SPY vs CFA

Both CFA and SPY are ETFs. CFA has a lower 5-year return than SPY (7.53% vs 10.67%). CFA has a higher expense ratio than SPY (0.35% vs 0.09%). Below is the comparison between CFA and SPY.

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CFA SPY
Security Type ETF ETF
Finny Score N/A 83
Category Large Blend Large Blend
Family Victory Capital Management State Street Global Advisors
Net Assets $569.50M N/A
Expense Ratio 0.35% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.57% 1.55%
Underlying Index CEMP U.S. Large Cap 500 Volatility Weighted Index S&P 500
YTD Return -1.02% 8.84%
1-Year Return -0.02% 6.13%
3-Year Return 13.02% 13.70%
5-Year Return 7.53% 10.67%
10-Year Return 0.00% 11.69%

CFA

CFA description

Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of large-cap companies. It seeks to track the performance of the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.

CFA performance & returns
YTD Return -1.02%
1-Month Return -1.84%
3-Month Return -3.21%
1-Year Return -0.02%
3-Year Return 13.02%
5-Year Return 7.53%
10-Year Return 0.00%
CFA expense ratio is 0.35%.

CFA holdings

Top 10 Holdings (3.45% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 0.41%
PepsiCo Inc PEP 0.40%
Mondelez International Inc Class A MDLZ 0.39%
McDonald's Corp MCD 0.39%
Coca-Cola Co KO 0.39%
Kimberly-Clark Corp KMB 0.38%
JM Smucker Co SJM 0.37%
The Hershey Co HSY 0.36%
Procter & Gamble Co PG 0.35%

CFA pros

The following are CFA strengths from our perspective:

  • CFA 3-year return is 13.93%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.

CFA cons

The following are CFA weaknesses from our perspective:

  • CFA net assets are $569.50 million. This fund is not a popular choice with retail investors.
  • CFA 5-year return is 8.05%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.

Other relevant CFA comparisons

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SPY

SPY description

SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.

SPY performance & returns
YTD Return 8.84%
1-Month Return 2.11%
3-Month Return 5.01%
1-Year Return 6.13%
3-Year Return 13.70%
5-Year Return 10.67%
10-Year Return 11.69%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (27.84% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.24%
Microsoft Corp MSFT 6.56%
Amazon.com Inc AMZN 2.70%
NVIDIA Corp NVDA 1.96%
Alphabet Inc Class A GOOGL 1.83%
Berkshire Hathaway Inc Class B BRK.B 1.70%
Alphabet Inc Class C GOOG 1.61%
Meta Platforms Inc Class A META 1.53%
Exxon Mobil Corp XOM 1.40%
UnitedHealth Group Inc UNH 1.32%

SPY pros

The following are SPY strengths from our perspective:

  • SPY 3-year return is 14.17%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPY 5-year return is 10.98%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SPY 10-year return is 11.7%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.

SPY cons

The following are SPY weaknesses from our perspective:

  • SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SPY comparisons

You may also want to check out the following SPY comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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