KRMA vs SPY
Global X Conscious Companies ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | KRMA | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.43% | 0.09% | |
| AUM | $118M | $789.1B | |
| Dividend Yield | 2.42% | 1.01% | |
| Holdings | 145 | 505 | |
| YTD Return | +10.19% | +13.68% | |
| 1Y Return | +19.76% | +21.53% | |
| 3Y Return (annualized) | +16.08% | +21.44% | |
| 5Y Return (annualized) | +9.89% | +13.18% | |
| Volatility (annualized) | 15.9% | 15.3% | |
| Max Drawdown | -36.2% | -56.5% | |
| Fund Family | Global X by mirae Asset | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jul 11, 2016 | Jan 22, 1993 |
KRMA vs SPY Performance
Global X Conscious Companies ETF (KRMA) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year KRMA returned +19.76% while SPY returned +21.53%. Year to date, KRMA is up 10.19% versus a gain of 13.68% for SPY.
Over three years, KRMA compounded at +16.08% per year against +21.44% for SPY; over five years the annualized figures are +9.89% and +13.18% respectively. Across the full 10-year window we track, KRMA has the edge at +12.83% annualized vs +8.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KRMA has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.3% 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 -36.2% for KRMA 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
KRMA charges 0.43% per year while SPY charges 0.09%. On a $10,000 position that is $43 vs $9 annually, a gap of $34 per year that compounds over a long holding period. On income, KRMA currently yields 2.42% against 1.01% for SPY.
Holdings Overlap
KRMA and SPY share 127 holdings out of 519 unique holdings combined, representing a 52.7% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, KRMA or SPY?
KRMA has an expense ratio of 0.43% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, KRMA or SPY?
Over the past year KRMA returned +19.76% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (10 years), KRMA annualized +12.83% vs +8.85% for SPY. Past performance does not guarantee future results.
Which is riskier, KRMA or SPY?
KRMA has been the more volatile fund at 15.9% annualized versus 15.3% for SPY. Worst drawdown: KRMA -36.2% vs SPY -56.5%.
Should I hold both KRMA and SPY?
KRMA and SPY have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between KRMA and SPY?
KRMA and SPY share 127 common holdings with a 52.7% weight overlap. Combined, they hold 519 unique securities.
Which pays a higher dividend, KRMA or SPY?
KRMA yields 2.42% while SPY yields 1.01%, so KRMA currently pays the higher dividend yield.
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