BETH vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricBETHSPYWinner
Expense Ratio0.95%0.09%
AUM$10M$789.1B
Dividend Yield64.35%1.01%
Holdings3505
YTD Return-31.20%+13.79%
1Y Return-47.95%+23.66%
3Y Return (annualized)-+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)52.5%15.3%
Max Drawdown-57.1%-56.5%
Fund FamilyProSharesState Street Investment Management
CategoryAlternativeEquity
InceptionOct 2, 2023Jan 22, 1993

BETH vs SPY Performance

ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) 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 BETH returned -47.95% while SPY returned +23.66%. Year to date, BETH is down 31.20% versus a gain of 13.79% for SPY.

Risk: Volatility and Drawdowns

BETH has been the more volatile fund, with annualized monthly volatility of 52.5% 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 -57.1% for BETH 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BETH 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, BETH currently yields 64.35% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, BETH or SPY?

BETH 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, BETH or SPY?

Over the past year BETH returned -47.95% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), BETH annualized +18.09% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, BETH or SPY?

BETH has been the more volatile fund at 52.5% annualized versus 15.3% for SPY. Worst drawdown: BETH -57.1% vs SPY -56.5%.

Should I hold both BETH and SPY?

BETH and SPY have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, BETH or SPY?

BETH yields 64.35% while SPY yields 1.01%, so BETH currently pays the higher dividend yield.

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