RAAR 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

MetricRAARSPYWinner
Expense Ratio0.40%0.09%
AUM$13M$789.1B
Dividend Yield0.00%1.01%
Holdings3505
YTD Return+2.35%+13.68%
1Y Return-+21.53%
3Y Return (annualized)-+21.44%
5Y Return (annualized)-+13.18%
Volatility (annualized)-15.3%
Max Drawdown-0.7%-56.5%
Fund FamilyReckoner Capital ManagementState Street Investment Management
CategoryFixed IncomeEquity
InceptionFeb 11, 2026Jan 22, 1993

RAAR vs SPY Performance

Reckoner Yield Enhanced AAA CLO Reinvesting ETF (RAAR) is a ETF from Reckoner Capital Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, RAAR is up 2.35% versus a gain of 13.68% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.7% for RAAR 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

RAAR charges 0.40% per year while SPY charges 0.09%. On a $10,000 position that is $40 vs $9 annually, a gap of $31 per year that compounds over a long holding period. On income, RAAR currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

RAAR and SPY share 0 holdings out of 505 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, RAAR or SPY?

RAAR has an expense ratio of 0.40% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

What is the holdings overlap between RAAR and SPY?

RAAR and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, RAAR or SPY?

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

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