PDT vs SPY

PDT vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricPDTSPYWinner
Expense Ratio2.41%0.09%
AUM$690M$821.1B
Dividend Yield6.95%1.01%
Holdings144505
YTD Return+4.64%+12.22%
1Y Return+2.56%+20.83%
3Y Return (annualized)+16.94%+21.70%
5Y Return (annualized)+2.63%+12.98%
Volatility (annualized)16.7%15.3%
Max Drawdown-62.6%-56.5%
Fund FamilyJohn Hancock Investment ManagementState Street Investment Management
CategoryAllocation/BalancedEquity
InceptionDec 21, 1989Jan 22, 1993

PDT vs SPY Performance

John Hancock Premium Dividend Fund (PDT) is a ETF from John Hancock Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year PDT returned +2.56% while SPY returned +20.83%. Year to date, PDT is up 4.64% versus a gain of 12.22% for SPY.

Over three years, PDT compounded at +16.94% per year against +21.70% for SPY; over five years the annualized figures are +2.63% and +12.98% respectively. Across the full 31-year window we track, SPY has the edge at +8.79% annualized vs +1.91%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PDT has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 15.3% 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 -62.6% for PDT 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PDT charges 2.41% per year while SPY charges 0.09%. On a $10,000 position that is $241 vs $9 annually, a gap of $232 per year that compounds over a long holding period. On income, PDT currently yields 6.95% against 1.01% for SPY.

Holdings Overlap

4.6%overlap

PDT and SPY share 37 holdings out of 566 unique holdings combined, representing a 4.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PDTWeight in SPYDifference
VZ3.96%0.29%3.67%
DUK2.87%0.15%2.72%
T2.69%0.24%2.45%
WFCProProPro
KMIProProPro
FEProProPro
AEPProProPro
ETRProProPro
PPLProProPro
PEGProProPro
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Frequently Asked Questions

Which is cheaper, PDT or SPY?

PDT has an expense ratio of 2.41% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $232 per year of difference.

Which performed better, PDT or SPY?

Over the past year PDT returned +2.56% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (31 years), PDT annualized +1.91% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, PDT or SPY?

PDT has been the more volatile fund at 16.7% annualized versus 15.3% for SPY. Worst drawdown: PDT -62.6% vs SPY -56.5%.

Should I hold both PDT and SPY?

PDT and SPY have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PDT and SPY?

PDT and SPY share 37 common holdings with a 4.6% weight overlap. Combined, they hold 566 unique securities.

Which pays a higher dividend, PDT or SPY?

PDT yields 6.95% while SPY yields 1.01%, so PDT currently pays the higher dividend yield.

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