RGTU vs SPY

RGTU vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricRGTUSPYWinner
Expense Ratio1.30%0.09%
AUM$12M$821.1B
Dividend Yield0.00%1.01%
Holdings4505
YTD Return-75.01%+12.71%
1Y Return-61.36%+20.53%
3Y Return (annualized)-+21.60%
5Y Return (annualized)-+12.79%
Volatility (annualized)257.7%15.3%
Max Drawdown-97.9%-56.5%
Fund FamilyTradr ETFsState Street Investment Management
CategoryAlternativeEquity
InceptionJun 23, 2025Jan 22, 1993

RGTU vs SPY Performance

Tradr 2X Long RGTI Daily ETF (RGTU) is a ETF from Tradr ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year RGTU returned -61.36% while SPY returned +20.53%. Year to date, RGTU is down 75.01% versus a gain of 12.71% for SPY.

Risk: Volatility and Drawdowns

RGTU has been the more volatile fund, with annualized monthly volatility of 257.7% compared with 15.3% 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 -97.9% for RGTU and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RGTU charges 1.30% per year while SPY charges 0.09%. On a $10,000 position that is $130 vs $9 annually, a gap of $121 per year that compounds over a long holding period. On income, RGTU currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

RGTU and SPY share 0 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, RGTU or SPY?

RGTU has an expense ratio of 1.30% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $121 per year of difference.

Which performed better, RGTU or SPY?

Over the past year RGTU returned -61.36% vs +20.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), RGTU annualized -43.94% vs +8.80% for SPY. Past performance does not guarantee future results.

Which is riskier, RGTU or SPY?

RGTU has been the more volatile fund at 257.7% annualized versus 15.3% for SPY. Worst drawdown: RGTU -97.9% vs SPY -56.5%.

Should I hold both RGTU and SPY?

RGTU and SPY have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RGTU and SPY?

RGTU and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, RGTU or SPY?

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

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