Is It TIME to Look Beyond the S&P 500?
A Performance Comparison with SPY
When investing in ETFs, choosing between a broad market approach like SPY or an adaptive, innovation-focused strategy like TIME can make a significant impact.
The Clockwise Core Equity & Innovation ETF (TIME) dynamically invests by balancing cutting-edge and traditional sectors, while SPY tracks the S&P 500, a mainstay of broad U.S. equity exposure.
The chart below compares the 1-Year total return performance of TIME vs. SPY
TIME ETF vs SPY ETF Total Market Price Returns
Source: Data as of the most recent quarter-end. Past performance does not guarantee future results.
The performance data quoted above represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted above. Performance current to the most recent month-end can be obtained by calling (855) 495-1500. For TIME standardized performance https://clockwisefunds.com/
Short term performance, in particular, is not a good indication of the fund’s future performance, and an investment should not be made based solely on historical returns. Returns beyond 1 year are annualized.
A fund’s NAV is the sum of all its assets less any liabilities, divided by the number of shares outstanding. The market price is the most recent price at which the fund was traded.
TIME: Designed for the Future of Investing
Balanced Innovation
TIME balances high-growth sectors poised to redefine industries, with traditional areas for stability. With exposure to Artificial Intelligence, Robotics, Cloud Computing, as well as energy, staples and utilities, the fund is built to navigate a transformative future. SPY, on the other hand, provides exposure to the broader S&P 500 index, which includes established large-cap U.S. equities.
Adaptive Strategy
In today’s dynamic markets, adaptability is key. TIME is actively managed, adjusting allocations to stay attuned to shifting economic cycles and market volatility. SPY follows a static, market-cap-weighted approach, offering consistency but without flexibility.
Active Management For Optimal Performance
Last year, TIME outperformed SPY, returning 36.42% versus 24.89%. This reflects TIME’s emphasis on innovative sectors driving significant market growth.
Building for Resilience in Any Market
One of TIME’s defining features is its ability to navigate market volatility. With active management at its core, the fund adjusts allocations to balance growth opportunities with risk management, unlike SPY.
Key Insights
While SPY’s expense ratio is lower, TIME offers a tailored strategy that prioritizes future-focused sectors.
| Fund | Objective | Strategy | Reason for comparison | Management Style | Gross Expense Ratio | Net Assets as of 01/31/2025 | Link for Current Performance & Prospectus |
|---|---|---|---|---|---|---|---|
| TIME - Clockwise Core Equity & Innovation ETF | The Fund’s investment objective is to seek long-term growth of capital. | Invests in domestic equity securities of companies considered relevant to emerging technologies and transformative industries. | To illustrate TIME’s performance against SPY over the last two years | Active | 0.95% | $25.65 M |
Performance Prospectus |
| SPY - SPDR S&P 500 ETF Trust | The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 ® Index (the “Index”) | Invests in U.S. Large-capitalization U.S. equities. | To illustrate TIME’s performance against SPY over the last two years | Passive | 0.09% | $627,680.57 M |
Performance Prospectus |
Is TIME Right for You?
If you’re seeking growth fueled by innovation and adaptability to market cycles, TIME ETF delivers a modern investment approach that we believe aligns with the future of the market.
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Carefully consider the investment objectives, risks, and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund. The prospectus may be obtained by clicking on the link above, or by calling 1-800-610-6128. Read the prospectus carefully before investing.
Equity Market Risk. By virtue of the Fund’s investments in equity securities, the Fund is exposed to common stocks which subjects the Fund to equity market risk.
Sector Risks. The Sub-Adviser may allocate more of the Fund’s investments to a particular sector or sectors in the market, including the following sectors: Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financials, Information Technology, Communications, Utilities and Real Estate.
Communications Sector Risk. The Fund may be more affected by the performance of the communications sector than a fund with less exposure to such sector. Communication companies are particularly vulnerable to the potential obsolescence of products and services due to technological advancement and the innovation of competitors.
Information Technology Sector Risk. The information technology sector includes companies engaged in internet software and services, technology hardware and storage peripherals, electronic equipment instruments and components, and semiconductors and semiconductor equipment, among other things. Information technology companies face intense competition, both domestically and internationally, which may have an adverse effect on profit margins.
Models and Data Risk. The Sub-Adviser’s evaluation of potential Fund portfolio holdings is heavily dependent on proprietary quantitative models as well as information and data supplied by third parties (Models and Data). When Models and Data prove to be 7 incorrect or incomplete, any decisions made in reliance thereon may lead to the inclusion or exclusion of securities from the Fund’s portfolio that would have been excluded or included had the Models and Data been correct and complete.
Derivatives Risk. Derivatives are financial instruments that derive value from the underlying reference asset or assets, such as stocks, bonds, commodities, currencies, funds (including ETFs), interest rates or indexes. The Fund’s investments in derivatives may pose risks in addition to, and greater than, those associated with directly investing in securities or other ordinary investments, including risk related to the market, imperfect correlation with underlying investments or the Fund’s other portfolio holdings, higher price volatility, lack of availability, counterparty risk, liquidity, valuation and legal restrictions.
Newer Fund Risk. The Fund is newer with a limited operating history. As a result, prospective investors have a limited track record or history on which to base their investment decisions.
SPTR2 Index: The S&P 500 Total Return Index (SPTR2) is a total return index that reflects both changes in the prices of stocks in the S&P 500 Index as well as the reinvestment of the dividend income from its underlying stocks.
Launch & structure partner, Tidal ETF Services
The funds are distributed by Foreside Fund Services, LLC. Foreside is not affiliated with Clockwise or Tidal.