RSSL vs SPY

Quick Verdict

RSSL has a lower expense ratio. RSSL delivered stronger 1-year returns. RSSL offers more diversification with 1387 holdings.

Lower Fees: RSSLHigher Returns: RSSLMore Diversified: RSSL

Side-by-Side Comparison

MetricRSSLSPYWinner
Expense Ratio0.08%0.09%
AUM$1.5B$789.1B
Dividend Yield1.23%1.01%
Holdings1,918505
YTD Return+22.26%+13.68%
1Y Return+34.84%+21.53%
3Y Return (annualized)-+21.44%
5Y Return (annualized)-+13.18%
Volatility (annualized)18.4%15.3%
Max Drawdown-28.2%-56.5%
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
InceptionJun 4, 2024Jan 22, 1993

RSSL vs SPY Performance

Global X Russell 2000 ETF (RSSL) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year RSSL returned +34.84% while SPY returned +21.53%. Year to date, RSSL is up 22.26% versus a gain of 13.68% for SPY.

Risk: Volatility and Drawdowns

RSSL has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 15.3% 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 -28.2% for RSSL 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSSL charges 0.08% per year while SPY charges 0.09%. On a $10,000 position that is $8 vs $9 annually, a gap of $1 per year that compounds over a long holding period. On income, RSSL currently yields 1.23% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

RSSL and SPY share 0 holdings out of 1890 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, RSSL or SPY?

RSSL has an expense ratio of 0.08% while SPY charges 0.09%. RSSL is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, RSSL or SPY?

Over the past year RSSL returned +34.84% vs +21.53% for SPY, so RSSL leads on 1-year performance. Over the longest common window we track (2 years), RSSL annualized +20.61% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, RSSL or SPY?

RSSL has been the more volatile fund at 18.4% annualized versus 15.3% for SPY. Worst drawdown: RSSL -28.2% vs SPY -56.5%.

Should I hold both RSSL and SPY?

RSSL and SPY have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSSL and SPY?

RSSL and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1890 unique securities.

Which pays a higher dividend, RSSL or SPY?

RSSL yields 1.23% while SPY yields 1.01%, so RSSL currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.