BIDD vs SPY
iShares International Dividend Active ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, BIDD or SPY?
Each has led over a different period.
SPY has a lower expense ratio. BIDD led over 1Y, SPY over the full window. BIDD is less concentrated, with 33.1% of the fund in its ten largest positions against 37.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BIDD | SPY |
|---|---|---|
| Expense Ratio | 0.59% | 0.09%Best |
| AUM | $415M | $804.7B |
| Dividend Yield | 7.51% | 0.98% |
| Holdings | 55 | 505 |
| YTD Return | +10.71% | +12.09%Best |
| 1Y Return | +16.71%Best | +16.29% |
| 3Y Return (annualized) | - | +21.20% |
| 5Y Return (annualized) | - | +13.37% |
| Volatility (annualized) | 12.4%Best | 12.7% |
| Max Drawdown | -15.1%Best | -18.8% |
| $10,000 over 1.8 years | $13,148 | $13,154Best |
| Top 10 Weight | 33.1%Best | 37.8% |
| Fund Family | BlackRock, Inc. (US) | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 15, 2024 | Jan 22, 1993 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 18, 2024 to Sep 18, 2026 (1.8 years).
BIDD vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.
BIDD vs SPY Performance
iShares International Dividend Active ETF (BIDD) is an ETF from BlackRock, Inc. (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year BIDD returned +16.71% while SPY returned +16.29%. Year to date, BIDD is up 10.71% versus a gain of 12.09% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 12.4% for BIDD. 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 -15.1% for BIDD and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BIDD charges 0.59% per year while SPY charges 0.09%. On a $10,000 position that is $59 vs $9 annually, a gap of $50 per year that compounds over a long holding period. On income, BIDD currently yields 7.51% against 0.98% for SPY.
Holdings Overlap
We hold position weights for 49 holdings in BIDD and 504 in SPY, totalling 99.7% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 49 positions we hold weights for in BIDD and 504 in SPY, against full books of 55 and 505.
What only one of them owns
Our book lists 497 positions for SPY that do not appear in our book for BIDD (99.3% of the fund), and 5 for BIDD that do not appear in SPY (11.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BIDD and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BIDD or SPY?
BIDD has an expense ratio of 0.59% while SPY charges 0.09%. SPY is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, BIDD or SPY?
Over the past year BIDD returned +16.71% vs +16.29% for SPY, so BIDD leads on 1-year performance. Over the longest common window we track (2 years), BIDD annualized +16.42% vs +16.45% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BIDD or SPY?
SPY has been the more volatile fund at 12.7% annualized versus 12.4% for BIDD. Worst drawdown: BIDD -15.1% vs SPY -18.8%.
Should I hold both BIDD and SPY?
BIDD and SPY have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BIDD or SPY?
BIDD yields 7.51% while SPY yields 0.98%, so BIDD currently pays the higher dividend yield.
Is SPY better than BIDD?
SPY has a lower expense ratio. BIDD led over 1Y, SPY over the full window. BIDD is less concentrated, with 33.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.