RYLG vs SPY

RYLG vs SPY

Which is better, RYLG or SPY?

Option Writing against Large Cap Blend.

SPY has a lower expense ratio. RYLG led over 1Y, SPY over 3Y and the full window.

Lower Fees: SPYHigher Returns: split

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

MetricRYLGSPY
Expense Ratio0.35%0.09%Best
AUM$8M$804.7B
Dividend Yield10.22%0.98%
Holdings4505
YTD Return+14.35%Best+12.47%
1Y Return+19.41%Best+17.51%
3Y Return (annualized)+13.22%+21.18%Best
5Y Return (annualized)-+12.88%
Volatility (annualized)13.8%13.0%Best
Max Drawdown-22.8%-18.8%Best
$10,000 over 3.9 years$14,735$21,153Best
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionOct 4, 2022Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 5, 2022 to Sep 11, 2026 (3.9 years).

RYLG 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 3.9 years both funds cover.

RYLG vs SPY Performance

Global X Russell 2000 Covered Call & Growth ETF (RYLG) is an ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year RYLG returned +19.41% while SPY returned +17.51%. Year to date, RYLG is up 14.35% versus a gain of 12.47% for SPY.

Over three years, RYLG compounded at +13.22% per year against +21.18% for SPY. Across the full 4-year window we track, SPY has the edge at +21.18% annualized vs +10.45%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RYLG has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 13.0% 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 -22.8% for RYLG 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RYLG 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, RYLG currently yields 10.22% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 1 holding in RYLG and 504 in SPY, totalling 101.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in RYLG and 504 in SPY, against full books of 4 and 505.

You are not choosing between two funds in isolation.

Whichever of RYLG and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

RYLGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RYLG or SPY?

RYLG 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, RYLG or SPY?

Over the past year RYLG returned +19.41% vs +17.51% for SPY, so RYLG leads on 1-year performance. Over the longest common window we track (4 years), RYLG annualized +10.45% vs +21.18% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RYLG or SPY?

RYLG has been the more volatile fund at 13.8% annualized versus 13.0% for SPY. Worst drawdown: RYLG -22.8% vs SPY -18.8%.

Should I hold both RYLG and SPY?

RYLG and SPY have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, RYLG or SPY?

RYLG yields 10.22% while SPY yields 0.98%, so RYLG currently pays the higher dividend yield.

Is SPY better than RYLG?

SPY has a lower expense ratio. RYLG led over 1Y, SPY over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.