FHDG vs SPY

FHDG vs SPY

Which is better, FHDG or SPY?

Option Writing against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y.

Lower Fees: SPYHigher Returns (1Y): SPY

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

MetricFHDGSPY
Expense Ratio0.85%0.09%Best
AUM$71M$804.7B
Dividend Yield0.00%0.98%
Holdings10505
Fund FamilyFirst Trust Portfolios (US)State Street Investment Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionNov 15, 2024Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 6126 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FHDG has data through Dec 10, 2009 and SPY through Sep 18, 2026.

Fees and Cost Over Time

FHDG charges 0.85% per year while SPY charges 0.09%. On a $10,000 position that is $85 vs $9 annually, a gap of $76 per year that compounds over a long holding period. On income, FHDG currently yields 0.00% against 0.98% for SPY.

You are not choosing between two funds in isolation.

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

FHDGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FHDG or SPY?

FHDG has an expense ratio of 0.85% while SPY charges 0.09%. SPY is the cheaper option, by $76 a year on a $10,000 investment.

Which pays a higher dividend, FHDG or SPY?

FHDG yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than FHDG?

SPY has a lower expense ratio. SPY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.