ARMS vs SPY
Aristotle Multi-Sector Income ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ARMS | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.09% | |
| AUM | $31M | $814.4B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 28 | 505 | |
| YTD Return | +0.20% | +12.87% | |
| 1Y Return | - | +21.13% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +12.69% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -0.5% | -56.5% | |
| Fund Family | Aristotle Funds | State Street Investment Management | |
| Category | Fixed Income | Equity | |
| Inception | Jul 29, 2026 | Jan 22, 1993 |
ARMS vs SPY Performance
Aristotle Multi-Sector Income ETF (ARMS) is a ETF from Aristotle Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, ARMS is up 0.20% versus a gain of 12.87% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.5% for ARMS and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 0.00% against 1.01% for SPY.
Holdings Overlap
ARMS and SPY share 0 holdings out of 532 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $50 per year of difference.
What is the holdings overlap between ARMS and SPY?
ARMS and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 532 unique securities.
Which pays a higher dividend, ARMS or SPY?
ARMS yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.