SAPH vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSAPHSPYWinner
Expense Ratio0.19%0.09%
AUM$291,396.1$789.1B
Dividend Yield4.09%1.01%
Holdings2505
YTD Return-8.22%+13.39%
1Y Return-24.39%+22.52%
3Y Return (annualized)-+21.36%
5Y Return (annualized)-+13.19%
Volatility (annualized)30.2%15.3%
Max Drawdown-51.7%-56.5%
Fund FamilyADRHState Street Investment Management
CategoryAlternativeEquity
InceptionJan 3, 2025Jan 22, 1993

SAPH vs SPY Performance

SAP SE ADRhedged (SAPH) is a ETF from ADRH and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year SAPH returned -24.39% while SPY returned +22.52%. Year to date, SAPH is down 8.22% versus a gain of 13.39% for SPY.

Risk: Volatility and Drawdowns

SAPH has been the more volatile fund, with annualized monthly volatility of 30.2% 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 -51.7% for SAPH 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SAPH charges 0.19% per year while SPY charges 0.09%. On a $10,000 position that is $19 vs $9 annually, a gap of $10 per year that compounds over a long holding period. On income, SAPH currently yields 4.09% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

SAPH and SPY share 0 holdings out of 504 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, SAPH or SPY?

SAPH has an expense ratio of 0.19% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, SAPH or SPY?

Over the past year SAPH returned -24.39% vs +22.52% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), SAPH annualized -14.24% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, SAPH or SPY?

SAPH has been the more volatile fund at 30.2% annualized versus 15.3% for SPY. Worst drawdown: SAPH -51.7% vs SPY -56.5%.

Should I hold both SAPH and SPY?

SAPH and SPY have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SAPH and SPY?

SAPH and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, SAPH or SPY?

SAPH yields 4.09% while SPY yields 1.01%, so SAPH currently pays the higher dividend yield.

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