APED vs SPY

APED vs SPY

Which is better, APED or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: 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

MetricAPEDSPY
Expense Ratio1.29%0.09%Best
AUM$1M$804.7B
Dividend Yield0.00%0.98%
Holdings5505
Fund FamilyQuantify FundsState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionMar 5, 2025Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 270 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. APED has data through Dec 22, 2025 and SPY through Sep 18, 2026.

Fees and Cost Over Time

APED charges 1.29% per year while SPY charges 0.09%. On a $10,000 position that is $129 vs $9 annually, a gap of $120 per year that compounds over a long holding period. On income, APED currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 1 holding in APED and 504 in SPY, totalling 6.9% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 336 days apart, APED as of Sep 30, 2025 and SPY as of Sep 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 1 positions we hold weights for in APED and 504 in SPY, against full books of 5 and 505.

You are not choosing between two funds in isolation.

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

APEDSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APED or SPY?

APED has an expense ratio of 1.29% while SPY charges 0.09%. SPY is the cheaper option, by $120 a year on a $10,000 investment.

Which pays a higher dividend, APED or SPY?

APED yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than APED?

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