PRXV vs SPY

PRXV vs SPY

Which is better, PRXV or SPY?

Large Cap Value against Large Cap Blend.

SPY has a lower expense ratio. PRXV led over 1Y, SPY over the full window. PRXV is less concentrated, with 22.2% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: PRXV

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

MetricPRXVSPY
Expense Ratio0.36%0.09%Best
AUM$91M$804.7B
Dividend Yield1.48%0.98%
Holdings278505
YTD Return+16.91%Best+11.45%
1Y Return+21.35%Best+15.87%
3Y Return (annualized)-+20.93%
5Y Return (annualized)-+12.59%
Volatility (annualized)8.8%Best12.3%
Max Drawdown-6.7%Best-8.9%
$10,000 over 1.4 years$14,535$15,296Best
Top 10 Weight22.2%Best37.8%
Fund FamilyPraxis Mutual FundsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionApr 7, 2025Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 8, 2025 to Sep 15, 2026 (1.4 years).

PRXV 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 1.4 years both funds cover.

PRXV vs SPY Performance

Praxis Impact Large Cap Value ETF (PRXV) is an ETF from Praxis Mutual Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year PRXV returned +21.35% while SPY returned +15.87%. Year to date, PRXV is up 16.91% versus a gain of 11.45% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 8.8% for PRXV. 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 -6.7% for PRXV and -8.9% 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 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PRXV charges 0.36% per year while SPY charges 0.09%. On a $10,000 position that is $36 vs $9 annually, a gap of $27 per year that compounds over a long holding period. On income, PRXV currently yields 1.48% against 0.98% for SPY.

Holdings Overlap

PRXV already in SPY96.5%
SPY already in PRXV75.9%

96.5% of PRXV's money is in holdings SPY also owns. 75.9% of SPY's money is in holdings PRXV also owns.

Most of PRXV is already inside SPY. Owning both mostly buys the same companies twice.

262 positions in common, counted across the 275 positions we hold weights for in PRXV and 504 in SPY, against full books of 278 and 505.

What only one of them owns

Our book lists 238 positions for SPY that do not appear in our book for PRXV (23.6% of the fund), and 12 for PRXV that do not appear in SPY (2.9%).

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 PRXVWeight in SPYDifference
NVDANvidia Corp0.08%8.01%7.93%
AAPLApple, Inc0.29%7.26%6.97%
MSFTMicrosoft Corp0.57%5.66%5.09%
MUMicron Technology, Inc.4.01%1.60%2.41%
JPMJpmorgan Chase3.70%1.45%2.25%
AMZNAmazon.Com Inc0.07%3.79%3.72%
JNJJohnson & Johnson - Common2.67%0.99%1.68%
GOOGLAlphabet Inc,class A0.09%2.99%2.90%
AVGOBroadcom Inc0.09%2.66%2.57%
WMTWalmart, Inc.2.03%0.71%1.32%

96.5% of PRXV 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.

PRXVSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PRXV or SPY?

PRXV has an expense ratio of 0.36% while SPY charges 0.09%. SPY is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, PRXV or SPY?

Over the past year PRXV returned +21.35% vs +15.87% for SPY, so PRXV leads on 1-year performance. Over the longest common window we track (1 years), PRXV annualized +30.62% vs +35.47% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PRXV or SPY?

SPY has been the more volatile fund at 12.3% annualized versus 8.8% for PRXV. Worst drawdown: PRXV -6.7% vs SPY -8.9%.

Should I hold both PRXV and SPY?

PRXV and SPY have a monthly-return correlation of 0.65, 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 PRXV and SPY?

96.5% of PRXV's money is in holdings SPY also owns. 75.9% of SPY's is in holdings PRXV also owns. They hold 262 positions in common, counted across the 275 positions we hold weights for in PRXV and 504 in SPY.

Which pays a higher dividend, PRXV or SPY?

PRXV yields 1.48% while SPY yields 0.98%, so PRXV currently pays the higher dividend yield.

Is SPY better than PRXV?

SPY has a lower expense ratio. PRXV led over 1Y, SPY over the full window. PRXV is less concentrated, with 22.2% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.