CRUZ vs. SPY
Compare and contrast key facts about Defiance Hotel, Airline, and Cruise ETF (CRUZ) and SPDR S&P 500 ETF (SPY).
CRUZ and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CRUZ is a passively managed fund by Defiance that tracks the performance of the BlueStar Hotels, Airlines, and Cruises. It was launched on Jun 3, 2021. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both CRUZ and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRUZ or SPY.
Correlation
The correlation between CRUZ and SPY is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CRUZ vs. SPY - Performance Comparison
Key characteristics
CRUZ:
1.34
SPY:
2.12
CRUZ:
1.90
SPY:
2.83
CRUZ:
1.24
SPY:
1.40
CRUZ:
1.11
SPY:
3.15
CRUZ:
5.28
SPY:
13.87
CRUZ:
4.58%
SPY:
1.91%
CRUZ:
18.06%
SPY:
12.51%
CRUZ:
-43.45%
SPY:
-55.19%
CRUZ:
-4.59%
SPY:
-1.78%
Returns By Period
In the year-to-date period, CRUZ achieves a 24.33% return, which is significantly lower than SPY's 26.79% return.
CRUZ
24.33%
0.13%
22.27%
23.94%
N/A
N/A
SPY
26.79%
-0.30%
10.04%
26.42%
14.75%
13.08%
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CRUZ vs. SPY - Expense Ratio Comparison
CRUZ has a 0.45% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CRUZ vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Hotel, Airline, and Cruise ETF (CRUZ) and SPDR S&P 500 ETF (SPY). 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.
Dividends
CRUZ vs. SPY - Dividend Comparison
CRUZ has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRUZ Defiance Hotel, Airline, and Cruise ETF | 0.00% | 1.12% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.19% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
CRUZ vs. SPY - Drawdown Comparison
The maximum CRUZ drawdown since its inception was -43.45%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CRUZ and SPY. For additional features, visit the drawdowns tool.
Volatility
CRUZ vs. SPY - Volatility Comparison
Defiance Hotel, Airline, and Cruise ETF (CRUZ) has a higher volatility of 5.97% compared to SPDR S&P 500 ETF (SPY) at 4.07%. This indicates that CRUZ's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.