SPXE vs SPY
Comparison between PROSHARES S&P 500 EX-ENERGY ETF (SPXE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SPXE, delivering a return of +12.4% compared to +12.0%
SPXE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXE
$84M
Winner
SPY
$781B
Expense Ratio
SPXE
0.09%
SPY
0.09%
Max Drawdown
Winner
SPXE
32.27%
SPY
56.47%
Sharpe Ratio
SPXE
1.15
Winner
SPY
1.22
5Y Beta
Winner
SPXE
0.98
SPY
1.00
P/E Ratio
Winner
SPXE
28.60
SPY
28.78
Forward P/E
Winner
SPXE
21.10
SPY
21.25
5Y Dividends CAGR
Winner
SPXE
8.93%
SPY
6.00%
5Y EPS CAGR
Winner
SPXE
28.58%
SPY
25.62%
Debt to Equity
SPXE
38.44%
Winner
SPY
31.92%
P/S Ratio
SPXE
3.79
Winner
SPY
3.76
P/B Ratio
SPXE
5.71
Winner
SPY
5.64
SPXE vs SPY - Holdings Comparison
SPXE and SPY have 443 common holdings. Overlap is 79.46%
SPXE's top 25 holdings weight is 50.93%. SPY's top 25 holdings weight is 51.74%.
| Rank | SPXE | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.17% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | APPLE INC (AAPL) - 7.36% | APPLE INC (AAPL) - 7.37% |
| #3 | MICROSOFT CORP (MSFT) - 4.56% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | AMAZON.COM INC (AMZN) - 3.85% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.36% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | BROADCOM INC (AVGO) - 2.93% | BROADCOM INC (AVGO) - 2.86% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.69% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.31% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | TESLA INC (TSLA) - 1.78% | TESLA INC (TSLA) - 1.70% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.76% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.46% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | ELI LILLY AND CO (LLY) - 1.45% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.42% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.97% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | VISA INC CLASS A (V) - 0.94% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | INTEL CORP (INTC) - 0.80% | VISA INC CLASS A (V) - 0.90% |
| #18 | WALMART INC (WMT) - 0.79% | WALMART INC (WMT) - 0.76% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.75% | INTEL CORP (INTC) - 0.75% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.74% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | NEXTERA ENERGY INC (NEE) - 0.30% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | PEPSICO INC (PEP) - 0.29% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 0.28% | ABBVIE INC (ABBV) - 0.66% |
| #24 | UNION PACIFIC CORP (UNP) - 0.27% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | BOEING CO (BA) - 0.27% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 443 | 505 |
SPXE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SPXE
+0.08%
Winner
SPY
+0.63%
3M
SPXE
+4.36%
Winner
SPY
+4.46%
6M
SPXE
+7.09%
Winner
SPY
+7.67%
1Y
SPXE
+17.00%
Winner
SPY
+17.68%
5Y(CAGR)
SPXE
+12.00%
Winner
SPY
+12.42%
10Y(CAGR)
Winner
SPXE
+15.08%
SPY
+14.84%
Max(CAGR)
Winner
SPXE
+15.20%
SPY
+8.44%
SPXE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPXE | SPY |
|---|---|---|
| 2026 | +8.00% | +8.63% |
| 2025 | +18.31% | +18.00% |
| 2024 | +26.55% | +25.59% |
| 2023 | +27.91% | +26.72% |
| 2022 | -20.92% | -18.64% |
| 2021 | +29.87% | +30.52% |
| 2020 | +19.36% | +17.28% |
| 2019 | +31.91% | +31.09% |
| 2018 | -5.53% | -5.24% |
| 2017 | +24.01% | +20.78% |
| 2016 | +12.06% | +13.59% |
| 2015 | +7.21% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SPXE vs SPY Drawdown Comparison
The maximum drawdown for SPXE was -32.27%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPXE drawdown is -2.83%. The current SPY drawdown is -2.57%.
| Rank | SPXE | SPY |
|---|---|---|
| #1 | -32.27% Feb 19, 2020 - Aug 5, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -26.49% Dec 29, 2021 - Dec 18, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -18.90% Feb 19, 2025 - Jun 26, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.59% Oct 3, 2018 - Apr 8, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.94% Dec 4, 2015 - Apr 14, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.10% Jan 12, 2026 - Apr 15, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.17% Sep 2, 2020 - Nov 13, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.71% Jul 16, 2024 - Sep 19, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.59% Jan 25, 2018 - Jul 24, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.63% May 3, 2019 - Jun 20, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.87% Jul 26, 2019 - Oct 21, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.74% Mar 28, 2024 - May 15, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.64% Jun 8, 2016 - Jul 8, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.55% Sep 3, 2021 - Oct 25, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.20% Oct 28, 2025 - Dec 11, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPXE and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SPXE vs SPY dividend yield comparison.
| Year | SPXE | SPY |
|---|---|---|
| 2026 | 0.46% | 0.50% |
| 2025 | 0.99% | 1.07% |
| 2024 | 1.09% | 1.21% |
| 2023 | 1.29% | 1.40% |
| 2022 | 1.49% | 1.65% |
| 2021 | 0.94% | 1.20% |
| 2020 | 1.16% | 1.52% |
| 2019 | 1.38% | 1.75% |
| 2018 | 1.61% | 2.04% |
| 2017 | 1.65% | 1.80% |
| 2016 | 1.53% | 2.03% |
| 2015 | 0.51% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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