AFGR vs SPY

AFGR vs SPY

Which is better, AFGR or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 47.2%.

Lower Fees: SPYHigher Returns: 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

MetricAFGRSPY
Expense Ratio0.65%0.09%Best
AUM$92M$804.7B
Dividend Yield0.00%0.98%
Holdings74505
YTD Return+5.24%+12.22%Best
1Y Return+2.92%+16.97%Best
3Y Return (annualized)+20.62%+21.16%Best
5Y Return (annualized)+5.58%+13.00%Best
Volatility (annualized)20.9%15.5%Best
Max Drawdown-46.0%-24.5%Best
$10,000 over 5 years$13,119$18,424Best
Top 10 Weight47.2%37.8%Best
Fund FamilyFirst Trust Portfolios (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJul 20, 2020Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Jul 22, 2020 to Sep 17, 2026 (6.2 years).

AFGR 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 6.2 years both funds cover.

AFGR vs SPY Performance

First Trust Active Factor Large Cap Growth ETF (AFGR) is an ETF from First Trust Portfolios (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year AFGR returned +2.92% while SPY returned +16.97%. Year to date, AFGR is up 5.24% versus a gain of 12.22% for SPY.

Over three years, AFGR compounded at +20.62% per year against +21.16% for SPY; over five years the annualized figures are +5.58% and +13.00% respectively. Across the full 6-year window we track, SPY has the edge at +16.15% annualized vs +10.66%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AFGR has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 15.5% 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 -46.0% for AFGR and -24.5% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AFGR charges 0.65% per year while SPY charges 0.09%. On a $10,000 position that is $65 vs $9 annually, a gap of $56 per year that compounds over a long holding period. On income, AFGR currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

AFGR already in SPY93.2%
SPY already in AFGR52.1%

93.2% of AFGR's money is in holdings SPY also owns. 52.1% of SPY's money is in holdings AFGR also owns.

Most of AFGR is already inside SPY. Owning both mostly buys the same companies twice.

66 positions in common, counted across the 73 positions we hold weights for in AFGR and 504 in SPY, against full books of 74 and 505.

What only one of them owns

Measured across the 73 and 504 positions we hold weights for.

SPY holds 431 positions AFGR does not, 47.3% of the fund.

Largest: GOOG 2.39%, JPM 1.45%, XOM 1.04%, WMT 0.71%, ABBV 0.70%

Top Shared Holdings

StockWeight in AFGRWeight in SPYDifference
NVDANvidia Corp10.81%8.01%2.80%
GOOGLAlphabet Inc,class A10.82%2.99%7.83%
AAPLApple, Inc4.22%7.26%3.04%
MSFTMicrosoft Corp4.34%5.66%1.32%
AMZNAmazon.Com Inc3.56%3.79%0.23%
AVGOBroadcom Inc3.73%2.66%1.07%
METAMeta Platforms Inc3.37%1.93%1.44%
JNJJohnson & Johnson - Common2.17%0.99%1.18%
VVisa Inc Class A2.12%0.94%1.18%
LLYEli Lilly & Co.1.64%1.40%0.24%

93.2% of AFGR 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.

AFGRSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AFGR or SPY?

AFGR has an expense ratio of 0.65% while SPY charges 0.09%. SPY is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, AFGR or SPY?

Over the past year AFGR returned +2.92% vs +16.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (6 years), AFGR annualized +10.66% vs +16.15% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AFGR or SPY?

AFGR has been the more volatile fund at 20.9% annualized versus 15.5% for SPY. Worst drawdown: AFGR -46.0% vs SPY -24.5%.

Should I hold both AFGR and SPY?

AFGR and SPY have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between AFGR and SPY?

93.2% of AFGR's money is in holdings SPY also owns. 52.1% of SPY's is in holdings AFGR also owns. They hold 66 positions in common, counted across the 73 positions we hold weights for in AFGR and 504 in SPY.

Which pays a higher dividend, AFGR or SPY?

AFGR yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than AFGR?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 47.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.