PYZ vs SPXE
Comparison between INVESCO DORSEY WRIGHT BASIC MATERIALS MOMENTUM ETF (PYZ, ETF) and PROSHARES S&P 500 EX-ENERGY ETF (SPXE, ETF).
PYZ vs SPXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PYZ
$84M
Winner
SPXE
$84M
Expense Ratio
PYZ
0.60%
Winner
SPXE
0.09%
Max Drawdown
PYZ
65.67%
SPXE
N/A
Sharpe Ratio
PYZ
1.41
Winner
SPXE
1.48
5Y Beta
PYZ
1.07
Winner
SPXE
0.98
P/E Ratio
PYZ
92.47
Winner
SPXE
28.16
Forward P/E
Winner
PYZ
15.60
SPXE
22.07
PEG Ratio
PYZ
0.09
SPXE
N/A
5Y Dividends CAGR
PYZ
2.16%
SPXE
N/A
5Y EPS CAGR
PYZ
N/A
SPXE
28.43%
Debt to Equity
PYZ
73.87%
Winner
SPXE
38.88%
P/S Ratio
Winner
PYZ
1.95
SPXE
3.71
P/B Ratio
Winner
PYZ
3.14
SPXE
5.75
PYZ vs SPXE - Holdings Comparison
PYZ and SPXE have 12 common holdings. Overlap is 0.83%
PYZ's top 25 holdings weight is 78.60%. SPXE's top 25 holdings weight is 50.61%.
| Rank | PYZ | SPXE |
|---|---|---|
| #1 | CARPENTER TECHNOLOGY CORP (CRS) - 7.05% | NVIDIA CORP (NVDA) - 8.08% |
| #2 | ATI INC (ATI) - 5.44% | APPLE INC (AAPL) - 7.10% |
| #3 | ALCOA CORP (AA) - 4.95% | MICROSOFT CORP (MSFT) - 4.89% |
| #4 | CF INDUSTRIES HOLDINGS INC (CF) - 4.67% | AMAZON.COM INC (AMZN) - 3.86% |
| #5 | USA RARE EARTH INC (USAR) - 4.35% | ALPHABET INC CLASS A (GOOGL) - 3.47% |
| #6 | STEEL DYNAMICS INC (STLD) - 4.22% | BROADCOM INC (AVGO) - 2.93% |
| #7 | FREEPORT-MCMORAN INC (FCX) - 3.47% | ALPHABET INC CLASS C (GOOG) - 2.77% |
| #8 | CORTEVA INC (CTVA) - 3.18% | META PLATFORMS INC CLASS A (META) - 2.07% |
| #9 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 3.08% | TESLA INC (TSLA) - 1.78% |
| #10 | COEUR MINING INC (CDE) - 3.01% | MICRON TECHNOLOGY INC (MU) - 1.67% |
| #11 | DUPONT DE NEMOURS INC (DD) - 3.00% | ELI LILLY AND CO (LLY) - 1.50% |
| #12 | HECLA MINING CO (HL) - 2.96% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #13 | CENTURY ALUMINUM CO (CENX) - 2.86% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #14 | NEWMONT CORP (NEM) - 2.82% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | ELEMENT SOLUTIONS INC (ESI) - 2.66% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #16 | ALBEMARLE CORP (ALB) - 2.54% | VISA INC CLASS A (V) - 0.90% |
| #17 | CELANESE CORP CLASS A (CE) - 2.36% | WALMART INC (WMT) - 0.88% |
| #18 | NUCOR CORP (NUE) - 2.27% | INTEL CORP (INTC) - 0.83% |
| #19 | THE CHEMOURS CO (CC) - 2.18% | CISCO SYSTEMS INC (CSCO) - 0.78% |
| #20 | LINDE PLC (LIN) - 2.15% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #21 | RELIANCE INC (RS) - 2.02% | AMERICAN EXPRESS CO (AXP) - 0.28% |
| #22 | PERIMETER SOLUTIONS INC (PRM) - 1.91% | SALESFORCE INC (CRM) - 0.27% |
| #23 | KAISER ALUMINUM CORP (KALU) - 1.90% | AT&T INC (T) - 0.27% |
| #24 | ROYAL GOLD INC (RGLD) - 1.85% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.27% |
| #25 | MATERION CORP (MTRN) - 1.70% | BOEING CO (BA) - 0.27% |
| Total Holdings | 44 | 444 |
PYZ vs SPXE - Historical Returns
Returns include dividend reinvestment.
1M
PYZ
+5.14%
SPXE
N/A
3M
PYZ
+11.21%
SPXE
N/A
6M
PYZ
+20.52%
SPXE
N/A
1Y
PYZ
+44.00%
SPXE
N/A
5Y(CAGR)
PYZ
+8.83%
SPXE
N/A
10Y(CAGR)
PYZ
+10.44%
SPXE
N/A
Max(CAGR)
PYZ
+10.02%
SPXE
N/A
PYZ vs SPXE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PYZ | SPXE |
|---|---|---|
| 2026 | +17.26% | +0.00% |
| 2025 | +28.37% | N/A |
| 2024 | +3.10% | N/A |
| 2023 | +10.11% | N/A |
| 2022 | -15.55% | N/A |
| 2021 | +33.79% | N/A |
| 2020 | +16.13% | N/A |
| 2019 | +18.70% | N/A |
| 2018 | -25.94% | N/A |
| 2017 | +18.98% | N/A |
| 2016 | +25.19% | N/A |
| 2015 | -5.85% | N/A |
| 2014 | +4.79% | N/A |
| 2013 | +23.58% | N/A |
| 2012 | +24.72% | N/A |
| 2011 | -10.08% | N/A |
| 2010 | +25.27% | N/A |
| 2009 | +42.85% | N/A |
| 2008 | -42.83% | N/A |
| 2007 | +27.16% | N/A |
| 2006 | +9.29% | N/A |
PYZ vs SPXE Drawdown Comparison
The maximum drawdown for PYZ was -65.15%, occurring on Mar 9, 2009. Recovery took 674 trading sessions.
The current PYZ drawdown is -1.04%.
| Rank | PYZ | SPXE |
|---|---|---|
| #1 | -65.15% Jun 5, 2008 - Feb 7, 2011 | N/A |
| #2 | -52.45% Jan 11, 2018 - Jan 5, 2021 | N/A |
| #3 | -34.94% Apr 29, 2011 - Dec 18, 2012 | N/A |
| #4 | -32.98% Apr 19, 2022 - Jul 17, 2025 | N/A |
| #5 | -26.34% Sep 2, 2014 - Jul 11, 2016 | N/A |
| #6 | -18.04% Oct 29, 2007 - Apr 8, 2008 | N/A |
| #7 | -17.75% Mar 2, 2026 - Jun 2, 2026 | N/A |
| #8 | -16.35% Jul 19, 2007 - Oct 5, 2007 | N/A |
| #9 | -15.76% Jun 1, 2021 - Nov 8, 2021 | N/A |
| #10 | -14.56% Oct 14, 2025 - Dec 23, 2025 | N/A |
| #11 | -13.04% Nov 12, 2021 - Mar 21, 2022 | N/A |
| #12 | -11.97% Jan 12, 2021 - Feb 22, 2021 | N/A |
| #13 | -10.71% Aug 8, 2016 - Dec 5, 2016 | N/A |
| #14 | -8.85% Feb 21, 2017 - Sep 18, 2017 | N/A |
| #15 | -8.75% Mar 12, 2021 - Apr 16, 2021 | N/A |
Correlation
Correlation between PYZ and SPXE is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
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