IINC vs SPY
Alki Consolidated Income ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, IINC or SPY?
SPY costs less.
SPY has a lower expense ratio.
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
| Metric | IINC | SPY |
|---|---|---|
| Expense Ratio | 0.75% | 0.09%Best |
| AUM | $33M | $804.7B |
| Dividend Yield | 1.67% | 0.98% |
| Holdings | 121 | 505 |
| YTD Return | +2.13% | +13.51%Best |
| 1Y Return | - | +18.19% |
| 3Y Return (annualized) | - | +23.29% |
| 5Y Return (annualized) | - | +13.21% |
| Fund Family | Hohimer Wealth Management, LLC | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 24, 2026 | Jan 22, 1993 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IINC 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.
IINC vs SPY Performance
Alki Consolidated Income ETF (IINC) is an ETF from Hohimer Wealth Management, LLC and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, IINC is up 2.13% versus a gain of 13.51% for SPY.
Past performance does not guarantee future results.
Fees and Cost Over Time
IINC charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, IINC currently yields 1.67% against 0.98% for SPY.
Holdings Overlap
At least 3.3% of SPY's money is in holdings IINC also owns.
Stated as a floor: for IINC, our book for it covers 91.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SPY and IINC share little of their money.
26 positions in common, counted across the 40 positions we hold weights for in IINC and 504 in SPY, against full books of 121 and 505.
Top Shared Holdings
| Stock | Weight in IINC | Weight in SPY | Difference |
|---|---|---|---|
| MCDMcdonald'S Corp | 1.38% | 0.28% | 1.10% |
| ABTAbbott Laboratories | 1.35% | 0.29% | 1.06% |
| HDHome Depot Inc/The | 1.11% | 0.48% | 0.63% |
| PEPPepsico Inc. | 1.29% | 0.29% | 1.00% |
| VZVerizon Communic | 1.25% | 0.32% | 0.93% |
| TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558 | 1.32% | 0.13% | 1.19% |
| CMCSAComcast Corp-class A Cmcsa | 1.30% | 0.14% | 1.16% |
| SOSouthern Co. | 1.29% | 0.15% | 1.14% |
| DISWalt Disney Co | 1.16% | 0.28% | 0.88% |
| BSXBoston Scientific Corp. | 1.32% | 0.11% | 1.21% |
You are not choosing between two funds in isolation.
Whichever of IINC and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IINC or SPY?
IINC has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option, by $66 a year on a $10,000 investment.
What is the holdings overlap between IINC and SPY?
At least 3.3% of SPY's money is in holdings IINC also owns. Our book for IINC is partial, so the real figure is this or higher. They hold 26 positions in common, counted across the 40 positions we hold weights for in IINC and 504 in SPY.
Which pays a higher dividend, IINC or SPY?
IINC yields 1.67% while SPY yields 0.98%, so IINC currently pays the higher dividend yield.
Is SPY better than IINC?
SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.