BRKW vs SPY
Roundhill BRKB WeeklyPay ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, BRKW or SPY?
SPY has been ahead.
SPY has a lower expense ratio. SPY led over 1Y and the full window.
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 | BRKW | SPY |
|---|---|---|
| Expense Ratio | 1.00% | 0.09%Best |
| AUM | $15M | $804.7B |
| Dividend Yield | 21.20% | 0.98% |
| Holdings | 5 | 505 |
| YTD Return | -7.25% | +12.09%Best |
| 1Y Return | -7.19% | +16.29%Best |
| 3Y Return (annualized) | - | +21.20% |
| 5Y Return (annualized) | - | +13.37% |
| Volatility (annualized) | 16.6% | 12.0%Best |
| Max Drawdown | -14.5% | -8.9%Best |
| $10,000 over 1.3 years | $9,395 | $13,059Best |
| Fund Family | Roundhill Investments | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 18, 2025 | Jan 22, 1993 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 18, 2025 to Sep 18, 2026 (1.3 years).
BRKW 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 1.3 years both funds cover.
BRKW vs SPY Performance
Roundhill BRKB WeeklyPay ETF (BRKW) is an ETF from Roundhill Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year BRKW returned -7.19% while SPY returned +16.29%. Year to date, BRKW is down 7.25% versus a gain of 12.09% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BRKW has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 12.0% 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 -14.5% for BRKW and -8.9% 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 -0.12. They move largely independently of each other.
Fees and Cost Over Time
BRKW charges 1.00% per year while SPY charges 0.09%. On a $10,000 position that is $100 vs $9 annually, a gap of $91 per year that compounds over a long holding period. On income, BRKW currently yields 21.20% against 0.98% for SPY.
Holdings Overlap
At least 1.4% of SPY's money is in holdings BRKW also owns.
Stated as a floor: for BRKW, our book for it covers 9.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SPY and BRKW share little of their money.
1 positions in common, counted across the 2 positions we hold weights for in BRKW and 504 in SPY, against full books of 5 and 505.
Top Shared Holdings
| Stock | Weight in BRKW | Weight in SPY | Difference |
|---|---|---|---|
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 4.10% | 1.40% | 2.70% |
You are not choosing between two funds in isolation.
Whichever of BRKW 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, BRKW or SPY?
BRKW has an expense ratio of 1.00% while SPY charges 0.09%. SPY is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, BRKW or SPY?
Over the past year BRKW returned -7.19% vs +16.29% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), BRKW annualized -4.69% vs +22.79% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BRKW or SPY?
BRKW has been the more volatile fund at 16.6% annualized versus 12.0% for SPY. Worst drawdown: BRKW -14.5% vs SPY -8.9%.
Should I hold both BRKW and SPY?
BRKW and SPY have a monthly-return correlation of -0.12, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BRKW and SPY?
At least 1.4% of SPY's money is in holdings BRKW also owns. Our book for BRKW is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 2 positions we hold weights for in BRKW and 504 in SPY.
Which pays a higher dividend, BRKW or SPY?
BRKW yields 21.20% while SPY yields 0.98%, so BRKW currently pays the higher dividend yield.
Is SPY better than BRKW?
SPY has a lower expense ratio. SPY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.