BD vs SPY
Russell Investments Core Plus Bond 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 | BD | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.09% | |
| AUM | $60M | $821.1B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 190 | 505 | |
| YTD Return | -0.71% | +14.24% | |
| 1Y Return | - | +21.71% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.21% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -1.7% | -56.5% | |
| Fund Family | Russell Investments | State Street Investment Management | |
| Category | Fixed Income | Equity | |
| Inception | Jun 22, 2026 | Jan 22, 1993 |
BD vs SPY Performance
Russell Investments Core Plus Bond ETF (BD) is a ETF from Russell Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BD is down 0.71% versus a gain of 14.24% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.7% for BD 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
BD charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, BD currently yields 0.00% against 1.01% for SPY.
Holdings Overlap
BD and SPY share 1 holdings out of 693 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BD | Weight in SPY | Difference |
|---|---|---|---|
| CNP | 0.25% | 0.04% | 0.21% |
Frequently Asked Questions
Which is cheaper, BD or SPY?
BD has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
What is the holdings overlap between BD and SPY?
BD and SPY share 1 common holdings with a 0.0% weight overlap. Combined, they hold 693 unique securities.
Which pays a higher dividend, BD or SPY?
BD yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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