INDL vs SPY

INDL vs SPY

Which is better, INDL or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SPYHigher Returns: 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

MetricINDLSPY
Expense Ratio1.23%0.09%Best
AUM$56M$814.4B
Dividend Yield1.39%1.01%
Holdings8505
YTD Return-21.12%+13.34%Best
1Y Return-17.14%+19.97%Best
3Y Return (annualized)-0.52%+21.20%Best
5Y Return (annualized)-4.80%+12.81%Best
Volatility (annualized)53.2%14.4%Best
Max Drawdown-95.8%-34.1%Best
$10,000 over 5 years$7,820$18,270Best
Fund FamilyDirexion Shares ETF TrustState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionMar 11, 2010Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 11, 2010 to Sep 4, 2026 (16.5 years).

INDL 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 covers the 16.5 years both funds cover.

INDL vs SPY Performance

Direxion Daily MSCI India Bull 2X ETF (INDL) is an ETF from Direxion Shares ETF Trust and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year INDL returned -17.14% while SPY returned +19.97%. Year to date, INDL is down 21.12% versus a gain of 13.34% for SPY.

Over three years, INDL compounded at -0.52% per year against +21.20% for SPY; over five years the annualized figures are -4.80% and +12.81% respectively. Across the full 17-year window we track, SPY has the edge at +12.71% annualized vs -6.73%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

INDL has been the more volatile fund, with annualized monthly volatility of 53.2% compared with 14.4% 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 -95.8% for INDL and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

INDL charges 1.23% per year while SPY charges 0.09%. On a $10,000 position that is $123 vs $9 annually, a gap of $114 per year that compounds over a long holding period. On income, INDL currently yields 1.39% against 1.01% for SPY.

Holdings Overlap

We hold position weights for 3 holdings in INDL and 504 in SPY, totalling 100.7% and 100.0% 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 3 positions we hold weights for in INDL and 504 in SPY, against full books of 8 and 505.

You are not choosing between two funds in isolation.

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

INDLSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, INDL or SPY?

INDL has an expense ratio of 1.23% while SPY charges 0.09%. SPY is the cheaper option, by $114 a year on a $10,000 investment.

Which performed better, INDL or SPY?

Over the past year INDL returned -17.14% vs +19.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (17 years), INDL annualized -6.73% vs +12.71% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, INDL or SPY?

INDL has been the more volatile fund at 53.2% annualized versus 14.4% for SPY. Worst drawdown: INDL -95.8% vs SPY -34.1%.

Should I hold both INDL and SPY?

INDL and SPY have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, INDL or SPY?

INDL yields 1.39% while SPY yields 1.01%, so INDL currently pays the higher dividend yield.

Is SPY better than INDL?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.