PHD vs SPY

PHD vs SPY

Which is better, PHD or SPY?

We do not have enough on PHD and SPY to separate them.

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPHDSPY
Expense Ratio-0.09%
AUM-$804.7B
Dividend Yield-0.98%
Holdings-505
YTD Price Return-+13.22%
1Y Price Return-+15.99%
3Y Price Return (annualized)-+21.59%
5Y Price Return (annualized)-+12.27%
Volatility (annualized)-15.3%
Max Drawdown--56.5%
Fund FamilyPioneer Floating Rate Fund, Inc.State Street Investment Management
Category-Equity
Style-Large Cap Blend
Inception-Jan 22, 1993

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for PHD. We have no price series for PHD, so there is nothing to compare it against.

PHD vs SPY Performance

Pioneer Floating Rate Fund, Inc. (PHD) is an ETF from Pioneer Floating Rate Fund, Inc. and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management.

You are not choosing between two funds in isolation.

Whichever of PHD and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PHDSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SPY better than PHD?

We hold very little data on PHD and SPY, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.