PWER vs SPY

Quick Verdict

SPY has a lower expense ratio. PWER delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: PWERMore Diversified: SPY

Side-by-Side Comparison

MetricPWERSPYWinner
Expense Ratio0.80%0.09%
AUM$12M$789.1B
Dividend Yield0.82%1.01%
Holdings36505
YTD Return+27.71%+13.68%
1Y Return+55.71%+21.53%
3Y Return (annualized)-+21.44%
5Y Return (annualized)-+13.18%
Volatility (annualized)20.6%15.3%
Max Drawdown-30.0%-56.5%
Fund FamilyNomura Asset Management Co LtdState Street Investment Management
CategoryEquityEquity
InceptionNov 28, 2023Jan 22, 1993

PWER vs SPY Performance

Nomura Energy Transition ETF (PWER) is a ETF from Nomura Asset Management Co Ltd and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year PWER returned +55.71% while SPY returned +21.53%. Year to date, PWER is up 27.71% versus a gain of 13.68% for SPY.

Risk: Volatility and Drawdowns

PWER has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -30.0% for PWER and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PWER charges 0.80% per year while SPY charges 0.09%. On a $10,000 position that is $80 vs $9 annually, a gap of $71 per year that compounds over a long holding period. On income, PWER currently yields 0.82% against 1.01% for SPY.

Holdings Overlap

1.4%overlap

PWER and SPY share 12 holdings out of 523 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PWERWeight in SPYDifference
STLD7.30%0.05%7.25%
VLO5.64%0.12%5.52%
COP4.17%0.19%3.98%
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Frequently Asked Questions

Which is cheaper, PWER or SPY?

PWER has an expense ratio of 0.80% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, PWER or SPY?

Over the past year PWER returned +55.71% vs +21.53% for SPY, so PWER leads on 1-year performance. Over the longest common window we track (3 years), PWER annualized +25.71% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, PWER or SPY?

PWER has been the more volatile fund at 20.6% annualized versus 15.3% for SPY. Worst drawdown: PWER -30.0% vs SPY -56.5%.

Should I hold both PWER and SPY?

PWER and SPY have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PWER and SPY?

PWER and SPY share 12 common holdings with a 1.4% weight overlap. Combined, they hold 523 unique securities.

Which pays a higher dividend, PWER or SPY?

PWER yields 0.82% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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