ESIM vs SPY

ESIM vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricESIMSPYWinner
Expense Ratio0.59%0.09%
AUM$27M$821.1B
Dividend Yield1.22%1.01%
Holdings102505
YTD Return+16.13%+13.17%
1Y Return-+21.53%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+13.35%
Volatility (annualized)-15.3%
Max Drawdown-11.3%-56.5%
Fund FamilyEventideState Street Investment Management
CategoryEquityEquity
InceptionDec 17, 2025Jan 22, 1993

ESIM vs SPY Performance

Eventide International ETF (ESIM) is a ETF from Eventide and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, ESIM is up 16.13% versus a gain of 13.17% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.3% for ESIM 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

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 1.22% against 1.01% for SPY.

Holdings Overlap

0.1%overlap

ESIM and SPY share 1 holdings out of 618 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ESIMWeight in SPYDifference
NXPI0.52%0.09%0.43%

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. On a $10,000 investment, that is $50 per year of difference.

What is the holdings overlap between ESIM and SPY?

ESIM and SPY share 1 common holdings with a 0.1% weight overlap. Combined, they hold 618 unique securities.

Which pays a higher dividend, ESIM or SPY?

ESIM yields 1.22% while SPY yields 1.01%, so ESIM currently pays the higher dividend yield.

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