PBOT vs SPY

PBOT vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricPBOTSPYWinner
Expense Ratio0.70%0.09%
AUM$15M$821.1B
Dividend Yield0.08%1.01%
Holdings52505
YTD Return+34.56%+13.70%
1Y Return-+21.44%
3Y Return (annualized)-+22.50%
5Y Return (annualized)-+13.24%
Volatility (annualized)-15.3%
Max Drawdown-15.8%-56.5%
Fund FamilyPictet Asset Management Ltd. (US)State Street Investment Management
CategoryEquityEquity
InceptionOct 15, 2025Jan 22, 1993

PBOT vs SPY Performance

Pictet AI & Automation ETF (PBOT) is a ETF from Pictet Asset Management Ltd. (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, PBOT is up 34.56% versus a gain of 13.70% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -15.8% for PBOT 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

PBOT 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, PBOT currently yields 0.08% against 1.01% for SPY.

Holdings Overlap

17.0%overlap

PBOT and SPY share 25 holdings out of 524 unique holdings combined, representing a 17.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PBOTWeight in SPYDifference
AVGO7.71%2.97%4.74%
NVDA2.73%7.71%4.98%
GOOGL6.82%3.33%3.49%
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Frequently Asked Questions

Which is cheaper, PBOT or SPY?

PBOT 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 PBOT and SPY?

PBOT and SPY share 25 common holdings with a 17.0% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, PBOT or SPY?

PBOT yields 0.08% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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