NRES vs SPY

NRES vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: NRESMore Diversified: SPY

Side-by-Side Comparison

MetricNRESSPYWinner
Expense Ratio0.45%0.09%
AUM$36M$821.1B
Dividend Yield2.48%1.01%
Holdings58505
YTD Return+21.11%+12.22%
1Y Return+41.84%+20.83%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)16.6%15.3%
Max Drawdown-21.5%-56.5%
Fund FamilyXtrackers ETFsState Street Investment Management
CategoryEquityEquity
InceptionFeb 27, 2024Jan 22, 1993

NRES vs SPY Performance

Xtrackers RREEF Global Natural Resources ETF (NRES) is a ETF from Xtrackers ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year NRES returned +41.84% while SPY returned +20.83%. Year to date, NRES is up 21.11% versus a gain of 12.22% for SPY.

Risk: Volatility and Drawdowns

NRES has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.3% 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 -21.5% for NRES 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NRES charges 0.45% per year while SPY charges 0.09%. On a $10,000 position that is $45 vs $9 annually, a gap of $36 per year that compounds over a long holding period. On income, NRES currently yields 2.48% against 1.01% for SPY.

Holdings Overlap

2.9%overlap

NRES and SPY share 23 holdings out of 537 unique holdings combined, representing a 2.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NRESWeight in SPYDifference
XOM3.92%0.96%2.96%
NEM4.18%0.16%4.02%
CVX3.10%0.54%2.56%
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Frequently Asked Questions

Which is cheaper, NRES or SPY?

NRES has an expense ratio of 0.45% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, NRES or SPY?

Over the past year NRES returned +41.84% vs +20.83% for SPY, so NRES leads on 1-year performance. Over the longest common window we track (3 years), NRES annualized +18.97% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, NRES or SPY?

NRES has been the more volatile fund at 16.6% annualized versus 15.3% for SPY. Worst drawdown: NRES -21.5% vs SPY -56.5%.

Should I hold both NRES and SPY?

NRES and SPY have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NRES and SPY?

NRES and SPY share 23 common holdings with a 2.9% weight overlap. Combined, they hold 537 unique securities.

Which pays a higher dividend, NRES or SPY?

NRES yields 2.48% while SPY yields 1.01%, so NRES currently pays the higher dividend yield.

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