DFTT 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

MetricDFTTSPYWinner
Expense Ratio0.70%0.09%
AUM$31M$789.1B
Dividend Yield0.00%1.01%
Holdings32505
YTD Return+20.55%+13.75%
1Y Return-+22.91%
3Y Return (annualized)-+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)-15.3%
Max Drawdown-16.3%-56.5%
Fund FamilyDonoghue Forlines ETFsState Street Investment Management
CategoryAllocation/BalancedEquity
InceptionNov 11, 2025Jan 22, 1993

DFTT vs SPY Performance

DF Tactical 30 ETF (DFTT) is a ETF from Donoghue Forlines ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, DFTT is up 20.55% versus a gain of 13.75% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -16.3% for DFTT 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

DFTT charges 0.70% per year while SPY charges 0.09%. On a $10,000 position that is $70 vs $9 annually, a gap of $61 per year that compounds over a long holding period. On income, DFTT currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

18.9%overlap

DFTT and SPY share 29 holdings out of 504 unique holdings combined, representing a 18.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DFTTWeight in SPYDifference
GOOGL9.55%3.32%6.23%
LLY4.39%1.46%2.93%
XOM4.51%0.87%3.64%
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AMDProProPro
MUProProPro
WMTProProPro
CVXProProPro
CATProProPro
AMATProProPro
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Frequently Asked Questions

Which is cheaper, DFTT or SPY?

DFTT has an expense ratio of 0.70% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

What is the holdings overlap between DFTT and SPY?

DFTT and SPY share 29 common holdings with a 18.9% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, DFTT or SPY?

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

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