Quick Verdict

SPY offers more diversification with 503 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricPHDSPYWinner
Expense Ratio-0.09%
AUM-$789.1B
Dividend Yield-1.01%
Holdings0505
YTD Return-+13.79%
1Y Return-+23.66%
3Y Return (annualized)-+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)-15.3%
Max Drawdown--56.5%
Fund FamilyPioneer Floating Rate Fund, Inc.State Street Investment Management
Category-Equity
Inception-Jan 22, 1993

PHD vs SPY Performance

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

Frequently Asked Questions

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.