KNOV vs SPY

KNOV vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: KNOVMore Diversified: SPY

Side-by-Side Comparison

MetricKNOVSPYWinner
Expense Ratio0.79%0.09%
AUM$45M$821.1B
Dividend Yield0.00%1.01%
Holdings6505
YTD Return+12.64%+12.68%
1Y Return+23.16%+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)8.8%15.3%
Max Drawdown-15.0%-56.5%
Fund FamilyInnovator ETFs TrustState Street Investment Management
CategoryAlternativeEquity
InceptionNov 1, 2024Jan 22, 1993

KNOV vs SPY Performance

Innovator US Small Cap Power Buffer ETF - November (KNOV) is a ETF from Innovator ETFs Trust and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year KNOV returned +23.16% while SPY returned +21.82%. Year to date, KNOV is up 12.64% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 8.8% for KNOV. 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 -15.0% for KNOV 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KNOV charges 0.79% per year while SPY charges 0.09%. On a $10,000 position that is $79 vs $9 annually, a gap of $70 per year that compounds over a long holding period. On income, KNOV currently yields 0.00% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, KNOV or SPY?

KNOV has an expense ratio of 0.79% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

Which performed better, KNOV or SPY?

Over the past year KNOV returned +23.16% vs +21.82% for SPY, so KNOV leads on 1-year performance. Over the longest common window we track (2 years), KNOV annualized +14.81% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, KNOV or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 8.8% for KNOV. Worst drawdown: KNOV -15.0% vs SPY -56.5%.

Should I hold both KNOV and SPY?

KNOV and SPY have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, KNOV or SPY?

KNOV yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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