COLO vs SPY

COLO vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: COLOMore Diversified: SPY

Side-by-Side Comparison

MetricCOLOSPYWinner
Expense Ratio0.62%0.09%
AUM$213M$821.1B
Dividend Yield4.23%1.01%
Holdings31505
YTD Return+38.12%+14.24%
1Y Return+64.53%+21.71%
3Y Return (annualized)+41.22%+22.10%
5Y Return (annualized)+19.98%+13.21%
Volatility (annualized)26.8%15.3%
Max Drawdown-83.1%-56.5%
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
InceptionFeb 5, 2009Jan 22, 1993

COLO vs SPY Performance

Global X MSCI Colombia ETF (COLO) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year COLO returned +64.53% while SPY returned +21.71%. Year to date, COLO is up 38.12% versus a gain of 14.24% for SPY.

Over three years, COLO compounded at +41.22% per year against +22.10% for SPY; over five years the annualized figures are +19.98% and +13.21% respectively. Across the full 18-year window we track, SPY has the edge at +8.86% annualized vs +4.62%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

COLO has been the more volatile fund, with annualized monthly volatility of 26.8% 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 -83.1% for COLO 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

COLO charges 0.62% per year while SPY charges 0.09%. On a $10,000 position that is $62 vs $9 annually, a gap of $53 per year that compounds over a long holding period. On income, COLO currently yields 4.23% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

COLO and SPY share 0 holdings out of 527 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, COLO or SPY?

COLO has an expense ratio of 0.62% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

Which performed better, COLO or SPY?

Over the past year COLO returned +64.53% vs +21.71% for SPY, so COLO leads on 1-year performance. Over the longest common window we track (18 years), COLO annualized +4.62% vs +8.86% for SPY. Past performance does not guarantee future results.

Which is riskier, COLO or SPY?

COLO has been the more volatile fund at 26.8% annualized versus 15.3% for SPY. Worst drawdown: COLO -83.1% vs SPY -56.5%.

Should I hold both COLO and SPY?

COLO and SPY have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between COLO and SPY?

COLO and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 527 unique securities.

Which pays a higher dividend, COLO or SPY?

COLO yields 4.23% while SPY yields 1.01%, so COLO currently pays the higher dividend yield.

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