BKCH vs SPY

BKCH vs SPY

Which is better, BKCH or SPY?

Each has led over a different period.

SPY has a lower expense ratio. BKCH led over 3Y, SPY over 1Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 70.7%.

Lower Fees: SPYHigher Returns: splitLess 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

MetricBKCHSPY
Expense Ratio0.50%0.09%Best
AUM$265M$804.7B
Dividend Yield1.87%0.98%
Holdings36505
YTD Return+14.34%Best+13.81%
1Y Return-3.52%+16.94%Best
3Y Return (annualized)+58.35%Best+22.84%
5Y Return (annualized)-1.92%+13.50%Best
Volatility (annualized)80.3%15.6%Best
Max Drawdown-91.8%-24.5%Best
$10,000 over 5 years$9,076$18,836Best
Top 10 Weight70.7%37.8%Best
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 7, 2021Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Jul 14, 2021 to Sep 22, 2026 (5.2 years).

BKCH 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 5.2 years both funds cover.

BKCH vs SPY Performance

Global X Blockchain ETF (BKCH) is an ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year BKCH returned -3.52% while SPY returned +16.94%. Year to date, BKCH is up 14.34% versus a gain of 13.81% for SPY.

Over three years, BKCH compounded at +58.35% per year against +22.84% for SPY; over five years the annualized figures are -1.92% and +13.50% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKCH has been the more volatile fund, with annualized monthly volatility of 80.3% compared with 15.6% 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 -91.8% for BKCH 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BKCH charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, BKCH currently yields 1.87% against 0.98% for SPY.

Holdings Overlap

BKCH already in SPY13.8%
SPY already in BKCH0.1%

13.8% of BKCH's money is in holdings SPY also owns. 0.1% of SPY's money is in holdings BKCH also owns.

BKCH and SPY share little of their money.

1 positions in common, counted across the 33 positions we hold weights for in BKCH and 504 in SPY, against full books of 36 and 505.

What only one of them owns

Our book lists 496 positions for SPY that do not appear in our book for BKCH (99.3% of the fund), and 21 for BKCH that do not appear in SPY (66.4%).

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 BKCHWeight in SPYDifference
COINCoinbase Globa-A13.75%0.06%13.69%

You are not choosing between two funds in isolation.

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

BKCHSPY

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Frequently Asked Questions

Which is cheaper, BKCH or SPY?

BKCH has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, BKCH or SPY?

Over the past year BKCH returned -3.52% vs +16.94% 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, BKCH or SPY?

BKCH has been the more volatile fund at 80.3% annualized versus 15.6% for SPY. Worst drawdown: BKCH -91.8% vs SPY -24.5%.

Should I hold both BKCH and SPY?

BKCH 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.

What is the holdings overlap between BKCH and SPY?

13.8% of BKCH's money is in holdings SPY also owns. 0.1% of SPY's is in holdings BKCH also owns. They hold 1 positions in common, counted across the 33 positions we hold weights for in BKCH and 504 in SPY.

Which pays a higher dividend, BKCH or SPY?

BKCH yields 1.87% while SPY yields 0.98%, so BKCH currently pays the higher dividend yield.

Is SPY better than BKCH?

SPY has a lower expense ratio. BKCH led over 3Y, SPY over 1Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 70.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.