NEWZ vs SPY
StockSnips AI-Powered Sentiment US All Cap ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | NEWZ | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.09% | |
| AUM | $21M | $821.1B | |
| Dividend Yield | 0.04% | 1.01% | |
| Holdings | 32 | 505 | |
| YTD Return | +10.31% | +12.68% | |
| 1Y Return | +7.46% | +21.82% | |
| 3Y Return (annualized) | - | +21.98% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 12.3% | 15.3% | |
| Max Drawdown | -19.4% | -56.5% | |
| Fund Family | StockSnips | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Apr 12, 2024 | Jan 22, 1993 |
NEWZ vs SPY Performance
StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) is a ETF from StockSnips and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year NEWZ returned +7.46% while SPY returned +21.82%. Year to date, NEWZ is up 10.31% 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 12.3% for NEWZ. 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 -19.4% for NEWZ 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NEWZ charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, NEWZ currently yields 0.04% against 1.01% for SPY.
Holdings Overlap
NEWZ and SPY share 16 holdings out of 519 unique holdings combined, representing a 5.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NEWZ or SPY?
NEWZ has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, NEWZ or SPY?
Over the past year NEWZ returned +7.46% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), NEWZ annualized +9.21% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, NEWZ or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 12.3% for NEWZ. Worst drawdown: NEWZ -19.4% vs SPY -56.5%.
Should I hold both NEWZ and SPY?
NEWZ and SPY have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NEWZ and SPY?
NEWZ and SPY share 16 common holdings with a 5.1% weight overlap. Combined, they hold 519 unique securities.
Which pays a higher dividend, NEWZ or SPY?
NEWZ yields 0.04% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.