ONEV vs SPY

ONEV vs SPY

Which is better, ONEV or SPY?

Mid Cap Value against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. ONEV is less concentrated, with 9.3% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: ONEV

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

MetricONEVSPY
Expense Ratio0.20%0.09%Best
AUM$302M$804.7B
Dividend Yield1.79%0.98%
Holdings452505
YTD Return+9.91%+12.47%Best
1Y Return+10.02%+17.51%Best
3Y Return (annualized)+12.56%+21.18%Best
5Y Return (annualized)+8.17%+12.88%Best
Volatility (annualized)15.5%15.1%Best
Max Drawdown-40.2%-34.1%Best
$10,000 over 5 years$14,809$18,327Best
Top 10 Weight9.3%Best38.0%
Fund FamilyState Street Investment ManagementState Street Investment Management
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionDec 1, 2015Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Dec 3, 2015 to Sep 11, 2026 (10.8 years).

ONEV 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 10.8 years both funds cover.

ONEV vs SPY Performance

State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) is an ETF from State Street Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ONEV returned +10.02% while SPY returned +17.51%. Year to date, ONEV is up 9.91% versus a gain of 12.47% for SPY.

Over three years, ONEV compounded at +12.56% per year against +21.18% for SPY; over five years the annualized figures are +8.17% and +12.88% respectively. Across the full 11-year window we track, SPY has the edge at +13.74% annualized vs +9.54%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ONEV has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.1% 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 -40.2% for ONEV 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ONEV charges 0.20% per year while SPY charges 0.09%. On a $10,000 position that is $20 vs $9 annually, a gap of $11 per year that compounds over a long holding period. On income, ONEV currently yields 1.79% against 0.98% for SPY.

Holdings Overlap

ONEV already in SPY66.4%
SPY already in ONEV9.0%

66.4% of ONEV's money is in holdings SPY also owns. 9.0% of SPY's money is in holdings ONEV also owns.

The two portfolios partly overlap.

205 positions in common, counted across the 449 positions we hold weights for in ONEV and 504 in SPY, against full books of 452 and 505.

What only one of them owns

Our book lists 291 positions for SPY that do not appear in our book for ONEV (90.5% of the fund), and 230 for ONEV that do not appear in SPY (31.2%).

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 ONEVWeight in SPYDifference
ALLAllstate Corp.1.54%0.10%1.44%
PGRProgressive Corp.1.13%0.19%0.94%
MCKMckesson Corp.0.99%0.15%0.84%
TRVTravelers Cos., Inc.0.86%0.12%0.74%
ACGLArch Capital Group Ltd 5.450%0.91%0.05%0.86%
CICigna Corp.0.83%0.11%0.72%
CMCSAComcast Corp. Class A0.72%0.13%0.59%
MMCMarsh & Mclennan Cos., Inc.0.70%0.14%0.56%
HIGHartford Financial Services Group Inc.0.77%0.06%0.71%
CINFCincinnati Financial Corp.0.76%0.04%0.72%

66.4% of ONEV 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.

ONEVSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ONEV or SPY?

ONEV has an expense ratio of 0.20% while SPY charges 0.09%. SPY is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, ONEV or SPY?

Over the past year ONEV returned +10.02% vs +17.51% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (11 years), ONEV annualized +9.54% vs +13.74% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ONEV or SPY?

ONEV has been the more volatile fund at 15.5% annualized versus 15.1% for SPY. Worst drawdown: ONEV -40.2% vs SPY -34.1%.

Should I hold both ONEV and SPY?

ONEV and SPY have a monthly-return correlation of 0.89, 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 ONEV and SPY?

66.4% of ONEV's money is in holdings SPY also owns. 9.0% of SPY's is in holdings ONEV also owns. They hold 205 positions in common, counted across the 449 positions we hold weights for in ONEV and 504 in SPY.

Which pays a higher dividend, ONEV or SPY?

ONEV yields 1.79% while SPY yields 0.98%, so ONEV currently pays the higher dividend yield.

Is SPY better than ONEV?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. ONEV is less concentrated, with 9.3% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.