OGIG vs SPY

OGIG vs SPY

Which is better, OGIG or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 41.6%.

Lower Fees: SPYHigher Returns: SPYLess 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

MetricOGIGSPY
Expense Ratio0.48%0.09%Best
AUM$105M$804.7B
Dividend Yield0.08%0.98%
Holdings55505
YTD Return-5.02%+12.09%Best
1Y Return-15.59%+16.29%Best
3Y Return (annualized)+15.89%+21.20%Best
5Y Return (annualized)-1.93%+13.37%Best
Volatility (annualized)25.8%16.6%Best
Max Drawdown-66.0%-34.1%Best
$10,000 over 5 years$9,072$18,728Best
Top 10 Weight41.6%37.8%Best
Fund FamilyALPS AdvisorsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 5, 2018Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Jun 5, 2018 to Sep 18, 2026 (8.3 years).

OGIG 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 8.3 years both funds cover.

OGIG vs SPY Performance

ALPS O'Shares Global Internet Giants ETF (OGIG) is an ETF from ALPS Advisors and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year OGIG returned -15.59% while SPY returned +16.29%. Year to date, OGIG is down 5.02% versus a gain of 12.09% for SPY.

Over three years, OGIG compounded at +15.89% per year against +21.20% for SPY; over five years the annualized figures are -1.93% and +13.37% respectively. Across the full 8-year window we track, SPY has the edge at +14.09% annualized vs +8.42%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OGIG has been the more volatile fund, with annualized monthly volatility of 25.8% compared with 16.6% 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 -66.0% for OGIG and -34.1% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

OGIG charges 0.48% per year while SPY charges 0.09%. On a $10,000 position that is $48 vs $9 annually, a gap of $39 per year that compounds over a long holding period. On income, OGIG currently yields 0.08% against 0.98% for SPY.

Holdings Overlap

OGIG already in SPY60.4%
SPY already in OGIG19.0%

60.4% of OGIG's money is in holdings SPY also owns. 19.0% of SPY's money is in holdings OGIG also owns.

The two portfolios partly overlap.

28 positions in common, counted across the 54 positions we hold weights for in OGIG and 504 in SPY, against full books of 55 and 505.

What only one of them owns

Our book lists 469 positions for SPY that do not appear in our book for OGIG (80.3% of the fund), and 11 for OGIG that do not appear in SPY (18.8%).

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

StockWeight in OGIGWeight in SPYDifference
MSFTMicrosoft Corp6.80%5.66%1.14%
AMZNAmazon.Com Inc5.63%3.79%1.84%
GOOGLAlphabet Inc,class A4.96%2.99%1.97%
METAMeta Platforms Inc5.27%1.93%3.34%
PLTRPalantir Technologies Inc4.92%0.63%4.29%
ORCLOracle Corp - Common3.66%0.36%3.30%
CRWDCrowdstrike Holdings Inc2.75%0.33%2.42%
PANWPalo Alto Networks, Inc2.56%0.45%2.11%
DASHDoordash Inc - A2.43%0.13%2.30%
NOWServicenow, Inc2.05%0.22%1.83%

60.4% of OGIG 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.

OGIGSPY

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Frequently Asked Questions

Which is cheaper, OGIG or SPY?

OGIG has an expense ratio of 0.48% while SPY charges 0.09%. SPY is the cheaper option, by $39 a year on a $10,000 investment.

Which performed better, OGIG or SPY?

Over the past year OGIG returned -15.59% vs +16.29% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (8 years), OGIG annualized +8.42% vs +14.09% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, OGIG or SPY?

OGIG has been the more volatile fund at 25.8% annualized versus 16.6% for SPY. Worst drawdown: OGIG -66.0% vs SPY -34.1%.

Should I hold both OGIG and SPY?

OGIG and SPY have a monthly-return correlation of 0.72, 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 OGIG and SPY?

60.4% of OGIG's money is in holdings SPY also owns. 19.0% of SPY's is in holdings OGIG also owns. They hold 28 positions in common, counted across the 54 positions we hold weights for in OGIG and 504 in SPY.

Which pays a higher dividend, OGIG or SPY?

OGIG yields 0.08% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than OGIG?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.