FCFY vs SPY

FCFY vs SPY

Which is better, FCFY or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. FCFY is less concentrated, with 29.5% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: FCFY

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

MetricFCFYSPY
Expense Ratio0.60%0.09%Best
AUM$2M$814.4B
Dividend Yield1.41%1.01%
Holdings101505
YTD Return+11.75%+13.34%Best
1Y Return+16.59%+19.97%Best
3Y Return (annualized)+16.60%+21.20%Best
5Y Return (annualized)-+12.81%
Volatility (annualized)15.1%12.8%Best
Max Drawdown-21.4%-18.8%Best
$10,000 over 3 years$16,049$18,185Best
Top 10 Weight29.5%Best38.0%
Fund FamilyFirst Trust Portfolios (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 23, 2023Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Aug 24, 2023 to Sep 4, 2026 (3 years).

FCFY 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 years both funds cover.

FCFY vs SPY Performance

First Trust S&P 500 Diversified Free Cash Flow ETF (FCFY) is an ETF from First Trust Portfolios (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year FCFY returned +16.59% while SPY returned +19.97%. Year to date, FCFY is up 11.75% versus a gain of 13.34% for SPY.

Over three years, FCFY compounded at +16.60% per year against +21.20% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FCFY has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.8% 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 -21.4% for FCFY 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FCFY charges 0.60% per year while SPY charges 0.09%. On a $10,000 position that is $60 vs $9 annually, a gap of $51 per year that compounds over a long holding period. On income, FCFY currently yields 1.41% against 1.01% for SPY.

Holdings Overlap

FCFY already in SPY97.9%
SPY already in FCFY6.7%

97.9% of FCFY's money is in holdings SPY also owns. 6.7% of SPY's money is in holdings FCFY also owns.

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

99 positions in common, counted across the 100 positions we hold weights for in FCFY and 504 in SPY, against full books of 101 and 505.

What only one of them owns

Measured across the 100 and 504 positions we hold weights for.

SPY holds 398 positions FCFY does not, 92.7% of the fund.

Largest: NVDA 7.71%, AAPL 6.83%, MSFT 5.50%, AMZN 4.08%, GOOGL 3.33%

Top Shared Holdings

StockWeight in FCFYWeight in SPYDifference
CNCCentene3.86%0.05%3.81%
HPQHp Inc.3.61%0.04%3.57%
SWKSSkyworks Solutions Inc.3.46%0.02%3.44%
NTAPNetapp Inc3.30%0.06%3.24%
QCOMQualcomm Inc.2.45%0.26%2.19%
GDDYGodaddy Inc. Class A2.66%0.02%2.64%
WDAYWorkday, Inc., Class A2.61%0.05%2.56%
CMCSAComcast Corp-class A Cmcsa2.49%0.13%2.36%
OMCOmnicom Group Inc.2.55%0.04%2.51%
ADBEAdobe Systems2.38%0.16%2.22%

97.9% of FCFY 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.

FCFYSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FCFY or SPY?

FCFY has an expense ratio of 0.60% while SPY charges 0.09%. SPY is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, FCFY or SPY?

Over the past year FCFY returned +16.59% vs +19.97% 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, FCFY or SPY?

FCFY has been the more volatile fund at 15.1% annualized versus 12.8% for SPY. Worst drawdown: FCFY -21.4% vs SPY -18.8%.

Should I hold both FCFY and SPY?

FCFY and SPY have a monthly-return correlation of 0.81, 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 FCFY and SPY?

97.9% of FCFY's money is in holdings SPY also owns. 6.7% of SPY's is in holdings FCFY also owns. They hold 99 positions in common, counted across the 100 positions we hold weights for in FCFY and 504 in SPY.

Which pays a higher dividend, FCFY or SPY?

FCFY yields 1.41% while SPY yields 1.01%, so FCFY currently pays the higher dividend yield.

Is SPY better than FCFY?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. FCFY is less concentrated, with 29.5% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.