PPI vs SPY

Quick Verdict

SPY has a lower expense ratio. PPI delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: PPIMore Diversified: SPY

Side-by-Side Comparison

MetricPPISPYWinner
Expense Ratio0.58%0.09%
AUM$157M$789.1B
Dividend Yield1.31%1.01%
Holdings89505
YTD Return+13.53%+13.79%
1Y Return+27.57%+23.66%
3Y Return (annualized)+19.23%+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)19.0%15.3%
Max Drawdown-24.5%-56.5%
Fund FamilyAXS InvestmentsState Street Investment Management
CategoryEquityEquity
InceptionDec 30, 2021Jan 22, 1993

PPI vs SPY Performance

Astoria Real Assets ETF (PPI) is a ETF from AXS Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year PPI returned +27.57% while SPY returned +23.66%. Year to date, PPI is up 13.53% versus a gain of 13.79% for SPY.

Over three years, PPI compounded at +19.23% per year against +21.40% for SPY. Across the full 5-year window we track, PPI has the edge at +14.65% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PPI has been the more volatile fund, with annualized monthly volatility of 19.0% 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 -24.5% for PPI 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PPI charges 0.58% per year while SPY charges 0.09%. On a $10,000 position that is $58 vs $9 annually, a gap of $49 per year that compounds over a long holding period. On income, PPI currently yields 1.31% against 1.01% for SPY.

Holdings Overlap

3.7%overlap

PPI and SPY share 29 holdings out of 555 unique holdings combined, representing a 3.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PPIWeight in SPYDifference
XOM2.62%0.87%1.75%
GEV2.62%0.48%2.14%
LMT2.23%0.17%2.06%
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Frequently Asked Questions

Which is cheaper, PPI or SPY?

PPI has an expense ratio of 0.58% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

Which performed better, PPI or SPY?

Over the past year PPI returned +27.57% vs +23.66% for SPY, so PPI leads on 1-year performance. Over the longest common window we track (5 years), PPI annualized +14.65% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, PPI or SPY?

PPI has been the more volatile fund at 19.0% annualized versus 15.3% for SPY. Worst drawdown: PPI -24.5% vs SPY -56.5%.

Should I hold both PPI and SPY?

PPI and SPY have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PPI and SPY?

PPI and SPY share 29 common holdings with a 3.7% weight overlap. Combined, they hold 555 unique securities.

Which pays a higher dividend, PPI or SPY?

PPI yields 1.31% while SPY yields 1.01%, so PPI currently pays the higher dividend yield.

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