SFTX vs SPY
Horizon International Managed Risk 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 | SFTX | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.82% | 0.09% | |
| AUM | $488M | $789.1B | |
| Dividend Yield | 0.21% | 1.01% | |
| Holdings | 283 | 505 | |
| YTD Return | +20.07% | +13.68% | |
| 1Y Return | - | +21.53% | |
| 3Y Return (annualized) | - | +21.44% | |
| 5Y Return (annualized) | - | +13.18% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -12.8% | -56.5% | |
| Fund Family | Horizon Funds | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Dec 2, 2025 | Jan 22, 1993 |
SFTX vs SPY Performance
Horizon International Managed Risk ETF (SFTX) is a ETF from Horizon Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, SFTX is up 20.07% versus a gain of 13.68% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.8% for SFTX 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
SFTX charges 0.82% per year while SPY charges 0.09%. On a $10,000 position that is $82 vs $9 annually, a gap of $73 per year that compounds over a long holding period. On income, SFTX currently yields 0.21% against 1.01% for SPY.
Holdings Overlap
SFTX and SPY share 0 holdings out of 525 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, SFTX or SPY?
SFTX has an expense ratio of 0.82% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $73 per year of difference.
What is the holdings overlap between SFTX and SPY?
SFTX and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, SFTX or SPY?
SFTX yields 0.21% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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