MYCN vs SPY

MYCN vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricMYCNSPYWinner
Expense Ratio0.15%0.09%
AUM$8M$821.1B
Dividend Yield5.07%1.01%
Holdings117505
YTD Return-0.40%+12.68%
1Y Return+2.90%+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)4.4%15.3%
Max Drawdown-4.6%-56.5%
Fund FamilyState Street Investment ManagementState Street Investment Management
CategoryFixed IncomeEquity
InceptionSep 23, 2024Jan 22, 1993

MYCN vs SPY Performance

State Street My2034 Corporate Bond ETF (MYCN) is a ETF from State Street Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year MYCN returned +2.90% while SPY returned +21.82%. Year to date, MYCN is down 0.40% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 4.4% for MYCN. 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 -4.6% for MYCN 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYCN charges 0.15% per year while SPY charges 0.09%. On a $10,000 position that is $15 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, MYCN currently yields 5.07% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

MYCN and SPY share 0 holdings out of 505 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, MYCN or SPY?

MYCN has an expense ratio of 0.15% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, MYCN or SPY?

Over the past year MYCN returned +2.90% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), MYCN annualized +2.80% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, MYCN or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 4.4% for MYCN. Worst drawdown: MYCN -4.6% vs SPY -56.5%.

Should I hold both MYCN and SPY?

MYCN and SPY have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MYCN and SPY?

MYCN and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, MYCN or SPY?

MYCN yields 5.07% while SPY yields 1.01%, so MYCN currently pays the higher dividend yield.

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