NBIG vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricNBIGSPYWinner
Expense Ratio0.76%0.09%
AUM$80M$789.1B
Dividend Yield0.00%1.01%
Holdings3505
YTD Return+214.45%+14.47%
1Y Return-+21.96%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+13.30%
Volatility (annualized)-15.3%
Max Drawdown-78.8%-56.5%
Fund FamilyLeverage SharesState Street Investment Management
CategoryAlternativeEquity
InceptionOct 27, 2025Jan 22, 1993

NBIG vs SPY Performance

Leverage Shares 2X Long NBIS Daily ETF (NBIG) is a ETF from Leverage Shares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, NBIG is up 214.45% versus a gain of 14.47% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -78.8% for NBIG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

NBIG charges 0.76% per year while SPY charges 0.09%. On a $10,000 position that is $76 vs $9 annually, a gap of $67 per year that compounds over a long holding period. On income, NBIG currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

NBIG 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, NBIG or SPY?

NBIG has an expense ratio of 0.76% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

What is the holdings overlap between NBIG and SPY?

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

Which pays a higher dividend, NBIG or SPY?

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

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