SDMF vs SPY
Simplify DBi CTA Managed Futures Index ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | SDMF | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.09% | |
| AUM | - | $789.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 0 | 505 | |
| YTD Return | +3.80% | +13.75% | |
| 1Y Return | - | +22.91% | |
| 3Y Return (annualized) | - | +21.67% | |
| 5Y Return (annualized) | - | +13.32% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -6.2% | -56.5% | |
| Fund Family | Simplify Exchange Traded Funds | State Street Investment Management | |
| Category | Alternative | Equity | |
| Inception | Feb 17, 2026 | Jan 22, 1993 |
SDMF vs SPY Performance
Simplify DBi CTA Managed Futures Index ETF (SDMF) is a ETF from Simplify Exchange Traded Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, SDMF is up 3.80% versus a gain of 13.75% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -6.2% for SDMF 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
SDMF charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period.
Frequently Asked Questions
Which is cheaper, SDMF or SPY?
SDMF has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
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