AMZP vs TSPY

AMZP vs TSPY

Which is better, AMZP or TSPY?

TSPY has been ahead.

TSPY has a lower expense ratio. TSPY led over 1Y and the full window.

Lower Fees: TSPYHigher Returns: TSPY

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

MetricAMZPTSPY
Expense Ratio0.99%0.71%Best
AUM$18M$366M
Dividend Yield19.83%15.20%
Holdings213
YTD Return-4.01%+10.14%Best
1Y Return-0.36%+14.60%Best
Volatility (annualized)31.6%12.2%Best
Max Drawdown-27.4%-18.0%Best
$10,000 over 2.2 years$12,548$13,991Best
Fund FamilyKurvTappAlpha
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionOct 27, 2023Aug 14, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 15, 2024 to Oct 14, 2026 (2.2 years).

AMZP vs TSPY 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 2.2 years both funds cover.

Compare AMZP against instead:AMZP vs SPYAMZP vs QQQAMZP vs VOOAMZP vs VTITSPY against:TSPY vs VXUS

AMZP vs TSPY Performance

Kurv Yield Premium Strategy Amazon ETF (AMZP) is an ETF from Kurv and TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) is an ETF from TappAlpha. Over the past year AMZP returned -0.36% while TSPY returned +14.60%. Year to date, AMZP is down 4.01% versus a gain of 10.14% for TSPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMZP has been the more volatile fund, with annualized monthly volatility of 31.6% compared with 12.2% for TSPY. 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 -27.4% for AMZP and -18.0% for TSPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AMZP charges 0.99% per year while TSPY charges 0.71%. On a $10,000 position that is $99 vs $71 annually, a gap of $28 per year that compounds over a long holding period. On income, AMZP currently yields 19.83% against 15.20% for TSPY.

Holdings Overlap

We hold position weights for 1 holding in AMZP and 2 in TSPY, totalling 0.6% and 99.8% 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 1 positions we hold weights for in AMZP and 2 in TSPY, against full books of 21 and 3.

You are not choosing between two funds in isolation.

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

AMZPTSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMZP or TSPY?

AMZP has an expense ratio of 0.99% while TSPY charges 0.71%. TSPY is the cheaper option, by $28 a year on a $10,000 investment.

Which performed better, AMZP or TSPY?

Over the past year AMZP returned -0.36% vs +14.60% for TSPY, so TSPY leads on 1-year performance. Over the longest common window we track (2 years), AMZP annualized +10.87% vs +16.49% for TSPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMZP or TSPY?

AMZP has been the more volatile fund at 31.6% annualized versus 12.2% for TSPY. Worst drawdown: AMZP -27.4% vs TSPY -18.0%.

Should I hold both AMZP and TSPY?

AMZP and TSPY have a monthly-return correlation of 0.65, 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, AMZP or TSPY?

AMZP yields 19.83% while TSPY yields 15.20%, so AMZP currently pays the higher dividend yield.

Is TSPY better than AMZP?

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