SPY vs SZC

SPY vs SZC

Which is better, SPY or SZC?

We do not have enough on SPY and SZC to separate them.

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

MetricSPYSZC
Expense Ratio0.09%-
AUM$804.7B-
Dividend Yield0.98%-
Holdings505-
YTD Price Return+11.63%-
1Y Price Return+15.69%-
3Y Price Return (annualized)+19.81%-
5Y Price Return (annualized)+11.56%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-
Fund FamilyState Street Investment ManagementNXG NextGen Infrastructure Income Fund
CategoryEquity-
StyleLarge Cap Blend-
InceptionJan 22, 1993-

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for SZC. We have no price series for SZC, so there is nothing to compare it against.

SPY vs SZC Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and NXG NextGen Infrastructure Income Fund (SZC) is an ETF from NXG NextGen Infrastructure Income Fund.

Past performance does not guarantee future results.

You are not choosing between two funds in isolation.

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

SPYSZC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SZC better than SPY?

We hold very little data on SPY and SZC, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.