SIXG vs SPY

Quick Verdict

SPY has a lower expense ratio. SIXG delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SIXGMore Diversified: SPY

Side-by-Side Comparison

MetricSIXGSPYWinner
Expense Ratio0.30%0.09%
AUM$706M$789.1B
Dividend Yield0.53%1.01%
Holdings52505
YTD Return+25.67%+13.68%
1Y Return+93.92%+21.53%
3Y Return (annualized)-+21.44%
5Y Return (annualized)-+13.18%
Volatility (annualized)22.4%15.3%
Max Drawdown-28.1%-56.5%
Fund FamilyDefiance ETFs, LLCState Street Investment Management
CategoryEquityEquity
InceptionMar 4, 2019Jan 22, 1993

SIXG vs SPY Performance

Defiance Connective Technologies ETF (SIXG) is a ETF from Defiance ETFs, LLC and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year SIXG returned +93.92% while SPY returned +21.53%. Year to date, SIXG is up 25.67% versus a gain of 13.68% for SPY.

Risk: Volatility and Drawdowns

SIXG has been the more volatile fund, with annualized monthly volatility of 22.4% 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 -28.1% for SIXG 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SIXG charges 0.30% per year while SPY charges 0.09%. On a $10,000 position that is $30 vs $9 annually, a gap of $21 per year that compounds over a long holding period. On income, SIXG currently yields 0.53% against 1.01% for SPY.

Holdings Overlap

16.2%overlap

SIXG and SPY share 21 holdings out of 533 unique holdings combined, representing a 16.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SIXGWeight in SPYDifference
AAPL5.36%7.09%1.73%
NVDA4.72%7.31%2.59%
AVGO4.04%2.73%1.31%
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QCOMProProPro
ANETProProPro
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MRVLProProPro
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Frequently Asked Questions

Which is cheaper, SIXG or SPY?

SIXG has an expense ratio of 0.30% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, SIXG or SPY?

Over the past year SIXG returned +93.92% vs +21.53% for SPY, so SIXG leads on 1-year performance. Over the longest common window we track (2 years), SIXG annualized +42.02% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, SIXG or SPY?

SIXG has been the more volatile fund at 22.4% annualized versus 15.3% for SPY. Worst drawdown: SIXG -28.1% vs SPY -56.5%.

Should I hold both SIXG and SPY?

SIXG and SPY have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SIXG and SPY?

SIXG and SPY share 21 common holdings with a 16.2% weight overlap. Combined, they hold 533 unique securities.

Which pays a higher dividend, SIXG or SPY?

SIXG yields 0.53% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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