BREM vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricBREMSPYWinner
Expense Ratio0.50%0.09%
AUM$38M$789.1B
Dividend Yield3.89%1.01%
Holdings164505
YTD Return+2.76%+13.75%
1Y Return-+22.91%
3Y Return (annualized)-+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)-15.3%
Max Drawdown-4.5%-56.5%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryFixed IncomeEquity
InceptionOct 15, 2025Jan 22, 1993

BREM vs SPY Performance

iShares Emerging Markets Bond Active ETF (BREM) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BREM is up 2.76% versus a gain of 13.75% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.5% for BREM 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

BREM 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, BREM currently yields 3.89% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

BREM and SPY share 0 holdings out of 552 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, BREM or SPY?

BREM 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.

What is the holdings overlap between BREM and SPY?

BREM and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 552 unique securities.

Which pays a higher dividend, BREM or SPY?

BREM yields 3.89% while SPY yields 1.01%, so BREM currently pays the higher dividend yield.

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