HIMZ vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricHIMZSPYWinner
Expense Ratio1.29%0.09%
AUM$63M$789.1B
Dividend Yield0.29%1.01%
Holdings11505
YTD Return-63.60%+13.68%
1Y Return-87.16%+21.53%
3Y Return (annualized)-+21.44%
5Y Return (annualized)-+13.18%
Volatility (annualized)219.6%15.3%
Max Drawdown-98.2%-56.5%
Fund FamilyDefiance ETFs, LLCState Street Investment Management
CategoryAlternativeEquity
InceptionMar 12, 2025Jan 22, 1993

HIMZ vs SPY Performance

Defiance Daily Target 2X Long HIMS ETF (HIMZ) is a ETF from Defiance ETFs, LLC and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year HIMZ returned -87.16% while SPY returned +21.53%. Year to date, HIMZ is down 63.60% versus a gain of 13.68% for SPY.

Risk: Volatility and Drawdowns

HIMZ has been the more volatile fund, with annualized monthly volatility of 219.6% compared with 15.3% for SPY. 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 -98.2% for HIMZ 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HIMZ charges 1.29% per year while SPY charges 0.09%. On a $10,000 position that is $129 vs $9 annually, a gap of $120 per year that compounds over a long holding period. On income, HIMZ currently yields 0.29% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

HIMZ and SPY share 0 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, HIMZ or SPY?

HIMZ has an expense ratio of 1.29% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $120 per year of difference.

Which performed better, HIMZ or SPY?

Over the past year HIMZ returned -87.16% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), HIMZ annualized -75.85% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, HIMZ or SPY?

HIMZ has been the more volatile fund at 219.6% annualized versus 15.3% for SPY. Worst drawdown: HIMZ -98.2% vs SPY -56.5%.

Should I hold both HIMZ and SPY?

HIMZ and SPY have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HIMZ and SPY?

HIMZ and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, HIMZ or SPY?

HIMZ yields 0.29% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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