SPY vs TOKE

SPY vs TOKE
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Quick Verdict

SPY has a lower expense ratio. TOKE delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TOKEMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTOKEWinner
Expense Ratio0.09%0.44%
AUM$821.1B$14M
Dividend Yield1.01%1.06%
Holdings50524
YTD Return+12.22%-15.35%
1Y Return+20.83%+22.73%
3Y Return (annualized)+21.70%-2.52%
5Y Return (annualized)+12.98%-20.07%
Volatility (annualized)15.3%35.5%
Max Drawdown-56.5%-83.3%
Fund FamilyState Street Investment ManagementCambria Investment Management
CategoryEquityEquity
InceptionJan 22, 1993Jul 25, 2019

SPY vs TOKE Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Cambria Cannabis ETF (TOKE) is a ETF from Cambria Investment Management. Over the past year SPY returned +20.83% while TOKE returned +22.73%. Year to date, SPY is up 12.22% versus a loss of 15.35% for TOKE.

Over three years, SPY compounded at +21.70% per year against -2.52% for TOKE; over five years the annualized figures are +12.98% and -20.07% respectively. Across the full 7-year window we track, SPY has the edge at +8.79% annualized vs -17.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TOKE has been the more volatile fund, with annualized monthly volatility of 35.5% 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 -56.5% for SPY and -83.3% for TOKE. 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while TOKE charges 0.44%. On a $10,000 position that is $9 vs $44 annually, a gap of $35 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 1.06% for TOKE.

Holdings Overlap

0.6%overlap

SPY and TOKE share 2 holdings out of 518 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in TOKEDifference
PM0.44%4.78%4.34%
MO0.17%4.17%4.00%

Frequently Asked Questions

Which is cheaper, SPY or TOKE?

SPY has an expense ratio of 0.09% while TOKE charges 0.44%. SPY is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, SPY or TOKE?

Over the past year SPY returned +20.83% vs +22.73% for TOKE, so TOKE leads on 1-year performance. Over the longest common window we track (7 years), SPY annualized +8.79% vs -17.89% for TOKE. Past performance does not guarantee future results.

Which is riskier, SPY or TOKE?

TOKE has been the more volatile fund at 35.5% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TOKE -83.3%.

Should I hold both SPY and TOKE?

SPY and TOKE have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TOKE?

SPY and TOKE share 2 common holdings with a 0.6% weight overlap. Combined, they hold 518 unique securities.

Which pays a higher dividend, SPY or TOKE?

SPY yields 1.01% while TOKE yields 1.06%, so TOKE currently pays the higher dividend yield.

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See what your portfolio actually owns
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