DWWN vs SPY
Principal Long Duration ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DWWN | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.09% | |
| AUM | $11M | $821.1B | |
| Dividend Yield | 0.52% | 1.01% | |
| Holdings | 56 | 505 | |
| YTD Return | -4.21% | +14.24% | |
| 1Y Return | - | +21.71% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.21% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -10.6% | -56.5% | |
| Fund Family | Principal Funds | State Street Investment Management | |
| Category | Fixed Income | Equity | |
| Inception | May 21, 2026 | Jan 22, 1993 |
DWWN vs SPY Performance
Principal Long Duration ETF (DWWN) is a ETF from Principal Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, DWWN is down 4.21% versus a gain of 14.24% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -10.6% for DWWN and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
DWWN charges 0.19% per year while SPY charges 0.09%. On a $10,000 position that is $19 vs $9 annually, a gap of $10 per year that compounds over a long holding period. On income, DWWN currently yields 0.52% against 1.01% for SPY.
Holdings Overlap
DWWN and SPY share 0 holdings out of 560 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DWWN or SPY?
DWWN has an expense ratio of 0.19% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $10 per year of difference.
What is the holdings overlap between DWWN and SPY?
DWWN and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, DWWN or SPY?
DWWN yields 0.52% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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