Quick Verdict

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

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricRAYDSPYWinner
Expense Ratio0.80%0.09%
AUM$57M$789.1B
Dividend Yield0.82%1.01%
Holdings117505
YTD Return+21.80%+13.79%
1Y Return+19.90%+23.66%
3Y Return (annualized)+21.04%+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)14.5%15.3%
Max Drawdown-21.0%-56.5%
Fund FamilyThe Advisors Inner Circle FundState Street Investment Management
CategoryEquityEquity
InceptionDec 15, 2021Jan 22, 1993

RAYD vs SPY Performance

Rayliant Quantitative Developed Market Equity ETF (RAYD) is a ETF from The Advisors Inner Circle Fund and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year RAYD returned +19.90% while SPY returned +23.66%. Year to date, RAYD is up 21.80% versus a gain of 13.79% for SPY.

Over three years, RAYD compounded at +21.04% per year against +21.40% for SPY. Across the full 4-year window we track, RAYD has the edge at +12.14% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.5% for RAYD. 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 -21.0% for RAYD 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RAYD charges 0.80% per year while SPY charges 0.09%. On a $10,000 position that is $80 vs $9 annually, a gap of $71 per year that compounds over a long holding period. On income, RAYD currently yields 0.82% against 1.01% for SPY.

Holdings Overlap

29.1%overlap

RAYD and SPY share 41 holdings out of 566 unique holdings combined, representing a 29.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RAYDWeight in SPYDifference
NVDA7.42%7.31%0.11%
MSFT5.38%4.43%0.95%
AAPL2.65%7.09%4.44%
AMZNProProPro
GOOGLProProPro
MAProProPro
LRCXProProPro
VProProPro
LLYProProPro
ADBEProProPro
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Frequently Asked Questions

Which is cheaper, RAYD or SPY?

RAYD has an expense ratio of 0.80% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, RAYD or SPY?

Over the past year RAYD returned +19.90% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), RAYD annualized +12.14% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, RAYD or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 14.5% for RAYD. Worst drawdown: RAYD -21.0% vs SPY -56.5%.

Should I hold both RAYD and SPY?

RAYD and SPY have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between RAYD and SPY?

RAYD and SPY share 41 common holdings with a 29.1% weight overlap. Combined, they hold 566 unique securities.

Which pays a higher dividend, RAYD or SPY?

RAYD yields 0.82% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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