PRMR vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricPRMRSPYWinner
Expense Ratio1.05%0.09%
AUM$72M$789.1B
Dividend Yield0.00%1.01%
Holdings57505
YTD Return+16.30%+13.75%
1Y Return-+22.91%
3Y Return (annualized)-+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)-15.3%
Max Drawdown-9.4%-56.5%
Fund FamilyPeakShares LLCState Street Investment Management
CategoryEquityEquity
InceptionDec 8, 2025Jan 22, 1993

PRMR vs SPY Performance

PeakShares RMR Prime Equity ETF (PRMR) is a ETF from PeakShares LLC and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, PRMR is up 16.30% versus a gain of 13.75% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.4% for PRMR 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

PRMR charges 1.05% per year while SPY charges 0.09%. On a $10,000 position that is $105 vs $9 annually, a gap of $96 per year that compounds over a long holding period. On income, PRMR currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

35.5%overlap

PRMR and SPY share 55 holdings out of 504 unique holdings combined, representing a 35.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PRMRWeight in SPYDifference
NVDA1.86%7.31%5.45%
AAPL1.96%7.09%5.13%
MSFT1.93%4.43%2.50%
AMZNProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
LLYProProPro
BRK.BProProPro
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Frequently Asked Questions

Which is cheaper, PRMR or SPY?

PRMR has an expense ratio of 1.05% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

What is the holdings overlap between PRMR and SPY?

PRMR and SPY share 55 common holdings with a 35.5% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, PRMR or SPY?

PRMR yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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