IDNA vs SPY

Quick Verdict

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

Lower Fees: SPYHigher Returns: IDNAMore Diversified: SPY

Side-by-Side Comparison

MetricIDNASPYWinner
Expense Ratio0.47%0.09%
AUM$190M$789.1B
Dividend Yield0.83%1.01%
Holdings62505
YTD Return+35.66%+13.68%
1Y Return+65.26%+21.53%
3Y Return (annualized)+18.26%+21.44%
5Y Return (annualized)-6.91%+13.18%
Volatility (annualized)25.2%15.3%
Max Drawdown-68.3%-56.5%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityEquity
InceptionJun 11, 2019Jan 22, 1993

IDNA vs SPY Performance

iShares Genomics Immunology and Healthcare ETF (IDNA) 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 IDNA returned +65.26% while SPY returned +21.53%. Year to date, IDNA is up 35.66% versus a gain of 13.68% for SPY.

Over three years, IDNA compounded at +18.26% per year against +21.44% for SPY; over five years the annualized figures are -6.91% and +13.18% respectively. Across the full 7-year window we track, SPY has the edge at +8.85% annualized vs +5.75%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDNA has been the more volatile fund, with annualized monthly volatility of 25.2% 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 -68.3% for IDNA 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IDNA charges 0.47% per year while SPY charges 0.09%. On a $10,000 position that is $47 vs $9 annually, a gap of $38 per year that compounds over a long holding period. On income, IDNA currently yields 0.83% against 1.01% for SPY.

Holdings Overlap

0.9%overlap

IDNA and SPY share 6 holdings out of 545 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDNAWeight in SPYDifference
MRNA5.85%0.04%5.81%
VRTX4.02%0.21%3.81%
MRK3.56%0.48%3.08%
INCYProProPro
REGNProProPro
ROPProProPro
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Frequently Asked Questions

Which is cheaper, IDNA or SPY?

IDNA has an expense ratio of 0.47% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $38 per year of difference.

Which performed better, IDNA or SPY?

Over the past year IDNA returned +65.26% vs +21.53% for SPY, so IDNA leads on 1-year performance. Over the longest common window we track (7 years), IDNA annualized +5.75% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, IDNA or SPY?

IDNA has been the more volatile fund at 25.2% annualized versus 15.3% for SPY. Worst drawdown: IDNA -68.3% vs SPY -56.5%.

Should I hold both IDNA and SPY?

IDNA and SPY have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDNA and SPY?

IDNA and SPY share 6 common holdings with a 0.9% weight overlap. Combined, they hold 545 unique securities.

Which pays a higher dividend, IDNA or SPY?

IDNA yields 0.83% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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