Stock Scorer

‹ ETFs

Compare ETFs

BIBL × SPY × 2/4

Side by side

BIBLSPY
NameNorthern Lights Fund Trust IV - Inspire 100 ETFState Street® SPDR® S&P 500® ETF Trust
Assets$502.52M$809.77B
Fee0.35%0.09%
Yield0.9%1.0%
Components100502
Top 10 weight41%39%
This year+18.7%+12.5%
1 year+19.3%+17.4%
3 years, yearly+20.7%+21.8%
5 years, yearly+8.5%+12.4%
10 years, yearly+0.0%+15.2%
Volatility, 3 years17.0%12.7%
Sharpe ratio, 3 years0.941.38

Green: the lowest fee and the best return in each row.

Returns

Total return; over three years and longer, a year on average.

This year

BIBL +18.7%
SPY +12.5%

1 year

BIBL +19.3%
SPY +17.4%

3 years

BIBL +20.7%
SPY +21.8%

5 years

BIBL +8.5%
SPY +12.4%

10 years

BIBL +0.0%
SPY +15.2%

How much they overlap

For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.

5%  BIBL and SPY

65 companies in both: 65% of BIBL's holdings, 13% of SPY's.

CAT 0.5%KLAC 0.3%ANET 0.3%APH 0.3%WELL 0.2%PH 0.2%PGR 0.2%FTNT 0.2%VRT 0.1%CTAS 0.1%

Sectors

BIBLSPY
Technology34.4%41.1%
Industrials26.1%7.7%
Real Estate13.6%1.8%
Financial Services5.3%11.4%
Communication Services–10.3%
Healthcare6.2%9.7%
Consumer Cyclicals1.4%8.6%
Energy6.8%3.8%
Consumer Defensive–4.7%
Utilities2.6%2.0%
Basic Materials1.3%1.5%

From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.