KPO vs SPY

KPO vs SPY

Which is better, KPO or SPY?

Leverage Strategy against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: 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

MetricKPOSPY
Expense Ratio0.95%0.09%Best
AUM$8M$804.7B
Dividend Yield0.00%0.98%
Holdings1505
YTD Return-1.42%+11.97%Best
1Y Return-+16.40%
3Y Return (annualized)-+21.10%
5Y Return (annualized)-+12.88%
Fund FamilyKensington FundsState Street Investment Management
CategoryAlternativeEquity
StyleLeverage StrategyLarge Cap Blend
InceptionAug 27, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

KPO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

KPO vs SPY Performance

Kensington Premium Opportunities ETF (KPO) is an ETF from Kensington Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, KPO is down 1.42% versus a gain of 11.97% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

KPO charges 0.95% per year while SPY charges 0.09%. On a $10,000 position that is $95 vs $9 annually, a gap of $86 per year that compounds over a long holding period. On income, KPO currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 1 holding in KPO and 504 in SPY, totalling 87.1% 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 1 positions we hold weights for in KPO and 504 in SPY, against full books of 1 and 505.

You are not choosing between two funds in isolation.

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

KPOSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KPO or SPY?

KPO has an expense ratio of 0.95% while SPY charges 0.09%. SPY is the cheaper option, by $86 a year on a $10,000 investment.

Which pays a higher dividend, KPO or SPY?

KPO yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than KPO?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.