MOO vs SPY

MOO vs SPY

Which is better, MOO or SPY?

Each has led over a different period.

SPY has a lower expense ratio. MOO led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 59.1%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: 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

MetricMOOSPY
Expense Ratio0.56%0.09%Best
AUM$991M$804.7B
Dividend Yield2.11%0.98%
Holdings51505
YTD Return+19.01%Best+12.19%
1Y Return+20.83%Best+18.53%
3Y Return (annualized)+4.12%+20.88%Best
5Y Return (annualized)+0.73%+12.69%Best
Volatility (annualized)20.9%15.6%Best
Max Drawdown-69.5%-56.5%Best
$10,000 over 5 years$10,370$18,173Best
Top 10 Weight59.1%38.0%Best
Fund FamilyVanEckState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 31, 2007Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Sep 5, 2007 to Sep 9, 2026 (19 years).

MOO 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 covers the 19 years both funds cover.

MOO vs SPY Performance

VanEck Agribusiness ETF (MOO) is an ETF from VanEck and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year MOO returned +20.83% while SPY returned +18.53%. Year to date, MOO is up 19.01% versus a gain of 12.19% for SPY.

Over three years, MOO compounded at +4.12% per year against +20.88% for SPY; over five years the annualized figures are +0.73% and +12.69% respectively. Across the full 19-year window we track, SPY has the edge at +9.44% annualized vs +5.69%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MOO has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 15.6% 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 -69.5% for MOO and -56.5% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MOO charges 0.56% per year while SPY charges 0.09%. On a $10,000 position that is $56 vs $9 annually, a gap of $47 per year that compounds over a long holding period. On income, MOO currently yields 2.11% against 0.98% for SPY.

Holdings Overlap

MOO already in SPY40.7%
SPY already in MOO0.5%

40.7% of MOO's money is in holdings SPY also owns. 0.5% of SPY's money is in holdings MOO also owns.

The two portfolios partly overlap.

8 positions in common, counted across the 47 positions we hold weights for in MOO and 504 in SPY, against full books of 51 and 505.

What only one of them owns

Our book lists 487 positions for SPY that do not appear in our book for MOO (98.9% of the fund), and 9 for MOO that do not appear in SPY (11.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in MOOWeight in SPYDifference
DEDeere & Co Sedol 22612038.35%0.23%8.12%
CTVACorteva Inc Ctva8.07%0.08%7.99%
ZTSZoetis Inc, Class A5.25%0.05%5.20%
ADMArcher-Daniels-Midland Co.5.02%0.06%4.96%
CFCf Industries Holdings Inc.4.59%0.03%4.56%
TSNTyson Foods Inc. Class A4.31%0.02%4.29%
BGBunge Global Sa Common Shares3.28%0.02%3.26%
MOSMosaic Co.1.79%0.01%1.78%

40.7% of MOO is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

MOOSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MOO or SPY?

MOO has an expense ratio of 0.56% while SPY charges 0.09%. SPY is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, MOO or SPY?

Over the past year MOO returned +20.83% vs +18.53% for SPY, so MOO leads on 1-year performance. Over the longest common window we track (19 years), MOO annualized +5.69% vs +9.44% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MOO or SPY?

MOO has been the more volatile fund at 20.9% annualized versus 15.6% for SPY. Worst drawdown: MOO -69.5% vs SPY -56.5%.

Should I hold both MOO and SPY?

MOO and SPY have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between MOO and SPY?

40.7% of MOO's money is in holdings SPY also owns. 0.5% of SPY's is in holdings MOO also owns. They hold 8 positions in common, counted across the 47 positions we hold weights for in MOO and 504 in SPY.

Which pays a higher dividend, MOO or SPY?

MOO yields 2.11% while SPY yields 0.98%, so MOO currently pays the higher dividend yield.

Is SPY better than MOO?

SPY has a lower expense ratio. MOO led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 59.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.