BWEB vs SPY

Quick Verdict

SPY has a lower expense ratio. BWEB delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: BWEBMore Diversified: SPY

Side-by-Side Comparison

MetricBWEBSPYWinner
Expense Ratio0.85%0.09%
AUM$6M$789.1B
Dividend Yield0.00%1.01%
Holdings41505
YTD Return+6.19%+13.79%
1Y Return+31.14%+23.66%
3Y Return (annualized)+35.54%+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)35.6%15.3%
Max Drawdown-33.7%-56.5%
Fund FamilyBitwiseState Street Investment Management
CategoryEquityEquity
InceptionOct 3, 2022Jan 22, 1993

BWEB vs SPY Performance

Bitwise Web3 ETF (BWEB) is a ETF from Bitwise and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BWEB returned +31.14% while SPY returned +23.66%. Year to date, BWEB is up 6.19% versus a gain of 13.79% for SPY.

Over three years, BWEB compounded at +35.54% per year against +21.40% for SPY. Across the full 4-year window we track, BWEB has the edge at +33.63% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BWEB has been the more volatile fund, with annualized monthly volatility of 35.6% compared with 15.3% 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 -33.7% for BWEB 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BWEB charges 0.85% per year while SPY charges 0.09%. On a $10,000 position that is $85 vs $9 annually, a gap of $76 per year that compounds over a long holding period. On income, BWEB currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

9.3%overlap

BWEB and SPY share 14 holdings out of 529 unique holdings combined, representing a 9.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BWEBWeight in SPYDifference
META6.93%2.03%4.90%
NVDA1.45%7.31%5.86%
COIN8.59%0.06%8.53%
MSFTProProPro
EQIXProProPro
HOODProProPro
GOOGProProPro
EAProProPro
TTWOProProPro
SQProProPro
See all 10 holdings BWEB shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, BWEB or SPY?

BWEB has an expense ratio of 0.85% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, BWEB or SPY?

Over the past year BWEB returned +31.14% vs +23.66% for SPY, so BWEB leads on 1-year performance. Over the longest common window we track (4 years), BWEB annualized +33.63% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, BWEB or SPY?

BWEB has been the more volatile fund at 35.6% annualized versus 15.3% for SPY. Worst drawdown: BWEB -33.7% vs SPY -56.5%.

Should I hold both BWEB and SPY?

BWEB and SPY have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BWEB and SPY?

BWEB and SPY share 14 common holdings with a 9.3% weight overlap. Combined, they hold 529 unique securities.

Which pays a higher dividend, BWEB or SPY?

BWEB yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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