MDIV vs SPY

Quick Verdict

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

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricMDIVSPYWinner
Expense Ratio0.71%0.09%
AUM$428M$789.1B
Dividend Yield6.13%1.01%
Holdings125505
YTD Return+11.20%+13.68%
1Y Return+11.58%+21.53%
3Y Return (annualized)+10.90%+21.44%
5Y Return (annualized)+6.70%+13.18%
Volatility (annualized)13.6%15.3%
Max Drawdown-57.0%-56.5%
Fund FamilyFirst Trust Portfolios (US)State Street Investment Management
CategoryAllocation/BalancedEquity
InceptionAug 13, 2012Jan 22, 1993

MDIV vs SPY Performance

First Trust Multi-Asset Diversified Income Index Fund (MDIV) is a ETF from First Trust Portfolios (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year MDIV returned +11.58% while SPY returned +21.53%. Year to date, MDIV is up 11.20% versus a gain of 13.68% for SPY.

Over three years, MDIV compounded at +10.90% per year against +21.44% for SPY; over five years the annualized figures are +6.70% and +13.18% respectively. Across the full 14-year window we track, SPY has the edge at +8.85% annualized vs +1.17%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.6% for MDIV. 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 -57.0% for MDIV 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MDIV charges 0.71% per year while SPY charges 0.09%. On a $10,000 position that is $71 vs $9 annually, a gap of $62 per year that compounds over a long holding period. On income, MDIV currently yields 6.13% against 1.01% for SPY.

Holdings Overlap

2.3%overlap

MDIV and SPY share 29 holdings out of 591 unique holdings combined, representing a 2.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MDIVWeight in SPYDifference
MO0.60%0.19%0.41%
VZ0.49%0.27%0.22%
PFE0.52%0.21%0.31%
VICIProProPro
SPGProProPro
KIMProProPro
PSAProProPro
OKEProProPro
EXRProProPro
TProProPro
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Frequently Asked Questions

Which is cheaper, MDIV or SPY?

MDIV has an expense ratio of 0.71% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, MDIV or SPY?

Over the past year MDIV returned +11.58% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (14 years), MDIV annualized +1.17% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, MDIV or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 13.6% for MDIV. Worst drawdown: MDIV -57.0% vs SPY -56.5%.

Should I hold both MDIV and SPY?

MDIV and SPY have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MDIV and SPY?

MDIV and SPY share 29 common holdings with a 2.3% weight overlap. Combined, they hold 591 unique securities.

Which pays a higher dividend, MDIV or SPY?

MDIV yields 6.13% while SPY yields 1.01%, so MDIV currently pays the higher dividend yield.

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