ACMG vs SPY

ACMG vs SPY

Which is better, ACMG or SPY?

Mid Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y. SPY is less concentrated, with 38.9% of the fund in its ten largest positions against 52.3%.

Lower Fees: SPYHigher Returns (1Y): SPYLess Concentrated: SPY

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

MetricACMGSPY
Expense Ratio0.39%0.09%Best
AUM$93M$777.9B
Dividend Yield0.11%1.00%
Holdings351,011
YTD Return-12.25%+8.47%Best
1Y Return-+10.88%
3Y Return (annualized)-+20.41%
5Y Return (annualized)-+10.90%
Top 10 Weight52.3%38.9%Best
Fund FamilyAmerican Century InvestmentsState Street Investment Management
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionJul 13, 2020Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ACMG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ACMG vs SPY Performance

American Century Mid Cap Growth Insights ETF (ACMG) is an ETF from American Century Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, ACMG is down 12.25% versus a gain of 8.47% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACMG charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, ACMG currently yields 0.11% against 1.00% for SPY.

Holdings Overlap

ACMG already in SPY50.8%
SPY already in ACMG1.2%

50.8% of ACMG's money is in holdings SPY also owns. 1.2% of SPY's money is in holdings ACMG also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 34 positions we hold weights for in ACMG and 504 in SPY, against full books of 35 and 1,011.

What only one of them owns

Our book lists 483 positions for SPY that do not appear in our book for ACMG (98.5% of the fund), and 15 for ACMG that do not appear in SPY (42.5%).

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

StockWeight in ACMGWeight in SPYDifference
MPWRMonolithic Power Systems Inc5.47%0.09%5.38%
JCIJohnson Controls Intl Plc4.91%0.14%4.77%
CDNSCadence Design4.76%0.14%4.62%
TRGPTarga Resources Corp Preferred4.68%0.09%4.59%
CMGChipotle Mexican Grill Inc. Class A4.58%0.06%4.52%
HUBBHubbell Inc. Class B4.19%0.04%4.15%
HLTHilton Worldwide Holdings, Inc.3.82%0.11%3.71%
VSTVistra Energy Corp.3.17%0.07%3.10%
VRTVertiv Holdings Co3.02%0.13%2.89%
RDDTReddit Inc Series C Pc Pp2.62%0.03%2.59%

50.8% of ACMG 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.

ACMGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACMG or SPY?

ACMG has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option, by $30 a year on a $10,000 investment.

What is the holdings overlap between ACMG and SPY?

50.8% of ACMG's money is in holdings SPY also owns. 1.2% of SPY's is in holdings ACMG also owns. They hold 16 positions in common, counted across the 34 positions we hold weights for in ACMG and 504 in SPY.

Which pays a higher dividend, ACMG or SPY?

ACMG yields 0.11% while SPY yields 1.00%, so SPY currently pays the higher dividend yield.

Is SPY better than ACMG?

SPY has a lower expense ratio. SPY led over 1Y. SPY is less concentrated, with 38.9% of the fund in its ten largest positions against 52.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.