ESIM vs SPY

ESIM vs SPY

Which is better, ESIM or SPY?

SPY costs less.

SPY has a lower expense ratio. ESIM is less concentrated, with 25.5% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYLess Concentrated: ESIM

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

MetricESIMSPY
Expense Ratio0.59%0.09%Best
AUM$28M$804.7B
Dividend Yield1.18%0.98%
Holdings116505
YTD Return+14.58%Best+12.09%
1Y Return-+16.29%
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+13.37%
Top 10 Weight25.5%Best37.8%
Fund FamilyEventideState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 17, 2025Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ESIM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ESIM vs SPY Performance

Eventide International ETF (ESIM) is an ETF from Eventide and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, ESIM is up 14.58% versus a gain of 12.09% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

ESIM charges 0.59% per year while SPY charges 0.09%. On a $10,000 position that is $59 vs $9 annually, a gap of $50 per year that compounds over a long holding period. On income, ESIM currently yields 1.18% against 0.98% for SPY.

Holdings Overlap

ESIM already in SPY0.5%
SPY already in ESIM0.1%

0.5% of ESIM's money is in holdings SPY also owns. 0.1% of SPY's money is in holdings ESIM also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 115 positions we hold weights for in ESIM and 504 in SPY, against full books of 116 and 505.

What only one of them owns

Our book lists 496 positions for SPY that do not appear in our book for ESIM (99.3% of the fund), and 16 for ESIM that do not appear in SPY (9.2%).

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 ESIMWeight in SPYDifference
NXPINxp Semiconductors Nv Sedol B505Pn70.51%0.09%0.42%

You are not choosing between two funds in isolation.

Whichever of ESIM and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ESIMSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ESIM or SPY?

ESIM has an expense ratio of 0.59% while SPY charges 0.09%. SPY is the cheaper option, by $50 a year on a $10,000 investment.

Which pays a higher dividend, ESIM or SPY?

ESIM yields 1.18% while SPY yields 0.98%, so ESIM currently pays the higher dividend yield.

Is SPY better than ESIM?

SPY has a lower expense ratio. ESIM is less concentrated, with 25.5% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.