OILT vs SPY

OILT vs SPY

Which is better, OILT or SPY?

Each has led over a different period.

SPY has a lower expense ratio. OILT led over 1Y, SPY over the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 60.3%.

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

MetricOILTSPY
Expense Ratio0.35%0.09%Best
AUM$14M$804.7B
Dividend Yield2.55%0.98%
Holdings27505
YTD Return+43.00%Best+11.52%
1Y Return+45.98%Best+17.48%
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Volatility (annualized)25.1%11.9%Best
Max Drawdown-35.2%-18.8%Best
$10,000 over 2.7 years$14,211$16,449Best
Top 10 Weight60.3%38.0%Best
Fund FamilyTexas CapitalState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 20, 2023Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Dec 21, 2023 to Sep 10, 2026 (2.7 years).

OILT 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 2.7 years both funds cover.

OILT vs SPY Performance

Texas Capital Texas Oil Index ETF (OILT) is an ETF from Texas Capital and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year OILT returned +45.98% while SPY returned +17.48%. Year to date, OILT is up 43.00% versus a gain of 11.52% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OILT has been the more volatile fund, with annualized monthly volatility of 25.1% compared with 11.9% 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 -35.2% for OILT 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 -0.08. They move largely independently of each other.

Fees and Cost Over Time

OILT charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, OILT currently yields 2.55% against 0.98% for SPY.

Holdings Overlap

OILT already in SPY53.3%
SPY already in OILT2.1%

53.3% of OILT's money is in holdings SPY also owns. 2.1% of SPY's money is in holdings OILT also owns.

The two portfolios partly overlap.

9 positions in common, counted across the 26 positions we hold weights for in OILT and 504 in SPY, against full books of 27 and 505.

What only one of them owns

Our book lists 485 positions for SPY that do not appear in our book for OILT (97.4% of the fund), and 13 for OILT that do not appear in SPY (37.2%).

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 OILTWeight in SPYDifference
XOMExxon Mobil Corp.7.55%0.96%6.59%
COPConocophillips Co7.52%0.22%7.30%
FANGDiamondback Energy Inc.7.30%0.06%7.24%
OXYOccidental Petroleum Corp.7.21%0.06%7.15%
EOGEog Resources Inc6.01%0.11%5.90%
CVXChevron Corp.4.58%0.54%4.04%
APAApa Corp4.87%0.02%4.85%
DVNDevon Energy Corp.4.61%0.08%4.53%
KMIKinder Morgan Inc./de3.61%0.09%3.52%

53.3% of OILT 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.

OILTSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OILT or SPY?

OILT has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, OILT or SPY?

Over the past year OILT returned +45.98% vs +17.48% for SPY, so OILT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, OILT or SPY?

OILT has been the more volatile fund at 25.1% annualized versus 11.9% for SPY. Worst drawdown: OILT -35.2% vs SPY -18.8%.

Should I hold both OILT and SPY?

OILT and SPY have a monthly-return correlation of -0.08, 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 OILT and SPY?

53.3% of OILT's money is in holdings SPY also owns. 2.1% of SPY's is in holdings OILT also owns. They hold 9 positions in common, counted across the 26 positions we hold weights for in OILT and 504 in SPY.

Which pays a higher dividend, OILT or SPY?

OILT yields 2.55% while SPY yields 0.98%, so OILT currently pays the higher dividend yield.

Is SPY better than OILT?

SPY has a lower expense ratio. OILT led over 1Y, SPY over the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 60.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.