RIET vs SPY

RIET vs SPY

Which is better, RIET or SPY?

Mid Cap Value against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. RIET is less concentrated, with 17.2% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: RIET

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricRIETSPY
Expense Ratio0.50%0.09%Best
AUM$110M$814.4B
Dividend Yield10.75%1.01%
Holdings103505
YTD Return+7.33%+13.34%Best
1Y Return+4.53%+19.97%Best
3Y Return (annualized)+6.71%+21.20%Best
5Y Return (annualized)-0.63%+12.81%Best
Volatility (annualized)20.6%15.7%Best
Max Drawdown-34.6%-24.5%Best
$10,000 over 5 years$9,689$18,270Best
Top 10 Weight17.2%Best38.0%
Fund FamilyHoya Capital Real Estate, LLCState Street Investment Management
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionSep 21, 2021Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Sep 22, 2021 to Sep 4, 2026 (5 years).

RIET vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5 years both funds cover.

RIET vs SPY Performance

Hoya Capital High Dividend Yield ETF (RIET) is an ETF from Hoya Capital Real Estate, LLC and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year RIET returned +4.53% while SPY returned +19.97%. Year to date, RIET is up 7.33% versus a gain of 13.34% for SPY.

Over three years, RIET compounded at +6.71% per year against +21.20% for SPY; over five years the annualized figures are -0.63% and +12.81% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RIET has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 15.7% 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 -34.6% for RIET and -24.5% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RIET charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, RIET currently yields 10.75% against 1.01% for SPY.

Holdings Overlap

RIET already in SPY3.0%
SPY already in RIET0.1%

3.0% of RIET's money is in holdings SPY also owns. 0.1% of SPY's money is in holdings RIET also owns.

RIET and SPY share little of their money.

2 positions in common, counted across the 95 positions we hold weights for in RIET and 504 in SPY, against full books of 103 and 505.

What only one of them owns

Measured across the 95 and 504 positions we hold weights for.

SPY holds 494 positions RIET does not, 99.4% of the fund.

Largest: NVDA 7.71%, AAPL 6.83%, MSFT 5.50%, AMZN 4.08%, GOOGL 3.33%

Top Shared Holdings

StockWeight in RIETWeight in SPYDifference
DOCHealthpeak Properties Inc1.59%0.02%1.57%
VICIVici Properties Inc1.38%0.04%1.34%

You are not choosing between two funds in isolation.

Whichever of RIET and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

RIETSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RIET or SPY?

RIET has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, RIET or SPY?

Over the past year RIET returned +4.53% vs +19.97% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RIET or SPY?

RIET has been the more volatile fund at 20.6% annualized versus 15.7% for SPY. Worst drawdown: RIET -34.6% vs SPY -24.5%.

Should I hold both RIET and SPY?

RIET and SPY have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between RIET and SPY?

3.0% of RIET's money is in holdings SPY also owns. 0.1% of SPY's is in holdings RIET also owns. They hold 2 positions in common, counted across the 95 positions we hold weights for in RIET and 504 in SPY.

Which pays a higher dividend, RIET or SPY?

RIET yields 10.75% while SPY yields 1.01%, so RIET currently pays the higher dividend yield.

Is SPY better than RIET?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. RIET is less concentrated, with 17.2% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.