SNSR vs SPY

SNSR vs SPY

Which is better, SNSR or SPY?

Mid Cap Blend against Large Cap Blend.

SPY has a lower expense ratio. SNSR led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 49.2%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: SPY

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

MetricSNSRSPY
Expense Ratio0.68%0.09%Best
AUM$205M$804.7B
Dividend Yield0.49%0.98%
Holdings73505
YTD Return+27.85%Best+12.47%
1Y Return+22.80%Best+17.51%
3Y Return (annualized)+15.65%+21.18%Best
5Y Return (annualized)+5.38%+12.88%Best
Volatility (annualized)22.5%15.4%Best
Max Drawdown-38.5%-34.1%Best
$10,000 over 5 years$12,995$18,327Best
Top 10 Weight49.2%38.0%Best
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionSep 12, 2016Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Sep 16, 2016 to Sep 11, 2026 (10 years).

SNSR 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 years both funds cover.

SNSR vs SPY Performance

Global X Internet of Things ETF (SNSR) 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 SNSR returned +22.80% while SPY returned +17.51%. Year to date, SNSR is up 27.85% versus a gain of 12.47% for SPY.

Over three years, SNSR compounded at +15.65% per year against +21.18% for SPY; over five years the annualized figures are +5.38% and +12.88% respectively. Across the full 10-year window we track, SPY has the edge at +14.48% annualized vs +12.56%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SNSR has been the more volatile fund, with annualized monthly volatility of 22.5% compared with 15.4% 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 -38.5% for SNSR 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SNSR charges 0.68% per year while SPY charges 0.09%. On a $10,000 position that is $68 vs $9 annually, a gap of $59 per year that compounds over a long holding period. On income, SNSR currently yields 0.49% against 0.98% for SPY.

Holdings Overlap

SNSR already in SPY30.9%
SPY already in SNSR3.0%

30.9% of SNSR's money is in holdings SPY also owns. 3.0% of SPY's money is in holdings SNSR also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 71 positions we hold weights for in SNSR and 504 in SPY, against full books of 73 and 505.

What only one of them owns

Our book lists 479 positions for SPY that do not appear in our book for SNSR (96.5% of the fund), and 30 for SNSR that do not appear in SPY (34.2%).

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 SNSRWeight in SPYDifference
DXCMDexcom Inc.6.34%0.05%6.29%
GRMNGarmin Ltd.5.71%0.08%5.63%
SWKSSkyworks Solutions Inc.3.45%0.02%3.43%
CSCOCisco Systems Inc. - Ordinary Shares2.28%0.72%1.56%
QCOMQualcomm Inc.2.02%0.26%1.76%
ADIAnalog Devices, Inc.1.78%0.28%1.50%
EMREmerson Electric Co.1.72%0.13%1.59%
IBMInternational Business Machines Corp.1.50%0.33%1.17%
JCIJohnson Controls International Plc1.68%0.14%1.54%
NXPINxp Semiconductors N.V. Common Stock1.32%0.09%1.23%

30.9% of SNSR 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.

SNSRSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SNSR or SPY?

SNSR has an expense ratio of 0.68% while SPY charges 0.09%. SPY is the cheaper option, by $59 a year on a $10,000 investment.

Which performed better, SNSR or SPY?

Over the past year SNSR returned +22.80% vs +17.51% for SPY, so SNSR leads on 1-year performance. Over the longest common window we track (10 years), SNSR annualized +12.56% vs +14.48% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SNSR or SPY?

SNSR has been the more volatile fund at 22.5% annualized versus 15.4% for SPY. Worst drawdown: SNSR -38.5% vs SPY -34.1%.

Should I hold both SNSR and SPY?

SNSR and SPY have a monthly-return correlation of 0.87, 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 SNSR and SPY?

30.9% of SNSR's money is in holdings SPY also owns. 3.0% of SPY's is in holdings SNSR also owns. They hold 15 positions in common, counted across the 71 positions we hold weights for in SNSR and 504 in SPY.

Which pays a higher dividend, SNSR or SPY?

SNSR yields 0.49% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than SNSR?

SPY has a lower expense ratio. SNSR led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 49.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.