DISK vs SPY

DISK vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricDISKSPYWinner
Expense Ratio0.75%0.09%
AUM$94M$814.4B
Dividend Yield0.00%1.01%
Holdings16505
YTD Return-26.74%+12.87%
1Y Return-+21.13%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+12.69%
Volatility (annualized)-15.3%
Max Drawdown-43.2%-56.5%
Fund FamilyTema Global LimitedState Street Investment Management
CategoryEquityEquity
InceptionJun 30, 2026Jan 22, 1993

DISK vs SPY Performance

Tema Memory ETF (DISK) is a ETF from Tema Global Limited and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, DISK is down 26.74% versus a gain of 12.87% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -43.2% for DISK 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

DISK charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, DISK currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

2.4%overlap

DISK and SPY share 4 holdings out of 516 unique holdings combined, representing a 2.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DISKWeight in SPYDifference
SNDK16.74%0.32%16.42%
MU4.71%1.51%3.20%
STX4.80%0.28%4.52%
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Frequently Asked Questions

Which is cheaper, DISK or SPY?

DISK has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

What is the holdings overlap between DISK and SPY?

DISK and SPY share 4 common holdings with a 2.4% weight overlap. Combined, they hold 516 unique securities.

Which pays a higher dividend, DISK or SPY?

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

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