BKNU vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricBKNUSPYWinner
Expense Ratio1.50%0.09%
AUM$1M$789.1B
Dividend Yield0.00%1.01%
Holdings3505
YTD Return-38.57%+13.75%
1Y Return-+22.91%
3Y Return (annualized)-+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)-15.3%
Max Drawdown-57.5%-56.5%
Fund FamilyREX SharesState Street Investment Management
CategoryAlternativeEquity
InceptionSep 17, 2025Jan 22, 1993

BKNU vs SPY Performance

T-REX 2X Long BKNG Daily Target ETF (BKNU) is a ETF from REX Shares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BKNU is down 38.57% versus a gain of 13.75% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -57.5% for BKNU and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BKNU charges 1.50% per year while SPY charges 0.09%. On a $10,000 position that is $150 vs $9 annually, a gap of $141 per year that compounds over a long holding period. On income, BKNU currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

BKNU 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, BKNU or SPY?

BKNU has an expense ratio of 1.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $141 per year of difference.

What is the holdings overlap between BKNU and SPY?

BKNU and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, BKNU or SPY?

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

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