DMAT vs SPY

DMAT vs SPY
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Quick Verdict

SPY has a lower expense ratio. DMAT delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: DMATMore Diversified: SPY

Side-by-Side Comparison

MetricDMATSPYWinner
Expense Ratio0.59%0.09%
AUM$12M$821.1B
Dividend Yield0.90%1.01%
Holdings54505
YTD Return+28.89%+14.24%
1Y Return+155.65%+21.71%
3Y Return (annualized)+23.73%+22.10%
5Y Return (annualized)-+13.21%
Volatility (annualized)31.8%15.3%
Max Drawdown-53.7%-56.5%
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
InceptionJan 24, 2022Jan 22, 1993

DMAT vs SPY Performance

Global X Disruptive Materials ETF (DMAT) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year DMAT returned +155.65% while SPY returned +21.71%. Year to date, DMAT is up 28.89% versus a gain of 14.24% for SPY.

Over three years, DMAT compounded at +23.73% per year against +22.10% for SPY. Across the full 4-year window we track, DMAT has the edge at +12.91% annualized vs +8.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DMAT has been the more volatile fund, with annualized monthly volatility of 31.8% compared with 15.3% for SPY. 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 -53.7% for DMAT 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DMAT charges 0.59% per year while SPY charges 0.09%. On a $10,000 position that is $59 vs $9 annually, a gap of $50 per year that compounds over a long holding period. On income, DMAT currently yields 0.90% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

DMAT and SPY share 1 holdings out of 551 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DMATWeight in SPYDifference
ALB4.36%0.02%4.34%

Frequently Asked Questions

Which is cheaper, DMAT or SPY?

DMAT has an expense ratio of 0.59% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, DMAT or SPY?

Over the past year DMAT returned +155.65% vs +21.71% for SPY, so DMAT leads on 1-year performance. Over the longest common window we track (4 years), DMAT annualized +12.91% vs +8.86% for SPY. Past performance does not guarantee future results.

Which is riskier, DMAT or SPY?

DMAT has been the more volatile fund at 31.8% annualized versus 15.3% for SPY. Worst drawdown: DMAT -53.7% vs SPY -56.5%.

Should I hold both DMAT and SPY?

DMAT and SPY have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DMAT and SPY?

DMAT and SPY share 1 common holdings with a 0.0% weight overlap. Combined, they hold 551 unique securities.

Which pays a higher dividend, DMAT or SPY?

DMAT yields 0.90% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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