SPY vs XBCI

SPY vs XBCI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricSPYXBCIWinner
Expense Ratio0.09%0.98%
AUM$821.1B$115M
Dividend Yield1.01%26.17%
Holdings5051
YTD Return+14.24%-22.00%
1Y Return+21.71%-
3Y Return (annualized)+22.10%-
5Y Return (annualized)+13.21%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-37.3%
Fund FamilyState Street Investment ManagementNEOS
CategoryEquityAlternative
InceptionJan 22, 1993Feb 2, 2026

SPY vs XBCI Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and NEOS Boosted Bitcoin High Income ETF (XBCI) is a ETF from NEOS. Year to date, SPY is up 14.24% versus a loss of 22.00% for XBCI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for SPY and -37.3% for XBCI. 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 XBCI charges 0.98%. On a $10,000 position that is $9 vs $98 annually, a gap of $89 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 26.17% for XBCI.

Holdings Overlap

0.0%overlap

SPY and XBCI 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 XBCI?

SPY has an expense ratio of 0.09% while XBCI charges 0.98%. SPY is the cheaper option. On a $10,000 investment, that is $89 per year of difference.

What is the holdings overlap between SPY and XBCI?

SPY and XBCI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, SPY or XBCI?

SPY yields 1.01% while XBCI yields 26.17%, so XBCI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free