ADPV vs SPY

ADPV vs SPY

Which is better, ADPV or SPY?

Each has led over a different period.

SPY has a lower expense ratio. ADPV led over 3Y, SPY over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 46.3%.

Lower Fees: SPYHigher Returns: splitLess 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

MetricADPVSPY
Expense Ratio1.00%0.09%Best
AUM$191M$804.7B
Dividend Yield0.67%0.98%
Holdings27505
YTD Return+2.38%+11.52%Best
1Y Return+11.43%+17.48%Best
3Y Return (annualized)+21.67%Best+20.62%
5Y Return (annualized)-+12.73%
Volatility (annualized)18.9%13.0%Best
Max Drawdown-22.3%-18.8%Best
$10,000 over 3.8 years$18,071$20,953Best
Top 10 Weight46.3%38.0%Best
Fund FamilyAdaptive ETFsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 4, 2022Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 4, 2022 to Sep 10, 2026 (3.8 years).

ADPV 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 3.8 years both funds cover.

ADPV vs SPY Performance

Adaptiv Select ETF (ADPV) is an ETF from Adaptive ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ADPV returned +11.43% while SPY returned +17.48%. Year to date, ADPV is up 2.38% versus a gain of 11.52% for SPY.

Over three years, ADPV compounded at +21.67% per year against +20.62% for SPY. Across the full 4-year window we track, SPY has the edge at +21.49% annualized vs +16.85%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ADPV has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 13.0% 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 -22.3% for ADPV and -18.8% 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 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ADPV charges 1.00% per year while SPY charges 0.09%. On a $10,000 position that is $100 vs $9 annually, a gap of $91 per year that compounds over a long holding period. On income, ADPV currently yields 0.67% against 0.98% for SPY.

Holdings Overlap

ADPV already in SPY28.1%
SPY already in ADPV0.3%

28.1% of ADPV's money is in holdings SPY also owns. 0.3% of SPY's money is in holdings ADPV also owns.

ADPV and SPY share little of their money.

7 positions in common, counted across the 26 positions we hold weights for in ADPV and 504 in SPY, against full books of 27 and 505.

What only one of them owns

Our book lists 487 positions for SPY that do not appear in our book for ADPV (99.2% of the fund), and 14 for ADPV that do not appear in SPY (50.5%).

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 ADPVWeight in SPYDifference
HPEHewlett Packard Enterprise Co.5.72%0.10%5.62%
VTRSViatris Inc.4.24%0.03%4.21%
MRNAModerna Inc3.93%0.03%3.90%
HSTHost Hotels & Resorts Inc3.82%0.02%3.80%
CNCCentene Corp.3.63%0.05%3.58%
FFord Motor Co.3.45%0.08%3.37%
BENFranklin Resources Inc.3.26%0.02%3.24%

28.1% of ADPV 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.

ADPVSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ADPV or SPY?

ADPV has an expense ratio of 1.00% while SPY charges 0.09%. SPY is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, ADPV or SPY?

Over the past year ADPV returned +11.43% vs +17.48% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), ADPV annualized +16.85% vs +21.49% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ADPV or SPY?

ADPV has been the more volatile fund at 18.9% annualized versus 13.0% for SPY. Worst drawdown: ADPV -22.3% vs SPY -18.8%.

Should I hold both ADPV and SPY?

ADPV and SPY have a monthly-return correlation of 0.62, 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 ADPV and SPY?

28.1% of ADPV's money is in holdings SPY also owns. 0.3% of SPY's is in holdings ADPV also owns. They hold 7 positions in common, counted across the 26 positions we hold weights for in ADPV and 504 in SPY.

Which pays a higher dividend, ADPV or SPY?

ADPV yields 0.67% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than ADPV?

SPY has a lower expense ratio. ADPV led over 3Y, SPY over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 46.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.