BABW vs SPY

BABW vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricBABWSPYWinner
Expense Ratio1.00%0.09%
AUM$1M$821.1B
Dividend Yield47.64%1.01%
Holdings5505
YTD Return-35.59%+14.24%
1Y Return-+21.71%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+13.21%
Volatility (annualized)-15.3%
Max Drawdown-58.3%-56.5%
Fund FamilyRoundhill InvestmentsState Street Investment Management
CategoryEquityEquity
InceptionOct 23, 2025Jan 22, 1993

BABW vs SPY Performance

Roundhill BABA WeeklyPay ETF (BABW) is a ETF from Roundhill Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BABW is down 35.59% versus a gain of 14.24% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.3% for BABW 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

BABW charges 1.00% per year while SPY charges 0.09%. On a $10,000 position that is $100 vs $9 annually, a gap of $91 per year that compounds over a long holding period. On income, BABW currently yields 47.64% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

BABW and SPY share 0 holdings out of 506 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, BABW or SPY?

BABW has an expense ratio of 1.00% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

What is the holdings overlap between BABW and SPY?

BABW and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, BABW or SPY?

BABW yields 47.64% while SPY yields 1.01%, so BABW currently pays the higher dividend yield.

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