KHYB vs SPY

KHYB vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricKHYBSPYWinner
Expense Ratio0.69%0.09%
AUM$16M$821.1B
Dividend Yield9.20%1.01%
Holdings73505
YTD Return+4.25%+12.22%
1Y Return+8.11%+20.83%
3Y Return (annualized)+11.02%+21.70%
5Y Return (annualized)+0.77%+12.98%
Volatility (annualized)8.2%15.3%
Max Drawdown-35.0%-56.5%
Fund FamilyKraneSharesState Street Investment Management
CategoryFixed IncomeEquity
InceptionJun 26, 2018Jan 22, 1993

KHYB vs SPY Performance

KraneShares Asia Pacific High Income USD Bond ETF (KHYB) is a ETF from KraneShares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year KHYB returned +8.11% while SPY returned +20.83%. Year to date, KHYB is up 4.25% versus a gain of 12.22% for SPY.

Over three years, KHYB compounded at +11.02% per year against +21.70% for SPY; over five years the annualized figures are +0.77% and +12.98% respectively. Across the full 8-year window we track, SPY has the edge at +8.79% annualized vs +0.19%. 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 8.2% for KHYB. 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 -35.0% for KHYB 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KHYB charges 0.69% per year while SPY charges 0.09%. On a $10,000 position that is $69 vs $9 annually, a gap of $60 per year that compounds over a long holding period. On income, KHYB currently yields 9.20% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

KHYB and SPY share 0 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, KHYB or SPY?

KHYB has an expense ratio of 0.69% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, KHYB or SPY?

Over the past year KHYB returned +8.11% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (8 years), KHYB annualized +0.19% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, KHYB or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 8.2% for KHYB. Worst drawdown: KHYB -35.0% vs SPY -56.5%.

Should I hold both KHYB and SPY?

KHYB and SPY have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KHYB and SPY?

KHYB and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, KHYB or SPY?

KHYB yields 9.20% while SPY yields 1.01%, so KHYB currently pays the higher dividend yield.

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