ASG vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricASGSPYWinner
Expense Ratio1.12%0.09%
AUM$373M$789.1B
Dividend Yield7.53%1.01%
Holdings125505
YTD Return+4.00%+9.93%
1Y Return+1.90%+19.50%
3Y Return (annualized)+6.86%+19.33%
5Y Return (annualized)-1.06%+12.82%
Volatility (annualized)22.3%15.3%
Max Drawdown-86.2%-56.5%
Fund FamilyLiberty All Star FundsState Street Investment Management
CategoryEquityEquity
InceptionMar 14, 1986Jan 22, 1993

ASG vs SPY Performance

Liberty All-Star Growth Fund Inc. (ASG) is a ETF from Liberty All Star Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year ASG returned +1.90% while SPY returned +19.50%. Year to date, ASG is up 4.00% versus a gain of 9.93% for SPY.

Over three years, ASG compounded at +6.86% per year against +19.33% for SPY; over five years the annualized figures are -1.06% and +12.82% respectively. Across the full 31-year window we track, SPY has the edge at +8.74% annualized vs -0.32%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ASG has been the more volatile fund, with annualized monthly volatility of 22.3% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -86.2% for ASG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ASG charges 1.12% per year while SPY charges 0.09%. On a $10,000 position that is $112 vs $9 annually, a gap of $103 per year that compounds over a long holding period. On income, ASG currently yields 7.53% against 1.01% for SPY.

Holdings Overlap

24.2%overlap

ASG and SPY share 49 holdings out of 578 unique holdings combined, representing a 24.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ASGWeight in SPYDifference
NVDA4.43%7.31%2.88%
AAPL2.74%7.09%4.35%
MSFT2.20%4.43%2.23%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
METAProProPro
LLYProProPro
TSLAProProPro
MUProProPro
See all 10 holdings ASG shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, ASG or SPY?

ASG has an expense ratio of 1.12% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $103 per year of difference.

Which performed better, ASG or SPY?

Over the past year ASG returned +1.90% vs +19.50% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (31 years), ASG annualized -0.32% vs +8.74% for SPY. Past performance does not guarantee future results.

Which is riskier, ASG or SPY?

ASG has been the more volatile fund at 22.3% annualized versus 15.3% for SPY. Worst drawdown: ASG -86.2% vs SPY -56.5%.

Should I hold both ASG and SPY?

ASG and SPY have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ASG and SPY?

ASG and SPY share 49 common holdings with a 24.2% weight overlap. Combined, they hold 578 unique securities.

Which pays a higher dividend, ASG or SPY?

ASG yields 7.53% while SPY yields 1.01%, so ASG currently pays the higher dividend yield.

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