CURE vs SPY

CURE vs SPY

Which is better, CURE or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio. CURE led over 1Y and the full window, SPY over 3Y and 5Y.

Lower Fees: SPYHigher Returns: split

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

MetricCURESPY
Expense Ratio0.94%0.09%Best
AUM$184M$814.4B
Dividend Yield1.06%1.01%
Holdings67505
YTD Return+12.46%+12.71%Best
1Y Return+57.35%Best+19.36%
3Y Return (annualized)+10.38%+21.09%Best
5Y Return (annualized)+0.47%+12.69%Best
Volatility (annualized)41.9%14.3%Best
Max Drawdown-69.2%-34.1%Best
$10,000 over 5 years$10,237$18,173Best
Fund FamilyDirexion Shares ETF TrustState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJun 15, 2011Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 15, 2011 to Sep 8, 2026 (15.2 years).

CURE 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 15.2 years both funds cover.

CURE vs SPY Performance

Direxion Daily Healthcare Bull 3X ETF (CURE) is an ETF from Direxion Shares ETF Trust and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year CURE returned +57.35% while SPY returned +19.36%. Year to date, CURE is up 12.46% versus a gain of 12.71% for SPY.

Over three years, CURE compounded at +10.38% per year against +21.09% for SPY; over five years the annualized figures are +0.47% and +12.69% respectively. Across the full 15-year window we track, CURE has the edge at +24.09% annualized vs +13.07%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CURE has been the more volatile fund, with annualized monthly volatility of 41.9% compared with 14.3% 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 -69.2% for CURE and -34.1% 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CURE charges 0.94% per year while SPY charges 0.09%. On a $10,000 position that is $94 vs $9 annually, a gap of $85 per year that compounds over a long holding period. On income, CURE currently yields 1.06% against 1.01% for SPY.

Holdings Overlap

SPY already in CURE8.8%

At least 8.8% of SPY's money is in holdings CURE also owns.

Stated as a floor: for CURE, our book for it covers 92.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SPY and CURE share little of their money.

60 positions in common, counted across the 62 positions we hold weights for in CURE and 503 in SPY, against full books of 67 and 505.

Top Shared Holdings

StockWeight in CUREWeight in SPYDifference
LLYEli Lilly & Co.10.22%1.33%8.89%
JNJJohnson & Johnson - Common7.10%0.92%6.18%
ABBVAbbvie Inc.4.99%0.65%4.34%
UNHUnitedhealth Group4.28%0.56%3.72%
MRKMerck & Co. Inc.3.66%0.47%3.19%
AMGNAmgen Inc.2.44%0.32%2.12%
TMOThermo Fisherscientific Inc.2.43%0.32%2.11%
ABTAbbott Laboratories2.13%0.28%1.85%
GILDGilead Sciences Inc1.94%0.25%1.69%
PFEPfizer, Inc.1.68%0.22%1.46%

You are not choosing between two funds in isolation.

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

CURESPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CURE or SPY?

CURE has an expense ratio of 0.94% while SPY charges 0.09%. SPY is the cheaper option, by $85 a year on a $10,000 investment.

Which performed better, CURE or SPY?

Over the past year CURE returned +57.35% vs +19.36% for SPY, so CURE leads on 1-year performance. Over the longest common window we track (15 years), CURE annualized +24.09% vs +13.07% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CURE or SPY?

CURE has been the more volatile fund at 41.9% annualized versus 14.3% for SPY. Worst drawdown: CURE -69.2% vs SPY -34.1%.

Should I hold both CURE and SPY?

CURE and SPY have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CURE and SPY?

At least 8.8% of SPY's money is in holdings CURE also owns. Our book for CURE is partial, so the real figure is this or higher. They hold 60 positions in common, counted across the 62 positions we hold weights for in CURE and 503 in SPY.

Which pays a higher dividend, CURE or SPY?

CURE yields 1.06% while SPY yields 1.01%, so CURE currently pays the higher dividend yield.

Is SPY better than CURE?

SPY has a lower expense ratio. CURE led over 1Y and the full window, SPY over 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.