CRSH vs SPY

CRSH 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

MetricCRSHSPYWinner
Expense Ratio1.05%0.09%
AUM$16M$821.1B
Dividend Yield84.49%1.01%
Holdings35505
YTD Return+8.48%+12.68%
1Y Return-8.67%+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)41.5%15.3%
Max Drawdown-61.5%-56.5%
Fund FamilyYieldMax ETFState Street Investment Management
CategoryAlternativeEquity
InceptionMay 1, 2024Jan 22, 1993

CRSH vs SPY Performance

YieldMax Short TSLA Option Income Strategy ETF (CRSH) is a ETF from YieldMax ETF and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year CRSH returned -8.67% while SPY returned +21.82%. Year to date, CRSH is up 8.48% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

CRSH has been the more volatile fund, with annualized monthly volatility of 41.5% 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 -61.5% for CRSH 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 -0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CRSH charges 1.05% per year while SPY charges 0.09%. On a $10,000 position that is $105 vs $9 annually, a gap of $96 per year that compounds over a long holding period. On income, CRSH currently yields 84.49% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

CRSH and SPY share 0 holdings out of 507 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, CRSH or SPY?

CRSH has an expense ratio of 1.05% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, CRSH or SPY?

Over the past year CRSH returned -8.67% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), CRSH annualized -26.80% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, CRSH or SPY?

CRSH has been the more volatile fund at 41.5% annualized versus 15.3% for SPY. Worst drawdown: CRSH -61.5% vs SPY -56.5%.

Should I hold both CRSH and SPY?

CRSH and SPY have a monthly-return correlation of -0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CRSH and SPY?

CRSH and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, CRSH or SPY?

CRSH yields 84.49% while SPY yields 1.01%, so CRSH currently pays the higher dividend yield.

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