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SPCK vs. XOVR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPCK vs. XOVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPAC and New Issue ETF (SPCK) and ERShares Entrepreneur Private-Public Crossover ETF (XOVR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPCK achieves a 2.66% return, which is significantly higher than XOVR's -0.35% return.


SPCK

1D
0.22%
1M
1.34%
YTD
2.66%
6M
2.51%
1Y
2.37%
3Y*
4.02%
5Y*
-0.95%
10Y*

XOVR

1D
-1.67%
1M
6.93%
YTD
-0.35%
6M
0.55%
1Y
10.88%
3Y*
19.21%
5Y*
6.16%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPCK vs. XOVR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SPCK
SPAC and New Issue ETF
2.66%7.81%2.84%-4.10%-12.25%9.28%3.00%
XOVR
ERShares Entrepreneur Private-Public Crossover ETF
-0.35%11.83%33.21%51.89%-41.09%-7.24%-2.26%

Correlation

The correlation between SPCK and XOVR is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

Correlation (3Y)
Calculated over the trailing 3-year period

-0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Dec 17, 2020

0.07

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Return for Risk

SPCK vs. XOVR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPCK
SPCK Risk / Return Rank: 1212
Overall Rank
SPCK Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
SPCK Sortino Ratio Rank: 1212
Sortino Ratio Rank
SPCK Omega Ratio Rank: 1313
Omega Ratio Rank
SPCK Calmar Ratio Rank: 1313
Calmar Ratio Rank
SPCK Martin Ratio Rank: 1111
Martin Ratio Rank

XOVR
XOVR Risk / Return Rank: 1616
Overall Rank
XOVR Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
XOVR Sortino Ratio Rank: 1717
Sortino Ratio Rank
XOVR Omega Ratio Rank: 1717
Omega Ratio Rank
XOVR Calmar Ratio Rank: 1414
Calmar Ratio Rank
XOVR Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPCK vs. XOVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPAC and New Issue ETF (SPCK) and ERShares Entrepreneur Private-Public Crossover ETF (XOVR). 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.


SPCKXOVRDifference
Sharpe ratioReturn per unit of total volatility

-0.28

Sortino ratioReturn per unit of downside risk

-0.47

Omega ratioGain probability vs. loss probability

1.06

1.11

-0.04

Calmar ratioReturn relative to maximum drawdown

0.31

0.45

-0.14

Martin ratioReturn relative to average drawdown

0.52

1.00

-0.48

SPCK vs. XOVR - Sharpe Ratio Comparison

The current SPCK Sharpe Ratio is 0.26, which is lower than the XOVR Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of SPCK and XOVR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SPCKXOVRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.26

0.55

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

0.24

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.39

-0.24

Drawdowns

SPCK vs. XOVR - Drawdown Comparison

The maximum SPCK drawdown since its inception was -28.28%, smaller than the maximum XOVR drawdown of -56.28%. Use the drawdown chart below to compare losses from any high point for SPCK and XOVR.


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Drawdown Indicators


SPCKXOVRDifference

Max Drawdown

Largest peak-to-trough decline

-28.28%

-56.28%

+28.00%

Max Drawdown (1Y)

Largest decline over 1 year

-7.72%

-24.32%

+16.60%

Max Drawdown (3Y)

Largest decline over 3 years

-7.72%

-25.23%

+17.51%

Max Drawdown (5Y)

Largest decline over 5 years

-20.59%

-49.35%

+28.76%

Current Drawdown

Current decline from peak

-16.01%

-7.55%

-8.46%

Average Drawdown

Average peak-to-trough decline

-18.86%

-18.41%

-0.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.60%

10.94%

-6.34%

Volatility

SPCK vs. XOVR - Volatility Comparison

The current volatility for SPAC and New Issue ETF (SPCK) is 2.52%, while ERShares Entrepreneur Private-Public Crossover ETF (XOVR) has a volatility of 4.20%. This indicates that SPCK experiences smaller price fluctuations and is considered to be less risky than XOVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPCKXOVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.52%

4.20%

-1.68%

Volatility (6M)

Calculated over the trailing 6-month period

3.91%

14.81%

-10.90%

Volatility (1Y)

Calculated over the trailing 1-year period

9.10%

20.00%

-10.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.23%

26.15%

-17.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.23%

26.87%

-17.64%

SPCK vs. XOVR - Expense Ratio Comparison

SPCK has a 0.95% expense ratio, which is higher than XOVR's 0.75% expense ratio.


Dividends

SPCK vs. XOVR - Dividend Comparison

SPCK's dividend yield for the trailing twelve months is around 16.06%, while XOVR has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
SPCK
SPAC and New Issue ETF
16.06%16.48%0.69%2.27%0.00%1.28%0.00%0.00%0.00%0.00%
XOVR
ERShares Entrepreneur Private-Public Crossover ETF
0.00%0.00%0.00%0.00%0.00%57.75%6.31%0.08%3.71%0.08%

Frequently Asked Questions


SPCK and XOVR have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XOVR has higher volatility (4.20%) compared to SPCK (2.52%). In terms of maximum drawdown, SPCK dropped -28.28% vs XOVR's -56.28%.

On 5-year performance, XOVR leads with 6.16% vs -0.95% for SPCK. On fees, XOVR is cheaper at 0.75% per year. On volatility, SPCK has been the lower-risk option at 2.52%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, XOVR has performed better with a 6.16% return vs -0.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XOVR is cheaper with a 0.75% expense ratio, compared with 0.95% for SPCK.

SPCK has the higher dividend yield at 16.06%, compared with 0.00% for XOVR.

SPCK is categorized as Event Driven, while XOVR is Large Cap Growth Equities. They also come from different issuers: Tuttle Capital Management and EntrepreneurShares. Their fees differ too: 0.95% for SPCK and 0.75% for XOVR.

XOVR currently has the higher Sharpe Ratio (0.55 vs 0.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SPCK and XOVR

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