IDGT vs SPY
iShares US Digital Infrastructure and Real Estate ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. IDGT delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IDGT | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.37% | 0.09% | |
| AUM | $543M | $821.1B | |
| Dividend Yield | 0.81% | 1.01% | |
| Holdings | 30 | 505 | |
| YTD Return | +37.48% | +12.68% | |
| 1Y Return | +44.49% | +21.82% | |
| 3Y Return (annualized) | +23.28% | +21.98% | |
| 5Y Return (annualized) | +10.91% | +12.89% | |
| Volatility (annualized) | 28.8% | 15.3% | |
| Max Drawdown | -78.0% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2001 | Jan 22, 1993 |
IDGT vs SPY Performance
iShares US Digital Infrastructure and Real Estate ETF (IDGT) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year IDGT returned +44.49% while SPY returned +21.82%. Year to date, IDGT is up 37.48% versus a gain of 12.68% for SPY.
Over three years, IDGT compounded at +23.28% per year against +21.98% for SPY; over five years the annualized figures are +10.91% and +12.89% respectively. Across the full 25-year window we track, SPY has the edge at +8.81% annualized vs +4.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IDGT has been the more volatile fund, with annualized monthly volatility of 28.8% 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 -78.0% for IDGT 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IDGT charges 0.37% per year while SPY charges 0.09%. On a $10,000 position that is $37 vs $9 annually, a gap of $28 per year that compounds over a long holding period. On income, IDGT currently yields 0.81% against 1.01% for SPY.
Holdings Overlap
IDGT and SPY share 12 holdings out of 518 unique holdings combined, representing a 2.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IDGT or SPY?
IDGT has an expense ratio of 0.37% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $28 per year of difference.
Which performed better, IDGT or SPY?
Over the past year IDGT returned +44.49% vs +21.82% for SPY, so IDGT leads on 1-year performance. Over the longest common window we track (25 years), IDGT annualized +4.55% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, IDGT or SPY?
IDGT has been the more volatile fund at 28.8% annualized versus 15.3% for SPY. Worst drawdown: IDGT -78.0% vs SPY -56.5%.
Should I hold both IDGT and SPY?
IDGT and SPY have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IDGT and SPY?
IDGT and SPY share 12 common holdings with a 2.0% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, IDGT or SPY?
IDGT yields 0.81% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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