CHRI vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricCHRISPYWinner
Expense Ratio0.29%0.09%
AUM$8M$789.1B
Dividend Yield0.39%1.01%
Holdings470505
YTD Return+12.62%+13.28%
1Y Return-+23.94%
3Y Return (annualized)-+21.07%
5Y Return (annualized)-+13.27%
Volatility (annualized)-15.3%
Max Drawdown-9.4%-56.5%
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
InceptionSep 23, 2025Jan 22, 1993

CHRI vs SPY Performance

Global X S&P 500 Christian Values ETF (CHRI) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, CHRI is up 12.62% versus a gain of 13.28% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.4% for CHRI and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

CHRI charges 0.29% per year while SPY charges 0.09%. On a $10,000 position that is $29 vs $9 annually, a gap of $20 per year that compounds over a long holding period. On income, CHRI currently yields 0.39% against 1.01% for SPY.

Holdings Overlap

87.1%overlap

CHRI and SPY share 445 holdings out of 513 unique holdings combined, representing a 87.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in CHRIWeight in SPYDifference
AAPL7.78%7.09%0.69%
NVDA7.44%7.31%0.13%
MSFT4.56%4.43%0.13%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
MUProProPro
See all 10 holdings CHRI 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, CHRI or SPY?

CHRI has an expense ratio of 0.29% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

What is the holdings overlap between CHRI and SPY?

CHRI and SPY share 445 common holdings with a 87.1% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, CHRI or SPY?

CHRI yields 0.39% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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