HYRM vs SPY

HYRM vs SPY

Which is better, HYRM or SPY?

High Yield Bond against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y and the full window.

Lower Fees: SPYHigher Returns: 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

MetricHYRMSPY
Expense Ratio0.30%0.09%Best
AUM$4M$804.7B
Dividend Yield6.36%0.98%
Holdings2505
Volatility (annualized)8.1%Best16.0%
Max Drawdown-12.4%Best-22.1%
$10,000 over 4.2 years$12,045$17,179Best
Fund FamilyXtrackers ETFsState Street Investment Management
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionFeb 10, 2022Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 127 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HYRM has data through May 7, 2026 and SPY through Sep 11, 2026.

Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Feb 10, 2022 to May 7, 2026 (4.2 years).

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 8.1% for HYRM. 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 -12.4% for HYRM and -22.1% 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYRM charges 0.30% per year while SPY charges 0.09%. On a $10,000 position that is $30 vs $9 annually, a gap of $21 per year that compounds over a long holding period. On income, HYRM currently yields 6.36% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 2 holdings in HYRM and 504 in SPY, totalling 99.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 216 days apart, HYRM as of Dec 31, 2025 and SPY as of Aug 4, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 2 positions we hold weights for in HYRM and 504 in SPY, against full books of 2 and 505.

You are not choosing between two funds in isolation.

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

HYRMSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HYRM or SPY?

HYRM has an expense ratio of 0.30% while SPY charges 0.09%. SPY is the cheaper option, by $21 a year on a $10,000 investment.

Which is riskier, HYRM or SPY?

SPY has been the more volatile fund at 16.0% annualized versus 8.1% for HYRM. Worst drawdown: HYRM -12.4% vs SPY -22.1%.

Should I hold both HYRM and SPY?

HYRM and SPY have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, HYRM or SPY?

HYRM yields 6.36% while SPY yields 0.98%, so HYRM currently pays the higher dividend yield.

Is SPY better than HYRM?

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