DRIV vs SPY

DRIV vs SPY

Which is better, DRIV or SPY?

Each has led over a different period.

SPY has a lower expense ratio. DRIV led over 1Y, SPY over 3Y, 5Y and the full window. DRIV is less concentrated, with 25.6% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: DRIV

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

MetricDRIVSPY
Expense Ratio0.68%0.09%Best
AUM$370M$804.7B
Dividend Yield0.63%0.98%
Holdings77505
YTD Return+12.64%+13.82%Best
1Y Return+21.61%Best+16.96%
3Y Return (annualized)+15.09%+22.97%Best
5Y Return (annualized)+5.97%+13.73%Best
Volatility (annualized)27.5%16.5%Best
Max Drawdown-41.9%-34.1%Best
$10,000 over 5 years$13,363$19,027Best
Top 10 Weight25.6%Best37.8%
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 13, 2018Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Apr 17, 2018 to Sep 21, 2026 (8.4 years).

DRIV 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 8.4 years both funds cover.

DRIV vs SPY Performance

Global X Autonomous & Electric Vehicles ETF (DRIV) is an ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year DRIV returned +21.61% while SPY returned +16.96%. Year to date, DRIV is up 12.64% versus a gain of 13.82% for SPY.

Over three years, DRIV compounded at +15.09% per year against +22.97% for SPY; over five years the annualized figures are +5.97% and +13.73% respectively. Across the full 8-year window we track, SPY has the edge at +14.29% annualized vs +10.90%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DRIV has been the more volatile fund, with annualized monthly volatility of 27.5% compared with 16.5% 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 -41.9% for DRIV 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DRIV charges 0.68% per year while SPY charges 0.09%. On a $10,000 position that is $68 vs $9 annually, a gap of $59 per year that compounds over a long holding period. On income, DRIV currently yields 0.63% against 0.98% for SPY.

Holdings Overlap

DRIV already in SPY28.9%
SPY already in DRIV19.6%

28.9% of DRIV's money is in holdings SPY also owns. 19.6% of SPY's money is in holdings DRIV also owns.

DRIV and SPY share little of their money.

14 positions in common, counted across the 74 positions we hold weights for in DRIV and 504 in SPY, against full books of 77 and 505.

What only one of them owns

Our book lists 483 positions for SPY that do not appear in our book for DRIV (79.7% of the fund), and 22 for DRIV that do not appear in SPY (23.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DRIVWeight in SPYDifference
NVDANvidia Corp3.11%8.01%4.90%
MSFTMicrosoft Corp3.86%5.66%1.80%
GOOGLAlphabet Inc,class A2.76%2.99%0.23%
TSLATesla Inc2.75%1.52%1.23%
INTCIntel Corporation2.64%0.67%1.97%
QCOMQualcomm Inc.2.42%0.27%2.15%
GMGeneral Motors Co1.80%0.12%1.68%
WABWestinghouse Air Brake Technologies Corp.1.55%0.07%1.48%
FFord Motor Credit1.49%0.08%1.41%
COHRCoherent Corp1.40%0.08%1.32%

28.9% of DRIV is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DRIVSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DRIV or SPY?

DRIV has an expense ratio of 0.68% while SPY charges 0.09%. SPY is the cheaper option, by $59 a year on a $10,000 investment.

Which performed better, DRIV or SPY?

Over the past year DRIV returned +21.61% vs +16.96% for SPY, so DRIV leads on 1-year performance. Over the longest common window we track (8 years), DRIV annualized +10.90% vs +14.29% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DRIV or SPY?

DRIV has been the more volatile fund at 27.5% annualized versus 16.5% for SPY. Worst drawdown: DRIV -41.9% vs SPY -34.1%.

Should I hold both DRIV and SPY?

DRIV and SPY have a monthly-return correlation of 0.85, 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 DRIV and SPY?

28.9% of DRIV's money is in holdings SPY also owns. 19.6% of SPY's is in holdings DRIV also owns. They hold 14 positions in common, counted across the 74 positions we hold weights for in DRIV and 504 in SPY.

Which pays a higher dividend, DRIV or SPY?

DRIV yields 0.63% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than DRIV?

SPY has a lower expense ratio. DRIV led over 1Y, SPY over 3Y, 5Y and the full window. DRIV is less concentrated, with 25.6% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.