CORX vs SPY

CORX vs SPY

Which is better, CORX or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y and the full window.

Lower Fees: SPYHigher Returns: SPY

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

MetricCORXSPY
Expense Ratio1.85%0.09%Best
AUM$941,290.84$823.2B
Dividend Yield24.88%0.99%
Holdings21,515
Volatility (annualized)24.9%10.5%Best
Max Drawdown-47.2%-18.8%Best
$10,000 over 1.2 years$6,229$11,625Best
Fund FamilyVolatility Shares, LLCState Street Investment Management
CategoryAlternativeEquity
Style-Large Cap Blend
InceptionDec 5, 2024Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 257 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. CORX has data through Jan 30, 2026 and SPY through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Dec 4, 2024 to Jan 30, 2026 (1.2 years).

Risk: Volatility and Drawdowns

CORX has been the more volatile fund, with annualized monthly volatility of 24.9% compared with 10.5% 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 -47.2% for CORX 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 -0.12. They move largely independently of each other.

Fees and Cost Over Time

CORX charges 1.85% per year while SPY charges 0.09%. On a $10,000 position that is $185 vs $9 annually, a gap of $176 per year that compounds over a long holding period. On income, CORX currently yields 24.88% against 0.99% for SPY.

You are not choosing between two funds in isolation.

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

CORXSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CORX or SPY?

CORX has an expense ratio of 1.85% while SPY charges 0.09%. SPY is the cheaper option, by $176 a year on a $10,000 investment.

Which is riskier, CORX or SPY?

CORX has been the more volatile fund at 24.9% annualized versus 10.5% for SPY. Worst drawdown: CORX -47.2% vs SPY -18.8%.

Should I hold both CORX and SPY?

CORX and SPY have a monthly-return correlation of -0.12, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CORX or SPY?

CORX yields 24.88% while SPY yields 0.99%, so CORX currently pays the higher dividend yield.

Is SPY better than CORX?

SPY has a lower expense ratio. SPY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.