ISHP vs SPY

ISHP vs SPY

Which is better, ISHP or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. ISHP is less concentrated, with 18.8% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: ISHP

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

MetricISHPSPY
Expense Ratio0.60%0.09%Best
AUM$5M$804.7B
Dividend Yield1.11%0.98%
Holdings130505
YTD Return-11.81%+12.19%Best
1Y Return-16.57%+18.53%Best
3Y Return (annualized)+9.89%+20.88%Best
5Y Return (annualized)+1.57%+12.69%Best
Volatility (annualized)20.6%15.4%Best
Max Drawdown-42.7%-34.1%Best
$10,000 over 5 years$10,810$18,173Best
Top 10 Weight18.8%Best38.0%
Fund FamilyFirst Trust Portfolios (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 20, 2016Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Oct 11, 2016 to Sep 9, 2026 (9.9 years).

ISHP 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 covers the 9.9 years both funds cover.

ISHP vs SPY Performance

First Trust S-Network E-Commerce ETF (ISHP) is an ETF from First Trust Portfolios (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ISHP returned -16.57% while SPY returned +18.53%. Year to date, ISHP is down 11.81% versus a gain of 12.19% for SPY.

Over three years, ISHP compounded at +9.89% per year against +20.88% for SPY; over five years the annualized figures are +1.57% and +12.69% respectively. Across the full 10-year window we track, SPY has the edge at +14.56% annualized vs +6.37%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ISHP has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 15.4% 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 -42.7% for ISHP and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ISHP charges 0.60% per year while SPY charges 0.09%. On a $10,000 position that is $60 vs $9 annually, a gap of $51 per year that compounds over a long holding period. On income, ISHP currently yields 1.11% against 0.98% for SPY.

Holdings Overlap

ISHP already in SPY39.5%
SPY already in ISHP11.7%

39.5% of ISHP's money is in holdings SPY also owns. 11.7% of SPY's money is in holdings ISHP also owns.

The two portfolios partly overlap.

24 positions in common, counted across the 60 positions we hold weights for in ISHP and 504 in SPY, against full books of 130 and 505.

What only one of them owns

Our book lists 472 positions for SPY that do not appear in our book for ISHP (87.8% of the fund), and 10 for ISHP that do not appear in SPY (16.4%).

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 ISHPWeight in SPYDifference
AMZNAmazon.Com Inc1.72%4.08%2.36%
GOOGLAlphabet Inc,class A1.57%3.33%1.76%
METAMeta Platform Inc 1.45%1.94%0.49%
WMTWalmart, Inc.1.56%0.73%0.83%
BKNGPriceline.com, Inc.1.84%0.23%1.61%
PYPLPaypay Holdings, Inc.1.99%0.08%1.91%
EXPEExpedia Group Inc (consumer Discretionary)1.86%0.05%1.81%
GPNGlobal Payments Inc.1.83%0.03%1.80%
WSMWilliams-sonoma Inc1.76%0.04%1.72%
DASHDoordash Inc - A1.68%0.12%1.56%

39.5% of ISHP is already inside SPY.

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

ISHPSPY

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Frequently Asked Questions

Which is cheaper, ISHP or SPY?

ISHP has an expense ratio of 0.60% while SPY charges 0.09%. SPY is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, ISHP or SPY?

Over the past year ISHP returned -16.57% vs +18.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (10 years), ISHP annualized +6.37% vs +14.56% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ISHP or SPY?

ISHP has been the more volatile fund at 20.6% annualized versus 15.4% for SPY. Worst drawdown: ISHP -42.7% vs SPY -34.1%.

Should I hold both ISHP and SPY?

ISHP and SPY have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ISHP and SPY?

39.5% of ISHP's money is in holdings SPY also owns. 11.7% of SPY's is in holdings ISHP also owns. They hold 24 positions in common, counted across the 60 positions we hold weights for in ISHP and 504 in SPY.

Which pays a higher dividend, ISHP or SPY?

ISHP yields 1.11% while SPY yields 0.98%, so ISHP currently pays the higher dividend yield.

Is SPY better than ISHP?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. ISHP is less concentrated, with 18.8% 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.