CRBN vs SPY

CRBN vs SPY
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Quick Verdict

SPY has a lower expense ratio. CRBN delivered stronger 1-year returns. CRBN offers more diversification with 1,123 holdings.

Lower Fees: SPYHigher Returns: CRBNMore Diversified: CRBN

Side-by-Side Comparison

MetricCRBNSPYWinner
Expense Ratio0.20%0.09%
AUM$1.2B$821.1B
Dividend Yield2.04%1.01%
Holdings1,123505
YTD Return+12.35%+12.68%
1Y Return+21.86%+21.82%
3Y Return (annualized)+21.59%+21.98%
5Y Return (annualized)+11.03%+12.89%
Volatility (annualized)3659.8%15.3%
Max Drawdown-33.1%-56.5%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityEquity
InceptionDec 8, 2014Jan 22, 1993

CRBN vs SPY Performance

iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year CRBN returned +21.86% while SPY returned +21.82%. Year to date, CRBN is up 12.35% versus a gain of 12.68% for SPY.

Over three years, CRBN compounded at +21.59% per year against +21.98% for SPY; over five years the annualized figures are +11.03% and +12.89% respectively. Across the full 13-year window we track, CRBN has the edge at +57.98% annualized vs +8.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CRBN has been the more volatile fund, with annualized monthly volatility of 3659.8% 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 -33.1% for CRBN 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CRBN charges 0.20% per year while SPY charges 0.09%. On a $10,000 position that is $20 vs $9 annually, a gap of $11 per year that compounds over a long holding period. On income, CRBN currently yields 2.04% against 1.01% for SPY.

Holdings Overlap

54.9%overlap

CRBN and SPY share 292 holdings out of 1188 unique holdings combined, representing a 54.9% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in CRBNWeight in SPYDifference
NVDA4.40%7.71%3.31%
AAPL4.52%6.83%2.31%
MSFT2.67%5.50%2.83%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, CRBN or SPY?

CRBN has an expense ratio of 0.20% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, CRBN or SPY?

Over the past year CRBN returned +21.86% vs +21.82% for SPY, so CRBN leads on 1-year performance. Over the longest common window we track (13 years), CRBN annualized +57.98% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, CRBN or SPY?

CRBN has been the more volatile fund at 3659.8% annualized versus 15.3% for SPY. Worst drawdown: CRBN -33.1% vs SPY -56.5%.

Should I hold both CRBN and SPY?

CRBN and SPY have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CRBN and SPY?

CRBN and SPY share 292 common holdings with a 54.9% weight overlap. Combined, they hold 1188 unique securities.

Which pays a higher dividend, CRBN or SPY?

CRBN yields 2.04% while SPY yields 1.01%, so CRBN currently pays the higher dividend yield.

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