PINC vs SPY

PINC vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: PINCMore Diversified: SPY

Side-by-Side Comparison

MetricPINCSPYWinner
Expense Ratio0.39%0.09%
AUM$25M$821.1B
Dividend Yield0.77%1.01%
Holdings106505
YTD Return-0.13%+13.17%
1Y Return+92.79%+21.53%
3Y Return (annualized)+30.18%+22.06%
5Y Return (annualized)+8.83%+13.35%
Volatility (annualized)32.9%15.3%
Max Drawdown-56.7%-56.5%
Fund FamilyPGIM InvestmentsState Street Investment Management
CategoryFixed IncomeEquity
InceptionJun 1, 2026Jan 22, 1993

PINC vs SPY Performance

PGIM Securitized Income ETF (PINC) is a ETF from PGIM Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year PINC returned +92.79% while SPY returned +21.53%. Year to date, PINC is down 0.13% versus a gain of 13.17% for SPY.

Over three years, PINC compounded at +30.18% per year against +22.06% for SPY; over five years the annualized figures are +8.83% and +13.35% respectively. Across the full 13-year window we track, SPY has the edge at +8.82% annualized vs +5.19%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PINC has been the more volatile fund, with annualized monthly volatility of 32.9% 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 -56.7% for PINC 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PINC charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, PINC currently yields 0.77% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

PINC and SPY share 0 holdings out of 512 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, PINC or SPY?

PINC has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, PINC or SPY?

Over the past year PINC returned +92.79% vs +21.53% for SPY, so PINC leads on 1-year performance. Over the longest common window we track (13 years), PINC annualized +5.19% vs +8.82% for SPY. Past performance does not guarantee future results.

Which is riskier, PINC or SPY?

PINC has been the more volatile fund at 32.9% annualized versus 15.3% for SPY. Worst drawdown: PINC -56.7% vs SPY -56.5%.

Should I hold both PINC and SPY?

PINC and SPY have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PINC and SPY?

PINC and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.

Which pays a higher dividend, PINC or SPY?

PINC yields 0.77% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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