RVRB vs SPY
Reverb ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | RVRB | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.09% | |
| AUM | $5M | $821.1B | |
| Dividend Yield | 0.86% | 1.01% | |
| Holdings | 499 | 505 | |
| YTD Return | -5.46% | +12.68% | |
| 1Y Return | +14.03% | +21.82% | |
| 3Y Return (annualized) | +19.00% | +21.98% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 12.9% | 15.3% | |
| Max Drawdown | -19.1% | -56.5% | |
| Fund Family | Reverb ETF | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Nov 3, 2022 | Jan 22, 1993 |
RVRB vs SPY Performance
Reverb ETF (RVRB) is a ETF from Reverb ETF and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year RVRB returned +14.03% while SPY returned +21.82%. Year to date, RVRB is down 5.46% versus a gain of 12.68% for SPY.
Over three years, RVRB compounded at +19.00% per year against +21.98% for SPY. Across the full 3-year window we track, RVRB has the edge at +17.33% annualized vs +8.81%. 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 12.9% for RVRB. 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 -19.1% for RVRB 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
RVRB 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, RVRB currently yields 0.86% against 1.01% for SPY.
Holdings Overlap
RVRB and SPY share 401 holdings out of 596 unique holdings combined, representing a 83.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, RVRB or SPY?
RVRB 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, RVRB or SPY?
Over the past year RVRB returned +14.03% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), RVRB annualized +17.33% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, RVRB or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 12.9% for RVRB. Worst drawdown: RVRB -19.1% vs SPY -56.5%.
Should I hold both RVRB and SPY?
RVRB and SPY have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between RVRB and SPY?
RVRB and SPY share 401 common holdings with a 83.3% weight overlap. Combined, they hold 596 unique securities.
Which pays a higher dividend, RVRB or SPY?
RVRB yields 0.86% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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