BFRE vs SPY
Westwood LBRTY Global Equity ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. BFRE delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BFRE | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.09% | |
| AUM | $2M | $814.4B | |
| Dividend Yield | 0.95% | 1.01% | |
| Holdings | 211 | 505 | |
| YTD Return | +2.25% | +12.87% | |
| 1Y Return | +23.61% | +21.13% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +12.69% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -12.2% | -56.5% | |
| Fund Family | Westwood Funds | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Mar 27, 2025 | Jan 22, 1993 |
BFRE vs SPY Performance
Westwood LBRTY Global Equity ETF (BFRE) is a ETF from Westwood Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BFRE returned +23.61% while SPY returned +21.13%. Year to date, BFRE is up 2.25% versus a gain of 12.87% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.2% for BFRE 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
BFRE charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, BFRE currently yields 0.95% against 1.01% for SPY.
Holdings Overlap
BFRE and SPY share 121 holdings out of 585 unique holdings combined, representing a 45.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BFRE or SPY?
BFRE has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, BFRE or SPY?
Over the past year BFRE returned +23.61% vs +21.13% for SPY, so BFRE leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BFRE and SPY?
BFRE and SPY share 121 common holdings with a 45.0% weight overlap. Combined, they hold 585 unique securities.
Which pays a higher dividend, BFRE or SPY?
BFRE yields 0.95% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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