SPCZ vs SPY

SPCZ 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

MetricSPCZSPYWinner
Expense Ratio0.90%0.09%
AUM$7M$821.1B
Dividend Yield9.67%1.01%
Holdings171505
YTD Return+2.04%+12.22%
1Y Return-5.75%+20.83%
3Y Return (annualized)+2.41%+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)6.5%15.3%
Max Drawdown-12.3%-56.5%
Fund FamilyRiverNorthState Street Investment Management
CategoryEquityEquity
InceptionJul 11, 2022Jan 22, 1993

SPCZ vs SPY Performance

RiverNorth Enhanced Pre-Merger SPAC ETF (SPCZ) is a ETF from RiverNorth and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year SPCZ returned -5.75% while SPY returned +20.83%. Year to date, SPCZ is up 2.04% versus a gain of 12.22% for SPY.

Over three years, SPCZ compounded at +2.41% per year against +21.70% for SPY. Across the full 4-year window we track, SPY has the edge at +8.79% annualized vs +3.33%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 6.5% for SPCZ. 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 -12.3% for SPCZ 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 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPCZ charges 0.90% per year while SPY charges 0.09%. On a $10,000 position that is $90 vs $9 annually, a gap of $81 per year that compounds over a long holding period. On income, SPCZ currently yields 9.67% against 1.01% for SPY.

Holdings Overlap

0.1%overlap

SPCZ and SPY share 1 holdings out of 590 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPCZWeight in SPYDifference
STT4.79%0.08%4.71%

Frequently Asked Questions

Which is cheaper, SPCZ or SPY?

SPCZ has an expense ratio of 0.90% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, SPCZ or SPY?

Over the past year SPCZ returned -5.75% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), SPCZ annualized +3.33% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, SPCZ or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 6.5% for SPCZ. Worst drawdown: SPCZ -12.3% vs SPY -56.5%.

Should I hold both SPCZ and SPY?

SPCZ and SPY have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPCZ and SPY?

SPCZ and SPY share 1 common holdings with a 0.1% weight overlap. Combined, they hold 590 unique securities.

Which pays a higher dividend, SPCZ or SPY?

SPCZ yields 9.67% while SPY yields 1.01%, so SPCZ currently pays the higher dividend yield.

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