ERET vs SPY

ERET vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricERETSPYWinner
Expense Ratio0.30%0.09%
AUM$14M$821.1B
Dividend Yield3.22%1.01%
Holdings355505
YTD Return+10.72%+12.22%
1Y Return+12.67%+20.83%
3Y Return (annualized)+11.20%+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)16.0%15.3%
Max Drawdown-20.3%-56.5%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityEquity
InceptionNov 15, 2022Jan 22, 1993

ERET vs SPY Performance

iShares Environmentally Aware Real Estate ETF (ERET) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year ERET returned +12.67% while SPY returned +20.83%. Year to date, ERET is up 10.72% versus a gain of 12.22% for SPY.

Over three years, ERET compounded at +11.20% per year against +21.70% for SPY. Across the full 4-year window we track, SPY has the edge at +8.79% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ERET 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 -20.3% for ERET 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ERET charges 0.30% per year while SPY charges 0.09%. On a $10,000 position that is $30 vs $9 annually, a gap of $21 per year that compounds over a long holding period. On income, ERET currently yields 3.22% against 1.01% for SPY.

Holdings Overlap

1.5%overlap

ERET and SPY share 25 holdings out of 810 unique holdings combined, representing a 1.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ERETWeight in SPYDifference
WELL6.93%0.25%6.68%
PLD5.67%0.19%5.48%
O4.90%0.09%4.81%
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Frequently Asked Questions

Which is cheaper, ERET or SPY?

ERET has an expense ratio of 0.30% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, ERET or SPY?

Over the past year ERET returned +12.67% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), ERET annualized +8.14% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, ERET or SPY?

ERET has been the more volatile fund at 16.0% annualized versus 15.3% for SPY. Worst drawdown: ERET -20.3% vs SPY -56.5%.

Should I hold both ERET and SPY?

ERET and SPY have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ERET and SPY?

ERET and SPY share 25 common holdings with a 1.5% weight overlap. Combined, they hold 810 unique securities.

Which pays a higher dividend, ERET or SPY?

ERET yields 3.22% while SPY yields 1.01%, so ERET currently pays the higher dividend yield.

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