IDX vs SPY

IDX vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricIDXSPYWinner
Expense Ratio0.57%0.09%
AUM$31M$821.1B
Dividend Yield3.25%1.01%
Holdings71505
YTD Return-32.90%+14.24%
1Y Return-29.98%+21.71%
3Y Return (annualized)-12.77%+22.10%
5Y Return (annualized)-7.24%+13.21%
Volatility (annualized)25.6%15.3%
Max Drawdown-63.2%-56.5%
Fund FamilyVanEckState Street Investment Management
CategoryEquityEquity
InceptionJan 15, 2009Jan 22, 1993

IDX vs SPY Performance

VanEck Indonesia Index ETF (IDX) is a ETF from VanEck and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year IDX returned -29.98% while SPY returned +21.71%. Year to date, IDX is down 32.90% versus a gain of 14.24% for SPY.

Over three years, IDX compounded at -12.77% per year against +22.10% for SPY; over five years the annualized figures are -7.24% and +13.21% respectively. Across the full 18-year window we track, SPY has the edge at +8.86% annualized vs +3.92%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDX has been the more volatile fund, with annualized monthly volatility of 25.6% 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 -63.2% for IDX 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IDX charges 0.57% per year while SPY charges 0.09%. On a $10,000 position that is $57 vs $9 annually, a gap of $48 per year that compounds over a long holding period. On income, IDX currently yields 3.25% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

IDX and SPY share 0 holdings out of 572 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, IDX or SPY?

IDX has an expense ratio of 0.57% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, IDX or SPY?

Over the past year IDX returned -29.98% vs +21.71% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (18 years), IDX annualized +3.92% vs +8.86% for SPY. Past performance does not guarantee future results.

Which is riskier, IDX or SPY?

IDX has been the more volatile fund at 25.6% annualized versus 15.3% for SPY. Worst drawdown: IDX -63.2% vs SPY -56.5%.

Should I hold both IDX and SPY?

IDX and SPY have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDX and SPY?

IDX and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 572 unique securities.

Which pays a higher dividend, IDX or SPY?

IDX yields 3.25% while SPY yields 1.01%, so IDX currently pays the higher dividend yield.

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