FDRS vs SPY

FDRS vs SPY

Which is better, FDRS or SPY?

SPY costs less.

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 57.2%.

Lower Fees: 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

MetricFDRSSPY
Expense Ratio0.49%0.09%Best
AUM$57M$804.7B
Dividend Yield0.00%0.98%
Holdings52505
YTD Return+3.60%+11.97%Best
1Y Return-+16.40%
3Y Return (annualized)-+21.10%
5Y Return (annualized)-+12.88%
Top 10 Weight57.2%37.8%Best
Fund FamilyCorgi Strategies, LLCState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 29, 2025Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

FDRS 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

FDRS vs SPY Performance

Founder-Led ETF (FDRS) is an ETF from Corgi Strategies, LLC and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, FDRS is up 3.60% versus a gain of 11.97% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

FDRS charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, FDRS currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

FDRS already in SPY81.8%
SPY already in FDRS15.9%

81.8% of FDRS's money is in holdings SPY also owns. 15.9% of SPY's money is in holdings FDRS also owns.

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

31 positions in common, counted across the 51 positions we hold weights for in FDRS and 504 in SPY, against full books of 52 and 505.

What only one of them owns

Our book lists 466 positions for SPY that do not appear in our book for FDRS (83.4% of the fund), and 16 for FDRS that do not appear in SPY (13.1%).

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 FDRSWeight in SPYDifference
NVDANvidia Corp9.56%8.01%1.55%
METAMeta Platforms Inc9.34%1.93%7.41%
TSLATesla Inc8.54%1.52%7.02%
PLTRPalantir Technologies Inc7.41%0.63%6.78%
ORCLOracle Corp - Common4.64%0.36%4.28%
CRWDCrowdstrike Holdings Inc4.09%0.33%3.76%
CRMSalesforce Inc Crm Us Equity3.73%0.32%3.41%
ANETArista Networks Inc Common Stock3.68%0.30%3.38%
BLKBlackrock Funding Inc/De3.02%0.25%2.77%
DELLDell Technologies Inc2.63%0.19%2.44%

81.8% of FDRS 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.

FDRSSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDRS or SPY?

FDRS has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option, by $40 a year on a $10,000 investment.

What is the holdings overlap between FDRS and SPY?

81.8% of FDRS's money is in holdings SPY also owns. 15.9% of SPY's is in holdings FDRS also owns. They hold 31 positions in common, counted across the 51 positions we hold weights for in FDRS and 504 in SPY.

Which pays a higher dividend, FDRS or SPY?

FDRS yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than FDRS?

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 57.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.