DTEC vs SPY
ALPS Disruptive Technologies ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DTEC | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.09% | |
| AUM | $78M | $821.1B | |
| Dividend Yield | 0.04% | 1.01% | |
| Holdings | 99 | 505 | |
| YTD Return | +10.26% | +14.24% | |
| 1Y Return | +9.09% | +21.71% | |
| 3Y Return (annualized) | +12.95% | +22.10% | |
| 5Y Return (annualized) | +1.83% | +13.21% | |
| Volatility (annualized) | 21.0% | 15.3% | |
| Max Drawdown | -42.0% | -56.5% | |
| Fund Family | ALPS Advisors | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Dec 28, 2017 | Jan 22, 1993 |
DTEC vs SPY Performance
ALPS Disruptive Technologies ETF (DTEC) is a ETF from ALPS Advisors and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year DTEC returned +9.09% while SPY returned +21.71%. Year to date, DTEC is up 10.26% versus a gain of 14.24% for SPY.
Over three years, DTEC compounded at +12.95% per year against +22.10% for SPY; over five years the annualized figures are +1.83% and +13.21% respectively. Across the full 9-year window we track, DTEC has the edge at +9.37% annualized vs +8.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DTEC has been the more volatile fund, with annualized monthly volatility of 21.0% 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 -42.0% for DTEC 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DTEC charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, DTEC currently yields 0.04% against 1.01% for SPY.
Holdings Overlap
DTEC and SPY share 39 holdings out of 563 unique holdings combined, representing a 6.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DTEC or SPY?
DTEC has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, DTEC or SPY?
Over the past year DTEC returned +9.09% vs +21.71% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (9 years), DTEC annualized +9.37% vs +8.86% for SPY. Past performance does not guarantee future results.
Which is riskier, DTEC or SPY?
DTEC has been the more volatile fund at 21.0% annualized versus 15.3% for SPY. Worst drawdown: DTEC -42.0% vs SPY -56.5%.
Should I hold both DTEC and SPY?
DTEC and SPY have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DTEC and SPY?
DTEC and SPY share 39 common holdings with a 6.8% weight overlap. Combined, they hold 563 unique securities.
Which pays a higher dividend, DTEC or SPY?
DTEC yields 0.04% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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