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AKRE vs. SPIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AKRE vs. SPIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Akre Focus ETF (AKRE) and F/m Emerald Special Situations ETF (SPIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AKRE achieves a -14.24% return, which is significantly lower than SPIT's 24.93% return.


AKRE

1D
-1.25%
1M
4.42%
6M
-11.22%
YTD
-14.24%
1Y
3Y*
5Y*
10Y*

SPIT

1D
-0.15%
1M
-2.16%
6M
13.90%
YTD
24.93%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AKRE vs. SPIT - Yearly Performance Comparison


2026 (YTD)2025
AKRE
Akre Focus ETF
-14.24%-3.06%
SPIT
F/m Emerald Special Situations ETF
24.93%1.18%

Correlation

The correlation between AKRE and SPIT is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 27, 2025

0.10

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Return for Risk

AKRE vs. SPIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Akre Focus ETF (AKRE) and F/m Emerald Special Situations ETF (SPIT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AKRE vs. SPIT - Sharpe Ratio Comparison


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Drawdowns

AKRE vs. SPIT - Drawdown Comparison

The maximum AKRE drawdown since its inception was -24.18%, which is greater than SPIT's maximum drawdown of -12.49%. Use the drawdown chart below to compare losses from any high point for AKRE and SPIT.


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Drawdown Indicators


AKRESPITDifference

Max Drawdown

Largest peak-to-trough decline

-24.18%

-12.49%

-11.69%

Current Drawdown

Current decline from peak

-17.02%

-7.19%

-9.83%

Average Drawdown

Average peak-to-trough decline

-14.02%

-2.59%

-11.43%

Volatility

AKRE vs. SPIT - Volatility Comparison


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Volatility by Period


AKRESPITDifference

Volatility (1Y)

Calculated over the trailing 1-year period

20.93%

26.21%

-5.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.93%

26.21%

-5.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.93%

26.21%

-5.28%

AKRE vs. SPIT - Expense Ratio Comparison

AKRE has a 0.98% expense ratio, which is higher than SPIT's 0.89% expense ratio.


Dividends

AKRE vs. SPIT - Dividend Comparison

AKRE has not paid dividends to shareholders, while SPIT's dividend yield for the trailing twelve months is around 5.75%.


PositionTTM2025
AKRE
Akre Focus ETF
0.00%0.00%
SPIT
F/m Emerald Special Situations ETF
5.75%7.18%

Frequently Asked Questions


AKRE and SPIT have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPIT is cheaper at 0.89% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPIT is cheaper with a 0.89% expense ratio, compared with 0.98% for AKRE.

SPIT has the higher dividend yield at 5.75%, compared with 0.00% for AKRE.

They also come from different issuers: Akre Capital and F/m Investments. Their fees differ too: 0.98% for AKRE and 0.89% for SPIT.

Portfolio Optimizer

Find the right allocation for AKRE and SPIT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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