BINT vs SPY
Bluemonte Global Equity ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. BINT delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | BINT | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.09% | |
| AUM | - | $789.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 5 | 505 | |
| YTD Return | +15.17% | +13.75% | |
| 1Y Return | +27.12% | +22.91% | |
| 3Y Return (annualized) | - | +21.67% | |
| 5Y Return (annualized) | - | +13.32% | |
| Volatility (annualized) | 13.8% | 15.3% | |
| Max Drawdown | -10.9% | -56.5% | |
| Fund Family | Bluemonte Investment Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | Jan 22, 1993 |
BINT vs SPY Performance
Bluemonte Global Equity ETF (BINT) is a ETF from Bluemonte Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BINT returned +27.12% while SPY returned +22.91%. Year to date, BINT is up 15.17% versus a gain of 13.75% for SPY.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.8% for BINT. 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 -10.9% for BINT 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BINT charges 0.23% per year while SPY charges 0.09%. On a $10,000 position that is $23 vs $9 annually, a gap of $14 per year that compounds over a long holding period.
Holdings Overlap
BINT and SPY share 0 holdings out of 507 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, BINT or SPY?
BINT has an expense ratio of 0.23% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, BINT or SPY?
Over the past year BINT returned +27.12% vs +22.91% for SPY, so BINT leads on 1-year performance. Over the longest common window we track (1 years), BINT annualized +28.26% vs +8.85% for SPY. Past performance does not guarantee future results.
Which is riskier, BINT or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 13.8% for BINT. Worst drawdown: BINT -10.9% vs SPY -56.5%.
Should I hold both BINT and SPY?
BINT and SPY have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BINT and SPY?
BINT and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
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