APLX vs SPY

APLX vs SPY

Which is better, APLX or SPY?

Trading-Leveraged Equity against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y.

Lower Fees: SPYHigher Returns (1Y): 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

MetricAPLXSPY
Expense Ratio1.51%0.09%Best
AUM$45M$814.4B
Dividend Yield0.00%1.01%
Holdings6505
YTD Return-61.58%+13.34%Best
1Y Return-14.36%+19.97%Best
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+12.81%
Volatility (annualized)208.8%13.1%Best
Fund FamilyTradr ETFsState Street Investment Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionSep 8, 2025Jan 22, 1993

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

APLX 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.

APLX vs SPY Performance

Tradr 2X Long APLD Daily ETF (APLX) is an ETF from Tradr ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year APLX returned -14.36% while SPY returned +19.97%. Year to date, APLX is down 61.58% versus a gain of 13.34% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

APLX has been the more volatile fund, with annualized monthly volatility of 208.8% compared with 13.1% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

APLX charges 1.51% per year while SPY charges 0.09%. On a $10,000 position that is $151 vs $9 annually, a gap of $142 per year that compounds over a long holding period. On income, APLX currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

We hold position weights for 1 holding in APLX and 504 in SPY, totalling 199.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in APLX and 504 in SPY, against full books of 6 and 505.

You are not choosing between two funds in isolation.

Whichever of APLX and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

APLXSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APLX or SPY?

APLX has an expense ratio of 1.51% while SPY charges 0.09%. SPY is the cheaper option, by $142 a year on a $10,000 investment.

Which performed better, APLX or SPY?

Over the past year APLX returned -14.36% vs +19.97% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, APLX or SPY?

APLX has been the more volatile fund at 208.8% annualized versus 13.1% for SPY.

Should I hold both APLX and SPY?

APLX and SPY have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, APLX or SPY?

APLX yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than APLX?

SPY has a lower expense ratio. SPY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.