FNGG vs SPY

FNGG vs SPY

Which is better, FNGG or SPY?

Trading-Leveraged Equity against Large Cap Blend.

SPY has a lower expense ratio. FNGG led over 1Y and 3Y, SPY over 5Y and the full window.

Lower Fees: SPYHigher Returns: split

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

MetricFNGGSPY
Expense Ratio0.97%0.09%Best
AUM$126M$804.7B
Dividend Yield9.15%0.98%
Holdings18505
YTD Return+29.99%Best+11.52%
1Y Return+19.54%Best+17.48%
3Y Return (annualized)+54.82%Best+20.62%
5Y Return (annualized)+3.81%+12.73%Best
Volatility (annualized)58.1%15.7%Best
Max Drawdown-91.3%-24.5%Best
$10,000 over 5 years$12,056$18,205Best
Fund FamilyDirexion Shares ETF TrustState Street Investment Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionSep 29, 2021Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 30, 2021 to Sep 10, 2026 (4.9 years).

FNGG 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 4.9 years both funds cover.

FNGG vs SPY Performance

Direxion Daily NYSE FANG+ Bull 2X ETF (FNGG) is an ETF from Direxion Shares ETF Trust and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year FNGG returned +19.54% while SPY returned +17.48%. Year to date, FNGG is up 29.99% versus a gain of 11.52% for SPY.

Over three years, FNGG compounded at +54.82% per year against +20.62% for SPY; over five years the annualized figures are +3.81% and +12.73% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FNGG has been the more volatile fund, with annualized monthly volatility of 58.1% compared with 15.7% 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 -91.3% for FNGG and -24.5% 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

FNGG charges 0.97% per year while SPY charges 0.09%. On a $10,000 position that is $97 vs $9 annually, a gap of $88 per year that compounds over a long holding period. On income, FNGG currently yields 9.15% against 0.98% for SPY.

Holdings Overlap

SPY already in FNGG34.9%

At least 34.9% of SPY's money is in holdings FNGG also owns.

Stated as a floor: for FNGG, our book for it covers 87.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

10 positions in common, counted across the 12 positions we hold weights for in FNGG and 504 in SPY, against full books of 18 and 505.

Top Shared Holdings

StockWeight in FNGGWeight in SPYDifference
NVDANvidia Corp.3.10%7.71%4.61%
AAPLApple, Inc3.13%6.83%3.70%
MSFTMicrosoft Corp 4.100 Feb 06 373.89%5.50%1.61%
AMZNAmazon.Com Inc3.49%4.08%0.59%
GOOGLAlphabet A Usd 0.0013.11%3.33%0.22%
AVGOBroadcom Inc3.18%2.97%0.21%
METAMeta Platforms, Inc.3.10%1.94%1.16%
PLTRPalantir Technologies Inc3.73%0.56%3.17%
MUMicron Technology, Inc.2.56%1.51%1.05%
NFLXNetflix, Inc.2.86%0.47%2.39%

34.9% of SPY is already inside FNGG.

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

FNGGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FNGG or SPY?

FNGG has an expense ratio of 0.97% while SPY charges 0.09%. SPY is the cheaper option, by $88 a year on a $10,000 investment.

Which performed better, FNGG or SPY?

Over the past year FNGG returned +19.54% vs +17.48% for SPY, so FNGG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FNGG or SPY?

FNGG has been the more volatile fund at 58.1% annualized versus 15.7% for SPY. Worst drawdown: FNGG -91.3% vs SPY -24.5%.

Should I hold both FNGG and SPY?

FNGG 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 FNGG and SPY?

At least 34.9% of SPY's money is in holdings FNGG also owns. Our book for FNGG is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 12 positions we hold weights for in FNGG and 504 in SPY.

Which pays a higher dividend, FNGG or SPY?

FNGG yields 9.15% while SPY yields 0.98%, so FNGG currently pays the higher dividend yield.

Is SPY better than FNGG?

SPY has a lower expense ratio. FNGG led over 1Y and 3Y, SPY over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.