EBIZ vs SPY
Global X E-commerce ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, EBIZ or SPY?
Large Cap Growth against Large Cap Blend.
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.4%.
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
| Metric | EBIZ | SPY |
|---|---|---|
| Expense Ratio | 0.50% | 0.09%Best |
| AUM | $28M | $804.7B |
| Dividend Yield | 0.51% | 0.98% |
| Holdings | 42 | 505 |
| YTD Return | -11.78% | +13.81%Best |
| 1Y Return | -18.76% | +16.94%Best |
| 3Y Return (annualized) | +17.42% | +22.84%Best |
| 5Y Return (annualized) | -1.38% | +13.50%Best |
| Volatility (annualized) | 27.3% | 16.8%Best |
| Max Drawdown | -61.6% | -34.1%Best |
| $10,000 over 5 years | $9,329 | $18,836Best |
| Top 10 Weight | 43.4% | 37.8%Best |
| Fund Family | Global X by mirae Asset | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Nov 27, 2018 | Jan 22, 1993 |
Volatility and max drawdown are measured over the window both funds cover: Nov 30, 2018 to Sep 22, 2026 (7.8 years).
EBIZ 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 7.8 years both funds cover.
EBIZ vs SPY Performance
Global X E-commerce ETF (EBIZ) 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 EBIZ returned -18.76% while SPY returned +16.94%. Year to date, EBIZ is down 11.78% versus a gain of 13.81% for SPY.
Over three years, EBIZ compounded at +17.42% per year against +22.84% for SPY; over five years the annualized figures are -1.38% and +13.50% respectively. Across the full 8-year window we track, SPY has the edge at +15.21% annualized vs +8.38%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EBIZ has been the more volatile fund, with annualized monthly volatility of 27.3% compared with 16.8% 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 -61.6% for EBIZ 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EBIZ 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, EBIZ currently yields 0.51% against 0.98% for SPY.
Holdings Overlap
38.1% of EBIZ's money is in holdings SPY also owns. 4.3% of SPY's money is in holdings EBIZ also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 40 positions we hold weights for in EBIZ and 504 in SPY, against full books of 42 and 505.
What only one of them owns
Our book lists 488 positions for SPY that do not appear in our book for EBIZ (95.0% of the fund), and 17 for EBIZ that do not appear in SPY (26.3%).
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
| Stock | Weight in EBIZ | Weight in SPY | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 4.02% | 3.79% | 0.23% |
| EXPEExpedia Group Inc (consumer Discretionary) | 4.58% | 0.05% | 4.53% |
| BKNGBooking Holdings, Inc. | 4.30% | 0.23% | 4.07% |
| CSGPCostar Group Inc. | 4.51% | 0.02% | 4.49% |
| GDDYGodaddy Inc. Class A | 4.43% | 0.02% | 4.41% |
| DPZDomino's Pizza Inc | 4.40% | 0.02% | 4.38% |
| CVNACarvana Co | 4.11% | 0.08% | 4.03% |
| WSMWilliams-sonoma Inc | 4.01% | 0.04% | 3.97% |
| EBAYEbay Inc. | 3.74% | 0.07% | 3.67% |
38.1% of EBIZ 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EBIZ or SPY?
EBIZ has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, EBIZ or SPY?
Over the past year EBIZ returned -18.76% vs +16.94% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (8 years), EBIZ annualized +8.38% vs +15.21% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EBIZ or SPY?
EBIZ has been the more volatile fund at 27.3% annualized versus 16.8% for SPY. Worst drawdown: EBIZ -61.6% vs SPY -34.1%.
Should I hold both EBIZ and SPY?
EBIZ and SPY have a monthly-return correlation of 0.76, 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 EBIZ and SPY?
38.1% of EBIZ's money is in holdings SPY also owns. 4.3% of SPY's is in holdings EBIZ also owns. They hold 9 positions in common, counted across the 40 positions we hold weights for in EBIZ and 504 in SPY.
Which pays a higher dividend, EBIZ or SPY?
EBIZ yields 0.51% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.
Is SPY better than EBIZ?
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.