CVGD vs SPY
CresAlta Global Dividend ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CVGD | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.09% | |
| AUM | $141M | $821.1B | |
| Dividend Yield | 0.26% | 1.01% | |
| Holdings | 47 | 505 | |
| YTD Return | +7.26% | +13.17% | |
| 1Y Return | - | +21.53% | |
| 3Y Return (annualized) | - | +22.06% | |
| 5Y Return (annualized) | - | +13.35% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -2.5% | -56.5% | |
| Fund Family | CresAlta Investment Management, Inc. | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | May 18, 2026 | Jan 22, 1993 |
CVGD vs SPY Performance
CresAlta Global Dividend ETF (CVGD) is a ETF from CresAlta Investment Management, Inc. and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, CVGD is up 7.26% versus a gain of 13.17% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.5% for CVGD and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CVGD charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, CVGD currently yields 0.26% against 1.01% for SPY.
Holdings Overlap
CVGD and SPY share 23 holdings out of 525 unique holdings combined, representing a 5.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CVGD or SPY?
CVGD has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
What is the holdings overlap between CVGD and SPY?
CVGD and SPY share 23 common holdings with a 5.3% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, CVGD or SPY?
CVGD yields 0.26% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.