ERTH vs SPY

ERTH vs SPY

Which is better, ERTH or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. ERTH is less concentrated, with 35.7% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: ERTH

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

MetricERTHSPY
Expense Ratio0.66%0.09%Best
AUM$131M$804.7B
Dividend Yield1.97%0.98%
Holdings196505
YTD Return-5.47%+12.47%Best
1Y Return-0.72%+17.51%Best
3Y Return (annualized)-0.32%+21.18%Best
5Y Return (annualized)-6.35%+12.88%Best
Volatility (annualized)22.7%15.4%Best
Max Drawdown-64.5%-56.5%Best
$10,000 over 5 years$7,203$18,327Best
Top 10 Weight35.7%Best38.0%
Fund FamilyInvesco (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 24, 2006Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Oct 24, 2006 to Sep 11, 2026 (19.9 years).

ERTH 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 19.9 years both funds cover.

ERTH vs SPY Performance

Invesco MSCI Sustainable Future ETF (ERTH) is an ETF from Invesco (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ERTH returned -0.72% while SPY returned +17.51%. Year to date, ERTH is down 5.47% versus a gain of 12.47% for SPY.

Over three years, ERTH compounded at -0.32% per year against +21.18% for SPY; over five years the annualized figures are -6.35% and +12.88% respectively. Across the full 20-year window we track, SPY has the edge at +9.40% annualized vs +4.09%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ERTH has been the more volatile fund, with annualized monthly volatility of 22.7% compared with 15.4% 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 -64.5% for ERTH and -56.5% 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ERTH charges 0.66% per year while SPY charges 0.09%. On a $10,000 position that is $66 vs $9 annually, a gap of $57 per year that compounds over a long holding period. On income, ERTH currently yields 1.97% against 0.98% for SPY.

Holdings Overlap

ERTH already in SPY20.3%
SPY already in ERTH9.3%

20.3% of ERTH's money is in holdings SPY also owns. 9.3% of SPY's money is in holdings ERTH also owns.

ERTH and SPY share little of their money.

5 positions in common, counted across the 174 positions we hold weights for in ERTH and 504 in SPY, against full books of 196 and 505.

What only one of them owns

Our book lists 489 positions for SPY that do not appear in our book for ERTH (90.3% of the fund), and 42 for ERTH that do not appear in SPY (22.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ERTHWeight in SPYDifference
NVDANvidia Corp.4.81%7.71%2.90%
TSLATesla Inc4.09%1.38%2.71%
DLRDigital Realty Trust Inc.5.27%0.10%5.17%
FSLRFirst Solar, Inc3.46%0.04%3.42%
WYWeyerhaeuser Co.2.65%0.03%2.62%

20.3% of ERTH is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ERTHSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ERTH or SPY?

ERTH has an expense ratio of 0.66% while SPY charges 0.09%. SPY is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, ERTH or SPY?

Over the past year ERTH returned -0.72% vs +17.51% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (20 years), ERTH annualized +4.09% vs +9.40% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ERTH or SPY?

ERTH has been the more volatile fund at 22.7% annualized versus 15.4% for SPY. Worst drawdown: ERTH -64.5% vs SPY -56.5%.

Should I hold both ERTH and SPY?

ERTH and SPY have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ERTH and SPY?

20.3% of ERTH's money is in holdings SPY also owns. 9.3% of SPY's is in holdings ERTH also owns. They hold 5 positions in common, counted across the 174 positions we hold weights for in ERTH and 504 in SPY.

Which pays a higher dividend, ERTH or SPY?

ERTH yields 1.97% while SPY yields 0.98%, so ERTH currently pays the higher dividend yield.

Is SPY better than ERTH?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. ERTH is less concentrated, with 35.7% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.