NVDD vs SPY

NVDD vs SPY

Which is better, NVDD or SPY?

Opposite sides of the same exposure.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. The two move opposite each other, correlation -0.65, so holding both offsets the exposure while paying both fees.

Lower Fees: SPYHigher Returns: SPY

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

MetricNVDDSPY
Expense Ratio1.01%0.09%Best
AUM$21M$814.4B
Dividend Yield2.70%1.01%
Holdings9505
YTD Return-22.35%+13.34%Best
1Y Return-30.31%+19.97%Best
3Y Return (annualized)-49.64%+21.20%Best
5Y Return (annualized)-+12.81%
Volatility (annualized)31.9%12.4%Best
Max Drawdown-88.4%-18.8%Best
$10,000 over 3 years$1,277$17,989Best
Fund FamilyDirexion Shares ETF TrustState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionSep 13, 2023Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 13, 2023 to Sep 4, 2026 (3 years).

NVDD 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 3 years both funds cover.

NVDD vs SPY Performance

Direxion Daily NVDA Bear 1X ETF (NVDD) is an ETF from Direxion Shares ETF Trust and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year NVDD returned -30.31% while SPY returned +19.97%. Year to date, NVDD is down 22.35% versus a gain of 13.34% for SPY.

Over three years, NVDD compounded at -49.64% per year against +21.20% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NVDD has been the more volatile fund, with annualized monthly volatility of 31.9% compared with 12.4% 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 -88.4% for NVDD 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 -0.65. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

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 2.70% against 1.01% for SPY.

Holdings Overlap

We hold position weights for 3 holdings in NVDD and 504 in SPY, totalling 91.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 3 positions we hold weights for in NVDD and 504 in SPY, against full books of 9 and 505.

You are not choosing between two funds in isolation.

Whichever of NVDD and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NVDDSPY

Free for up to 10 holdings. No account needed.

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, by $92 a year on a $10,000 investment.

Which performed better, NVDD or SPY?

Over the past year NVDD returned -30.31% vs +19.97% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NVDD or SPY?

NVDD has been the more volatile fund at 31.9% annualized versus 12.4% for SPY. Worst drawdown: NVDD -88.4% vs SPY -18.8%.

Should I hold both NVDD and SPY?

NVDD and SPY have a monthly-return correlation of -0.65, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, NVDD or SPY?

NVDD yields 2.70% while SPY yields 1.01%, so NVDD currently pays the higher dividend yield.

Is SPY better than NVDD?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. The two move opposite each other, correlation -0.65, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.