SPY vs XOMZ
State Street SPDR S&P 500 ETF Trust vs Direxion Daily XOM Bear 1X ETF
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SPY | XOMZ | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 1.01% | |
| AUM | $821.1B | $2M | |
| Dividend Yield | 1.01% | 4.36% | |
| Holdings | 505 | 7 | |
| YTD Return | +12.68% | -21.60% | |
| 1Y Return | +21.82% | -31.53% | |
| 3Y Return (annualized) | +21.98% | - | |
| 5Y Return (annualized) | +12.89% | - | |
| Volatility (annualized) | 15.3% | 23.1% | |
| Max Drawdown | -56.5% | -41.9% | |
| Fund Family | State Street Investment Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Jan 22, 1993 | Apr 23, 2025 |
SPY vs XOMZ Performance
State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Direxion Daily XOM Bear 1X ETF (XOMZ) is a ETF from Direxion Shares ETF Trust. Over the past year SPY returned +21.82% while XOMZ returned -31.53%. Year to date, SPY is up 12.68% versus a loss of 21.60% for XOMZ.
Risk: Volatility and Drawdowns
XOMZ has been the more volatile fund, with annualized monthly volatility of 23.1% 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 -41.9% for XOMZ. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPY charges 0.09% per year while XOMZ charges 1.01%. On a $10,000 position that is $9 vs $101 annually, a gap of $92 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 4.36% for XOMZ.
Holdings Overlap
SPY and XOMZ share 0 holdings out of 507 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 XOMZ?
SPY has an expense ratio of 0.09% while XOMZ charges 1.01%. SPY is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, SPY or XOMZ?
Over the past year SPY returned +21.82% vs -31.53% for XOMZ, so SPY leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, SPY or XOMZ?
XOMZ has been the more volatile fund at 23.1% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs XOMZ -41.9%.
Should I hold both SPY and XOMZ?
SPY and XOMZ have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SPY and XOMZ?
SPY and XOMZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, SPY or XOMZ?
SPY yields 1.01% while XOMZ yields 4.36%, so XOMZ currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.