BIBL vs SPY

BIBL vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: BIBLMore Diversified: SPY

Side-by-Side Comparison

MetricBIBLSPYWinner
Expense Ratio0.35%0.09%
AUM$509M$821.1B
Dividend Yield0.95%1.01%
Holdings101505
YTD Return+21.49%+12.22%
1Y Return+32.16%+20.83%
3Y Return (annualized)+21.34%+21.70%
5Y Return (annualized)+9.02%+12.98%
Volatility (annualized)18.2%15.3%
Max Drawdown-36.1%-56.5%
Fund FamilyInspire ETFsState Street Investment Management
CategoryEquityEquity
InceptionOct 30, 2017Jan 22, 1993

BIBL vs SPY Performance

Inspire 100 ETF (BIBL) is a ETF from Inspire ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BIBL returned +32.16% while SPY returned +20.83%. Year to date, BIBL is up 21.49% versus a gain of 12.22% for SPY.

Over three years, BIBL compounded at +21.34% per year against +21.70% for SPY; over five years the annualized figures are +9.02% and +12.98% respectively. Across the full 9-year window we track, BIBL has the edge at +12.16% annualized vs +8.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIBL has been the more volatile fund, with annualized monthly volatility of 18.2% 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 -36.1% for BIBL 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BIBL charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, BIBL currently yields 0.95% against 1.01% for SPY.

Holdings Overlap

5.7%overlap

BIBL and SPY share 68 holdings out of 535 unique holdings combined, representing a 5.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BIBLWeight in SPYDifference
CAT7.77%0.61%7.16%
KLAC4.82%0.38%4.44%
ANET4.83%0.30%4.53%
APHProProPro
WELLProProPro
IBKRProProPro
PGRProProPro
PHProProPro
FTNTProProPro
VRTProProPro
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Frequently Asked Questions

Which is cheaper, BIBL or SPY?

BIBL has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, BIBL or SPY?

Over the past year BIBL returned +32.16% vs +20.83% for SPY, so BIBL leads on 1-year performance. Over the longest common window we track (9 years), BIBL annualized +12.16% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, BIBL or SPY?

BIBL has been the more volatile fund at 18.2% annualized versus 15.3% for SPY. Worst drawdown: BIBL -36.1% vs SPY -56.5%.

Should I hold both BIBL and SPY?

BIBL and SPY have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between BIBL and SPY?

BIBL and SPY share 68 common holdings with a 5.7% weight overlap. Combined, they hold 535 unique securities.

Which pays a higher dividend, BIBL or SPY?

BIBL yields 0.95% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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