BEGS vs SPY
Rareview 2x Bull Cryptocurrency & Precious Metals ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BEGS | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.09% | |
| AUM | $3M | $789.1B | |
| Dividend Yield | 89.72% | 1.01% | |
| Holdings | 6 | 505 | |
| YTD Return | -38.49% | +14.47% | |
| 1Y Return | -41.23% | +21.96% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +13.30% | |
| Volatility (annualized) | 44.9% | 15.3% | |
| Max Drawdown | -60.2% | -56.5% | |
| Fund Family | Rareview Capital | State Street Investment Management | |
| Category | Alternative | Equity | |
| Inception | Feb 4, 2025 | Jan 22, 1993 |
BEGS vs SPY Performance
Rareview 2x Bull Cryptocurrency & Precious Metals ETF (BEGS) is a ETF from Rareview Capital and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BEGS returned -41.23% while SPY returned +21.96%. Year to date, BEGS is down 38.49% versus a gain of 14.47% for SPY.
Risk: Volatility and Drawdowns
BEGS has been the more volatile fund, with annualized monthly volatility of 44.9% 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 -60.2% for BEGS 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BEGS 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, BEGS currently yields 89.72% against 1.01% for SPY.
Holdings Overlap
BEGS and SPY share 0 holdings out of 504 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BEGS or SPY?
BEGS 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, BEGS or SPY?
Over the past year BEGS returned -41.23% vs +21.96% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), BEGS annualized -7.39% vs +8.87% for SPY. Past performance does not guarantee future results.
Which is riskier, BEGS or SPY?
BEGS has been the more volatile fund at 44.9% annualized versus 15.3% for SPY. Worst drawdown: BEGS -60.2% vs SPY -56.5%.
Should I hold both BEGS and SPY?
BEGS and SPY have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BEGS and SPY?
BEGS and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.
Which pays a higher dividend, BEGS or SPY?
BEGS yields 89.72% while SPY yields 1.01%, so BEGS currently pays the higher dividend yield.
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