FIFT vs SSPY
HCM Select 50 ETF vs Stratified LargeCap Index ETF
Which is better, FIFT or SSPY?
SSPY costs less.
SSPY has a lower expense ratio. SSPY is less concentrated, with 9.1% of the fund in its ten largest positions against 21.0%.
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 | FIFT | SSPY |
|---|---|---|
| Expense Ratio | 1.35% | 0.45%Best |
| AUM | $67M | $131M |
| Dividend Yield | 0.00% | 1.19% |
| Holdings | 50 | 1,520 |
| YTD Price Return | - | +17.26% |
| 1Y Price Return | - | +19.27% |
| 3Y Price Return (annualized) | - | +15.43% |
| 5Y Price Return (annualized) | - | +7.59% |
| Volatility (annualized) | - | 16.8% |
| Max Drawdown | - | -36.7% |
| Top 10 Weight | 21.0% | 9.1%Best |
| Fund Family | Howard Capital Management | Syntax Stratified |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 21, 2026 | Jan 2, 2019 |
Not shown on this pair: $10,000 over the window.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FIFT. We have no price series for FIFT, so there is nothing to compare it against. FIFT yields 0.00% and SSPY 1.19% on top.
FIFT vs SSPY Performance
HCM Select 50 ETF (FIFT) is an ETF from Howard Capital Management and Stratified LargeCap Index ETF (SSPY) is an ETF from Syntax Stratified.
Fees and Cost Over Time
FIFT charges 1.35% per year while SSPY charges 0.45%. On a $10,000 position that is $135 vs $45 annually, a gap of $90 per year that compounds over a long holding period. On income, FIFT currently yields 0.00% against 1.19% for SSPY.
Holdings Overlap
99.0% of FIFT's money is in holdings SSPY also owns. 12.0% of SSPY's money is in holdings FIFT also owns.
Most of FIFT is already inside SSPY. Owning both mostly buys the same companies twice.
50 positions in common, counted across the 50 positions we hold weights for in FIFT and 504 in SSPY, against full books of 50 and 1,520.
What only one of them owns
Measured across the 50 and 504 positions we hold weights for.
SSPY holds 450 positions FIFT does not, 86.9% of the fund.
Largest: MSFT 1.07%, IBM 1.07%, SYF 1.01%, COF 1.00%, WMT 0.88%
Top Shared Holdings
| Stock | Weight in FIFT | Weight in SSPY | Difference |
|---|---|---|---|
| CVXChevron Corp. | 2.00% | 0.56% | 1.44% |
| CMCSAComcast Corp. Class A | 2.04% | 0.47% | 1.57% |
| OKEOneok | 1.99% | 0.51% | 1.48% |
| ACNAccenture Plc | 1.99% | 0.47% | 1.52% |
| MOAltria Group Inc. | 2.02% | 0.43% | 1.59% |
| GENGen Digital Inc | 2.32% | 0.10% | 2.22% |
| EXCExelon Corp. | 2.07% | 0.33% | 1.74% |
| HRLHormel Foods Corp. | 2.01% | 0.39% | 1.62% |
| SWKStanley Black & Decker Inc. | 2.08% | 0.29% | 1.79% |
| TSNTyson Foods Inc. Class A | 1.96% | 0.41% | 1.55% |
99.0% of FIFT is already inside SSPY.
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, FIFT or SSPY?
FIFT has an expense ratio of 1.35% while SSPY charges 0.45%. SSPY is the cheaper option, by $90 a year on a $10,000 investment.
What is the holdings overlap between FIFT and SSPY?
99.0% of FIFT's money is in holdings SSPY also owns. 12.0% of SSPY's is in holdings FIFT also owns. They hold 50 positions in common, counted across the 50 positions we hold weights for in FIFT and 504 in SSPY.
Which pays a higher dividend, FIFT or SSPY?
FIFT yields 0.00% while SSPY yields 1.19%, so SSPY currently pays the higher dividend yield.
Is SSPY better than FIFT?
SSPY has a lower expense ratio. SSPY is less concentrated, with 9.1% of the fund in its ten largest positions against 21.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.