RINF vs SPY

RINF vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricRINFSPYWinner
Expense Ratio0.30%0.09%
AUM$18M$821.1B
Dividend Yield3.63%1.01%
Holdings6505
YTD Return+3.44%+12.22%
1Y Return+4.74%+20.83%
3Y Return (annualized)+3.08%+21.70%
5Y Return (annualized)+6.10%+12.98%
Volatility (annualized)10.3%15.3%
Max Drawdown-50.9%-56.5%
Fund FamilyProSharesState Street Investment Management
CategoryFixed IncomeEquity
InceptionJan 10, 2012Jan 22, 1993

RINF vs SPY Performance

ProShares Inflation Expectations ETF (RINF) is a ETF from ProShares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year RINF returned +4.74% while SPY returned +20.83%. Year to date, RINF is up 3.44% versus a gain of 12.22% for SPY.

Over three years, RINF compounded at +3.08% per year against +21.70% for SPY; over five years the annualized figures are +6.10% and +12.98% respectively. Across the full 15-year window we track, SPY has the edge at +8.79% annualized vs +0.00%. 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 10.3% for RINF. 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 -50.9% for RINF 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RINF charges 0.30% per year while SPY charges 0.09%. On a $10,000 position that is $30 vs $9 annually, a gap of $21 per year that compounds over a long holding period. On income, RINF currently yields 3.63% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

RINF 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, RINF or SPY?

RINF has an expense ratio of 0.30% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, RINF or SPY?

Over the past year RINF returned +4.74% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (15 years), RINF annualized +0.00% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, RINF or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 10.3% for RINF. Worst drawdown: RINF -50.9% vs SPY -56.5%.

Should I hold both RINF and SPY?

RINF and SPY have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RINF and SPY?

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

Which pays a higher dividend, RINF or SPY?

RINF yields 3.63% while SPY yields 1.01%, so RINF currently pays the higher dividend yield.

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