HKND vs SPY

HKND vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. HKND offers more diversification with 1,001 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: HKND

Side-by-Side Comparison

MetricHKNDSPYWinner
Expense Ratio0.11%0.09%
AUM$142M$821.1B
Dividend Yield2.12%1.01%
Holdings1,001505
YTD Return+12.19%+12.22%
1Y Return+5.80%+20.83%
3Y Return (annualized)+10.05%+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)13.7%15.3%
Max Drawdown-19.0%-56.5%
Fund FamilyHumankindState Street Investment Management
CategoryEquityEquity
InceptionFeb 24, 2021Jan 22, 1993

HKND vs SPY Performance

Humankind US Stock ETF (HKND) is a ETF from Humankind and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year HKND returned +5.80% while SPY returned +20.83%. Year to date, HKND is up 12.19% versus a gain of 12.22% for SPY.

Over three years, HKND compounded at +10.05% per year against +21.70% for SPY. Across the full 5-year window we track, HKND has the edge at +8.92% annualized vs +8.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.7% for HKND. 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 -19.0% for HKND 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

HKND charges 0.11% per year while SPY charges 0.09%. On a $10,000 position that is $11 vs $9 annually, a gap of $2 per year that compounds over a long holding period. On income, HKND currently yields 2.12% against 1.01% for SPY.

Holdings Overlap

34.3%overlap

HKND and SPY share 341 holdings out of 1121 unique holdings combined, representing a 34.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HKNDWeight in SPYDifference
AAPL2.63%6.83%4.20%
GOOGL4.54%3.33%1.21%
NVDA0.10%7.71%7.61%
MSFTProProPro
AMZNProProPro
LLYProProPro
ADMProProPro
JNJProProPro
AVGOProProPro
ABBVProProPro
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Frequently Asked Questions

Which is cheaper, HKND or SPY?

HKND has an expense ratio of 0.11% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, HKND or SPY?

Over the past year HKND returned +5.80% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (5 years), HKND annualized +8.92% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, HKND or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 13.7% for HKND. Worst drawdown: HKND -19.0% vs SPY -56.5%.

Should I hold both HKND and SPY?

HKND and SPY have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between HKND and SPY?

HKND and SPY share 341 common holdings with a 34.3% weight overlap. Combined, they hold 1121 unique securities.

Which pays a higher dividend, HKND or SPY?

HKND yields 2.12% while SPY yields 1.01%, so HKND currently pays the higher dividend yield.

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