SPY vs TSLZ

SPY vs TSLZ
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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

MetricSPYTSLZWinner
Expense Ratio0.09%1.05%
AUM$821.1B$28M
Dividend Yield1.01%0.46%
Holdings5057
YTD Return+12.68%-1.04%
1Y Return+21.82%-58.70%
3Y Return (annualized)+21.98%-
5Y Return (annualized)+12.89%-
Volatility (annualized)15.3%106.1%
Max Drawdown-56.5%-99.1%
Fund FamilyState Street Investment ManagementREX Shares
CategoryEquityAlternative
InceptionJan 22, 1993Oct 19, 2023

SPY vs TSLZ Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and T-Rex 2X Inverse Tesla Daily Target ETF (TSLZ) is a ETF from REX Shares. Over the past year SPY returned +21.82% while TSLZ returned -58.70%. Year to date, SPY is up 12.68% versus a loss of 1.04% for TSLZ.

Risk: Volatility and Drawdowns

TSLZ has been the more volatile fund, with annualized monthly volatility of 106.1% 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 -99.1% for TSLZ. 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 -0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while TSLZ charges 1.05%. On a $10,000 position that is $9 vs $105 annually, a gap of $96 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.46% for TSLZ.

Frequently Asked Questions

Which is cheaper, SPY or TSLZ?

SPY has an expense ratio of 0.09% while TSLZ charges 1.05%. SPY is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, SPY or TSLZ?

Over the past year SPY returned +21.82% vs -58.70% for TSLZ, so SPY leads on 1-year performance. Over the longest common window we track (3 years), SPY annualized +8.81% vs -76.00% for TSLZ. Past performance does not guarantee future results.

Which is riskier, SPY or TSLZ?

TSLZ has been the more volatile fund at 106.1% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TSLZ -99.1%.

Should I hold both SPY and TSLZ?

SPY and TSLZ have a monthly-return correlation of -0.29, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SPY or TSLZ?

SPY yields 1.01% while TSLZ yields 0.46%, so SPY currently pays the higher dividend yield.

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