FDIV vs SPY

FDIV vs SPY

Which is better, FDIV or SPY?

Large Cap Value against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. FDIV is less concentrated, with 31.9% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: FDIV

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

MetricFDIVSPY
Expense Ratio0.35%0.09%Best
AUM$70M$814.4B
Dividend Yield2.38%1.01%
Holdings113505
YTD Return+5.32%+13.34%Best
1Y Return+6.66%+19.97%Best
3Y Return (annualized)+7.34%+21.20%Best
5Y Return (annualized)-+12.81%
Volatility (annualized)11.8%Best12.4%
Max Drawdown-18.6%Best-18.8%
$10,000 over 3 years$12,368$18,320Best
Top 10 Weight31.9%Best38.0%
Fund FamilyMarketDesk IndicesState Street Investment Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionSep 19, 2023Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 20, 2023 to Sep 4, 2026 (3 years).

FDIV 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 3 years both funds cover.

FDIV vs SPY Performance

MarketDesk Focused US Dividend ETF (FDIV) is an ETF from MarketDesk Indices and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year FDIV returned +6.66% while SPY returned +19.97%. Year to date, FDIV is up 5.32% versus a gain of 13.34% for SPY.

Over three years, FDIV compounded at +7.34% per year against +21.20% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 11.8% 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 -18.8% 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 0.62. They move together some of the time, and apart the rest.

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

FDIV already in SPY97.2%
SPY already in FDIV29.7%

97.2% of FDIV's money is in holdings SPY also owns. 29.7% of SPY's money is in holdings FDIV also owns.

Most of FDIV is already inside SPY. Owning both mostly buys the same companies twice.

105 positions in common, counted across the 111 positions we hold weights for in FDIV and 504 in SPY, against full books of 113 and 505.

What only one of them owns

Our book lists 393 positions for SPY that do not appear in our book for FDIV (69.9% of the fund), and 2 for FDIV that do not appear in SPY (0.6%).

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 FDIVWeight in SPYDifference
NVDANvidia Corp.4.01%7.71%3.70%
AVGOBroadcom Inc3.05%2.97%0.08%
METAMeta Platform Inc 2.82%1.94%0.88%
LLYEli Lilly & Co.3.11%1.33%1.78%
VVisa Inc Class A3.24%0.92%2.32%
XOMExxonmobil Holdings Corp Common Stock Usd3.12%0.96%2.16%
MAMastercard Inc3.32%0.69%2.63%
CVXChevron Corp3.05%0.54%2.51%
AMATApplied Materials, Inc.2.93%0.65%2.28%
KOCoca Cola Co.3.06%0.50%2.56%

97.2% of FDIV 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.

FDIVSPY

Free for up to 10 holdings. No account needed.

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, by $26 a year on a $10,000 investment.

Which performed better, FDIV or SPY?

Over the past year FDIV returned +6.66% vs +19.97% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FDIV or SPY?

SPY has been the more volatile fund at 12.4% annualized versus 11.8% for FDIV. Worst drawdown: FDIV -18.6% vs SPY -18.8%.

Should I hold both FDIV and SPY?

FDIV and SPY have a monthly-return correlation of 0.62, 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 FDIV and SPY?

97.2% of FDIV's money is in holdings SPY also owns. 29.7% of SPY's is in holdings FDIV also owns. They hold 105 positions in common, counted across the 111 positions we hold weights for in FDIV and 504 in SPY.

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.

Is SPY better than FDIV?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. FDIV is less concentrated, with 31.9% 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.