DUKQ vs SPY
Ocean Park Domestic 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 | DUKQ | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.09% | |
| AUM | $14M | $821.1B | |
| Dividend Yield | 0.32% | 1.01% | |
| Holdings | 14 | 505 | |
| YTD Return | +14.59% | +12.68% | |
| 1Y Return | +21.82% | +21.82% | |
| 3Y Return (annualized) | - | +21.98% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 14.6% | 15.3% | |
| Max Drawdown | -18.4% | -56.5% | |
| Fund Family | Ocean Park Asset Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2024 | Jan 22, 1993 |
DUKQ vs SPY Performance
Ocean Park Domestic ETF (DUKQ) is a ETF from Ocean Park Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year DUKQ returned +21.82% while SPY returned +21.82%. Year to date, DUKQ is up 14.59% versus a gain of 12.68% for SPY.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.6% for DUKQ. 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 -18.4% for DUKQ 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DUKQ charges 0.98% per year while SPY charges 0.09%. On a $10,000 position that is $98 vs $9 annually, a gap of $89 per year that compounds over a long holding period. On income, DUKQ currently yields 0.32% against 1.01% for SPY.
Holdings Overlap
DUKQ and SPY share 0 holdings out of 516 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, DUKQ or SPY?
DUKQ has an expense ratio of 0.98% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, DUKQ or SPY?
Over the past year DUKQ returned +21.82% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), DUKQ annualized +12.34% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, DUKQ or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 14.6% for DUKQ. Worst drawdown: DUKQ -18.4% vs SPY -56.5%.
Should I hold both DUKQ and SPY?
DUKQ and SPY have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DUKQ and SPY?
DUKQ and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, DUKQ or SPY?
DUKQ yields 0.32% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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