PRIZ vs SPY

PRIZ vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricPRIZSPYWinner
Expense Ratio0.45%0.09%
AUM$5M$821.1B
Dividend Yield0.20%1.01%
Holdings0505
YTD Return+0.72%+12.22%
1Y Return-+20.83%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)-15.3%
Max Drawdown-0.5%-56.5%
Fund FamilyZacksState Street Investment Management
CategoryAllocation/BalancedEquity
InceptionJun 2, 2026Jan 22, 1993

PRIZ vs SPY Performance

Zacks Preferred Income ETF (PRIZ) is a ETF from Zacks and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, PRIZ is up 0.72% versus a gain of 12.22% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.5% for PRIZ and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

PRIZ charges 0.45% per year while SPY charges 0.09%. On a $10,000 position that is $45 vs $9 annually, a gap of $36 per year that compounds over a long holding period. On income, PRIZ currently yields 0.20% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, PRIZ or SPY?

PRIZ has an expense ratio of 0.45% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which pays a higher dividend, PRIZ or SPY?

PRIZ yields 0.20% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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