CPXR vs SPY

CPXR vs SPY

Which is better, CPXR or SPY?

Multi Alternative against Large Cap Blend.

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

Lower Fees: SPYHigher Returns: CPXR

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

MetricCPXRSPY
Expense Ratio1.22%0.09%Best
AUM$13M$804.7B
Dividend Yield0.58%0.98%
Holdings8505
YTD Return+15.51%Best+11.52%
1Y Return+69.47%Best+17.48%
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Volatility (annualized)45.6%13.0%Best
Max Drawdown-47.9%-18.8%Best
$10,000 over 1.6 years$15,602Best$12,651
Fund FamilyUSCF InvestmentsState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJan 21, 2025Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 22, 2025 to Sep 10, 2026 (1.6 years).

CPXR 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 1.6 years both funds cover.

CPXR vs SPY Performance

USCF Daily Target 2X Copper Index ETF (CPXR) is an ETF from USCF Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year CPXR returned +69.47% while SPY returned +17.48%. Year to date, CPXR is up 15.51% versus a gain of 11.52% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CPXR has been the more volatile fund, with annualized monthly volatility of 45.6% compared with 13.0% 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 -47.9% for CPXR 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 0.20. They move largely independently of each other.

Fees and Cost Over Time

CPXR charges 1.22% per year while SPY charges 0.09%. On a $10,000 position that is $122 vs $9 annually, a gap of $113 per year that compounds over a long holding period. On income, CPXR currently yields 0.58% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 1 holding in CPXR and 504 in SPY, totalling 81.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in CPXR and 504 in SPY, against full books of 8 and 505.

You are not choosing between two funds in isolation.

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

CPXRSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CPXR or SPY?

CPXR has an expense ratio of 1.22% while SPY charges 0.09%. SPY is the cheaper option, by $113 a year on a $10,000 investment.

Which performed better, CPXR or SPY?

Over the past year CPXR returned +69.47% vs +17.48% for SPY, so CPXR leads on 1-year performance. Over the longest common window we track (2 years), CPXR annualized +32.05% vs +15.83% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CPXR or SPY?

CPXR has been the more volatile fund at 45.6% annualized versus 13.0% for SPY. Worst drawdown: CPXR -47.9% vs SPY -18.8%.

Should I hold both CPXR and SPY?

CPXR and SPY have a monthly-return correlation of 0.20, 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, CPXR or SPY?

CPXR yields 0.58% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than CPXR?

SPY has a lower expense ratio. CPXR 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.