DWUS vs SPY
Advisorshares Dorsey Wright Fsm Us Core Etf vs State Street SPDR S&P 500 ETF Trust
Which is better, DWUS or SPY?
Large Cap Growth against Large Cap Blend.
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92.
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
| Metric | DWUS | SPY |
|---|---|---|
| Expense Ratio | 1.08% | 0.09%Best |
| AUM | $122M | $814.4B |
| Dividend Yield | 0.03% | 1.01% |
| Holdings | 4 | 505 |
| YTD Return | +9.57% | +13.34%Best |
| 1Y Return | +14.80% | +19.97%Best |
| 3Y Return (annualized) | +17.03% | +21.20%Best |
| 5Y Return (annualized) | +9.21% | +12.81%Best |
| Volatility (annualized) | 18.2% | 16.9%Best |
| Max Drawdown | -30.5%Best | -34.1% |
| $10,000 over 5 years | $15,535 | $18,270Best |
| Fund Family | Advisor Shares | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Dec 26, 2019 | Jan 22, 1993 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2019 to Sep 4, 2026 (6.7 years).
DWUS 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 6.7 years both funds cover.
DWUS vs SPY Performance
Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year DWUS returned +14.80% while SPY returned +19.97%. Year to date, DWUS is up 9.57% versus a gain of 13.34% for SPY.
Over three years, DWUS compounded at +17.03% per year against +21.20% for SPY; over five years the annualized figures are +9.21% and +12.81% respectively. Across the full 7-year window we track, SPY has the edge at +15.15% annualized vs +14.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DWUS has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 16.9% 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 -30.5% for DWUS 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DWUS charges 1.08% per year while SPY charges 0.09%. On a $10,000 position that is $108 vs $9 annually, a gap of $99 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 1.01% for SPY.
Holdings Overlap
We hold position weights for 3 holdings in DWUS and 504 in SPY, totalling 100.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in DWUS and 504 in SPY, against full books of 4 and 505.
You are not choosing between two funds in isolation.
Whichever of DWUS and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DWUS or SPY?
DWUS has an expense ratio of 1.08% while SPY charges 0.09%. SPY is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, DWUS or SPY?
Over the past year DWUS returned +14.80% vs +19.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (7 years), DWUS annualized +14.08% vs +15.15% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DWUS or SPY?
DWUS has been the more volatile fund at 18.2% annualized versus 16.9% for SPY. Worst drawdown: DWUS -30.5% vs SPY -34.1%.
Should I hold both DWUS and SPY?
DWUS and SPY have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, DWUS or SPY?
DWUS yields 0.03% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
Is SPY better than DWUS?
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.