FOWF vs SPY

Quick Verdict

SPY has a lower expense ratio. FOWF delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: FOWFMore Diversified: SPY

Side-by-Side Comparison

MetricFOWFSPYWinner
Expense Ratio0.49%0.09%
AUM$16M$789.1B
Dividend Yield0.76%1.01%
Holdings94505
YTD Return+18.03%+14.47%
1Y Return+24.59%+21.96%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+13.30%
Volatility (annualized)12.7%15.3%
Max Drawdown-12.3%-56.5%
Fund FamilyPacer ETFsState Street Investment Management
CategoryEquityEquity
InceptionDec 17, 2024Jan 22, 1993

FOWF vs SPY Performance

Pacer Solactive Whitney Future of Warfare ETF (FOWF) is a ETF from Pacer ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year FOWF returned +24.59% while SPY returned +21.96%. Year to date, FOWF is up 18.03% versus a gain of 14.47% for SPY.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.7% for FOWF. 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 -12.3% for FOWF 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FOWF charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, FOWF currently yields 0.76% against 1.01% for SPY.

Holdings Overlap

11.4%overlap

FOWF and SPY share 57 holdings out of 539 unique holdings combined, representing a 11.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FOWFWeight in SPYDifference
RTX8.17%0.42%7.75%
GD7.83%0.15%7.68%
NVDA0.61%7.31%6.70%
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Frequently Asked Questions

Which is cheaper, FOWF or SPY?

FOWF has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, FOWF or SPY?

Over the past year FOWF returned +24.59% vs +21.96% for SPY, so FOWF leads on 1-year performance. Over the longest common window we track (2 years), FOWF annualized +30.36% vs +8.87% for SPY. Past performance does not guarantee future results.

Which is riskier, FOWF or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 12.7% for FOWF. Worst drawdown: FOWF -12.3% vs SPY -56.5%.

Should I hold both FOWF and SPY?

FOWF and SPY have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FOWF and SPY?

FOWF and SPY share 57 common holdings with a 11.4% weight overlap. Combined, they hold 539 unique securities.

Which pays a higher dividend, FOWF or SPY?

FOWF yields 0.76% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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