EAFG vs SPY

EAFG vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: EAFGMore Diversified: SPY

Side-by-Side Comparison

MetricEAFGSPYWinner
Expense Ratio0.65%0.09%
AUM$2M$821.1B
Dividend Yield2.03%1.01%
Holdings108505
YTD Return+11.81%+14.24%
1Y Return+23.05%+21.71%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+13.21%
Volatility (annualized)16.0%15.3%
Max Drawdown-16.5%-56.5%
Fund FamilyPacer ETFsState Street Investment Management
CategoryEquityEquity
InceptionMar 20, 2024Jan 22, 1993

EAFG vs SPY Performance

Pacer Developed Markets Cash Cows Growth Leaders ETF (EAFG) is a ETF from Pacer ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year EAFG returned +23.05% while SPY returned +21.71%. Year to date, EAFG is up 11.81% versus a gain of 14.24% for SPY.

Risk: Volatility and Drawdowns

EAFG has been the more volatile fund, with annualized monthly volatility of 16.0% 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 -16.5% for EAFG 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EAFG charges 0.65% per year while SPY charges 0.09%. On a $10,000 position that is $65 vs $9 annually, a gap of $56 per year that compounds over a long holding period. On income, EAFG currently yields 2.03% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

EAFG and SPY share 0 holdings out of 607 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, EAFG or SPY?

EAFG has an expense ratio of 0.65% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, EAFG or SPY?

Over the past year EAFG returned +23.05% vs +21.71% for SPY, so EAFG leads on 1-year performance. Over the longest common window we track (2 years), EAFG annualized +12.95% vs +8.86% for SPY. Past performance does not guarantee future results.

Which is riskier, EAFG or SPY?

EAFG has been the more volatile fund at 16.0% annualized versus 15.3% for SPY. Worst drawdown: EAFG -16.5% vs SPY -56.5%.

Should I hold both EAFG and SPY?

EAFG and SPY have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EAFG and SPY?

EAFG and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 607 unique securities.

Which pays a higher dividend, EAFG or SPY?

EAFG yields 2.03% while SPY yields 1.01%, so EAFG currently pays the higher dividend yield.

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