NVDD vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricNVDDSPYWinner
Expense Ratio1.01%0.09%
AUM$21M$789.1B
Dividend Yield2.67%1.01%
Holdings9505
YTD Return-17.03%+13.75%
1Y Return-20.73%+22.91%
3Y Return (annualized)-49.30%+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)32.3%15.3%
Max Drawdown-88.3%-56.5%
Fund FamilyDirexion Shares ETF TrustState Street Investment Management
CategoryAlternativeEquity
InceptionSep 13, 2023Jan 22, 1993

NVDD vs SPY Performance

Direxion Daily NVDA Bear 1X ETF (NVDD) is a ETF from Direxion Shares ETF Trust and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year NVDD returned -20.73% while SPY returned +22.91%. Year to date, NVDD is down 17.03% versus a gain of 13.75% for SPY.

Over three years, NVDD compounded at -49.30% per year against +21.67% for SPY. Across the full 3-year window we track, SPY has the edge at +8.85% annualized vs -49.30%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NVDD has been the more volatile fund, with annualized monthly volatility of 32.3% 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 -88.3% for NVDD 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 -0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NVDD charges 1.01% per year while SPY charges 0.09%. On a $10,000 position that is $101 vs $9 annually, a gap of $92 per year that compounds over a long holding period. On income, NVDD currently yields 2.67% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

NVDD and SPY share 0 holdings out of 507 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, NVDD or SPY?

NVDD has an expense ratio of 1.01% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, NVDD or SPY?

Over the past year NVDD returned -20.73% vs +22.91% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), NVDD annualized -49.30% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, NVDD or SPY?

NVDD has been the more volatile fund at 32.3% annualized versus 15.3% for SPY. Worst drawdown: NVDD -88.3% vs SPY -56.5%.

Should I hold both NVDD and SPY?

NVDD and SPY have a monthly-return correlation of -0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NVDD and SPY?

NVDD and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, NVDD or SPY?

NVDD yields 2.67% while SPY yields 1.01%, so NVDD currently pays the higher dividend yield.

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