio
Winner
PWV
2.58
SPY
5.55

PWV vs SPY - Holdings Comparison

PWV and SPY have 51 common holdings. Overlap is 13.39%

PWV's top 25 holdings weight is 65.65%. SPY's top 25 holdings weight is 51.49%.

RankPWVSPY
#1
ABBVIE INC (ABBV) - 3.73%
NVIDIA CORP (NVDA) - 7.76%
#2
UNITEDHEALTH GROUP INC (UNH) - 3.64%
APPLE INC (AAPL) - 7.44%
#3
BANK OF AMERICA CORP (BAC) - 3.61%
MICROSOFT CORP (MSFT) - 4.56%
#4
JOHNSON & JOHNSON (JNJ) - 3.58%
AMAZON.COM INC (AMZN) - 3.74%
#5
WELLS FARGO & CO (WFC) - 3.56%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
MORGAN STANLEY (MS) - 3.50%
BROADCOM INC (AVGO) - 2.83%
#7
CITIGROUP INC (C) - 3.50%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
JPMORGAN CHASE & CO (JPM) - 3.48%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
THE GOLDMAN SACHS GROUP INC (GS) - 3.37%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
MERCK & CO INC (MRK) - 3.32%
TESLA INC (TSLA) - 1.65%
#11
COCA-COLA CO (KO) - 3.26%
ELI LILLY AND CO (LLY) - 1.44%
#12
PEPSICO INC (PEP) - 3.01%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
CHEVRON CORP (CVX) - 2.99%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
EXXONMOBIL HOLDINGS CORP (XOM) - 2.92%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
VERIZON COMMUNICATIONS INC (VZ) - 2.77%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
CARDINAL HEALTH INC (CAH) - 1.59%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
ALLSTATE CORP (ALL) - 1.59%
VISA INC CLASS A (V) - 0.91%
#18
VALERO ENERGY CORP (VLO) - 1.59%
INTEL CORP (INTC) - 0.77%
#19
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55%
WALMART INC (WMT) - 0.75%
#20
CVS HEALTH CORP (CVS) - 1.54%
ABBVIE INC (ABBV) - 0.70%
#21
U.S. BANCORP (USB) - 1.53%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
DELTA AIR LINES INC (DAL) - 1.53%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
THE TRAVELERS COMPANIES INC (TRV) - 1.51%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
METLIFE INC (MET) - 1.49%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
PHILLIPS 66 (PSX) - 1.49%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings52505

PWV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PWV
+3.07%
SPY
+2.30%
3M
Winner
PWV
+10.25%
SPY
+5.00%
6M
Winner
PWV
+14.86%
SPY
+11.88%
1Y
Winner
PWV
+31.59%
SPY
+22.80%
5Y(CAGR)
Winner
PWV
+14.76%
SPY
+13.20%
10Y(CAGR)
PWV
+12.22%
Winner
SPY
+15.26%
Max(CAGR)
Winner
PWV
+10.52%
SPY
+8.59%

PWV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPWVSPY
2026+20.80%+13.10%
2025+19.47%+18.00%
2024+13.95%+25.59%
2023+10.50%+26.72%
2022-1.98%-18.64%
2021+30.66%+30.52%
2020-4.55%+17.28%
2019+29.16%+31.09%
2018-14.36%-5.24%
2017+16.04%+20.78%
2016+20.43%+13.59%
2015-4.84%+1.31%
2014+13.32%+14.56%
2013+29.72%+29.00%
2012+14.97%+14.17%
2011+5.30%+0.85%
2010+12.02%+13.14%
2009+15.26%+22.67%
2008-26.06%-36.25%
2007+5.32%+5.32%
2006+22.45%+13.85%
2005+8.65%+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%

PWV vs SPY Drawdown Comparison

The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

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

The current PWV drawdown is -1.04%. The current SPY drawdown is -0.36%.

RankPWVSPY
#1-49.06%
Oct 9, 2007 - May 6, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.10%
May 6, 2010 - Jul 18, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.64%
Feb 12, 2020 - Feb 23, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.24%
Jan 26, 2018 - Oct 25, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.38%
Jan 11, 2022 - Jul 31, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.12%
May 21, 2015 - Jul 8, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.32%
Nov 29, 2024 - Jun 23, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.45%
Jun 4, 2007 - Oct 5, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.27%
Jul 31, 2023 - Dec 1, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.72%
Sep 19, 2014 - Nov 18, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.53%
Jan 15, 2014 - Mar 6, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.46%
May 5, 2006 - Jul 28, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.25%
Jun 4, 2021 - Aug 12, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.24%
Feb 15, 2007 - Apr 16, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.21%
Jul 17, 2024 - Aug 23, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PWV 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)

PWV vs SPY dividend yield comparison.

YearPWVSPY
20260.94%0.48%
20252.12%1.07%
20242.08%1.21%
20232.16%1.40%
20222.29%1.65%
20211.89%1.20%
20202.66%1.52%
20192.24%1.75%
20182.34%2.04%
20171.55%1.80%
20162.35%2.03%
20152.42%2.06%
20141.93%1.87%
20131.82%1.81%
20122.41%2.18%
20112.21%2.05%
20102.24%1.80%
20092.19%1.95%
20082.81%3.02%
20072.28%1.85%
20061.35%1.73%
20051.28%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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