BETE vs SPY

BETE vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricBETESPYWinner
Expense Ratio0.95%0.09%
AUM$7M$821.1B
Dividend Yield79.50%1.01%
Holdings3505
YTD Return-36.51%+14.24%
1Y Return-54.83%+21.71%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+13.21%
Volatility (annualized)59.3%15.3%
Max Drawdown-61.8%-56.5%
Fund FamilyProSharesState Street Investment Management
CategoryAlternativeEquity
InceptionOct 2, 2023Jan 22, 1993

BETE vs SPY Performance

ProShares Bitcoin & Ether Equal Weight ETF (BETE) is a ETF from ProShares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BETE returned -54.83% while SPY returned +21.71%. Year to date, BETE is down 36.51% versus a gain of 14.24% for SPY.

Risk: Volatility and Drawdowns

BETE has been the more volatile fund, with annualized monthly volatility of 59.3% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -61.8% for BETE and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BETE charges 0.95% per year while SPY charges 0.09%. On a $10,000 position that is $95 vs $9 annually, a gap of $86 per year that compounds over a long holding period. On income, BETE currently yields 79.50% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, BETE or SPY?

BETE has an expense ratio of 0.95% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, BETE or SPY?

Over the past year BETE returned -54.83% vs +21.71% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), BETE annualized +11.30% vs +8.86% for SPY. Past performance does not guarantee future results.

Which is riskier, BETE or SPY?

BETE has been the more volatile fund at 59.3% annualized versus 15.3% for SPY. Worst drawdown: BETE -61.8% vs SPY -56.5%.

Should I hold both BETE and SPY?

BETE and SPY have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, BETE or SPY?

BETE yields 79.50% while SPY yields 1.01%, so BETE currently pays the higher dividend yield.

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