FDRS 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

MetricFDRSSPYWinner
Expense Ratio0.49%0.09%
AUM$86M$789.1B
Dividend Yield0.00%1.01%
Holdings51505
YTD Return-0.29%+13.50%
1Y Return-+23.56%
3Y Return (annualized)-+21.17%
5Y Return (annualized)-+13.46%
Volatility (annualized)-15.3%
Max Drawdown-21.6%-56.5%
Fund FamilyCorgi Strategies, LLCState Street Investment Management
CategoryEquityEquity
InceptionDec 29, 2025Jan 22, 1993

FDRS vs SPY Performance

Founder-Led ETF (FDRS) is a ETF from Corgi Strategies, LLC and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, FDRS is down 0.29% versus a gain of 13.50% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -21.6% for FDRS 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

FDRS charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, FDRS currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

15.3%overlap

FDRS and SPY share 30 holdings out of 524 unique holdings combined, representing a 15.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDRSWeight in SPYDifference
NVDA10.42%7.31%3.11%
META11.00%2.03%8.97%
TSLA8.29%1.82%6.47%
PLTRProProPro
ORCLProProPro
CRWDProProPro
ANETProProPro
BLKProProPro
DELLProProPro
CRMProProPro
See all 10 holdings FDRS 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, FDRS or SPY?

FDRS has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

What is the holdings overlap between FDRS and SPY?

FDRS and SPY share 30 common holdings with a 15.3% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, FDRS or SPY?

FDRS yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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