ETFT vs SPY

ETFT 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

MetricETFTSPYWinner
Expense Ratio1.00%0.09%
AUM$8M$821.1B
Dividend Yield0.00%1.01%
Holdings29505
YTD Return+0.55%+12.93%
1Y Return-+20.62%
3Y Return (annualized)-+22.00%
5Y Return (annualized)-+13.33%
Volatility (annualized)-15.3%
Max Drawdown-14.8%-56.5%
Fund FamilyFundsmith LLP (US)State Street Investment Management
CategoryEquityEquity
InceptionDec 1, 2025Jan 22, 1993

ETFT vs SPY Performance

Fundsmith Equity ETF (ETFT) is a ETF from Fundsmith LLP (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, ETFT is up 0.55% versus a gain of 12.93% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -14.8% for ETFT 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

ETFT charges 1.00% per year while SPY charges 0.09%. On a $10,000 position that is $100 vs $9 annually, a gap of $91 per year that compounds over a long holding period. On income, ETFT currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

13.0%overlap

ETFT and SPY share 21 holdings out of 511 unique holdings combined, representing a 13.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ETFTWeight in SPYDifference
MSFT3.58%5.50%1.92%
GOOG3.27%2.67%0.60%
WAT5.65%0.06%5.59%
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Frequently Asked Questions

Which is cheaper, ETFT or SPY?

ETFT has an expense ratio of 1.00% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

What is the holdings overlap between ETFT and SPY?

ETFT and SPY share 21 common holdings with a 13.0% weight overlap. Combined, they hold 511 unique securities.

Which pays a higher dividend, ETFT or SPY?

ETFT yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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