BUYO vs SPY

BUYO vs SPY
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Quick Verdict

SPY has a lower expense ratio. BUYO delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: BUYOMore Diversified: SPY

Side-by-Side Comparison

MetricBUYOSPYWinner
Expense Ratio0.89%0.09%
AUM$17M$821.1B
Dividend Yield0.01%1.01%
Holdings308505
YTD Return+19.62%+12.35%
1Y Return+26.84%+20.15%
3Y Return (annualized)-+21.69%
5Y Return (annualized)-+12.77%
Volatility (annualized)17.5%15.3%
Max Drawdown-28.0%-56.5%
Fund FamilyKraneSharesState Street Investment Management
CategoryEquityEquity
InceptionOct 8, 2024Jan 22, 1993

BUYO vs SPY Performance

KraneShares Man Buyout Beta Index ETF (BUYO) is a ETF from KraneShares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BUYO returned +26.84% while SPY returned +20.15%. Year to date, BUYO is up 19.62% versus a gain of 12.35% for SPY.

Risk: Volatility and Drawdowns

BUYO has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -28.0% for BUYO 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUYO charges 0.89% per year while SPY charges 0.09%. On a $10,000 position that is $89 vs $9 annually, a gap of $80 per year that compounds over a long holding period. On income, BUYO currently yields 0.01% against 1.01% for SPY.

Holdings Overlap

0.6%overlap

BUYO and SPY share 17 holdings out of 794 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BUYOWeight in SPYDifference
NWSA1.60%0.02%1.58%
JBL1.17%0.05%1.12%
TPR1.05%0.05%1.00%
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Frequently Asked Questions

Which is cheaper, BUYO or SPY?

BUYO has an expense ratio of 0.89% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $80 per year of difference.

Which performed better, BUYO or SPY?

Over the past year BUYO returned +26.84% vs +20.15% for SPY, so BUYO leads on 1-year performance. Over the longest common window we track (2 years), BUYO annualized +16.73% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, BUYO or SPY?

BUYO has been the more volatile fund at 17.5% annualized versus 15.3% for SPY. Worst drawdown: BUYO -28.0% vs SPY -56.5%.

Should I hold both BUYO and SPY?

BUYO and SPY have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BUYO and SPY?

BUYO and SPY share 17 common holdings with a 0.6% weight overlap. Combined, they hold 794 unique securities.

Which pays a higher dividend, BUYO or SPY?

BUYO yields 0.01% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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