DMAT vs SPY

DMAT vs SPY

Which is better, DMAT or SPY?

All Cap Blend against Large Cap Blend.

SPY has a lower expense ratio. DMAT led over 1Y, SPY over the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 41.7%.

Lower Fees: SPYHigher 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

MetricDMATSPY
Expense Ratio0.59%0.09%Best
AUM$12M$814.4B
Dividend Yield0.90%1.01%
Holdings54505
Volatility (annualized)31.8%15.5%Best
Max Drawdown-53.7%-22.1%Best
$10,000 over 4.1 years$16,451$16,758Best
Top 10 Weight41.7%38.0%Best
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionJan 24, 2022Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 189 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. DMAT has data through Feb 27, 2026 and SPY through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Jan 26, 2022 to Feb 27, 2026 (4.1 years).

Risk: Volatility and Drawdowns

DMAT has been the more volatile fund, with annualized monthly volatility of 31.8% compared with 15.5% 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 -22.1% 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 0.44. They move together some of the time, and apart the rest.

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

DMAT already in SPY4.4%

4.4% of DMAT's money is in holdings SPY also owns.

DMAT and SPY share little of their money.

The two holdings books were reported 277 days apart, DMAT as of Oct 31, 2025 and SPY as of Aug 4, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 48 positions we hold weights for in DMAT and 504 in SPY, against full books of 54 and 505.

What only one of them owns

Our book lists 495 positions for SPY that do not appear in our book for DMAT (99.4% of the fund), and 7 for DMAT that do not appear in SPY (17.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DMATWeight in SPYDifference
ALBAlbemarle Corp.4.36%0.02%4.34%

You are not choosing between two funds in isolation.

Whichever of DMAT and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DMATSPY

Free for up to 10 holdings. No account needed.

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, by $50 a year on a $10,000 investment.

Which is riskier, DMAT or SPY?

DMAT has been the more volatile fund at 31.8% annualized versus 15.5% for SPY. Worst drawdown: DMAT -53.7% vs SPY -22.1%.

Should I hold both DMAT and SPY?

DMAT and SPY have a monthly-return correlation of 0.44, 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 DMAT and SPY?

4.4% of DMAT's money is in holdings SPY also owns. 0.0% of SPY's is in holdings DMAT also owns. They hold 1 positions in common, counted across the 48 positions we hold weights for in DMAT and 504 in SPY.

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.

Is SPY better than DMAT?

SPY has a lower expense ratio. DMAT led over 1Y, SPY over the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 41.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.