HRSK vs SPY

HRSK vs SPY

Which is better, HRSK or SPY?

SPY costs less.

SPY has a lower expense ratio.

Lower Fees: 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

MetricHRSKSPY
Expense Ratio0.95%0.09%Best
AUM$34M$804.7B
Dividend Yield0.00%0.98%
Holdings123505
YTD Return-0.40%+12.47%Best
1Y Return-+17.51%
3Y Return (annualized)-+21.18%
5Y Return (annualized)-+12.88%
Fund FamilyTOEWS FundsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 15, 2026Jan 22, 1993

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

HRSK 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.

HRSK vs SPY Performance

Toews Agility Shares Hedged Risk ETF (HRSK) is an ETF from TOEWS Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, HRSK is down 0.40% versus a gain of 12.47% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

HRSK charges 0.95% per year while SPY charges 0.09%. On a $10,000 position that is $95 vs $9 annually, a gap of $86 per year that compounds over a long holding period. On income, HRSK currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

SPY already in HRSK63.9%

At least 63.9% of SPY's money is in holdings HRSK also owns.

Stated as a floor: for HRSK, our book for it covers 94.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

98 positions in common, counted across the 118 positions we hold weights for in HRSK and 504 in SPY, against full books of 123 and 505.

Top Shared Holdings

StockWeight in HRSKWeight in SPYDifference
AAPLApple, Inc3.53%6.83%3.30%
NVDANvidia Corp.1.50%7.71%6.21%
MSFTMicrosoft Corp 4.100 Feb 06 372.86%5.50%2.64%
AVGOBroadcom Inc4.57%2.97%1.60%
AMZNAmazon.Com Inc1.24%4.08%2.84%
GOOGLAlphabet A Usd 0.0010.91%3.33%2.42%
JPMJpmorgan Chase & Co.1.87%1.44%0.43%
GOOGAlphabet Inc0.37%2.67%2.30%
METAMeta Platforms, Inc.0.59%1.94%1.35%
WMTWalmart, Inc.1.17%0.73%0.44%

63.9% of SPY is already inside HRSK.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

HRSKSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HRSK or SPY?

HRSK has an expense ratio of 0.95% while SPY charges 0.09%. SPY is the cheaper option, by $86 a year on a $10,000 investment.

What is the holdings overlap between HRSK and SPY?

At least 63.9% of SPY's money is in holdings HRSK also owns. Our book for HRSK is partial, so the real figure is this or higher. They hold 98 positions in common, counted across the 118 positions we hold weights for in HRSK and 504 in SPY.

Which pays a higher dividend, HRSK or SPY?

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

Is SPY better than HRSK?

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