FRGN vs SPY

FRGN vs SPY

Which is better, FRGN or SPY?

SPY costs less.

SPY has a lower expense ratio. FRGN is less concentrated, with 21.0% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYLess Concentrated: FRGN

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

MetricFRGNSPY
Expense Ratio0.75%0.09%Best
AUM$156M$804.7B
Dividend Yield0.21%0.98%
Holdings284505
YTD Return+21.72%Best+12.47%
1Y Return-+17.51%
3Y Return (annualized)-+21.18%
5Y Return (annualized)-+12.88%
Top 10 Weight21.0%Best38.0%
Fund FamilyHorizon FundsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 2, 2025Jan 22, 1993

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

FRGN 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.

FRGN vs SPY Performance

Horizon International Equity ETF (FRGN) is an ETF from Horizon Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, FRGN is up 21.72% versus a gain of 12.47% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

FRGN charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, FRGN currently yields 0.21% against 0.98% for SPY.

Holdings Overlap

FRGN already in SPY0.7%
SPY already in FRGN0.1%

0.7% of FRGN's money is in holdings SPY also owns. 0.1% of SPY's money is in holdings FRGN also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

The two holdings books were reported 65 days apart, FRGN as of May 31, 2026 and SPY as of Aug 4, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 283 positions we hold weights for in FRGN and 504 in SPY, against full books of 284 and 505.

What only one of them owns

Our book lists 493 positions for SPY that do not appear in our book for FRGN (99.5% of the fund), and 11 for FRGN that do not appear in SPY (5.3%).

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 FRGNWeight in SPYDifference
NDAQNasdaq Inc.0.72%0.06%0.66%

You are not choosing between two funds in isolation.

Whichever of FRGN and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FRGNSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FRGN or SPY?

FRGN has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option, by $66 a year on a $10,000 investment.

Which pays a higher dividend, FRGN or SPY?

FRGN yields 0.21% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than FRGN?

SPY has a lower expense ratio. FRGN is less concentrated, with 21.0% 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.