RMBX vs SPY

RMBX 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

MetricRMBXSPYWinner
Expense Ratio1.49%0.09%
AUM$382,868.16$821.1B
Dividend Yield0.00%1.01%
Holdings1505
YTD Return-52.06%+12.68%
1Y Return-+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)-15.3%
Max Drawdown-58.7%-56.5%
Fund FamilyTradr ETFsState Street Investment Management
CategoryAlternativeEquity
InceptionJun 30, 2026Jan 22, 1993

RMBX vs SPY Performance

Tradr 2X Long RMBS Daily ETF (RMBX) is a ETF from Tradr ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, RMBX is down 52.06% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.7% for RMBX 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

RMBX charges 1.49% per year while SPY charges 0.09%. On a $10,000 position that is $149 vs $9 annually, a gap of $140 per year that compounds over a long holding period. On income, RMBX currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

RMBX 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, RMBX or SPY?

RMBX has an expense ratio of 1.49% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $140 per year of difference.

What is the holdings overlap between RMBX and SPY?

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

Which pays a higher dividend, RMBX or SPY?

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

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