Both CFA and SPY are ETFs. Below is the comparison between CFA and SPY.
CFA | SPY | |
---|---|---|
Security Type | ETF | ETF |
Finny Score | N/A | 83 |
Category | N/A | Large Blend |
Family | Victory Capital Management | State Street Global Advisors |
Net Assets | $535.60M | N/A |
Expense Ratio | N/A | 0.09% |
Management Style | passive (index-based) | passive (index-based) |
Dividend Yield | N/A | 1.45% |
Underlying Index | CEMP U.S. Large Cap 500 Volatility Weighted Index | S&P 500 |
YTD Return | N/A | 14.07% |
1-Year Return | N/A | 16.13% |
3-Year Return | N/A | 11.33% |
5-Year Return | N/A | 9.95% |
10-Year Return | N/A | 11.74% |
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 | N/A |
1-Month Return | N/A |
3-Month Return | N/A |
1-Year Return | N/A |
3-Year Return | N/A |
5-Year Return | N/A |
10-Year Return | N/A |
CFA holdings
Top 10 Holdings (3.84% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Johnson & Johnson | JNJ | 0.41% |
Johnson & Johnson | JNJ | 0.41% |
First Citizens BancShares Inc Class A | FCNCA | 0.41% |
First Citizens BancShares Inc Class A | FCNCA | 0.41% |
PepsiCo Inc | PEP | 0.37% |
PepsiCo Inc | PEP | 0.37% |
McDonald's Corp | MCD | 0.37% |
McDonald's Corp | MCD | 0.37% |
Mondelez International Inc Class A | MDLZ | 0.36% |
Mondelez International Inc Class A | MDLZ | 0.36% |
CFA pros
None that we could think of.CFA cons
The following are CFA weaknesses from our perspective:
- CFA net assets are $535.60 million. This fund is not a popular choice with retail investors.
Other relevant CFA comparisons
You may also want to check out the following CFA comparisons that investors often look for on Finny
- CFA vs USD
- CFA vs DIA
- CFA vs DLN
- CFA vs CDC
- CFA vs CFO
- CFA vs CSM
- CFA vs DUSA
- CFA vs CAPE
- CFA vs DJD
- CFA vs DEUS
- CFA vs DFND
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 | 14.07% |
1-Month Return | -1.46% |
3-Month Return | -0.46% |
1-Year Return | 16.13% |
3-Year Return | 11.33% |
5-Year Return | 9.95% |
10-Year Return | 11.74% |
SPY holdings
Top 10 Holdings (30.82% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Apple Inc | AAPL | 7.37% |
Microsoft Corp | MSFT | 6.46% |
Amazon.com Inc | AMZN | 3.27% |
NVIDIA Corp | NVDA | 3.24% |
Alphabet Inc Class A | GOOGL | 2.15% |
Alphabet Inc Class C | GOOG | 1.86% |
Tesla Inc | TSLA | 1.84% |
Meta Platforms Inc Class A | META | 1.74% |
Berkshire Hathaway Inc Class B | BRK.B | 1.70% |
Exxon Mobil Corp | XOM | 1.19% |
SPY pros
The following are SPY strengths from our perspective:
- SPY 3-year return is 11.33%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SPY 5-year return is 9.95%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SPY 10-year return is 11.74%, 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
- SPY vs VOO
- SPY vs QQQ
- SPY vs IVV
- SPY vs FXAIX
- SPY vs DIA
- SPY vs DLN
- SPY vs CDC
- SPY vs CFO
- SPY vs CFA
- SPY vs CSM
- SPY vs DUSA
- SPY vs CAPE
- SPY vs DJD
- SPY vs DEUS