DJD vs SPY

DJD vs SPY

Which is better, DJD or SPY?

Large Cap Value against Large Cap Blend.

DJD has a lower expense ratio. DJD led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 57.7%.

Lower Fees: DJDHigher Returns: splitLess Concentrated: 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

MetricDJDSPY
Expense Ratio0.07%Best0.09%
AUM$512M$814.4B
Dividend Yield2.43%1.01%
Holdings30505
YTD Return+15.79%Best+12.71%
1Y Return+23.00%Best+19.36%
3Y Return (annualized)+18.11%+21.09%Best
5Y Return (annualized)+11.41%+12.69%Best
Volatility (annualized)14.4%Best15.1%
Max Drawdown-35.4%-34.1%Best
$10,000 over 5 years$17,164$18,173Best
Top 10 Weight57.7%38.0%Best
Fund FamilyInvesco (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionDec 16, 2015Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Dec 16, 2015 to Sep 8, 2026 (10.7 years).

DJD 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 covers the 10.7 years both funds cover.

DJD vs SPY Performance

Invesco Dow Jones Industrial Average Dividend ETF (DJD) is an ETF from Invesco (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year DJD returned +23.00% while SPY returned +19.36%. Year to date, DJD is up 15.79% versus a gain of 12.71% for SPY.

Over three years, DJD compounded at +18.11% per year against +21.09% for SPY; over five years the annualized figures are +11.41% and +12.69% respectively. Across the full 11-year window we track, SPY has the edge at +13.70% annualized vs +10.76%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.4% for DJD. 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 -35.4% for DJD and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DJD charges 0.07% per year while SPY charges 0.09%. On a $10,000 position that is $7 vs $9 annually, a gap of $2 per year that compounds over a long holding period. On income, DJD currently yields 2.43% against 1.01% for SPY.

Holdings Overlap

DJD already in SPY100.0%
SPY already in DJD31.2%

100.0% of DJD's money is in holdings SPY also owns. 31.2% of SPY's money is in holdings DJD also owns.

Most of DJD is already inside SPY. Owning both mostly buys the same companies twice.

27 positions in common, counted across the 28 positions we hold weights for in DJD and 503 in SPY, against full books of 30 and 505.

What only one of them owns

Measured across the 28 and 503 positions we hold weights for.

SPY holds 466 positions DJD does not, 68.2% of the fund.

Largest: AMZN 4.08%, GOOGL 3.33%, AVGO 2.97%, GOOG 2.67%, META 1.94%

Top Shared Holdings

StockWeight in DJDWeight in SPYDifference
UNHUnitedhealth Group8.21%0.56%7.65%
NVDANvidia Corp.0.05%7.71%7.66%
CVXChevron Corp.United States -Energy7.21%0.54%6.67%
AAPLApple Inc Ord0.89%6.83%5.94%
MSFTMicrosoft Corp 4.100 Feb 06 372.15%5.50%3.35%
CSCOCisco Systems Inc6.28%0.72%5.56%
MRKMerck & Co. Inc.5.76%0.47%5.29%
JPMJpmorgan Chase & Co.4.74%1.44%3.30%
KOCoca-cola Co.5.52%0.50%5.02%
GSGoldman Sachs Group Inc.5.10%0.47%4.63%

100.0% of DJD is already inside SPY.

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

DJDSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DJD or SPY?

DJD has an expense ratio of 0.07% while SPY charges 0.09%. DJD is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, DJD or SPY?

Over the past year DJD returned +23.00% vs +19.36% for SPY, so DJD leads on 1-year performance. Over the longest common window we track (11 years), DJD annualized +10.76% vs +13.70% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJD or SPY?

SPY has been the more volatile fund at 15.1% annualized versus 14.4% for DJD. Worst drawdown: DJD -35.4% vs SPY -34.1%.

Should I hold both DJD and SPY?

DJD and SPY have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DJD and SPY?

100.0% of DJD's money is in holdings SPY also owns. 31.2% of SPY's is in holdings DJD also owns. They hold 27 positions in common, counted across the 28 positions we hold weights for in DJD and 503 in SPY.

Which pays a higher dividend, DJD or SPY?

DJD yields 2.43% while SPY yields 1.01%, so DJD currently pays the higher dividend yield.

Is SPY better than DJD?

DJD has a lower expense ratio. DJD led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 57.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.