LRNZ vs SPY

LRNZ vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: LRNZMore Diversified: SPY

Side-by-Side Comparison

MetricLRNZSPYWinner
Expense Ratio0.68%0.09%
AUM$43M$821.1B
Dividend Yield0.00%1.01%
Holdings26505
YTD Return+31.85%+12.22%
1Y Return+49.88%+20.83%
3Y Return (annualized)+27.83%+21.70%
5Y Return (annualized)+6.61%+12.98%
Volatility (annualized)33.5%15.3%
Max Drawdown-61.3%-56.5%
Fund FamilyTrueSharesState Street Investment Management
CategoryEquityEquity
InceptionFeb 28, 2020Jan 22, 1993

LRNZ vs SPY Performance

TrueShares Technology, AI & Deep Learning ETF (LRNZ) is a ETF from TrueShares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year LRNZ returned +49.88% while SPY returned +20.83%. Year to date, LRNZ is up 31.85% versus a gain of 12.22% for SPY.

Over three years, LRNZ compounded at +27.83% per year against +21.70% for SPY; over five years the annualized figures are +6.61% and +12.98% respectively. Across the full 7-year window we track, LRNZ has the edge at +14.86% annualized vs +8.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LRNZ has been the more volatile fund, with annualized monthly volatility of 33.5% 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 -61.3% for LRNZ 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LRNZ charges 0.68% per year while SPY charges 0.09%. On a $10,000 position that is $68 vs $9 annually, a gap of $59 per year that compounds over a long holding period. On income, LRNZ currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

16.0%overlap

LRNZ and SPY share 13 holdings out of 517 unique holdings combined, representing a 16.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LRNZWeight in SPYDifference
NVDA4.00%7.71%3.71%
AVGO4.51%2.97%1.54%
GOOG3.87%2.67%1.20%
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Frequently Asked Questions

Which is cheaper, LRNZ or SPY?

LRNZ has an expense ratio of 0.68% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

Which performed better, LRNZ or SPY?

Over the past year LRNZ returned +49.88% vs +20.83% for SPY, so LRNZ leads on 1-year performance. Over the longest common window we track (7 years), LRNZ annualized +14.86% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, LRNZ or SPY?

LRNZ has been the more volatile fund at 33.5% annualized versus 15.3% for SPY. Worst drawdown: LRNZ -61.3% vs SPY -56.5%.

Should I hold both LRNZ and SPY?

LRNZ and SPY have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LRNZ and SPY?

LRNZ and SPY share 13 common holdings with a 16.0% weight overlap. Combined, they hold 517 unique securities.

Which pays a higher dividend, LRNZ or SPY?

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

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