MFMO vs SPY
Motley Fool Momentum Factor ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | MFMO | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.09% | |
| AUM | $14M | $789.1B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 103 | 505 | |
| YTD Return | +18.98% | +13.79% | |
| 1Y Return | - | +23.66% | |
| 3Y Return (annualized) | - | +21.40% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -18.2% | -56.5% | |
| Fund Family | Motley Fool Asset Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Dec 8, 2025 | Jan 22, 1993 |
MFMO vs SPY Performance
Motley Fool Momentum Factor ETF (MFMO) is a ETF from Motley Fool Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, MFMO is up 18.98% versus a gain of 13.79% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -18.2% for MFMO 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
MFMO charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, MFMO currently yields 0.00% against 1.01% for SPY.
Holdings Overlap
MFMO and SPY share 50 holdings out of 555 unique holdings combined, representing a 22.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MFMO or SPY?
MFMO has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
What is the holdings overlap between MFMO and SPY?
MFMO and SPY share 50 common holdings with a 22.2% weight overlap. Combined, they hold 555 unique securities.
Which pays a higher dividend, MFMO or SPY?
MFMO yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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