LCDL vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricLCDLSPYWinner
Expense Ratio1.15%0.09%
AUM$4M$789.1B
Dividend Yield0.00%1.01%
Holdings2505
YTD Return-91.99%+13.39%
1Y Return-98.71%+22.52%
3Y Return (annualized)-+21.36%
5Y Return (annualized)-+13.19%
Volatility (annualized)100.4%15.3%
Max Drawdown-99.3%-56.5%
Fund FamilyGraniteSharesState Street Investment Management
CategoryAlternativeEquity
InceptionApr 21, 2025Jan 22, 1993

LCDL vs SPY Performance

GraniteShares 2x Long LCID Daily ETF (LCDL) is a ETF from GraniteShares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year LCDL returned -98.71% while SPY returned +22.52%. Year to date, LCDL is down 91.99% versus a gain of 13.39% for SPY.

Risk: Volatility and Drawdowns

LCDL has been the more volatile fund, with annualized monthly volatility of 100.4% 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 -99.3% for LCDL 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LCDL charges 1.15% per year while SPY charges 0.09%. On a $10,000 position that is $115 vs $9 annually, a gap of $106 per year that compounds over a long holding period. On income, LCDL currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

LCDL and SPY share 0 holdings out of 504 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, LCDL or SPY?

LCDL has an expense ratio of 1.15% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $106 per year of difference.

Which performed better, LCDL or SPY?

Over the past year LCDL returned -98.71% vs +22.52% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), LCDL annualized -97.36% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, LCDL or SPY?

LCDL has been the more volatile fund at 100.4% annualized versus 15.3% for SPY. Worst drawdown: LCDL -99.3% vs SPY -56.5%.

Should I hold both LCDL and SPY?

LCDL and SPY have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LCDL and SPY?

LCDL and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, LCDL or SPY?

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

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