ENDW vs SPY

ENDW vs SPY

Which is better, ENDW or SPY?

Allocation/Balanced against Large Cap Blend.

SPY has a lower expense ratio. ENDW led over 1Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 68.2%.

Lower Fees: SPYHigher Returns: ENDWLess 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

MetricENDWSPY
Expense Ratio0.22%0.09%Best
AUM$157M$804.7B
Dividend Yield2.44%0.98%
Holdings73505
YTD Return+13.76%Best+12.22%
1Y Return+19.07%Best+16.97%
3Y Return (annualized)-+21.16%
5Y Return (annualized)-+13.00%
Volatility (annualized)8.7%Best12.2%
Max Drawdown-6.4%Best-8.9%
$10,000 over 1.4 years$14,827Best$14,594
Top 10 Weight68.2%37.8%Best
Fund FamilyCambria Investment ManagementState Street Investment Management
CategoryAllocation/BalancedEquity
StyleAllocation/BalancedLarge Cap Blend
InceptionApr 10, 2025Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 10, 2025 to Sep 17, 2026 (1.4 years).

ENDW 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 1.4 years both funds cover.

ENDW vs SPY Performance

Cambria Endowment Style ETF (ENDW) is an ETF from Cambria Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ENDW returned +19.07% while SPY returned +16.97%. Year to date, ENDW is up 13.76% versus a gain of 12.22% 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 12.2% compared with 8.7% for ENDW. 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 -6.4% for ENDW and -8.9% 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ENDW charges 0.22% per year while SPY charges 0.09%. On a $10,000 position that is $22 vs $9 annually, a gap of $13 per year that compounds over a long holding period. On income, ENDW currently yields 2.44% against 0.98% for SPY.

Holdings Overlap

ENDW already in SPY19.5%
SPY already in ENDW51.9%

19.5% of ENDW's money is in holdings SPY also owns. 51.9% of SPY's money is in holdings ENDW also owns.

The two portfolios partly overlap.

43 positions in common, counted across the 71 positions we hold weights for in ENDW and 504 in SPY, against full books of 73 and 505.

What only one of them owns

Our book lists 454 positions for SPY that do not appear in our book for ENDW (47.4% of the fund), and 25 for ENDW that do not appear in SPY (67.0%).

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 ENDWWeight in SPYDifference
NVDANvidia Corp1.03%8.01%6.98%
AAPLApple, Inc1.00%7.26%6.26%
MSFTMicrosoft Corp0.80%5.66%4.86%
AMZNAmazon.Com Inc0.91%3.79%2.88%
GOOGLAlphabet Inc,class A0.95%2.99%2.04%
AVGOBroadcom Inc0.88%2.66%1.78%
JPMJpmorgan Chase1.07%1.45%0.38%
TSLATesla Inc0.76%1.52%0.76%
METAMeta Platforms Inc0.19%1.93%1.74%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity0.50%1.40%0.90%

51.9% of SPY is already inside ENDW.

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

ENDWSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ENDW or SPY?

ENDW has an expense ratio of 0.22% while SPY charges 0.09%. SPY is the cheaper option, by $13 a year on a $10,000 investment.

Which performed better, ENDW or SPY?

Over the past year ENDW returned +19.07% vs +16.97% for SPY, so ENDW leads on 1-year performance. Over the longest common window we track (1 years), ENDW annualized +32.49% vs +31.00% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ENDW or SPY?

SPY has been the more volatile fund at 12.2% annualized versus 8.7% for ENDW. Worst drawdown: ENDW -6.4% vs SPY -8.9%.

Should I hold both ENDW and SPY?

ENDW and SPY have a monthly-return correlation of 0.77, 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 ENDW and SPY?

51.9% of SPY's money is in holdings ENDW also owns. 51.9% of SPY's is in holdings ENDW also owns. They hold 43 positions in common, counted across the 71 positions we hold weights for in ENDW and 504 in SPY.

Which pays a higher dividend, ENDW or SPY?

ENDW yields 2.44% while SPY yields 0.98%, so ENDW currently pays the higher dividend yield.

Is SPY better than ENDW?

SPY has a lower expense ratio. ENDW led over 1Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 68.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.