CONI vs SPY

CONI vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricCONISPYWinner
Expense Ratio1.15%0.09%
AUM$11M$821.1B
Dividend Yield1.09%1.01%
Holdings2505
YTD Return-30.43%+13.17%
1Y Return-22.39%+21.53%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+13.35%
Volatility (annualized)105.8%15.3%
Max Drawdown-94.4%-56.5%
Fund FamilyGraniteSharesState Street Investment Management
CategoryAlternativeEquity
InceptionSep 3, 2024Jan 22, 1993

CONI vs SPY Performance

GraniteShares 2x Short COIN Daily ETF (CONI) is a ETF from GraniteShares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year CONI returned -22.39% while SPY returned +21.53%. Year to date, CONI is down 30.43% versus a gain of 13.17% for SPY.

Risk: Volatility and Drawdowns

CONI has been the more volatile fund, with annualized monthly volatility of 105.8% 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 -94.4% for CONI 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 -0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CONI charges 1.15% per year while SPY charges 0.09%. On a $10,000 position that is $115 vs $9 annually, a gap of $106 per year that compounds over a long holding period. On income, CONI currently yields 1.09% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

CONI and SPY share 1 holdings out of 504 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CONIWeight in SPYDifference
COIN-200.37%0.05%200.42%

Frequently Asked Questions

Which is cheaper, CONI or SPY?

CONI has an expense ratio of 1.15% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $106 per year of difference.

Which performed better, CONI or SPY?

Over the past year CONI returned -22.39% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), CONI annualized -71.42% vs +8.82% for SPY. Past performance does not guarantee future results.

Which is riskier, CONI or SPY?

CONI has been the more volatile fund at 105.8% annualized versus 15.3% for SPY. Worst drawdown: CONI -94.4% vs SPY -56.5%.

Should I hold both CONI and SPY?

CONI and SPY have a monthly-return correlation of -0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CONI and SPY?

CONI and SPY share 1 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, CONI or SPY?

CONI yields 1.09% while SPY yields 1.01%, so CONI currently pays the higher dividend yield.

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