SPY vs WEED

SPY vs WEED

Which is better, SPY or WEED?

Large Cap Blend against Mid Cap Blend.

SPY has a lower expense ratio. SPY led over 3Y and the full window, WEED over 1Y.

Lower Fees: SPYHigher Returns: split

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

MetricSPYWEED
Expense Ratio0.09%Best0.41%
AUM$804.7B$9M
Dividend Yield0.98%0.00%
Holdings5059
YTD Return+10.96%Best+8.71%
1Y Return+15.52%+20.11%Best
3Y Return (annualized)+20.73%Best-15.64%
5Y Return (annualized)+12.53%-
Volatility (annualized)15.2%Best79.6%
Max Drawdown-19.1%Best-88.1%
$10,000 over 4.4 years$17,943Best$2,946
Fund FamilyState Street Investment ManagementRoundhill Investments
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionJan 22, 1993Apr 20, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Apr 20, 2022 to Sep 16, 2026 (4.4 years).

SPY vs WEED growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.4 years both funds cover.

SPY vs WEED Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Roundhill Cannabis ETF (WEED) is an ETF from Roundhill Investments. Over the past year SPY returned +15.52% while WEED returned +20.11%. Year to date, SPY is up 10.96% versus a gain of 8.71% for WEED.

Over three years, SPY compounded at +20.73% per year against -15.64% for WEED. Across the full 4-year window we track, SPY has the edge at +14.21% annualized vs -24.25%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WEED has been the more volatile fund, with annualized monthly volatility of 79.6% compared with 15.2% 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 -19.1% for SPY and -88.1% for WEED. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.26. They move largely independently of each other.

Fees and Cost Over Time

SPY charges 0.09% per year while WEED charges 0.41%. On a $10,000 position that is $9 vs $41 annually, a gap of $32 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.00% for WEED.

Holdings Overlap

We hold position weights for 504 holdings in SPY and 2 in WEED, totalling 99.9% and 26.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 504 positions we hold weights for in SPY and 2 in WEED, against full books of 505 and 9.

You are not choosing between two funds in isolation.

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

SPYWEED

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or WEED?

SPY has an expense ratio of 0.09% while WEED charges 0.41%. SPY is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, SPY or WEED?

Over the past year SPY returned +15.52% vs +20.11% for WEED, so WEED leads on 1-year performance. Over the longest common window we track (4 years), SPY annualized +14.21% vs -24.25% for WEED. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPY or WEED?

WEED has been the more volatile fund at 79.6% annualized versus 15.2% for SPY. Worst drawdown: SPY -19.1% vs WEED -88.1%.

Should I hold both SPY and WEED?

SPY and WEED have a monthly-return correlation of 0.26, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SPY or WEED?

SPY yields 0.98% while WEED yields 0.00%, so SPY currently pays the higher dividend yield.

Is WEED better than SPY?

SPY has a lower expense ratio. SPY led over 3Y and the full window, WEED over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.