KBAB vs SPY

KBAB vs SPY

Which is better, KBAB or SPY?

Leverage Strategy against Large Cap Blend.

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

MetricKBABSPY
Expense Ratio0.99%0.09%Best
AUM$3M$814.4B
Dividend Yield110.10%1.01%
Holdings2505
YTD Return-56.07%+12.71%Best
1Y Return-51.30%+19.36%Best
3Y Return (annualized)-+21.09%
5Y Return (annualized)-+12.69%
Volatility (annualized)101.2%12.0%Best
Max Drawdown-79.0%-13.7%Best
$10,000 over 1.5 years$4,530$13,965Best
Fund FamilyKraneSharesState Street Investment Management
CategoryAlternativeEquity
StyleLeverage StrategyLarge Cap Blend
InceptionMar 11, 2025Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 12, 2025 to Sep 8, 2026 (1.5 years).

KBAB 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 1.5 years both funds cover.

KBAB vs SPY Performance

KraneShares 2x Long BABA Daily ETF (KBAB) is an ETF from KraneShares and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year KBAB returned -51.30% while SPY returned +19.36%. Year to date, KBAB is down 56.07% versus a gain of 12.71% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KBAB has been the more volatile fund, with annualized monthly volatility of 101.2% compared with 12.0% 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 -79.0% for KBAB and -13.7% 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 0.27. They move largely independently of each other.

Fees and Cost Over Time

KBAB charges 0.99% per year while SPY charges 0.09%. On a $10,000 position that is $99 vs $9 annually, a gap of $90 per year that compounds over a long holding period. On income, KBAB currently yields 110.10% against 1.01% for SPY.

Holdings Overlap

We hold position weights for 1 holding in KBAB and 503 in SPY, totalling 200.0% 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 1 positions we hold weights for in KBAB and 503 in SPY, against full books of 2 and 505.

You are not choosing between two funds in isolation.

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

KBABSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KBAB or SPY?

KBAB has an expense ratio of 0.99% while SPY charges 0.09%. SPY is the cheaper option, by $90 a year on a $10,000 investment.

Which performed better, KBAB or SPY?

Over the past year KBAB returned -51.30% vs +19.36% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), KBAB annualized -41.02% vs +24.94% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KBAB or SPY?

KBAB has been the more volatile fund at 101.2% annualized versus 12.0% for SPY. Worst drawdown: KBAB -79.0% vs SPY -13.7%.

Should I hold both KBAB and SPY?

KBAB and SPY have a monthly-return correlation of 0.27, 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, KBAB or SPY?

KBAB yields 110.10% while SPY yields 1.01%, so KBAB currently pays the higher dividend yield.

Is SPY better than KBAB?

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