DBMF vs SPY

Quick Verdict

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

Lower Fees: SPYHigher Returns: DBMFMore Diversified: SPY

Side-by-Side Comparison

MetricDBMFSPYWinner
Expense Ratio0.85%0.09%
AUM$2.1B$789.1B
Dividend Yield5.16%1.01%
Holdings12505
YTD Return+12.30%+13.39%
1Y Return+28.68%+22.52%
3Y Return (annualized)+9.44%+21.36%
5Y Return (annualized)+9.20%+13.19%
Volatility (annualized)11.6%15.3%
Max Drawdown-20.4%-56.5%
Fund FamilyiMGP FundsState Street Investment Management
CategoryAlternativeEquity
InceptionMay 7, 2019Jan 22, 1993

DBMF vs SPY Performance

iMGP DBi Managed Futures Strategy ETF (DBMF) is a ETF from iMGP Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year DBMF returned +28.68% while SPY returned +22.52%. Year to date, DBMF is up 12.30% versus a gain of 13.39% for SPY.

Over three years, DBMF compounded at +9.44% per year against +21.36% for SPY; over five years the annualized figures are +9.20% and +13.19% respectively. Across the full 7-year window we track, SPY has the edge at +8.84% annualized vs +7.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.6% for DBMF. 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 -20.4% for DBMF 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 -0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DBMF 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, DBMF currently yields 5.16% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

DBMF and SPY share 0 holdings out of 504 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, DBMF or SPY?

DBMF 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, DBMF or SPY?

Over the past year DBMF returned +28.68% vs +22.52% for SPY, so DBMF leads on 1-year performance. Over the longest common window we track (7 years), DBMF annualized +7.89% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, DBMF or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 11.6% for DBMF. Worst drawdown: DBMF -20.4% vs SPY -56.5%.

Should I hold both DBMF and SPY?

DBMF and SPY have a monthly-return correlation of -0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DBMF and SPY?

DBMF and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, DBMF or SPY?

DBMF yields 5.16% while SPY yields 1.01%, so DBMF currently pays the higher dividend yield.

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