ACKY vs SPY
VistaShares Target 15 ACKtivist Distribution ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, ACKY or SPY?
SPY has been ahead.
SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 90.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ACKY | SPY |
|---|---|---|
| Expense Ratio | 0.95% | 0.09%Best |
| AUM | $45M | $804.7B |
| Dividend Yield | 15.84% | 0.98% |
| Holdings | 37 | 505 |
| YTD Return | -1.72% | +13.51%Best |
| 1Y Return | +1.21% | +18.19%Best |
| 3Y Return (annualized) | - | +23.29% |
| 5Y Return (annualized) | - | +13.21% |
| Volatility (annualized) | 15.6% | 13.1%Best |
| Max Drawdown | -14.6% | -8.9%Best |
| $10,000 over 1 years | $10,104 | $11,903Best |
| Top 10 Weight | 90.2% | 37.8%Best |
| Fund Family | VistaShares | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 9, 2025 | Jan 22, 1993 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 9, 2025 to Sep 25, 2026 (1 years).
ACKY vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1 years both funds cover.
ACKY vs SPY Performance
VistaShares Target 15 ACKtivist Distribution ETF (ACKY) is an ETF from VistaShares and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ACKY returned +1.21% while SPY returned +18.19%. Year to date, ACKY is down 1.72% versus a gain of 13.51% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ACKY has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 13.1% 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 -14.6% for ACKY and -8.9% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ACKY charges 0.95% per year while SPY charges 0.09%. On a $10,000 position that is $95 vs $9 annually, a gap of $86 per year that compounds over a long holding period. On income, ACKY currently yields 15.84% against 0.98% for SPY.
Holdings Overlap
60.2% of ACKY's money is in holdings SPY also owns. 14.0% of SPY's money is in holdings ACKY also owns.
The two portfolios partly overlap.
8 positions in common, counted across the 15 positions we hold weights for in ACKY and 504 in SPY, against full books of 37 and 505.
What only one of them owns
Our book lists 489 positions for SPY that do not appear in our book for ACKY (85.4% of the fund), and 6 for ACKY that do not appear in SPY (28.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ACKY | Weight in SPY | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 11.16% | 5.66% | 5.50% |
| AMZNAmazon.Com Inc | 9.67% | 3.79% | 5.88% |
| UBERUber Technologies Inc | 11.01% | 0.23% | 10.78% |
| METAMeta Platforms Inc | 9.05% | 1.93% | 7.12% |
| VVisa Inc Class A | 5.20% | 0.94% | 4.26% |
| MAMastercard Inc | 4.99% | 0.71% | 4.28% |
| SPGIS&p Global Inc. | 4.94% | 0.20% | 4.74% |
| NFLXNetflix, Inc. | 4.17% | 0.52% | 3.65% |
60.2% of ACKY is already inside SPY.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACKY or SPY?
ACKY has an expense ratio of 0.95% while SPY charges 0.09%. SPY is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, ACKY or SPY?
Over the past year ACKY returned +1.21% vs +18.19% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), ACKY annualized +1.04% vs +19.03% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACKY or SPY?
ACKY has been the more volatile fund at 15.6% annualized versus 13.1% for SPY. Worst drawdown: ACKY -14.6% vs SPY -8.9%.
Should I hold both ACKY and SPY?
ACKY and SPY have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ACKY and SPY?
60.2% of ACKY's money is in holdings SPY also owns. 14.0% of SPY's is in holdings ACKY also owns. They hold 8 positions in common, counted across the 15 positions we hold weights for in ACKY and 504 in SPY.
Which pays a higher dividend, ACKY or SPY?
ACKY yields 15.84% while SPY yields 0.98%, so ACKY currently pays the higher dividend yield.
Is SPY better than ACKY?
SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 90.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.