LOEV vs SPY

LOEV vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: LOEVMore Diversified: SPY

Side-by-Side Comparison

MetricLOEVSPYWinner
Expense Ratio0.70%0.09%
AUM-$821.1B
Dividend Yield0.00%1.01%
Holdings51505
YTD Return+7.12%+14.24%
1Y Return-+21.71%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+13.21%
Volatility (annualized)-15.3%
Max Drawdown-1.5%-56.5%
Fund FamilyHarding LoevnerState Street Investment Management
CategoryEquityEquity
InceptionJul 20, 2026Jan 22, 1993

LOEV vs SPY Performance

Harding Loevner International Developed Markets Select Equity ETF (LOEV) is a ETF from Harding Loevner and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, LOEV is up 7.12% versus a gain of 14.24% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.5% for LOEV and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

LOEV charges 0.70% per year while SPY charges 0.09%. On a $10,000 position that is $70 vs $9 annually, a gap of $61 per year that compounds over a long holding period. On income, LOEV currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

LOEV and SPY share 0 holdings out of 555 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, LOEV or SPY?

LOEV has an expense ratio of 0.70% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

What is the holdings overlap between LOEV and SPY?

LOEV and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 555 unique securities.

Which pays a higher dividend, LOEV or SPY?

LOEV yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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