RISE vs SPY

RISE vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricRISESPYWinner
Expense Ratio0.73%0.09%
AUM$22M$821.1B
Dividend Yield0.48%1.01%
Holdings94505
YTD Return-0.61%+12.68%
1Y Return-+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)-15.3%
Max Drawdown-9.6%-56.5%
Fund FamilyPictet Asset Management Ltd. (US)State Street Investment Management
CategoryEquityEquity
InceptionApr 22, 2026Jan 22, 1993

RISE vs SPY Performance

Pictet Emerging Markets Rising Economies ETF (RISE) is a ETF from Pictet Asset Management Ltd. (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, RISE is down 0.61% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.6% for RISE 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

RISE charges 0.73% per year while SPY charges 0.09%. On a $10,000 position that is $73 vs $9 annually, a gap of $64 per year that compounds over a long holding period. On income, RISE currently yields 0.48% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

RISE and SPY share 0 holdings out of 598 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, RISE or SPY?

RISE has an expense ratio of 0.73% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $64 per year of difference.

What is the holdings overlap between RISE and SPY?

RISE and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 598 unique securities.

Which pays a higher dividend, RISE or SPY?

RISE yields 0.48% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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