LCIZ vs SPY

LCIZ vs SPY

Which is better, LCIZ or SPY?

Trading-Inverse Equity 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

MetricLCIZSPY
Expense Ratio1.49%0.09%Best
AUM$263,800.49$804.7B
Dividend Yield0.00%0.98%
Holdings4505
Fund FamilyTradr ETFsState Street Investment Management
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionJan 21, 2026Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 181 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LCIZ has data through Mar 13, 2026 and SPY through Sep 10, 2026.

Fees and Cost Over Time

LCIZ charges 1.49% per year while SPY charges 0.09%. On a $10,000 position that is $149 vs $9 annually, a gap of $140 per year that compounds over a long holding period. On income, LCIZ currently yields 0.00% against 0.98% for SPY.

You are not choosing between two funds in isolation.

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

LCIZSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LCIZ or SPY?

LCIZ has an expense ratio of 1.49% while SPY charges 0.09%. SPY is the cheaper option, by $140 a year on a $10,000 investment.

Which pays a higher dividend, LCIZ or SPY?

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

Is SPY better than LCIZ?

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