HBR vs SPY

HBR vs SPY

Which is better, HBR or SPY?

Single Currency against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y.

Lower Fees: SPYHigher Returns (1Y): SPY

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

MetricHBRSPY
Expense Ratio0.50%0.09%Best
AUM$55M$804.7B
Dividend Yield0.00%0.98%
Holdings2505
YTD Return-24.55%+13.82%Best
1Y Return-54.09%+16.96%Best
3Y Return (annualized)-+22.97%
5Y Return (annualized)-+13.73%
Fund FamilyCanary Capital Group LLCState Street Investment Management
CategoryAlternativeEquity
StyleSingle CurrencyLarge Cap Blend
InceptionOct 28, 2025Jan 22, 1993

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

HBR 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.

HBR vs SPY Performance

Canary HBAR ETF (HBR) is an ETF from Canary Capital Group LLC and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year HBR returned -54.09% while SPY returned +16.96%. Year to date, HBR is down 24.55% versus a gain of 13.82% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

HBR charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, HBR currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 1 holding in HBR and 504 in SPY, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in HBR and 504 in SPY, against full books of 2 and 505.

You are not choosing between two funds in isolation.

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

HBRSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HBR or SPY?

HBR has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, HBR or SPY?

Over the past year HBR returned -54.09% vs +16.96% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, HBR or SPY?

HBR yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than HBR?

SPY has a lower expense ratio. SPY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.