AMID 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

MetricAMIDSPYWinner
Expense Ratio0.52%0.09%
AUM$111M$789.1B
Dividend Yield0.33%1.01%
Holdings46505
YTD Return+11.17%+14.47%
1Y Return+9.42%+21.96%
3Y Return (annualized)+11.69%+21.70%
5Y Return (annualized)-+13.30%
Volatility (annualized)18.1%15.3%
Max Drawdown-23.1%-56.5%
Fund FamilyAlpha ArchitectState Street Investment Management
CategoryEquityEquity
InceptionAug 17, 2022Jan 22, 1993

AMID vs SPY Performance

Argent Mid Cap ETF (AMID) is a ETF from Alpha Architect and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year AMID returned +9.42% while SPY returned +21.96%. Year to date, AMID is up 11.17% versus a gain of 14.47% for SPY.

Over three years, AMID compounded at +11.69% per year against +21.70% for SPY. Across the full 4-year window we track, AMID has the edge at +11.55% annualized vs +8.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMID has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -23.1% for AMID 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

AMID charges 0.52% per year while SPY charges 0.09%. On a $10,000 position that is $52 vs $9 annually, a gap of $43 per year that compounds over a long holding period. On income, AMID currently yields 0.33% against 1.01% for SPY.

Holdings Overlap

1.3%overlap

AMID and SPY share 13 holdings out of 536 unique holdings combined, representing a 1.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AMIDWeight in SPYDifference
FIX3.98%0.10%3.88%
URI3.20%0.11%3.09%
MPWR2.86%0.10%2.76%
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HLTProProPro
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Frequently Asked Questions

Which is cheaper, AMID or SPY?

AMID has an expense ratio of 0.52% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

Which performed better, AMID or SPY?

Over the past year AMID returned +9.42% vs +21.96% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), AMID annualized +11.55% vs +8.87% for SPY. Past performance does not guarantee future results.

Which is riskier, AMID or SPY?

AMID has been the more volatile fund at 18.1% annualized versus 15.3% for SPY. Worst drawdown: AMID -23.1% vs SPY -56.5%.

Should I hold both AMID and SPY?

AMID 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 AMID and SPY?

AMID and SPY share 13 common holdings with a 1.3% weight overlap. Combined, they hold 536 unique securities.

Which pays a higher dividend, AMID or SPY?

AMID yields 0.33% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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