BRKC vs SPY
YieldMax BRK.B Option Income Strategy 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 503 holdings.
Side-by-Side Comparison
| Metric | BRKC | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.09% | |
| AUM | $11M | $789.1B | |
| Dividend Yield | 18.68% | 1.01% | |
| Holdings | 10 | 505 | |
| YTD Return | +2.71% | +13.39% | |
| 1Y Return | +4.55% | +22.52% | |
| 3Y Return (annualized) | - | +21.36% | |
| 5Y Return (annualized) | - | +13.19% | |
| Volatility (annualized) | 11.1% | 15.3% | |
| Max Drawdown | -7.7% | -56.5% | |
| Fund Family | YieldMax ETF | State Street Investment Management | |
| Category | Alternative | Equity | |
| Inception | Jun 4, 2025 | Jan 22, 1993 |
BRKC vs SPY Performance
YieldMax BRK.B Option Income Strategy ETF (BRKC) is a ETF from YieldMax ETF and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BRKC returned +4.55% while SPY returned +22.52%. Year to date, BRKC is up 2.71% versus a gain of 13.39% for SPY.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.1% for BRKC. 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 -7.7% for BRKC 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKC 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, BRKC currently yields 18.68% against 1.01% for SPY.
Holdings Overlap
BRKC and SPY share 0 holdings out of 505 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, BRKC or SPY?
BRKC 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, BRKC or SPY?
Over the past year BRKC returned +4.55% vs +22.52% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), BRKC annualized +1.00% vs +8.84% for SPY. Past performance does not guarantee future results.
Which is riskier, BRKC or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 11.1% for BRKC. Worst drawdown: BRKC -7.7% vs SPY -56.5%.
Should I hold both BRKC and SPY?
BRKC and SPY have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKC and SPY?
BRKC and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, BRKC or SPY?
BRKC yields 18.68% while SPY yields 1.01%, so BRKC currently pays the higher dividend yield.
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