IALT vs SPY

IALT vs SPY

Which is better, IALT or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio. IALT is less concentrated, with 7.7% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYLess Concentrated: IALT

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

MetricIALTSPY
Expense Ratio0.99%0.09%Best
AUM$5.7B$804.7B
Dividend Yield0.39%0.98%
Holdings2,311505
YTD Return+15.08%Best+11.52%
1Y Return-+17.48%
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Top 10 Weight7.7%Best38.0%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionDec 9, 2025Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IALT 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IALT vs SPY Performance

iShares Systematic Alternatives Active ETF (IALT) is an ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, IALT is up 15.08% versus a gain of 11.52% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

IALT charges 0.99% per year while SPY charges 0.09%. On a $10,000 position that is $99 vs $9 annually, a gap of $90 per year that compounds over a long holding period. On income, IALT currently yields 0.39% against 0.98% for SPY.

Holdings Overlap

IALT already in SPY44.8%
SPY already in IALT79.5%

44.8% of IALT's money is in holdings SPY also owns. 79.5% of SPY's money is in holdings IALT also owns.

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

437 positions in common, counted across the 1,584 positions we hold weights for in IALT and 504 in SPY, against full books of 2,311 and 505.

What only one of them owns

Our book lists 63 positions for SPY that do not appear in our book for IALT (20.4% of the fund), and 184 for IALT that do not appear in SPY (13.3%).

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 IALTWeight in SPYDifference
AAPLApple, Inc0.21%6.83%6.62%
MSFTMicrosoft Corp 4.100 Feb 06 370.19%5.50%5.31%
GOOGLAlphabet A Usd 0.0010.05%3.33%3.28%
AVGOBroadcom Inc0.04%2.97%2.93%
GOOGAlphabet Inc0.31%2.67%2.36%
METAMeta Platforms, Inc.0.00%1.94%1.94%
MUMicron Technology, Inc.0.07%1.51%1.44%
TSLATesla Inc0.03%1.38%1.35%
LLYEli Lilly & Co.0.06%1.33%1.27%
JPMJpmorgan Chase & Co.-0.10%1.44%1.54%

79.5% of SPY is already inside IALT.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IALTSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IALT or SPY?

IALT has an expense ratio of 0.99% while SPY charges 0.09%. SPY is the cheaper option, by $90 a year on a $10,000 investment.

What is the holdings overlap between IALT and SPY?

79.5% of SPY's money is in holdings IALT also owns. 79.5% of SPY's is in holdings IALT also owns. They hold 437 positions in common, counted across the 1,584 positions we hold weights for in IALT and 504 in SPY.

Which pays a higher dividend, IALT or SPY?

IALT yields 0.39% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than IALT?

SPY has a lower expense ratio. IALT is less concentrated, with 7.7% 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.