SPXE vs PYZ
Comparison between PROSHARES S&P 500 EX-ENERGY ETF (SPXE, ETF) and INVESCO DORSEY WRIGHT BASIC MATERIALS MOMENTUM ETF (PYZ, ETF).
5-Year PerformanceSPXE has outperformed PYZ, delivering a return of +13.1% compared to +8.2%
SPXE vs PYZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPXE
$84M
PYZ
$84M
Expense Ratio
Winner
SPXE
0.09%
PYZ
0.60%
Max Drawdown
Winner
SPXE
32.27%
PYZ
65.67%
Sharpe Ratio
Winner
SPXE
1.48
PYZ
1.41
5Y Beta
Winner
SPXE
0.98
PYZ
1.07
P/E Ratio
Winner
SPXE
28.16
PYZ
92.47
Forward P/E
SPXE
22.07
Winner
PYZ
15.60
PEG Ratio
SPXE
N/A
PYZ
0.09
5Y Dividends CAGR
Winner
SPXE
9.62%
PYZ
2.16%
5Y EPS CAGR
SPXE
28.43%
PYZ
N/A
Debt to Equity
Winner
SPXE
38.88%
PYZ
73.87%
P/S Ratio
SPXE
3.71
Winner
PYZ
1.95
P/B Ratio
SPXE
5.75
Winner
PYZ
3.14
SPXE vs PYZ - Holdings Comparison
SPXE and PYZ have 12 common holdings. Overlap is 0.83%
SPXE's top 25 holdings weight is 50.61%. PYZ's top 25 holdings weight is 78.60%.
| Rank | SPXE | PYZ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.08% | CARPENTER TECHNOLOGY CORP (CRS) - 7.05% |
| #2 | APPLE INC (AAPL) - 7.10% | ATI INC (ATI) - 5.44% |
| #3 | MICROSOFT CORP (MSFT) - 4.89% | ALCOA CORP (AA) - 4.95% |
| #4 | AMAZON.COM INC (AMZN) - 3.86% | CF INDUSTRIES HOLDINGS INC (CF) - 4.67% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.47% | USA RARE EARTH INC (USAR) - 4.35% |
| #6 | BROADCOM INC (AVGO) - 2.93% | STEEL DYNAMICS INC (STLD) - 4.22% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.77% | FREEPORT-MCMORAN INC (FCX) - 3.47% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.07% | CORTEVA INC (CTVA) - 3.18% |
| #9 | TESLA INC (TSLA) - 1.78% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 3.08% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.67% | COEUR MINING INC (CDE) - 3.01% |
| #11 | ELI LILLY AND CO (LLY) - 1.50% | DUPONT DE NEMOURS INC (DD) - 3.00% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% | HECLA MINING CO (HL) - 2.96% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.38% | CENTURY ALUMINUM CO (CENX) - 2.86% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | NEWMONT CORP (NEM) - 2.82% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.95% | ELEMENT SOLUTIONS INC (ESI) - 2.66% |
| #16 | VISA INC CLASS A (V) - 0.90% | ALBEMARLE CORP (ALB) - 2.54% |
| #17 | WALMART INC (WMT) - 0.88% | CELANESE CORP CLASS A (CE) - 2.36% |
| #18 | INTEL CORP (INTC) - 0.83% | NUCOR CORP (NUE) - 2.27% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.78% | THE CHEMOURS CO (CC) - 2.18% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.72% | LINDE PLC (LIN) - 2.15% |
| #21 | AMERICAN EXPRESS CO (AXP) - 0.28% | RELIANCE INC (RS) - 2.02% |
| #22 | SALESFORCE INC (CRM) - 0.27% | PERIMETER SOLUTIONS INC (PRM) - 1.91% |
| #23 | AT&T INC (T) - 0.27% | KAISER ALUMINUM CORP (KALU) - 1.90% |
| #24 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.27% | ROYAL GOLD INC (RGLD) - 1.85% |
| #25 | BOEING CO (BA) - 0.27% | MATERION CORP (MTRN) - 1.70% |
| Total Holdings | 444 | 44 |
SPXE vs PYZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPXE
+0.48%
PYZ
+0.27%
3M
Winner
SPXE
+12.09%
PYZ
+9.69%
6M
SPXE
+8.95%
Winner
PYZ
+19.18%
1Y
SPXE
+23.94%
Winner
PYZ
+44.51%
5Y(CAGR)
Winner
SPXE
+13.09%
PYZ
+8.21%
10Y(CAGR)
Winner
SPXE
+15.58%
PYZ
+10.44%
Max(CAGR)
Winner
SPXE
+15.42%
PYZ
+10.02%
SPXE vs PYZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SPXE | PYZ |
|---|---|---|
| 2026 | +8.47% | +17.06% |
| 2025 | +18.31% | +28.37% |
| 2024 | +26.55% | +3.10% |
| 2023 | +27.91% | +10.11% |
| 2022 | -20.92% | -15.55% |
| 2021 | +29.87% | +33.79% |
| 2020 | +19.36% | +16.13% |
| 2019 | +31.91% | +18.70% |
| 2018 | -5.53% | -25.94% |
| 2017 | +24.01% | +18.98% |
| 2016 | +12.06% | +25.19% |
| 2015 | +7.21% | -5.85% |
| 2014 | N/A | +4.79% |
| 2013 | N/A | +23.58% |
| 2012 | N/A | +24.72% |
| 2011 | N/A | -10.08% |
| 2010 | N/A | +25.27% |
| 2009 | N/A | +42.85% |
| 2008 | N/A | -42.83% |
| 2007 | N/A | +27.16% |
| 2006 | N/A | +9.29% |
SPXE vs PYZ Drawdown Comparison
The maximum drawdown for SPXE was -32.27%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for PYZ was -65.15%, occurring on Mar 9, 2009. Recovery took 674 trading sessions.
The current SPXE drawdown is -2.40%. The current PYZ drawdown is -1.20%.
| Rank | SPXE | PYZ |
|---|---|---|
| #1 | -32.27% Feb 19, 2020 - Aug 5, 2020 | -65.15% Jun 5, 2008 - Feb 7, 2011 |
| #2 | -26.49% Dec 29, 2021 - Dec 18, 2023 | -52.45% Jan 11, 2018 - Jan 5, 2021 |
| #3 | -18.90% Feb 19, 2025 - Jun 26, 2025 | -34.94% Apr 29, 2011 - Dec 18, 2012 |
| #4 | -18.59% Oct 3, 2018 - Apr 8, 2019 | -32.98% Apr 19, 2022 - Jul 17, 2025 |
| #5 | -11.94% Dec 4, 2015 - Apr 14, 2016 | -26.34% Sep 2, 2014 - Jul 11, 2016 |
| #6 | -10.10% Jan 12, 2026 - Apr 15, 2026 | -18.04% Oct 29, 2007 - Apr 8, 2008 |
| #7 | -9.17% Sep 2, 2020 - Nov 13, 2020 | -17.75% Mar 2, 2026 - Jun 2, 2026 |
| #8 | -8.71% Jul 16, 2024 - Sep 19, 2024 | -16.35% Jul 19, 2007 - Oct 5, 2007 |
| #9 | -7.59% Jan 25, 2018 - Jul 24, 2018 | -15.76% Jun 1, 2021 - Nov 8, 2021 |
| #10 | -6.63% May 3, 2019 - Jun 20, 2019 | -14.56% Oct 14, 2025 - Dec 23, 2025 |
| #11 | -5.87% Jul 26, 2019 - Oct 21, 2019 | -13.04% Nov 12, 2021 - Mar 21, 2022 |
| #12 | -5.74% Mar 28, 2024 - May 15, 2024 | -11.97% Jan 12, 2021 - Feb 22, 2021 |
| #13 | -5.64% Jun 8, 2016 - Jul 8, 2016 | -10.71% Aug 8, 2016 - Dec 5, 2016 |
| #14 | -5.55% Sep 3, 2021 - Oct 25, 2021 | -8.85% Feb 21, 2017 - Sep 18, 2017 |
| #15 | -5.20% Oct 28, 2025 - Dec 11, 2025 | -8.75% Mar 12, 2021 - Apr 16, 2021 |
Correlation
Correlation between SPXE and PYZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
SPXE vs PYZ dividend yield comparison.
| Year | SPXE | PYZ |
|---|---|---|
| 2026 | 0.22% | 0.09% |
| 2025 | 0.99% | 0.72% |
| 2024 | 1.09% | 1.13% |
| 2023 | 1.29% | 1.19% |
| 2022 | 1.49% | 1.18% |
| 2021 | 0.94% | 0.33% |
| 2020 | 1.16% | 1.04% |
| 2019 | 1.38% | 1.38% |
| 2018 | 1.61% | 1.20% |
| 2017 | 1.65% | 0.53% |
| 2016 | 1.53% | 1.07% |
| 2015 | 0.51% | 1.25% |
| 2014 | 0.00% | 1.02% |
| 2013 | 0.00% | 0.95% |
| 2012 | 0.00% | 1.76% |
| 2011 | 0.00% | 1.06% |
| 2010 | 0.00% | 2.39% |
| 2009 | 0.00% | 1.15% |
| 2008 | 0.00% | 2.11% |
| 2007 | 0.00% | 0.79% |
| 2006 | 0.00% | 0.57% |
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