BUYO vs SPY

BUYO vs SPY

Which is better, BUYO or SPY?

Mid Cap Blend against Large Cap Blend.

SPY has a lower expense ratio. BUYO led over 1Y, SPY over the full window. BUYO is less concentrated, with 11.1% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: BUYO

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

MetricBUYOSPY
Expense Ratio0.89%0.09%Best
AUM$16M$804.7B
Dividend Yield0.01%0.98%
Holdings308505
YTD Return+15.29%Best+13.51%
1Y Return+21.61%Best+18.19%
3Y Return (annualized)-+23.29%
5Y Return (annualized)-+13.21%
Volatility (annualized)17.3%12.8%Best
Max Drawdown-28.0%-18.8%Best
$10,000 over 2 years$12,944$13,816Best
Top 10 Weight11.1%Best37.8%
Fund FamilyKraneSharesState Street Investment Management
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionOct 8, 2024Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 8, 2024 to Sep 25, 2026 (2 years).

BUYO 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 2 years both funds cover.

BUYO vs SPY Performance

KraneShares Man Buyout Beta Index ETF (BUYO) is an ETF from KraneShares and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year BUYO returned +21.61% while SPY returned +18.19%. Year to date, BUYO is up 15.29% versus a gain of 13.51% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUYO has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 12.8% 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 -18.8% 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 0.81. 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 0.98% for SPY.

Holdings Overlap

BUYO already in SPY7.3%
SPY already in BUYO0.4%

7.3% of BUYO's money is in holdings SPY also owns. 0.4% of SPY's money is in holdings BUYO also owns.

BUYO and SPY share little of their money.

18 positions in common, counted across the 323 positions we hold weights for in BUYO and 504 in SPY, against full books of 308 and 505.

What only one of them owns

Our book lists 479 positions for SPY that do not appear in our book for BUYO (99.0% of the fund), and 295 for BUYO that do not appear in SPY (88.6%).

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 BUYOWeight in SPYDifference
NWSANews Corp A1.70%0.02%1.68%
RLRalph Lauren Corp. Class A0.78%0.02%0.76%
GNRCGenerac Holdings, Inc.0.73%0.02%0.71%
GENGen Digital Inc0.68%0.03%0.65%
AIZAssurant, Inc.0.54%0.02%0.52%
NINisource Inc.0.43%0.03%0.40%
GDDYGodaddy Inc. Class A0.38%0.02%0.36%
FFIVF5 Networks Inc.0.36%0.03%0.33%
HIIHuntington Ingalls Industries Inc.0.32%0.02%0.30%
GLGlobe Life Inc.0.24%0.02%0.22%

You are not choosing between two funds in isolation.

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

BUYOSPY

Free for up to 10 holdings. No account needed.

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, by $80 a year on a $10,000 investment.

Which performed better, BUYO or SPY?

Over the past year BUYO returned +21.61% vs +18.19% for SPY, so BUYO leads on 1-year performance. Over the longest common window we track (2 years), BUYO annualized +13.77% vs +17.54% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUYO or SPY?

BUYO has been the more volatile fund at 17.3% annualized versus 12.8% for SPY. Worst drawdown: BUYO -28.0% vs SPY -18.8%.

Should I hold both BUYO and SPY?

BUYO and SPY have a monthly-return correlation of 0.81, 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 BUYO and SPY?

7.3% of BUYO's money is in holdings SPY also owns. 0.4% of SPY's is in holdings BUYO also owns. They hold 18 positions in common, counted across the 323 positions we hold weights for in BUYO and 504 in SPY.

Which pays a higher dividend, BUYO or SPY?

BUYO yields 0.01% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than BUYO?

SPY has a lower expense ratio. BUYO led over 1Y, SPY over the full window. BUYO is less concentrated, with 11.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.