FDIV vs SPY

FDIV 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

MetricFDIVSPYWinner
Expense Ratio0.35%0.09%
AUM$59M$821.1B
Dividend Yield2.38%1.01%
Holdings113505
YTD Return+6.74%+14.24%
1Y Return+8.64%+21.71%
3Y Return (annualized)+7.99%+22.10%
5Y Return (annualized)-+13.21%
Volatility (annualized)12.0%15.3%
Max Drawdown-18.6%-56.5%
Fund FamilyMarketDesk IndicesState Street Investment Management
CategoryEquityEquity
InceptionSep 19, 2023Jan 22, 1993

FDIV vs SPY Performance

MarketDesk Focused US Dividend ETF (FDIV) is a ETF from MarketDesk Indices and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year FDIV returned +8.64% while SPY returned +21.71%. Year to date, FDIV is up 6.74% versus a gain of 14.24% for SPY.

Over three years, FDIV compounded at +7.99% per year against +22.10% for SPY. Across the full 3-year window we track, SPY has the edge at +8.86% annualized vs +7.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.0% for FDIV. 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 -18.6% for FDIV 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FDIV charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, FDIV currently yields 2.38% against 1.01% for SPY.

Holdings Overlap

25.6%overlap

FDIV and SPY share 105 holdings out of 510 unique holdings combined, representing a 25.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDIVWeight in SPYDifference
NVDA3.60%7.71%4.11%
AVGO3.09%2.97%0.12%
META3.15%1.94%1.21%
LLYProProPro
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MAProProPro
XOMProProPro
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Frequently Asked Questions

Which is cheaper, FDIV or SPY?

FDIV has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, FDIV or SPY?

Over the past year FDIV returned +8.64% vs +21.71% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), FDIV annualized +7.99% vs +8.86% for SPY. Past performance does not guarantee future results.

Which is riskier, FDIV or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 12.0% for FDIV. Worst drawdown: FDIV -18.6% vs SPY -56.5%.

Should I hold both FDIV and SPY?

FDIV and SPY have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FDIV and SPY?

FDIV and SPY share 105 common holdings with a 25.6% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, FDIV or SPY?

FDIV yields 2.38% while SPY yields 1.01%, so FDIV currently pays the higher dividend yield.

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