HFEV vs SPY

HFEV vs SPY

Which is better, HFEV or SPY?

Mid Cap Growth against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: SPY

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

MetricHFEVSPY
Expense Ratio0.65%0.09%Best
AUM-$823.2B
Dividend Yield-0.99%
Holdings-1,515
YTD Price Return-+12.65%
1Y Price Return-+16.21%
3Y Price Return (annualized)-+20.89%
5Y Price Return (annualized)-+11.71%
Volatility (annualized)-15.2%
Max Drawdown--56.5%
Fund FamilyNew Age AlphaState Street Investment Management
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionNov 22, 2019Jan 22, 1993

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for HFEV. We have no price series for HFEV, so there is nothing to compare it against.

HFEV vs SPY Performance

New Age Alpha Europe Ex-UK Low Vol ETF (HFEV) is an ETF from New Age Alpha and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management.

Fees and Cost Over Time

HFEV charges 0.65% per year while SPY charges 0.09%. On a $10,000 position that is $65 vs $9 annually, a gap of $56 per year that compounds over a long holding period.

You are not choosing between two funds in isolation.

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

HFEVSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HFEV or SPY?

HFEV has an expense ratio of 0.65% while SPY charges 0.09%. SPY is the cheaper option, by $56 a year on a $10,000 investment.

Is SPY better than HFEV?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.