AZTD vs SPY

AZTD vs SPY

Which is better, AZTD or SPY?

Mid Cap Blend against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. AZTD is less concentrated, with 22.9% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: AZTD

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

MetricAZTDSPY
Expense Ratio0.75%0.09%Best
AUM$39M$814.4B
Dividend Yield0.93%1.01%
Holdings55505
YTD Return+12.84%+13.34%Best
1Y Return+15.11%+19.97%Best
3Y Return (annualized)+16.92%+21.20%Best
5Y Return (annualized)-+12.81%
Volatility (annualized)16.5%14.2%Best
Max Drawdown-16.8%Best-18.8%
$10,000 over 4 years$16,484$18,848Best
Top 10 Weight22.9%Best38.0%
Fund FamilyAztlan Equity Management, LLCState Street Investment Management
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionAug 17, 2022Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Aug 18, 2022 to Sep 4, 2026 (4 years).

AZTD 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 4 years both funds cover.

AZTD vs SPY Performance

Aztlan Global Stock Selection DM SMID ETF (AZTD) is an ETF from Aztlan Equity Management, LLC and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year AZTD returned +15.11% while SPY returned +19.97%. Year to date, AZTD is up 12.84% versus a gain of 13.34% for SPY.

Over three years, AZTD compounded at +16.92% per year against +21.20% for SPY. Across the full 4-year window we track, SPY has the edge at +17.17% annualized vs +13.31%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AZTD has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.2% 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 -16.8% for AZTD 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AZTD charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, AZTD currently yields 0.93% against 1.01% for SPY.

Holdings Overlap

AZTD already in SPY6.0%
SPY already in AZTD0.1%

6.0% of AZTD's money is in holdings SPY also owns. 0.1% of SPY's money is in holdings AZTD also owns.

AZTD and SPY share little of their money.

3 positions in common, counted across the 51 positions we hold weights for in AZTD and 504 in SPY, against full books of 55 and 505.

What only one of them owns

Our book lists 493 positions for SPY that do not appear in our book for AZTD (99.3% of the fund), and 25 for AZTD that do not appear in SPY (48.5%).

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 AZTDWeight in SPYDifference
LITELumentum Holdings Inc2.46%0.10%2.36%
GNRCGenerac Holdings, Inc.2.12%0.02%2.10%
DVATotal Renal Care Holdings1.46%0.01%1.45%

You are not choosing between two funds in isolation.

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

AZTDSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AZTD or SPY?

AZTD has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, AZTD or SPY?

Over the past year AZTD returned +15.11% vs +19.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), AZTD annualized +13.31% vs +17.17% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AZTD or SPY?

AZTD has been the more volatile fund at 16.5% annualized versus 14.2% for SPY. Worst drawdown: AZTD -16.8% vs SPY -18.8%.

Should I hold both AZTD and SPY?

AZTD and SPY have a monthly-return correlation of 0.80, 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 AZTD and SPY?

6.0% of AZTD's money is in holdings SPY also owns. 0.1% of SPY's is in holdings AZTD also owns. They hold 3 positions in common, counted across the 51 positions we hold weights for in AZTD and 504 in SPY.

Which pays a higher dividend, AZTD or SPY?

AZTD yields 0.93% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than AZTD?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. AZTD is less concentrated, with 22.9% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.