BIL vs SPAXX

BIL vs SPAXX
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Quick Verdict

BIL has a lower expense ratio. SPAXX offers more diversification with 700 holdings.

Lower Fees: BILHigher Returns: TiedMore Diversified: SPAXX

Side-by-Side Comparison

MetricBILSPAXXWinner
Expense Ratio0.14%0.42%
AUM$46.8B$423.8B
Dividend Yield3.81%3.18%
Holdings19700
YTD Return+2.25%+0.00%
1Y Return+3.76%-
3Y Return (annualized)+4.41%-
5Y Return (annualized)+3.51%-
Volatility (annualized)0.6%-
Max Drawdown-1.2%0.0%
Fund FamilyState Street Investment ManagementFidelity Investments (US)
CategoryFixed IncomeMoney Market
InceptionMay 25, 2007Feb 5, 1990

BIL vs SPAXX Performance

State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) is a ETF from State Street Investment Management and Fidelity Government Money Market Fund (SPAXX) is a mutual fund from Fidelity Investments (US). Year to date, BIL is up 2.25% versus a gain of 0.00% for SPAXX.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.2% for BIL and 0.0% for SPAXX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BIL charges 0.14% per year while SPAXX charges 0.42%. On a $10,000 position that is $14 vs $42 annually, a gap of $28 per year that compounds over a long holding period. On income, BIL currently yields 3.81% against 3.18% for SPAXX.

Holdings Overlap

0.0%overlap

BIL and SPAXX share 0 holdings out of 41 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BIL or SPAXX?

BIL has an expense ratio of 0.14% while SPAXX charges 0.42%. BIL is the cheaper option. On a $10,000 investment, that is $28 per year of difference.

What is the holdings overlap between BIL and SPAXX?

BIL and SPAXX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 41 unique securities.

Which pays a higher dividend, BIL or SPAXX?

BIL yields 3.81% while SPAXX yields 3.18%, so BIL currently pays the higher dividend yield.

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