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PXE vs SPY

Comparison between INVESCO ENERGY EXPLORATION & PRODUCTION ETF (PXE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePXE has outperformed SPY, delivering a return of +17.8% compared to +13.3%

PXE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PXE
$134M
Winner
SPY
$735B
Expense Ratio
PXE
0.61%
Winner
SPY
0.09%
Max Drawdown
PXE
86.34%
Winner
SPY
56.47%
Sharpe Ratio
PXE
1.14
Winner
SPY
1.62
5Y Beta
Winner
PXE
0.77
SPY
1.00
P/E Ratio
Winner
PXE
25.00
SPY
28.99
Forward P/E
Winner
PXE
9.00
SPY
22.37
PEG Ratio
PXE
-0.17
SPY
N/A
5Y Dividends CAGR
Winner
PXE
15.92%
SPY
5.43%
5Y EPS CAGR
PXE
N/A
SPY
26.05%
Debt to Equity
PXE
N/A
SPY
32.40%
P/S Ratio
Winner
PXE
1.16
SPY
3.74
P/B Ratio
Winner
PXE
1.60
SPY
5.61

PXE vs SPY - Holdings Comparison

PXE and SPY have 11 common holdings. Overlap is 0.85%

PXE's top 25 holdings weight is 88.74%. SPY's top 25 holdings weight is 52.37%.

RankPXESPY
#1
MARATHON PETROLEUM CORP (MPC) - 5.73%
NVIDIA CORP (NVDA) - 8.10%
#2
VALERO ENERGY CORP (VLO) - 5.47%
APPLE INC (AAPL) - 7.02%
#3
DIAMONDBACK ENERGY INC (FANG) - 5.10%
MICROSOFT CORP (MSFT) - 4.79%
#4
PHILLIPS 66 (PSX) - 5.08%
AMAZON.COM INC (AMZN) - 4.02%
#5
OCCIDENTAL PETROLEUM CORP (OXY) - 4.99%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
CONOCOPHILLIPS (COP) - 4.76%
BROADCOM INC (AVGO) - 3.10%
#7
EQT CORP (EQT) - 4.34%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 4.13%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
SM ENERGY CO (SM) - 3.48%
TESLA INC (TSLA) - 1.89%
#10
HF SINCLAIR CORP (DINO) - 3.40%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PAR PACIFIC HOLDINGS INC (PARR) - 3.38%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 3.24%
ELI LILLY AND CO (LLY) - 1.31%
#13
APA CORP (APA) - 3.22%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
CRESCENT ENERGY CO CLASS A (CRGY) - 2.96%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CALUMET INC (CLMT) - 2.86%
EXXON MOBIL CORP (XOM) - 0.97%
#16
MURPHY OIL CORP (MUR) - 2.85%
INTEL CORP (INTC) - 0.90%
#17
TALOS ENERGY INC ORDINARY SHARES (TALO) - 2.77%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
OVINTIV INC (OVV) - 2.77%
VISA INC CLASS A (V) - 0.85%
#19
PERMIAN RESOURCES CORP CLASS A (PR) - 2.72%
WALMART INC (WMT) - 0.81%
#20
MATADOR RESOURCES CO (MTDR) - 2.62%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ANTERO RESOURCES CORP (AR) - 2.60%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CALIFORNIA RESOURCES CORP ORDINARY SHARES NEW (CRC) - 2.59%
CATERPILLAR INC (CAT) - 0.66%
#23
DEVON ENERGY CORP (DVN) - 2.57%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
RANGE RESOURCES CORP (RRC) - 2.56%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 2.55%
ABBVIE INC (ABBV) - 0.58%
Total Holdings33505

PXE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PXE
-7.27%
Winner
SPY
+1.90%
3M
PXE
+2.95%
Winner
SPY
+8.55%
6M
Winner
PXE
+18.92%
SPY
+8.18%
1Y
Winner
PXE
+37.16%
SPY
+25.79%
5Y(CAGR)
Winner
PXE
+17.82%
SPY
+13.32%
10Y(CAGR)
PXE
+8.15%
Winner
SPY
+15.19%
Max(CAGR)
PXE
+6.16%
Winner
SPY
+8.47%

PXE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPXESPY
2026+27.52%+8.26%
2025-4.38%+18.00%
2024-2.40%+25.59%
2023+13.54%+26.72%
2022+51.36%-18.64%
2021+91.28%+30.52%
2020-36.28%+17.28%
2019-4.67%+31.09%
2018-24.75%-5.24%
2017-0.67%+20.78%
2016+13.29%+13.59%
2015-19.90%+1.31%
2014-17.40%+14.56%
2013+26.19%+29.00%
2012+18.11%+14.17%
2011-2.62%+0.85%
2010+34.32%+13.14%
2009+13.12%+22.67%
2008-45.42%-36.25%
2007+40.41%+5.32%
2006+7.89%+13.85%
2005+4.46%+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%

PXE vs SPY Drawdown Comparison

The maximum drawdown for PXE was -83.99%, occurring on Mar 23, 2020. Recovery took 1997 trading sessions.

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

The current PXE drawdown is -10.35%. The current SPY drawdown is -2.90%.

RankPXESPY
#1-83.99%
Jun 23, 2014 - May 26, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-68.18%
Jun 18, 2008 - Jan 29, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.67%
Apr 5, 2024 - Mar 12, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.35%
Jun 7, 2022 - Mar 18, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.22%
Apr 21, 2006 - Jul 31, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.86%
Dec 26, 2007 - Apr 9, 2008		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.91%
Aug 9, 2006 - Dec 5, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.20%
Jul 13, 2007 - Oct 16, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.87%
Jan 31, 2006 - Apr 19, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.89%
Mar 27, 2026 - Apr 17, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.29%
Dec 5, 2006 - Mar 22, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.16%
May 20, 2013 - Oct 16, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.93%
Mar 12, 2013 - May 17, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.00%
Nov 6, 2007 - Dec 21, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.55%
Nov 3, 2005 - Dec 5, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PXE and SPY is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

Dividend Comparison (1999 - 2026)

PXE vs SPY dividend yield comparison.

YearPXESPY
20260.28%0.24%
20252.98%1.07%
20242.54%1.21%
20232.78%1.40%
20223.03%1.65%
20211.86%1.20%
20204.10%1.52%
20191.70%1.75%
20181.29%2.04%
20171.54%1.80%
20166.62%2.03%
20152.58%2.06%
20142.05%1.87%
20131.73%1.81%
20122.14%2.18%
20111.27%2.05%
20100.52%1.80%
20090.52%1.95%
20080.56%3.02%
20070.22%1.85%
20060.34%1.73%
20050.10%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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