AMZP vs SPY

AMZP vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricAMZPSPYWinner
Expense Ratio0.99%0.09%
AUM$19M$821.1B
Dividend Yield20.77%1.01%
Holdings10505
YTD Return+1.25%+12.68%
1Y Return+5.71%+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)29.5%15.3%
Max Drawdown-27.4%-56.5%
Fund FamilyKurvState Street Investment Management
CategoryAlternativeEquity
InceptionOct 27, 2023Jan 22, 1993

AMZP vs SPY Performance

Kurv Yield Premium Strategy Amazon ETF (AMZP) is a ETF from Kurv and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year AMZP returned +5.71% while SPY returned +21.82%. Year to date, AMZP is up 1.25% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

AMZP has been the more volatile fund, with annualized monthly volatility of 29.5% compared with 15.3% 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 -27.4% for AMZP and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMZP charges 0.99% per year while SPY charges 0.09%. On a $10,000 position that is $99 vs $9 annually, a gap of $90 per year that compounds over a long holding period. On income, AMZP currently yields 20.77% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, AMZP or SPY?

AMZP has an expense ratio of 0.99% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

Which performed better, AMZP or SPY?

Over the past year AMZP returned +5.71% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), AMZP annualized +13.12% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, AMZP or SPY?

AMZP has been the more volatile fund at 29.5% annualized versus 15.3% for SPY. Worst drawdown: AMZP -27.4% vs SPY -56.5%.

Should I hold both AMZP and SPY?

AMZP and SPY have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, AMZP or SPY?

AMZP yields 20.77% while SPY yields 1.01%, so AMZP currently pays the higher dividend yield.

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