DYLG vs SPY

DYLG vs SPY

Which is better, DYLG or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 54.9%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

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

MetricDYLGSPY
Expense Ratio0.35%0.09%Best
AUM$6M$804.7B
Dividend Yield9.00%0.98%
Holdings34505
YTD Return+9.07%+11.97%Best
1Y Return+15.74%+16.40%Best
3Y Return (annualized)+14.04%+21.10%Best
5Y Return (annualized)-+12.88%
Volatility (annualized)9.3%Best12.8%
Max Drawdown-14.2%Best-18.8%
$10,000 over 3.1 years$14,546$17,223Best
Top 10 Weight54.9%37.8%Best
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJul 25, 2023Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Jul 26, 2023 to Sep 14, 2026 (3.1 years).

DYLG 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 3.1 years both funds cover.

DYLG vs SPY Performance

Global X Dow 30 Covered Call & Growth ETF (DYLG) 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 DYLG returned +15.74% while SPY returned +16.40%. Year to date, DYLG is up 9.07% versus a gain of 11.97% for SPY.

Over three years, DYLG compounded at +14.04% per year against +21.10% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 9.3% for DYLG. 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 -14.2% for DYLG and -18.8% 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DYLG charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, DYLG currently yields 9.00% against 0.98% for SPY.

Holdings Overlap

DYLG already in SPY100.0%
SPY already in DYLG39.3%

100.0% of DYLG's money is in holdings SPY also owns. 39.3% of SPY's money is in holdings DYLG also owns.

Most of DYLG is already inside SPY. Owning both mostly buys the same companies twice.

30 positions in common, counted across the 30 positions we hold weights for in DYLG and 504 in SPY, against full books of 34 and 505.

What only one of them owns

Our book lists 467 positions for SPY that do not appear in our book for DYLG (60.0% of the fund), and 0 for DYLG that do not appear in SPY (0.0%).

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 DYLGWeight in SPYDifference
GSGoldman Sachs Group Inc/The11.29%0.45%10.84%
MSFTMicrosoft Corp5.64%5.66%0.02%
AAPLApple, Inc3.66%7.26%3.60%
NVDANvidia Corp2.45%8.01%5.56%
CATCaterpillar, Inc.8.78%0.55%8.23%
GOOGLAlphabet Inc,class A3.77%2.99%0.78%
AMZNAmazon.Com Inc2.87%3.79%0.92%
JPMJpmorgan Chase4.00%1.45%2.55%
AMGNAmgen Inc.4.94%0.36%4.58%
VVisa Inc Class A4.20%0.94%3.26%

100.0% of DYLG 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.

DYLGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DYLG or SPY?

DYLG has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, DYLG or SPY?

Over the past year DYLG returned +15.74% vs +16.40% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DYLG or SPY?

SPY has been the more volatile fund at 12.8% annualized versus 9.3% for DYLG. Worst drawdown: DYLG -14.2% vs SPY -18.8%.

Should I hold both DYLG and SPY?

DYLG and SPY have a monthly-return correlation of 0.87, 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 DYLG and SPY?

100.0% of DYLG's money is in holdings SPY also owns. 39.3% of SPY's is in holdings DYLG also owns. They hold 30 positions in common, counted across the 30 positions we hold weights for in DYLG and 504 in SPY.

Which pays a higher dividend, DYLG or SPY?

DYLG yields 9.00% while SPY yields 0.98%, so DYLG currently pays the higher dividend yield.

Is SPY better than DYLG?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 54.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.