GOOX vs SPY

GOOX vs SPY
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Quick Verdict

SPY has a lower expense ratio. GOOX delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: GOOXMore Diversified: SPY

Side-by-Side Comparison

MetricGOOXSPYWinner
Expense Ratio1.05%0.09%
AUM$52M$814.4B
Dividend Yield0.00%1.01%
Holdings5505
YTD Return-1.47%+12.87%
1Y Return+103.63%+21.13%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+12.69%
Volatility (annualized)69.7%15.3%
Max Drawdown-52.5%-56.5%
Fund FamilyREX SharesState Street Investment Management
CategoryAlternativeEquity
InceptionJan 11, 2024Jan 22, 1993

GOOX vs SPY Performance

T-REX 2X LONG ALPHABET DAILY TARGET ETF (GOOX) is a ETF from REX Shares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year GOOX returned +103.63% while SPY returned +21.13%. Year to date, GOOX is down 1.47% versus a gain of 12.87% for SPY.

Risk: Volatility and Drawdowns

GOOX has been the more volatile fund, with annualized monthly volatility of 69.7% compared with 15.3% 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 -52.5% for GOOX and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GOOX charges 1.05% per year while SPY charges 0.09%. On a $10,000 position that is $105 vs $9 annually, a gap of $96 per year that compounds over a long holding period. On income, GOOX currently yields 0.00% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, GOOX or SPY?

GOOX has an expense ratio of 1.05% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, GOOX or SPY?

Over the past year GOOX returned +103.63% vs +21.13% for SPY, so GOOX leads on 1-year performance. Over the longest common window we track (3 years), GOOX annualized +55.96% vs +8.80% for SPY. Past performance does not guarantee future results.

Which is riskier, GOOX or SPY?

GOOX has been the more volatile fund at 69.7% annualized versus 15.3% for SPY. Worst drawdown: GOOX -52.5% vs SPY -56.5%.

Should I hold both GOOX and SPY?

GOOX and SPY have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, GOOX or SPY?

GOOX yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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