HFSP vs SPY
TradersAI Large Cap Equity & Cash ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | HFSP | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 1.25% | 0.09% | |
| AUM | $682,850.92 | $789.1B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 4 | 505 | |
| YTD Return | -14.06% | +13.39% | |
| 1Y Return | -25.65% | +22.52% | |
| 3Y Return (annualized) | - | +21.36% | |
| 5Y Return (annualized) | - | +13.19% | |
| Volatility (annualized) | 16.1% | 15.3% | |
| Max Drawdown | -37.7% | -56.5% | |
| Fund Family | TradersAI | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Oct 23, 2024 | Jan 22, 1993 |
HFSP vs SPY Performance
TradersAI Large Cap Equity & Cash ETF (HFSP) is a ETF from TradersAI and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year HFSP returned -25.65% while SPY returned +22.52%. Year to date, HFSP is down 14.06% versus a gain of 13.39% for SPY.
Risk: Volatility and Drawdowns
HFSP has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -37.7% for HFSP 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HFSP charges 1.25% per year while SPY charges 0.09%. On a $10,000 position that is $125 vs $9 annually, a gap of $116 per year that compounds over a long holding period. On income, HFSP currently yields 0.00% against 1.01% for SPY.
Holdings Overlap
HFSP and SPY share 0 holdings out of 504 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HFSP or SPY?
HFSP has an expense ratio of 1.25% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $116 per year of difference.
Which performed better, HFSP or SPY?
Over the past year HFSP returned -25.65% vs +22.52% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), HFSP annualized -19.47% vs +8.84% for SPY. Past performance does not guarantee future results.
Which is riskier, HFSP or SPY?
HFSP has been the more volatile fund at 16.1% annualized versus 15.3% for SPY. Worst drawdown: HFSP -37.7% vs SPY -56.5%.
Should I hold both HFSP and SPY?
HFSP and SPY have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HFSP and SPY?
HFSP and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.
Which pays a higher dividend, HFSP or SPY?
HFSP yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.