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Relative Intelligence · Electric Utilities

How Entergy (ETR) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on ETR alone. It places ETR (Entergy Corporation) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where ETR stands in the market, and of the alternatives worth a closer look.

Period covered: ETR's full trading record, from October 1986 through September 2026. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

Rank the market against ETR →Chart ETR vs. 25 alternatives →
On this page12 sections

Key findings

How much would $10,000 in ETR have grown?

This chart tracks a hypothetical $10,000 investment in ETR over the past 29 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of ETR over the same span and ETR's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.

Choose a period

From the end of September 1997 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 256 of the 1,042 stocks and funds worth at least $500 million that traded the whole period ended ahead of ETR; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$5,000$10,000$20,000$50,000$100,000$200,000$500,000199720022007201220172022$10,000$100,00019972004201120182025
  • COR$574,137+5,641% total · +15.0% a year
  • ETN$538,468+5,285% total · +14.7% a year
  • WELL$467,035+4,570% total · +14.2% a year
  • LLY$396,376+3,864% total · +13.5% a year
  • NEE$299,370+2,894% total · +12.4% a year
  • ETR$234,668+2,247% total · +11.5% a year
  • CCJ$206,845+1,968% total · +11.0% a year
  • SPY (S&P 500)$132,907+1,229% total · +9.3% a year
  • PNW$94,652+847% total · +8.1% a year
  • EVRG$89,845+798% total · +7.9% a year
Change the dates or add tickers to this chart in EasyCompare

From the end of September 2021 to the end of September 2026. Hover over a fund in the key to pick out its line. 561 of the 3,628 stocks and funds worth at least $500 million that traded the whole period ended ahead of ETR; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$0$50,000$100,000$150,000202120222023202420252026$0$50,000$100,000$150,000202120222023202420252026
  • VST$88,175+782% total · +54.6% a year
  • PWR$56,870+469% total · +41.6% a year
  • CCJ$40,386+304% total · +32.2% a year
  • ETN$31,102+211% total · +25.5% a year
  • MPLX$30,642+206% total · +25.1% a year
  • DBJP$26,428+164% total · +21.5% a year
  • ETR$23,803+138% total · +18.9% a year
  • SPY (S&P 500)$19,000+90.0% total · +13.7% a year
  • PNW$16,000+60.0% total · +9.9% a year
  • EVRG$15,393+53.9% total · +9.0% a year
Change the dates or add tickers to this chart in EasyCompare

ETR at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

The company

Market value
$50B
Industry
Regulated Electric
Price history from
October 1986

Returns

Past 1 year
+11.4%total return
Past 3 years
+149%+35.6% a year
Past 5 years
+141%+19.2% a year
Past 10 years
+311%+15.2% a year
Best calendar year
+71.4%2000
Worst calendar year
−28.3%2008
Losing years
8 of 29full calendar years

Risk

Volatility
22.4%typical yearly swing, 5 years
Sharpe ratio
0.90return per unit of risk, 5 years
Worst decline ever
−51.1%Feb 1987 to Dec 1987
From its all-time high
−9.9%below the peak

ETR against the whole market

Where ETR ranks among every stock and fund, and what across the market has done better.

How does ETR rank among all stocks?

This section ranks ETR on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how ETR stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasureETRRankStanding
1-year return+11.4%1,530 of 3,287top 47%
3-year return+149%604 of 3,017top 20%
5-year return+141%481 of 2,893top 17%
10-year return+311%558 of 2,202top 25%
Volatility, 5 years22.4%168 of 2,893top 6%
Sharpe ratio, 5 years0.90171 of 2,893top 6%
Worst decline, past 10 years−42.0%200 of 2,187top 9%

What has beaten ETR on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). ETR sits where the dashed lines cross. Anything in the green box above and to the left earned more than ETR with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to ETR; faint dots are 1 more of the 5 in the green region (the strongest, one per fund family). 3,633 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

15.0%17.5%20.0%22.5%25.0%27.5%30.0%32.5%35.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than ETRSDCI: +20.6% a year, volatility 18.4%ETR: +19.2% a year, volatility 22.4%SPY (S&P 500): +12.7% a year, volatility 17.1%ETN: +20.4% a year, volatility 32.1%MPLX: +23.5% a year, volatility 18.8%DBJP: +20.9% a year, volatility 19.2%COR: +24.2% a year, volatility 22.8%DXJ: +26.6% a year, volatility 19.1%LLY: +40.7% a year, volatility 32.8%ABBV: +26.1% a year, volatility 23.4%WELL: +26.0% a year, volatility 23.8%BNY: +22.7% a year, volatility 24.4%ETRSPY (S&P 500)ETNMPLXDBJPCORDXJLLYABBVWELLBNY15.0%20.0%25.0%30.0%35.0%10.0%20.0%30.0%40.0%50.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than ETRSDCI: +20.6% a year, volatility 18.4%ETR: +19.2% a year, volatility 22.4%SPY (S&P 500): +12.7% a year, volatility 17.1%ETN: +20.4% a year, volatility 32.1%MPLX: +23.5% a year, volatility 18.8%DBJP: +20.9% a year, volatility 19.2%COR: +24.2% a year, volatility 22.8%DXJ: +26.6% a year, volatility 19.1%LLY: +40.7% a year, volatility 32.8%ABBV: +26.1% a year, volatility 23.4%WELL: +26.0% a year, volatility 23.8%BNY: +22.7% a year, volatility 24.4%ETRSPY (S&P 500)ETNMPLXDBJPCORDXJLLYABBVBNY
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region
  • 2 with more than 1.6× ETR's volatility are in the table only

Is there a better investment than ETR?

Investments that beat ETR over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat ETR over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks ETR's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than ETR follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than ETR's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× ETR's volatility counts as better.

These figures cover the past 5 years. Green marks a better figure than ETR's.

Screen the whole market against ETR for any period in BetterThanSPYOpen these 12 in EasyCompare
InvestmentWhy it is betterPast 5 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years10Y returntotalCorr. with ETR?lower diversifies moreExpenseper year
ETREntergy Corporation · this page
+19.2%22.4%0.90−42.0%+311%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+12.7%17.1%0.79−33.7%+321%0.350.09%
Popular alternativesbest 2 shownThe investments people most often weigh against ETR. 2 of 23 passed at least one test.
VSTVistra Corp. · Independent Power Producers
On the frontierHigher return in most periods+53.4%48.6%1.13−53.3%+1,195%0.35—
PWRQuanta Services, Inc. · Engineering & Construction
Higher return in most periods+39.3%37.2%1.08−45.5%+2,045%0.31—
Same and neighboring categories, and shared themesbest 1 shownEverything else in Electric Utilities and the categories next to it (Independent Power Producers, Electrical Equipment, Engineering & Construction, Gas Utilities), plus ETR's specific themes. 1 of 57 passed at least one test.
ETNEaton Corporation plc · Electrical Equipment
Higher return in most periods+20.4%32.1%0.74−44.5%+657%0.25—
The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 94 of 3,553 passed at least one test.
MPLXMPLX Lp · Oil & Gas Midstream
On the frontierHigher return, lower volatilityHigher return in most periods+23.5%18.8%1.22−75.2%+350%0.34—
DBJPXtrackers MSCI Japan Hedged Equity ETF · International
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+20.9%19.2%1.09−31.3%+348%0.210.45%
CORCencora, Inc. · Health Care Distribution
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+24.2%22.8%1.07−32.4%+406%0.34—
DXJWisdomTree Japan Hedged Equity Fund · International Equity
On the frontierHigher return, lower volatilityHigher return in most periods+26.6%19.1%1.34−39.1%+428%0.200.48%
LLYEli Lilly and Company · Pharmaceuticals
Higher Sharpe, smaller worst declineHigher return in most periods+40.7%32.8%1.21−34.5%+1,807%-0.02—
ABBVAbbVie Inc. · Pharmaceuticals
Higher return, similar volatilityHigher return in most periods+26.1%23.4%1.11−45.1%+603%0.35—
WELLWelltower Inc. · Healthcare REITs
Higher return, similar volatilityHigher return in most periods+26.0%23.8%1.09−63.3%+379%0.60—
BNYBank of New York Mellon Corp · Banks
Higher return, similar volatilityHigher return in most periods+22.7%24.4%0.97−50.5%+341%0.39—
What these numbers mean for ETR
Annual return
ETR returned 19.2% a year over the past 5 years with dividends reinvested, against 12.7% a year for the S&P 500. At that pace, $10,000 became about $24,100. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
ETR's volatility over the past 5 years was 22.4%, 1.3 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, ETR's return lands within 22.4% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
ETR's Sharpe ratio over the past 5 years was 0.90, against 0.79 for the S&P 500, so ETR earned more for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
ETR's worst fall from a peak to a low over the past 10 years was 42.0%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 42.0% fall takes a 72.4% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 5 years, ETR's monthly returns had a correlation of 0.35 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They are only loosely linked, which makes it a real diversifier next to an index fund. In the table, the correlation column measures each option against ETR instead: the lower it is, the more that option would diversify a ETR holding. Guide: Correlation and diversification →
Show all 5 stocks and funds worth at least $500 million that earned more than ETR with less volatility

Out of 3,633 tested over 5 years. The strongest 4 are listed, best first, with funds that hold the same thing listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline10Y returnCorr. with ETRExpense
1
MPLXMPLX Lp · Oil & Gas Midstream
Whole market+23.5%18.8%1.22−75.2%+350%0.34—
2
DBJPXtrackers MSCI Japan Hedged Equity ETF · International
Whole market+20.9%19.2%1.09−31.3%+348%0.210.45%
3
DXJWisdomTree Japan Hedged Equity Fund · International Equity
Whole market+26.6%19.1%1.34−39.1%+428%0.200.48%
4
SDCIUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund · Bonds
Whole market+20.6%18.4%1.12−45.7%—0.330.80%

ETR against its popular alternatives

The investments people most often weigh against ETR, compared period by period and year by year.

How do ETR's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at ETR, which divides the map into what did better or worse on each measure.

Green points earned more than ETR with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

15.0%20.0%25.0%30.0%35.0%40.0%45.0%50.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityETR: 19.2% a year, volatility 22.4%SPY (S&P 500): 12.7% a year, volatility 17.1%D: 0.5% a year, volatility 22.7%EIX: 4.1% a year, volatility 28.5%NEE: 1.5% a year, volatility 26.8%PCG: 3.2% a year, volatility 29.3%PWR: 39.3% a year, volatility 37.2%VST: 53.4% a year, volatility 48.6%CCJ: 24.9% a year, volatility 49.3%PNW: 13.4% a year, volatility 19.9%EVRG: 9.5% a year, volatility 18.9%AEE: 7.8% a year, volatility 19.4%AEP: 12.4% a year, volatility 20.2%SO: 11.3% a year, volatility 18.8%WEC: 7.2% a year, volatility 19.0%XEL: 6.5% a year, volatility 20.9%LNT: 7.3% a year, volatility 19.8%CNP: 11.4% a year, volatility 19.6%DUK: 7.5% a year, volatility 18.0%FE: 8.5% a year, volatility 19.4%PPL: 7.1% a year, volatility 18.9%EXC: 7.1% a year, volatility 20.9%CMS: 5.6% a year, volatility 19.0%PEG: 5.8% a year, volatility 20.6%DTE: 5.7% a year, volatility 19.0%ETRSPY (S&P 500)DEIXNEEPWRVSTCCJEVRGAEEWECXELDUK10.0%20.0%30.0%40.0%50.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityETR: 19.2% a year, volatility 22.4%SPY (S&P 500): 12.7% a year, volatility 17.1%D: 0.5% a year, volatility 22.7%EIX: 4.1% a year, volatility 28.5%NEE: 1.5% a year, volatility 26.8%PCG: 3.2% a year, volatility 29.3%PWR: 39.3% a year, volatility 37.2%VST: 53.4% a year, volatility 48.6%CCJ: 24.9% a year, volatility 49.3%PNW: 13.4% a year, volatility 19.9%EVRG: 9.5% a year, volatility 18.9%AEE: 7.8% a year, volatility 19.4%AEP: 12.4% a year, volatility 20.2%SO: 11.3% a year, volatility 18.8%WEC: 7.2% a year, volatility 19.0%XEL: 6.5% a year, volatility 20.9%LNT: 7.3% a year, volatility 19.8%CNP: 11.4% a year, volatility 19.6%DUK: 7.5% a year, volatility 18.0%FE: 8.5% a year, volatility 19.4%PPL: 7.1% a year, volatility 18.9%EXC: 7.1% a year, volatility 20.9%CMS: 5.6% a year, volatility 19.0%PEG: 5.8% a year, volatility 20.6%DTE: 5.7% a year, volatility 19.0%ETRSPY (S&P 500)DEIXNEEPWRVSTCCJEVRGAEESOXEL
All figures
InvestmentAnnual returnVolatility
VST Vistra Corp.+53.4%48.6%
PWR Quanta Services, Inc.+39.3%37.2%
CCJ Cameco Corporation+24.9%49.3%
ETR This pageEntergy Corporation+19.2%22.4%
PNW Pinnacle West Capital Corporation+13.4%19.9%
SPY S&P 500State Street SPDR S&P 500 ETF+12.7%17.1%
AEP American Electric Power Company, Inc.+12.4%20.2%
CNP CenterPoint Energy, Inc.+11.4%19.6%
SO The Southern Company+11.3%18.8%
EVRG Evergy, Inc.+9.5%18.9%
FE FirstEnergy Corp.+8.5%19.4%
AEE Ameren Corporation+7.8%19.4%
DUK Duke Energy Corporation+7.5%18.0%
LNT Alliant Energy Corporation+7.3%19.8%
WEC WEC Energy Group, Inc.+7.2%19.0%
PPL PPL Corporation+7.1%18.9%
EXC Exelon Corporation+7.1%20.9%
XEL Xcel Energy Inc.+6.5%20.9%
PEG Public Service Enterprise Group Incorporated+5.8%20.6%
DTE DTE Energy Company+5.7%19.0%
CMS CMS Energy Corporation+5.6%19.0%
EIX Edison International+4.1%28.5%
PCG PG&E Corporation+3.2%29.3%
NEE NextEra Energy, Inc.+1.5%26.8%
D Dominion Energy, Inc.+0.5%22.7%
Open these 25 in EasyCompare

Has ETR consistently beaten its popular alternatives?

This section compares ETR with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than ETR helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than ETR over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 5 yearsFund
1M3M6MYTD1Y3Y5Y10YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
ETR Entergy Corporation (this page)—+3.5%−5.5%−6.4%+14.1%+11.4%+149%+141%+311%22.4%0.90−42.0%—$50B—
PWR QualifiedQuanta Services, Inc.3/5 short3/3 long−7.2%−5.8%−1.5%+35.6%+35.3%+263%+425%+2,045%37.2%1.08−45.5%—$90B—
VST QualifiedVistra Corp.3/5 short3/3 long+6.8%−4.7%−5.5%−8.6%−22.2%+383%+748%+1,195%48.6%1.13−53.3%—$50B—
CCJ UraniumCameco Corporation0/5 short2/3 long−13.6%−5.1%−34.9%−18.3%−6.1%+112%+203%+961%49.3%0.70−57.2%—$35B—
PNW Regulated ElectricPinnacle West Capital Corporation5/5 short0/3 long+10.3%−2.3%+1.8%+20.0%+15.3%+57.1%+87.3%+103%19.9%0.73−39.3%—$12B—
EVRG Regulated ElectricEvergy, Inc.4/5 short0/3 long+4.5%−1.9%+3.2%+16.3%+9.0%+93.6%+57.2%+109%18.9%0.57−38.8%—$19B—
AEE Regulated ElectricAmeren Corporation3/5 short0/3 long+4.3%−3.1%−3.2%+7.6%+3.4%+52.5%+45.9%+192%19.4%0.49−29.1%—$29B—
AEP Regulated ElectricAmerican Electric Power Company, Inc.3/5 short0/3 long+6.0%−2.2%−3.1%+12.4%+11.3%+93.3%+79.4%+185%20.2%0.68−32.9%—$69B—
SO Regulated ElectricThe Southern Company3/5 short0/3 long+6.1%−3.2%−1.4%+6.6%−4.1%+53.0%+70.9%+170%18.8%0.67−38.4%—$104B—
WEC Regulated ElectricWEC Energy Group, Inc.3/5 short0/3 long+5.1%−2.5%−3.9%+4.8%−4.3%+49.1%+41.6%+159%19.0%0.46−32.3%—$35B—
XEL Regulated ElectricXcel Energy Inc.3/5 short0/3 long+6.7%−1.7%−3.0%+5.1%−2.7%+46.0%+37.3%+156%20.9%0.41−34.4%—$48B—
LNT Regulated ElectricAlliant Energy Corporation2/5 short0/3 long+5.1%−7.0%−4.3%+6.5%+2.6%+54.6%+42.3%+150%19.8%0.46−33.5%—$18B—
CNP Regulated ElectricCenterPoint Energy, Inc.2/5 short0/3 long+5.9%−5.8%−4.7%+5.7%+2.3%+60.0%+71.3%+142%19.6%0.65−59.8%—$27B—
DUK Regulated ElectricDuke Energy Corporation2/5 short0/3 long+3.9%−2.7%−3.5%+6.0%−2.6%+56.1%+43.9%+132%18.0%0.50−37.4%—$95B—
FE Regulated ElectricFirstEnergy Corp.2/5 short0/3 long+1.7%−4.9%−5.7%+4.1%+0.7%+46.8%+50.2%+111%19.4%0.52−47.7%—$26B—
PPL Regulated ElectricPPL Corporation2/5 short0/3 long+4.7%−1.5%−9.2%+0.9%−5.2%+60.8%+40.7%+59.2%18.9%0.46−48.7%—$26B—
GEV Industrial - MachineryGE Vernova Inc.2/5 short0/3 long−5.9%−17.5%−10.0%+31.3%+50.1%—————−38.3%—$237B—
EXC Regulated ElectricExelon Corporation1/5 short0/3 long+2.5%−5.5%−5.5%+0.7%−7.5%+22.6%+40.7%+159%20.9%0.43−40.0%—$44B—
CMS Regulated ElectricCMS Energy Corporation1/5 short0/3 long+5.8%−5.4%−9.8%−0.6%−6.0%+42.2%+31.4%+123%19.0%0.38−29.6%—$21B—
D Regulated ElectricDominion Energy, Inc.1/5 short0/3 long0.0%−9.8%+3.0%+9.4%+6.6%+80.8%+2.7%+32.5%22.7%0.14−52.2%—$55B—
EIX Regulated ElectricEdison International1/5 short0/3 long+4.6%−25.6%−17.6%−2.0%+3.6%+5.2%+22.0%+21.5%28.5%0.29−43.9%—$22B—
CEG Independent Power ProducersConstellation Energy Corporation1/5 short0/3 long−1.2%+2.3%−9.7%−29.0%−29.7%+135%————−50.7%—$92B—
NEE Regulated ElectricNextEra Energy, Inc.0/5 short0/3 long−1.0%−9.7%−13.0%−0.4%−4.3%+65.9%+7.5%+228%26.8%0.19−45.0%—$165B—
PEG Regulated ElectricPublic Service Enterprise Group Incorporated0/5 short0/3 long+2.2%−8.1%−10.7%−10.2%−13.6%+31.9%+32.3%+142%20.6%0.38−40.8%—$35B—
DTE Regulated ElectricDTE Energy Company0/5 short0/3 long+2.5%−10.6%−9.8%+1.7%−6.7%+48.3%+32.2%+127%19.0%0.39−42.4%—$27B—
PCG Regulated ElectricPG&E Corporation0/5 short0/3 long+2.3%−24.1%−23.5%−18.2%−19.9%−16.0%+16.9%−77.2%29.3%0.26−94.7%—$35B—
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How did ETR do year by year?

This table shows each investment's total return in every full calendar year since 1997, along with where ETR ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with ETR and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Newest year first. Green marks a year in which the fund came out ahead of ETR; gray means the two finished within a fraction of a point. The rank row places ETR among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of ETR20252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000199919981997
ETR This pageEntergy Corporation—+25.4%+55.9%−6.1%+3.5%+17.1%−13.7%+44.3%+10.6%+15.9%+12.6%−18.2%+44.8%+4.3%−8.3%+8.4%−9.7%+2.4%−28.3%+32.5%+38.4%+4.6%+22.0%+29.3%+20.3%−4.6%+71.4%−14.0%+9.7%+16.7%
Rank among alternativesTop quarter in 7 of 296 of 263 of 2516 of 2512 of 2413 of 2421 of 242 of 248 of 2410 of 2418 of 2320 of 232 of 2320 of 2322 of 2319 of 2320 of 2319 of 2315 of 235 of 233 of 2320 of 238 of 2312 of 231 of 2312 of 237 of 237 of 2312 of 2216 of 22
SPY S&P 500State Street SPDR S&P 500 ETF12 of 29+17.7%+24.9%+26.2%−18.2%+28.7%+18.3%+31.2%−4.6%+21.7%+12.0%+1.2%+13.5%+32.3%+16.0%+1.9%+15.1%+26.4%−36.8%+5.1%+15.9%+4.8%+10.7%+28.2%−21.6%−11.7%−9.8%+20.4%+28.7%+33.5%
PWR Quanta Services, Inc.15 of 27+33.7%+46.6%+51.7%+24.6%+59.5%+77.8%+35.8%−22.9%+12.2%+72.1%−28.7%−10.1%+15.7%+26.7%+8.1%−4.4%+5.3%−24.6%+33.5%+49.3%+64.7%+9.5%+109%−77.3%−52.1%+71.0%+28.0%——
VST Vistra Corp.7 of 9+17.7%+262%+70.7%+5.1%+19.5%−11.9%+2.5%+24.9%+18.2%————————————————————
CCJ Cameco Corporation15 of 29+78.4%+19.5%+90.5%+4.3%+63.2%+51.5%−21.1%+23.5%−9.0%−12.6%−23.1%−19.5%+7.4%+10.8%−54.5%+26.8%+88.8%−56.3%−1.2%+28.1%+82.3%+83.9%+145%−1.3%+44.7%+21.9%−13.2%−43.2%−18.5%
PNW Pinnacle West Capital Corporation12 of 29+8.9%+23.5%−1.2%+13.0%−7.8%−7.7%+9.1%+3.6%+11.7%+25.4%−2.0%+34.6%+7.9%+10.3%+21.9%+19.6%+21.8%−19.4%−12.3%+28.4%−2.7%+16.1%+23.4%−14.6%−9.1%+62.2%−25.4%+2.9%+38.3%
EVRG Evergy, Inc.12 of 29+22.4%+23.4%−13.3%−4.9%+28.0%−11.7%+18.4%+10.9%−3.5%+36.8%+6.9%+33.2%+17.5%+4.2%+20.3%+22.2%+13.0%−16.5%+4.1%+26.1%−2.0%+17.3%+115%−37.2%−26.4%+58.7%−44.3%−18.3%+48.3%
AEE Ameren Corporation10 of 29+15.3%+27.5%−16.1%+2.5%+17.1%+4.3%+20.8%+14.0%+15.9%+25.7%−2.4%+32.8%+23.4%−2.5%+23.9%+6.9%−10.4%−34.5%+5.9%+10.1%+7.1%+15.1%+17.5%+4.3%−3.0%+51.7%−17.9%+5.3%+12.4%
AEP American Electric Power Company, Inc.14 of 29+29.4%+18.2%−11.0%+10.4%+10.7%−9.0%+30.5%+5.4%+19.9%+11.9%−0.4%+35.1%+14.2%+8.2%+20.7%+8.6%+10.4%−25.5%+13.0%+19.7%+12.3%+17.5%+19.2%−32.8%−1.3%+54.8%−27.3%−4.1%+32.6%
SO The Southern Company13 of 29+9.5%+21.7%+2.2%+8.2%+16.4%+0.6%+51.6%−3.8%+2.4%+9.9%−0.1%+25.3%+0.5%−3.5%+26.9%+20.7%−4.9%+0.1%+9.8%+11.7%+7.6%+16.1%+11.7%+17.6%+32.5%+48.5%−14.9%+18.0%+21.3%
WEC WEC Energy Group, Inc.14 of 29+16.0%+16.1%−7.0%−0.5%+8.6%+2.5%+37.0%+7.9%+17.1%+18.2%+0.8%+32.0%+16.1%+8.9%+22.9%+21.7%+22.5%−11.8%+5.0%+24.2%+18.7%+3.4%+36.8%+15.6%+3.7%+25.4%−34.8%+15.4%+13.5%
XEL Xcel Energy Inc.15 of 29+13.9%+12.3%−8.7%+6.4%+4.4%+7.8%+32.4%+5.9%+20.9%+17.1%+3.8%+33.4%+8.8%+0.5%+22.3%+16.1%+20.3%−13.8%+2.0%+30.6%+6.1%+12.4%+61.7%−57.1%+0.8%+58.8%−24.9%+0.2%+33.9%
LNT Alliant Energy Corporation15 of 29+13.5%+19.5%−3.8%−7.4%+22.8%−3.2%+33.5%+2.4%+16.0%+25.4%−2.6%+33.3%+22.0%+2.6%+25.3%+27.2%+9.7%−25.2%+11.3%+39.4%+1.7%+19.4%+58.4%−40.1%+1.9%+24.2%−8.7%+3.7%+26.7%
CNP CenterPoint Energy, Inc.16 of 29+23.8%+14.2%−2.2%+10.0%+32.4%−17.9%+0.6%+3.7%+19.7%+40.9%−17.6%+5.1%+24.8%−0.2%+33.6%+14.2%+22.4%−22.5%+7.4%+35.1%+17.4%+21.1%+27.1%−54.3%−36.0%+98.7%−24.6%+26.2%+26.5%
DUK Duke Energy Corporation16 of 29+12.7%+15.6%−1.6%+2.0%+19.1%+4.8%+10.3%+7.4%+12.9%+13.4%−10.8%+26.3%+13.0%+1.3%+30.1%+9.5%+21.9%−21.6%+8.9%+26.2%+15.6%+30.2%+11.8%−48.2%−5.3%+76.0%−18.6%+20.2%+25.3%
FE FirstEnergy Corp.10 of 29+17.3%+13.3%−8.9%+4.8%+41.7%−34.2%+34.1%+27.9%+3.6%+1.9%−15.2%+23.6%−16.6%−1.1%+26.1%−15.6%+0.5%−30.6%+23.7%+27.3%+28.7%+16.5%+11.7%−1.5%+16.1%+47.9%−26.6%+18.1%+27.5%
PPL PPL Corporation12 of 29+11.4%+24.0%−3.8%+0.4%+12.8%−16.9%+33.4%−3.0%−5.2%+4.1%+6.2%+26.1%+10.3%+2.4%+17.6%−14.1%+10.2%−39.0%+49.3%+26.2%+14.8%+26.1%+31.3%+3.9%−21.0%+105%−14.6%+31.1%+12.4%
GEV GE Vernova Inc.1 of 1+99.0%————————————————————————————
EXC Exelon Corporation11 of 29+20.0%+9.2%−14.0%+8.3%+41.4%−3.8%+4.3%+18.4%+14.1%+32.8%−22.2%+40.6%−3.5%−27.4%+9.5%−10.5%−8.4%−29.9%+35.1%+19.8%+24.5%+37.5%+30.1%+14.1%−29.5%+106%−14.8%+78.5%+4.0%
CMS CMS Energy Corporation14 of 29+8.1%+18.6%−5.2%+0.2%+9.7%−0.3%+30.0%+8.2%+17.1%+18.9%+7.3%+34.6%+13.9%+15.0%+23.9%+23.7%+61.1%−40.2%+5.4%+15.0%+39.0%+22.7%−9.7%−57.7%−19.9%+8.3%−32.7%+13.2%+35.4%
D Dominion Energy, Inc.14 of 29+14.0%+20.4%−19.2%−19.1%+8.1%−5.3%+21.5%−7.6%+9.9%+17.7%−8.7%+23.0%+29.8%+1.6%+29.4%+14.8%+14.4%−21.6%+16.5%+12.6%+18.2%+10.5%+21.3%−4.5%−6.5%+80.2%−11.0%+16.7%+18.5%
EIX Edison International15 of 29−20.4%+15.3%+17.4%−2.6%+13.6%−12.8%+37.6%−6.7%−9.5%+24.9%−6.9%+45.1%+5.5%+12.4%+10.9%+15.1%+12.5%−38.0%+19.9%+7.0%+39.6%+52.2%+85.1%−21.6%−3.3%−37.0%−2.8%+6.4%+42.3%
CEG Constellation Energy Corporation3 of 3+58.8%+92.7%+37.3%——————————————————————————
NEE NextEra Energy, Inc.15 of 29+15.5%+21.5%−25.3%−8.5%+23.4%+30.0%+42.6%+14.3%+34.4%+18.5%+0.8%+27.9%+27.9%+17.9%+21.9%+2.3%+9.0%−23.5%+27.9%+35.5%+15.2%+18.5%+13.0%+11.3%−18.5%+74.7%−28.0%+8.2%+33.0%
PEG Public Service Enterprise Group Incorporated17 of 29−1.9%+42.6%+3.6%−5.1%+18.3%+2.4%+17.1%+4.7%+21.8%+17.8%−2.8%+34.4%+9.4%−2.9%+8.3%−0.1%+19.2%−38.6%+52.1%+5.6%+30.3%+24.3%+44.0%−19.3%−9.0%+48.5%−7.9%+33.5%+27.1%
DTE DTE Energy Company13 of 29+10.4%+13.5%−2.8%+1.2%+19.4%−2.9%+21.4%+4.2%+14.6%+27.0%−3.7%+34.8%+15.0%+14.9%+25.9%+9.0%+30.4%−14.4%−5.1%+17.7%+4.8%+15.0%−10.4%+16.1%+13.0%+30.8%−22.5%+30.4%+14.7%
PCG PG&E Corporation13 of 29−19.7%+12.2%+10.9%+33.9%−2.5%+14.5%−54.2%−47.0%−24.5%+17.9%+3.5%+37.4%+4.6%+1.8%−10.1%+11.7%+20.1%−6.4%−6.1%+31.6%+16.3%+19.8%+99.8%−27.8%−3.8%+2.5%−32.0%+7.9%+51.7%
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Risk and diversification

How ETR has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were ETR's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents ETR's five deepest drawdowns since it began trading in 1986, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Green means ETR fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringETR fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
No named crash−51.1%—Feb 1987Dec 198710 monthsJan 198913 months
2008 financial crisis−50.0%−44.5%Jan 2008Mar 200914 monthsOct 20178.6 years
No named crash−48.0%+5.7%Jun 1999Mar 20009 monthsAug 20005 months
No named crash−45.1%+12.3%Sep 1993Mar 199518 monthsMar 19983 years
Covid crash−42.0%−33.4%Feb 2020Mar 20201 monthApr 20222.1 years

How did ETR do in stock market crashes?

This section measures how far ETR, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.

Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than ETR.

InvestmentHeld up better2023 regional bank crisisMar 20232022 bear marketJan 2022Covid crashFeb 2020Late-2018 sell-offSep 2018February 2018 volatility shockFeb 20182015 China and oil sell-offAug 20152011 euro debt crisisJul 20112010 flash crashMay 20102008 financial crisisOct 2007Dot-com bustMar 2000
ETR This pageEntergy Corporation—−3.0%−21.9%−41.3%−8.0%−4.1%−13.2%−13.4%−1.1%−49.4%−28.4%
SPY S&P 500State Street SPDR S&P 500 ETF1 of 10−3.4%−24.5%−33.7%−19.3%−6.5%−12.8%−17.9%−1.5%−55.2%−47.5%
PWR Quanta Services, Inc.0 of 10−4.0%−21.7%−40.8%−22.1%−7.1%−35.4%−21.6%−1.7%−69.6%−97.1%
VST Vistra Corp.0 of 5−7.1%−22.1%−45.7%−17.3%−8.8%—————
CCJ Cameco Corporation2 of 10−3.5%−34.8%−40.3%−14.9%−7.9%−26.4%−38.7%−0.3%−76.9%−47.3%
PNW Pinnacle West Capital Corporation3 of 10−4.0%−24.0%−39.3%−8.4%−4.3%−11.2%−13.4%−2.2%−43.8%−53.3%
EVRG Evergy, Inc.5 of 10−2.1%−22.8%−38.8%−8.0%−2.6%−11.2%−14.6%−1.2%−39.8%−59.5%
AEE Ameren Corporation3 of 10−2.5%−22.9%−29.1%−10.2%−4.2%−11.5%−13.2%−1.9%−60.6%−17.8%
AEP American Electric Power Company, Inc.5 of 10−2.0%−22.3%−32.4%−8.5%−5.5%−10.6%−9.3%−0.8%−48.0%−62.8%
SO The Southern Company8 of 10−1.2%−23.3%−38.1%−9.6%−1.9%−9.4%−5.2%0.0%−30.4%−19.0%
WEC WEC Energy Group, Inc.6 of 10−1.9%−23.6%−32.3%−9.8%−4.0%−9.6%−12.0%−0.6%−24.4%−21.3%
XEL Xcel Energy Inc.5 of 10−1.8%−24.7%−28.9%−9.4%−4.6%−10.4%−11.0%−1.1%−27.2%−80.6%
LNT Alliant Energy Corporation1 of 10−2.7%−25.2%−32.9%−11.0%−4.5%−13.3%−15.5%−1.3%−49.5%−45.0%
CNP CenterPoint Energy, Inc.3 of 10−1.5%−22.8%−54.2%−7.2%−6.2%−17.8%−14.9%−0.9%−48.8%−88.4%
DUK Duke Energy Corporation6 of 10−1.9%−24.1%−37.4%−7.7%−2.9%−13.7%−8.8%0.0%−38.9%−63.5%
FE FirstEnergy Corp.4 of 10−4.1%−25.2%−36.4%−9.5%−3.5%−15.6%−12.5%0.0%−54.2%−34.4%
PPL PPL Corporation4 of 10−1.9%−21.8%−47.1%−13.1%−5.3%−11.7%−11.5%0.0%−53.5%−55.4%
EXC Exelon Corporation3 of 10−2.6%−27.4%−39.8%−6.9%−4.6%−24.7%−10.5%−0.8%−50.9%−40.6%
CMS CMS Energy Corporation2 of 10−2.8%−26.5%−29.3%−9.8%−3.9%−10.4%−13.5%−1.3%−49.4%−79.9%
D Dominion Energy, Inc.5 of 10−3.2%−28.0%−33.3%−7.5%−3.1%−13.3%−7.7%0.0%−41.4%−44.4%
EIX Edison International2 of 10−3.0%−22.0%−42.7%−33.1%−5.7%−11.3%−15.2%0.0%−57.7%−69.5%
CEG Constellation Energy Corporation1 of 1−2.0%—————————
NEE NextEra Energy, Inc.5 of 10−1.7%−24.0%−35.6%−8.2%−6.9%−12.9%−12.8%0.0%−47.9%−32.2%
PEG Public Service Enterprise Group Incorporated1 of 10−3.6%−27.3%−38.0%−10.8%−6.6%−14.8%−13.4%−1.0%−51.0%−48.3%
DTE DTE Energy Company2 of 10−2.7%−24.9%−42.4%−8.4%−4.6%−11.1%−14.1%−1.9%−50.6%−27.7%
PCG PG&E Corporation4 of 10−3.4%−24.9%−59.7%−63.8%−7.7%−12.5%−8.8%−0.3%−36.9%−78.8%
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How closely does ETR move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares ETR with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.

Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than ETR's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
ETR This pageEntergy Corporation58%24%2.390.53
PWR Quanta Services, Inc.141%61%2.311.22
SO The Southern Company41%20%1.980.39
AEP American Electric Power Company, Inc.44%23%1.930.40
EXC Exelon Corporation40%21%1.910.37
DUK Duke Energy Corporation35%19%1.880.33
WEC WEC Energy Group, Inc.41%23%1.730.34
XEL Xcel Energy Inc.41%24%1.680.35
CMS CMS Energy Corporation35%23%1.560.28
CCJ Cameco Corporation124%81%1.531.04
AEE Ameren Corporation51%33%1.520.38
NEE NextEra Energy, Inc.62%44%1.400.45
PNW Pinnacle West Capital Corporation34%27%1.230.38
FE FirstEnergy Corp.40%33%1.220.36
LNT Alliant Energy Corporation50%45%1.130.46
EVRG Evergy, Inc.42%38%1.110.47
DTE DTE Energy Company47%42%1.110.50
PEG Public Service Enterprise Group Incorporated52%47%1.090.53
CNP CenterPoint Energy, Inc.57%62%0.930.71
PPL PPL Corporation52%77%0.670.65
D Dominion Energy, Inc.43%70%0.610.52
EIX Edison International30%52%0.580.61
PCG PG&E Corporation-17%72%-0.240.78
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What diversifies ETR?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with ETR's. Because such investments tend not to fall at the same time, pairing ETR with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which ETR lost money. The last two columns show a portfolio that is 80% ETR and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation5Y returnSharpe2023202020152012201020082001199980/20 mix volatility80/20 mix annual return
ETR Entergy Corporation (this page)1.00+141%0.90−6.1%−13.7%−18.2%−8.3%−9.7%−28.3%−4.6%−14.0%20.3%+18.9%
DXJ InternationalWisdomTree Japan Hedged Equity Fund0.20+225%1.34+42.0%+3.9%+7.7%+19.6%−1.8%−20.8%——17.0%+20.9%
SMH TechnologyVanEck Semiconductor ETF0.17+323%0.97+73.4%+55.5%−0.3%+8.6%+19.0%−44.7%−14.6%—18.7%+23.7%
DBEF InternationalXtrackers MSCI EAFE Hedged Equity ETF0.43+85.0%0.96+20.1%+2.1%+4.1%+20.9%————17.3%+18.2%
GLD CommoditiesSPDR Gold Shares0.29+126%0.96+12.7%+24.8%−10.7%+6.6%+29.3%+4.9%——17.6%+19.3%
SPMO Broad MarketInvesco S&P 500 Momentum ETF0.29+136%0.93+17.6%+28.2%——————17.9%+20.0%
XLE EnergyState Street Energy Select Sector SPDR ETF0.33+177%0.93−0.6%−32.7%−21.5%+5.2%+21.9%−39.0%−18.2%+18.1%18.6%+20.4%
DFIV InternationalDimensional - International Value ETF0.39+99.4%0.93+17.7%———————17.7%+18.6%
FDVV Dividend & IncomeFidelity High Dividend ETF0.47+85.9%0.92+18.0%+2.8%——————17.9%+18.3%

Stocks

InvestmentCorrelation5Y returnSharpe2023202020152012201020082001199980/20 mix volatility80/20 mix annual return
ETR Entergy Corporation (this page)1.00+141%0.90−6.1%−13.7%−18.2%−8.3%−9.7%−28.3%−4.6%−14.0%20.3%+18.9%
CAH Medical - DistributionCardinal Health, Inc.0.27+479%1.55+34.1%+10.1%+12.6%+3.8%+21.4%−39.6%−2.5%−36.8%18.4%+23.2%
CLS Hardware, Equipment & PartsCelestica Inc.0.30+3,143%1.47+160%−2.4%−6.0%+11.2%+2.8%−20.5%−25.6%+350%22.7%+36.4%
FIX Engineering & ConstructionComfort Systems USA, Inc.0.32+1,636%1.46+79.6%+6.7%+67.7%+15.7%+8.7%−15.2%+73.7%−58.7%20.9%+32.2%
MCK Medical - DistributionMcKesson Corporation0.21+413%1.44+24.1%+27.1%−4.5%+25.6%+13.8%−40.4%+4.9%−71.3%18.0%+22.7%
MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation0.16+690%1.41+30.4%−27.4%+17.4%+94.3%————18.5%+25.5%
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Common questions

What was ETR's worst drawdown?

ETR's deepest decline since it began trading in 1986 was 51.1%, from February to December 1987. It took 13 months from the low to climb back to its old high.

What were ETR's best and worst years?

Over 29 full calendar years, ETR's best year was 2000, when it returned 71.4%. Its worst was 2008, with a return of -28.3%.

Is there a better investment than ETR?

Among ETR's popular alternatives, VST and PWR were ahead of ETR in most short and long periods, though with much bigger swings (48.6% and 37.2% volatility against 22.4%). Looking beyond its popular alternatives, ETN (electrical equipment) was ahead of ETR in most short and long periods, though with much bigger swings (32.1% volatility against 22.4%).

Is ETR more volatile than the S&P 500?

Yes. ETR's volatility over the past 5 years was 22.4%, 1.3 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, ETR's return lands within 22.4% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is ETR's Sharpe ratio?

ETR's Sharpe ratio over the past 5 years was 0.90, against 0.79 for the S&P 500, so ETR earned more for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is ETR with the S&P 500?

Over the past 5 years, ETR's monthly returns had a correlation of 0.35 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They are only loosely linked, which makes it a real diversifier next to an index fund. In the table, the correlation column measures each option against ETR instead: the lower it is, the more that option would diversify a ETR holding.

What are the best alternatives to ETR?

Of the 25 popular alternatives we compared, two outperformed ETR in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: PWR and VST.

Did ETR outperform the S&P 500?

ETR finished ahead of the S&P 500 (SPY) in 16 of 29 full calendar years. In 2025, it returned +25.4%, against +17.7% for the index.

How did ETR do in stock market crashes?

ETR fell less than the S&P 500 (SPY) in six of the ten major crashes it has traded through, and further in one. The clearest case was the dot-com bust, when ETR fell 28.4% and the S&P 500 fell 47.5%.

What diversifies ETR?

These had a low correlation with ETR over the past 5 years and still earned a positive 5-year return: among large ETFs, DXJ (correlation 0.20), SMH (correlation 0.17) and DBEF (correlation 0.43); among large stocks, CAH (correlation 0.27), CLS (correlation 0.30) and FIX (correlation 0.32). A correlation near zero means the two have moved largely independently.

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