OND vs SPY

OND vs SPY

Which is better, OND or SPY?

Large Cap Value against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 47.2%.

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

MetricONDSPY
Expense Ratio0.58%0.09%Best
AUM$3M$814.4B
Dividend Yield0.00%1.01%
Holdings27505
YTD Return-16.31%+13.34%Best
1Y Return-21.87%+19.97%Best
3Y Return (annualized)+14.79%+21.20%Best
5Y Return (annualized)-+12.81%
Volatility (annualized)24.4%15.6%Best
Max Drawdown-59.0%-24.5%Best
$10,000 over 4.9 years$8,945$18,201Best
Top 10 Weight47.2%38.0%Best
Fund FamilyProSharesState Street Investment Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 26, 2021Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 4.9 years row, are measured over the window both funds cover: Oct 27, 2021 to Sep 4, 2026 (4.9 years).

OND 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 4.9 years both funds cover.

OND vs SPY Performance

Proshares On Demand ETF (OND) is an ETF from ProShares and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year OND returned -21.87% while SPY returned +19.97%. Year to date, OND is down 16.31% versus a gain of 13.34% for SPY.

Over three years, OND compounded at +14.79% per year against +21.20% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OND has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 15.6% 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 -59.0% for OND and -24.5% 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

OND charges 0.58% per year while SPY charges 0.09%. On a $10,000 position that is $58 vs $9 annually, a gap of $49 per year that compounds over a long holding period. On income, OND currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

OND already in SPY23.7%
SPY already in OND8.6%

23.7% of OND's money is in holdings SPY also owns. 8.6% of SPY's money is in holdings OND also owns.

OND and SPY share little of their money.

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

What only one of them owns

Our book lists 491 positions for SPY that do not appear in our book for OND (90.9% of the fund), and 6 for OND that do not appear in SPY (19.1%).

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 ONDWeight in SPYDifference
NVDANvidia Corp.4.73%7.71%2.98%
DASHDoordash Inc - A5.86%0.12%5.74%
TTWOTake-Two Interactive Software, Inc.4.85%0.06%4.79%
UBERUber Technologies Inc4.27%0.22%4.05%
NFLXNetflix, Inc.4.00%0.47%3.53%

23.7% of OND 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.

ONDSPY

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Frequently Asked Questions

Which is cheaper, OND or SPY?

OND has an expense ratio of 0.58% while SPY charges 0.09%. SPY is the cheaper option, by $49 a year on a $10,000 investment.

Which performed better, OND or SPY?

Over the past year OND returned -21.87% 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, OND or SPY?

OND has been the more volatile fund at 24.4% annualized versus 15.6% for SPY. Worst drawdown: OND -59.0% vs SPY -24.5%.

Should I hold both OND and SPY?

OND and SPY have a monthly-return correlation of 0.77, 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 OND and SPY?

23.7% of OND's money is in holdings SPY also owns. 8.6% of SPY's is in holdings OND also owns. They hold 5 positions in common, counted across the 27 positions we hold weights for in OND and 504 in SPY.

Which pays a higher dividend, OND or SPY?

OND yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than OND?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 47.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.