NEWZ vs SPY
StockSnips AI-Powered Sentiment US All Cap ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, NEWZ or SPY?
All Cap Blend against Large Cap Blend.
SPY has a lower expense ratio. SPY led over 1Y and the full window. NEWZ is less concentrated, with 36.8% of the fund in its ten largest positions against 38.0%.
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
| Metric | NEWZ | SPY |
|---|---|---|
| Expense Ratio | 0.75% | 0.09%Best |
| AUM | $20M | $804.7B |
| Dividend Yield | 0.04% | 0.98% |
| Holdings | 33 | 505 |
| YTD Return | +7.44% | +11.52%Best |
| 1Y Return | +4.15% | +17.48%Best |
| 3Y Return (annualized) | - | +20.62% |
| 5Y Return (annualized) | - | +12.73% |
| Volatility (annualized) | 12.1% | 11.9%Best |
| Max Drawdown | -19.4% | -18.8%Best |
| $10,000 over 2.4 years | $11,975 | $15,203Best |
| Top 10 Weight | 36.8%Best | 38.0% |
| Fund Family | StockSnips | State Street Investment Management |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Blend |
| Inception | Apr 12, 2024 | Jan 22, 1993 |
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Apr 12, 2024 to Sep 10, 2026 (2.4 years).
NEWZ 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 2.4 years both funds cover.
NEWZ vs SPY Performance
StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) is an ETF from StockSnips and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year NEWZ returned +4.15% while SPY returned +17.48%. Year to date, NEWZ is up 7.44% versus a gain of 11.52% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NEWZ has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 11.9% 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 -19.4% for NEWZ and -18.8% 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 0.67. They move together some of the time, and apart the rest.
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 0.98% for SPY.
Holdings Overlap
50.3% of NEWZ's money is in holdings SPY also owns. 11.8% of SPY's money is in holdings NEWZ also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 31 positions we hold weights for in NEWZ and 504 in SPY, against full books of 33 and 505.
What only one of them owns
Our book lists 479 positions for SPY that do not appear in our book for NEWZ (87.7% of the fund), and 12 for NEWZ that do not appear in SPY (36.8%).
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
| Stock | Weight in NEWZ | Weight in SPY | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 3.54% | 7.71% | 4.17% |
| AVGOBroadcom Inc | 2.91% | 2.97% | 0.06% |
| CPAYCorpay Inc | 3.84% | 0.04% | 3.80% |
| SMCISuper Micro Computer Inc | 3.84% | 0.03% | 3.81% |
| UBERUber Technologies Inc | 3.58% | 0.22% | 3.36% |
| SOLVSolventum Corp | 3.65% | 0.02% | 3.63% |
| WBDWarner Bros. Discovery, Inc | 3.52% | 0.10% | 3.42% |
| HWMHowmet Aerospace Inc. | 3.44% | 0.17% | 3.27% |
| CEGConstellation Energy Corp | 3.24% | 0.13% | 3.11% |
| HCAHca Healthcare Inc. | 3.23% | 0.09% | 3.14% |
50.3% of NEWZ 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.
Free for up to 10 holdings. No account needed.
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, by $66 a year on a $10,000 investment.
Which performed better, NEWZ or SPY?
Over the past year NEWZ returned +4.15% vs +17.48% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), NEWZ annualized +7.80% vs +19.07% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NEWZ or SPY?
NEWZ has been the more volatile fund at 12.1% annualized versus 11.9% for SPY. Worst drawdown: NEWZ -19.4% vs SPY -18.8%.
Should I hold both NEWZ and SPY?
NEWZ and SPY have a monthly-return correlation of 0.67, 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 NEWZ and SPY?
50.3% of NEWZ's money is in holdings SPY also owns. 11.8% of SPY's is in holdings NEWZ also owns. They hold 15 positions in common, counted across the 31 positions we hold weights for in NEWZ and 504 in SPY.
Which pays a higher dividend, NEWZ or SPY?
NEWZ yields 0.04% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.
Is SPY better than NEWZ?
SPY has a lower expense ratio. SPY led over 1Y and the full window. NEWZ is less concentrated, with 36.8% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.