ARMS vs SPY

ARMS vs SPY

Which is better, ARMS or SPY?

SPY costs less.

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

MetricARMSSPY
Expense Ratio0.59%0.09%Best
AUM$31M$804.7B
Dividend Yield0.18%0.98%
Holdings35505
YTD Return-0.58%+12.09%Best
1Y Return-+16.29%
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+13.37%
Fund FamilyAristotle FundsState Street Investment Management
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionJul 29, 2026Jan 22, 1993

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

ARMS 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.

ARMS vs SPY Performance

Aristotle Multi-Sector Income ETF (ARMS) is an ETF from Aristotle Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, ARMS is down 0.58% versus a gain of 12.09% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

ARMS charges 0.59% per year while SPY charges 0.09%. On a $10,000 position that is $59 vs $9 annually, a gap of $50 per year that compounds over a long holding period. On income, ARMS currently yields 0.18% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 35 holdings in ARMS and 504 in SPY, totalling 13.5% and 99.9% 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 35 positions we hold weights for in ARMS and 504 in SPY, against full books of 35 and 505.

You are not choosing between two funds in isolation.

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

ARMSSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ARMS or SPY?

ARMS has an expense ratio of 0.59% while SPY charges 0.09%. SPY is the cheaper option, by $50 a year on a $10,000 investment.

Which pays a higher dividend, ARMS or SPY?

ARMS yields 0.18% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than ARMS?

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