CDPI vs SPY

CDPI vs SPY

Which is better, CDPI or SPY?

All Cap Blend against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: SPY

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

MetricCDPISPY
Expense Ratio0.45%0.09%Best
AUM-$804.7B
Dividend Yield0.00%0.98%
Holdings87505
YTD Return-0.25%+12.89%Best
1Y Return-+17.01%
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.01%
Fund FamilyColumbia Threadneedle InvestmentsState Street Investment Management
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionJul 14, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

CDPI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CDPI vs SPY Performance

Columbia High Dividend Premium Income ETF (CDPI) is an ETF from Columbia Threadneedle Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, CDPI is down 0.25% versus a gain of 12.89% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

CDPI charges 0.45% per year while SPY charges 0.09%. On a $10,000 position that is $45 vs $9 annually, a gap of $36 per year that compounds over a long holding period. On income, CDPI currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

SPY already in CDPI23.4%

At least 23.4% of SPY's money is in holdings CDPI also owns.

Stated as a floor: for CDPI, our book for it covers 81.0% 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 CDPI share little of their money.

72 positions in common, counted across the 83 positions we hold weights for in CDPI and 504 in SPY, against full books of 87 and 505.

Top Shared Holdings

StockWeight in CDPIWeight in SPYDifference
JPMJpmorgan Chase2.67%1.45%1.22%
XOMExxonmobil Holdings Corp Common Stock Usd2.95%1.04%1.91%
GOOGLAlphabet Inc,class A0.62%2.99%2.37%
JNJJohnson & Johnson - Common2.44%0.99%1.45%
AVGOBroadcom Inc0.66%2.66%2.00%
CSCOCisco Systems Inc. - Ordinary Shares2.36%0.66%1.70%
ABBVAbbvie Inc.1.83%0.70%1.13%
CVXChevron Corp1.88%0.60%1.28%
MRKMerck & Company Inc1.84%0.56%1.28%
GSGoldman Sachs Group Inc/The1.95%0.45%1.50%

23.4% of SPY is already inside CDPI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CDPISPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CDPI or SPY?

CDPI has an expense ratio of 0.45% while SPY charges 0.09%. SPY is the cheaper option, by $36 a year on a $10,000 investment.

What is the holdings overlap between CDPI and SPY?

At least 23.4% of SPY's money is in holdings CDPI also owns. Our book for CDPI is partial, so the real figure is this or higher. They hold 72 positions in common, counted across the 83 positions we hold weights for in CDPI and 504 in SPY.

Which pays a higher dividend, CDPI or SPY?

CDPI yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than CDPI?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.