PHD vs SPY

PHD vs SPY
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Quick Verdict

SPY offers more diversification with 505 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricPHDSPYWinner
Expense Ratio-0.09%
AUM-$821.1B
Dividend Yield-1.01%
Holdings0505
YTD Return-+13.21%
1Y Return-+19.87%
3Y Return (annualized)-+21.16%
5Y Return (annualized)-+12.74%
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

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See what your portfolio actually owns
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