GRNY vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricGRNYSPYWinner
Expense Ratio0.75%0.09%
AUM$4.3B$789.1B
Dividend Yield0.07%1.01%
Holdings43505
YTD Return+12.37%+13.68%
1Y Return+17.25%+21.53%
3Y Return (annualized)-+21.44%
5Y Return (annualized)-+13.18%
Volatility (annualized)18.1%15.3%
Max Drawdown-24.2%-56.5%
Fund FamilyFundstrat CapitalState Street Investment Management
CategoryEquityEquity
InceptionNov 7, 2024Jan 22, 1993

GRNY vs SPY Performance

Fundstrat Granny Shots US Large Cap ETF (GRNY) is a ETF from Fundstrat Capital and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year GRNY returned +17.25% while SPY returned +21.53%. Year to date, GRNY is up 12.37% versus a gain of 13.68% for SPY.

Risk: Volatility and Drawdowns

GRNY has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -24.2% for GRNY 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GRNY 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, GRNY currently yields 0.07% against 1.01% for SPY.

Holdings Overlap

30.6%overlap

GRNY and SPY share 41 holdings out of 504 unique holdings combined, representing a 30.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GRNYWeight in SPYDifference
NVDA2.23%7.31%5.08%
AAPL2.28%7.09%4.81%
MSFT2.46%4.43%1.97%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
AMDProProPro
LLYProProPro
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Frequently Asked Questions

Which is cheaper, GRNY or SPY?

GRNY has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, GRNY or SPY?

Over the past year GRNY returned +17.25% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), GRNY annualized +20.65% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, GRNY or SPY?

GRNY has been the more volatile fund at 18.1% annualized versus 15.3% for SPY. Worst drawdown: GRNY -24.2% vs SPY -56.5%.

Should I hold both GRNY and SPY?

GRNY and SPY have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GRNY and SPY?

GRNY and SPY share 41 common holdings with a 30.6% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, GRNY or SPY?

GRNY yields 0.07% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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