AHYM vs SPY

AHYM vs SPY

Which is better, AHYM or SPY?

High Yield Municipal Bond against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y.

Lower Fees: SPYHigher Returns (1Y): SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAHYMSPY
Expense Ratio0.50%0.09%Best
AUM$175M$797.9B
Dividend Yield0.00%1.00%
Holdings186504
YTD Return+1.40%+11.28%Best
1Y Return-+13.46%
3Y Return (annualized)-+20.37%
5Y Return (annualized)-+11.54%
Fund FamilyAllspring Global InvestmentsState Street Investment Management
CategoryFixed IncomeEquity
StyleHigh Yield Municipal BondLarge Cap Blend
InceptionJan 31, 2013Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

AHYM vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AHYM vs SPY Performance

Allspring High Yield Municipal Bond Fund ETF (AHYM) is an ETF from Allspring Global Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, AHYM is up 1.40% versus a gain of 11.28% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

AHYM charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, AHYM currently yields 0.00% against 1.00% for SPY.

Holdings Overlap

We hold position weights for 67 holdings in AHYM and 502 in SPY, totalling 34.8% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 67 positions we hold weights for in AHYM and 502 in SPY, against full books of 186 and 504.

You are not choosing between two funds in isolation.

Whichever of AHYM and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AHYMSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AHYM or SPY?

AHYM has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option, by $41 a year on a $10,000 investment.

Which pays a higher dividend, AHYM or SPY?

AHYM yields 0.00% while SPY yields 1.00%, so SPY currently pays the higher dividend yield.

Is SPY better than AHYM?

SPY has a lower expense ratio. SPY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.