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FINX vs SPY

Comparison between GLOBAL X FINTECH ETF (FINX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FINX, delivering a return of +13.3% compared to -10.9%

FINX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FINX
$191M
Winner
SPY
$735B
Expense Ratio
FINX
0.68%
Winner
SPY
0.09%
Max Drawdown
FINX
65.57%
Winner
SPY
56.47%
Sharpe Ratio
FINX
-0.93
Winner
SPY
1.62
5Y Beta
FINX
1.38
Winner
SPY
1.00
P/E Ratio
Winner
FINX
26.54
SPY
28.99
Forward P/E
Winner
FINX
10.96
SPY
22.37
PEG Ratio
FINX
0.28
SPY
N/A
5Y Dividends CAGR
FINX
N/A
SPY
5.43%
5Y EPS CAGR
FINX
N/A
SPY
26.05%
Debt to Equity
FINX
64.59%
Winner
SPY
32.40%
P/S Ratio
Winner
FINX
1.93
SPY
3.74
P/B Ratio
Winner
FINX
1.92
SPY
5.61

FINX vs SPY - Holdings Comparison

FINX and SPY have 10 common holdings. Overlap is 0.53%

FINX's top 25 holdings weight is 81.75%. SPY's top 25 holdings weight is 52.37%.

RankFINXSPY
#1
BLOCK INC CLASS A (XYZ) - 6.34%
NVIDIA CORP (NVDA) - 8.10%
#2
PAYPAL HOLDINGS INC (PYPL) - 5.73%
APPLE INC (AAPL) - 7.02%
#3
ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.68%
MICROSOFT CORP (MSFT) - 4.79%
#4
n/a (COIN) - 5.41%
AMAZON.COM INC (AMZN) - 4.02%
#5
FISERV INC (FISV) - 5.38%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ADYEN NV (n/a) - 4.84%
BROADCOM INC (AVGO) - 3.10%
#7
n/a (CRCL) - 4.22%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
INTUIT INC (INTU) - 4.03%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
n/a (FIS) - 3.87%
TESLA INC (TSLA) - 1.89%
#10
GLOBAL PAYMENTS INC (GPN) - 3.84%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 3.82%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
n/a (AFRM) - 3.79%
ELI LILLY AND CO (LLY) - 1.31%
#13
SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 3.02%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
WISE GROUP PLC CLASS A (WSE) - 2.45%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
HUT 8 CORP (HUT) - 2.34%
EXXON MOBIL CORP (XOM) - 0.97%
#16
TOAST INC CLASS A (TOST) - 2.29%
INTEL CORP (INTC) - 0.90%
#17
GUIDEWIRE SOFTWARE INC (GWRE) - 2.18%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
JACK HENRY & ASSOCIATES INC (JKHY) - 1.86%
VISA INC CLASS A (V) - 0.85%
#19
RIOT PLATFORMS INC (RIOT) - 1.85%
WALMART INC (WMT) - 0.81%
#20
XERO LTD (n/a) - 1.75%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
CIPHER DIGITAL INC (CIFR) - 1.74%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
n/a (CORZ) - 1.56%
CATERPILLAR INC (CAT) - 0.66%
#23
HEALTHEQUITY INC (HQY) - 1.40%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
KLARNA GROUP PLC (KLAR) - 1.20%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TEMENOS AG (n/a) - 1.16%
ABBVIE INC (ABBV) - 0.58%
Total Holdings75505

FINX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FINX
-8.24%
Winner
SPY
+1.90%
3M
FINX
-7.10%
Winner
SPY
+8.55%
6M
FINX
-21.83%
Winner
SPY
+8.18%
1Y
FINX
-24.79%
Winner
SPY
+25.79%
5Y(CAGR)
FINX
-10.94%
Winner
SPY
+13.32%
10Y(CAGR)
FINX
+5.63%
Winner
SPY
+15.19%
Max(CAGR)
FINX
+5.63%
Winner
SPY
+8.47%

FINX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFINXSPY
2026-19.77%+8.26%
2025-5.31%+18.00%
2024+26.80%+25.59%
2023+33.02%+26.72%
2022-52.02%-18.64%
2021-9.02%+30.52%
2020+51.46%+17.28%
2019+37.21%+31.09%
2018+0.02%-5.24%
2017+48.69%+20.78%
2016-1.91%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FINX vs SPY Drawdown Comparison

The maximum drawdown for FINX was -63.56%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FINX drawdown is -51.97%. The current SPY drawdown is -2.90%.

RankFINXSPY
#1-63.56%
Oct 25, 2021 - Oct 27, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.98%
Feb 19, 2020 - Jul 6, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.34%
Sep 4, 2018 - Jun 10, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.61%
Feb 16, 2021 - Oct 25, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.26%
Jul 26, 2019 - Jan 13, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.47%
Oct 12, 2020 - Nov 19, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.46%
Jan 26, 2018 - Mar 12, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.26%
Sep 2, 2020 - Oct 8, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.64%
Mar 20, 2018 - May 9, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.38%
Oct 3, 2016 - Feb 6, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.95%
Jul 25, 2018 - Aug 22, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.64%
Jun 20, 2018 - Jul 18, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.64%
Jan 21, 2021 - Feb 4, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.95%
Nov 24, 2017 - Jan 3, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.78%
Aug 6, 2020 - Aug 20, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FINX and SPY is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33
-101

Dividend Comparison (1999 - 2026)

FINX vs SPY dividend yield comparison.

YearFINXSPY
20260.00%0.24%
20250.58%1.07%
20240.72%1.21%
20230.21%1.40%
20220.27%1.65%
20215.40%1.20%
20200.00%1.52%
20190.00%1.75%
20180.18%2.04%
20170.11%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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