NXTE vs SPY

NXTE vs SPY

Which is better, NXTE or SPY?

Mid Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. NXTE led over 1Y, SPY over 3Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 55.0%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: 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

MetricNXTESPY
Expense Ratio1.00%0.09%Best
AUM$53M$814.4B
Dividend Yield0.56%1.01%
Holdings60505
YTD Return+21.62%Best+13.34%
1Y Return+39.13%Best+19.97%
3Y Return (annualized)+16.74%+21.20%Best
5Y Return (annualized)-+12.81%
Volatility (annualized)27.3%13.2%Best
Max Drawdown-28.6%-18.8%Best
$10,000 over 3.9 years$16,567$22,158Best
Top 10 Weight55.0%38.0%Best
Fund FamilyAXS InvestmentsState Street Investment Management
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionSep 27, 2022Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Sep 29, 2022 to Sep 4, 2026 (3.9 years).

NXTE 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 3.9 years both funds cover.

NXTE vs SPY Performance

AXS Green Alpha ETF (NXTE) is an ETF from AXS Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year NXTE returned +39.13% while SPY returned +19.97%. Year to date, NXTE is up 21.62% versus a gain of 13.34% for SPY.

Over three years, NXTE compounded at +16.74% per year against +21.20% for SPY. Across the full 4-year window we track, SPY has the edge at +22.63% annualized vs +13.82%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NXTE has been the more volatile fund, with annualized monthly volatility of 27.3% compared with 13.2% 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 -28.6% for NXTE 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NXTE charges 1.00% per year while SPY charges 0.09%. On a $10,000 position that is $100 vs $9 annually, a gap of $91 per year that compounds over a long holding period. On income, NXTE currently yields 0.56% against 1.01% for SPY.

Holdings Overlap

NXTE already in SPY26.6%
SPY already in NXTE2.8%

26.6% of NXTE's money is in holdings SPY also owns. 2.8% of SPY's money is in holdings NXTE also owns.

NXTE and SPY share little of their money.

11 positions in common, counted across the 53 positions we hold weights for in NXTE and 504 in SPY, against full books of 60 and 505.

What only one of them owns

Our book lists 485 positions for SPY that do not appear in our book for NXTE (96.7% of the fund), and 33 for NXTE that do not appear in SPY (31.1%).

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

StockWeight in NXTEWeight in SPYDifference
AMATApplied Materials, Inc.4.60%0.65%3.95%
LRCXLam Research Corp4.63%0.60%4.03%
IBMInternational Business Machines Corp.3.83%0.33%3.50%
QCOMQualcomm Inc.2.42%0.26%2.16%
DLRDigital Realty Trust Inc.2.40%0.10%2.30%
EQIXEquinix Inc. Real Estate Investment Trust1.96%0.16%1.80%
MRNAModerna therapeutics1.77%0.03%1.74%
ADIAnalog Devices, Inc.1.40%0.28%1.12%
BXPBoston Properties Inc1.41%0.02%1.39%
CRWDCrowdstrike Holdings Inc. Class A1.02%0.32%0.70%

26.6% of NXTE 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.

NXTESPY

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Frequently Asked Questions

Which is cheaper, NXTE or SPY?

NXTE has an expense ratio of 1.00% while SPY charges 0.09%. SPY is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, NXTE or SPY?

Over the past year NXTE returned +39.13% vs +19.97% for SPY, so NXTE leads on 1-year performance. Over the longest common window we track (4 years), NXTE annualized +13.82% vs +22.63% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NXTE or SPY?

NXTE has been the more volatile fund at 27.3% annualized versus 13.2% for SPY. Worst drawdown: NXTE -28.6% vs SPY -18.8%.

Should I hold both NXTE and SPY?

NXTE and SPY have a monthly-return correlation of 0.78, 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 NXTE and SPY?

26.6% of NXTE's money is in holdings SPY also owns. 2.8% of SPY's is in holdings NXTE also owns. They hold 11 positions in common, counted across the 53 positions we hold weights for in NXTE and 504 in SPY.

Which pays a higher dividend, NXTE or SPY?

NXTE yields 0.56% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than NXTE?

SPY has a lower expense ratio. NXTE led over 1Y, SPY over 3Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 55.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.