SPY vs UNX
State Street SPDR S&P 500 ETF Trust vs Tradr 2X Long U Daily ETF
Quick Verdict
SPY has a lower expense ratio. UNX delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SPY | UNX | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 1.30% | |
| AUM | $821.1B | $8M | |
| Dividend Yield | 1.01% | 0.00% | |
| Holdings | 505 | 4 | |
| YTD Return | +12.68% | +503.31% | |
| 1Y Return | +21.82% | +383.49% | |
| 3Y Return (annualized) | +21.98% | - | |
| 5Y Return (annualized) | +12.89% | - | |
| Volatility (annualized) | 15.3% | - | |
| Max Drawdown | -56.5% | -92.1% | |
| Fund Family | State Street Investment Management | Tradr ETFs | |
| Category | Equity | Alternative | |
| Inception | Jan 22, 1993 | Sep 15, 2025 |
SPY vs UNX Performance
State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Tradr 2X Long U Daily ETF (UNX) is a ETF from Tradr ETFs. Over the past year SPY returned +21.82% while UNX returned +383.49%. Year to date, SPY is up 12.68% versus a gain of 503.31% for UNX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for SPY and -92.1% for UNX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SPY charges 0.09% per year while UNX charges 1.30%. On a $10,000 position that is $9 vs $130 annually, a gap of $121 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for UNX.
Holdings Overlap
SPY and UNX share 0 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SPY or UNX?
SPY has an expense ratio of 0.09% while UNX charges 1.30%. SPY is the cheaper option. On a $10,000 investment, that is $121 per year of difference.
Which performed better, SPY or UNX?
Over the past year SPY returned +21.82% vs +383.49% for UNX, so UNX leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SPY and UNX?
SPY and UNX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, SPY or UNX?
SPY yields 1.01% while UNX yields 0.00%, so SPY currently pays the higher dividend yield.
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