KDRN vs SPY
Kingsbarn Tactical Bond ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, KDRN or SPY?
Long Term Low Quality against Large Cap Blend.
SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window.
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
| Metric | KDRN | SPY |
|---|---|---|
| Expense Ratio | 0.62% | 0.09%Best |
| AUM | $1M | $804.7B |
| Dividend Yield | 3.34% | 0.98% |
| Holdings | 6 | 505 |
| YTD Return | -1.46% | +12.99%Best |
| 1Y Return | -1.38% | +16.73%Best |
| 3Y Return (annualized) | +3.08% | +22.52%Best |
| 5Y Return (annualized) | - | +13.07% |
| Volatility (annualized) | 7.0%Best | 15.7% |
| Max Drawdown | -15.3%Best | -24.5% |
| $10,000 over 4.8 years | $10,116 | $17,714Best |
| Top 10 Weight | - | 37.8% |
| Fund Family | Kingsbarn Capital Management | State Street Investment Management |
| Category | Fixed Income | Equity |
| Style | Long Term Low Quality | Large Cap Blend |
| Inception | Dec 19, 2021 | Jan 22, 1993 |
Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 21, 2021 to Sep 23, 2026 (4.8 years).
KDRN 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 4.8 years both funds cover.
KDRN vs SPY Performance
Kingsbarn Tactical Bond ETF (KDRN) is an ETF from Kingsbarn Capital Management and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year KDRN returned -1.38% while SPY returned +16.73%. Year to date, KDRN is down 1.46% versus a gain of 12.99% for SPY.
Over three years, KDRN compounded at +3.08% per year against +22.52% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 7.0% for KDRN. 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 -15.3% for KDRN and -24.5% 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 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
KDRN charges 0.62% per year while SPY charges 0.09%. On a $10,000 position that is $62 vs $9 annually, a gap of $53 per year that compounds over a long holding period. On income, KDRN currently yields 3.34% against 0.98% for SPY.
Holdings Overlap
We hold position weights for 6 holdings in KDRN and 504 in SPY, totalling 95.2% and 99.9% 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 6 positions we hold weights for in KDRN and 504 in SPY, against full books of 6 and 505.
What only one of them owns
Measured across the 6 and 504 positions we hold weights for.
SPY holds 497 positions KDRN does not, 99.3% of the fund.
Largest: NVDA 8.01%, AAPL 7.26%, MSFT 5.66%, AMZN 3.79%, GOOGL 2.99%
You are not choosing between two funds in isolation.
Whichever of KDRN and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, KDRN or SPY?
KDRN has an expense ratio of 0.62% while SPY charges 0.09%. SPY is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, KDRN or SPY?
Over the past year KDRN returned -1.38% vs +16.73% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KDRN or SPY?
SPY has been the more volatile fund at 15.7% annualized versus 7.0% for KDRN. Worst drawdown: KDRN -15.3% vs SPY -24.5%.
Should I hold both KDRN and SPY?
KDRN and SPY have a monthly-return correlation of 0.61, 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, KDRN or SPY?
KDRN yields 3.34% while SPY yields 0.98%, so KDRN currently pays the higher dividend yield.
Is SPY better than KDRN?
SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.