SLJY vs SPY

SLJY vs SPY
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Quick Verdict

SPY has a lower expense ratio. SLJY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SLJYMore Diversified: SPY

Side-by-Side Comparison

MetricSLJYSPYWinner
Expense Ratio0.76%0.09%
AUM$65M$821.1B
Dividend Yield27.44%1.01%
Holdings58505
YTD Return+13.71%+12.22%
1Y Return+59.24%+20.83%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)48.5%15.3%
Max Drawdown-35.2%-56.5%
Fund FamilyAmplify ETFsState Street Investment Management
CategoryAlternativeEquity
InceptionAug 19, 2025Jan 22, 1993

SLJY vs SPY Performance

Amplify SILJ Junior Silver Miners Covered Call ETF (SLJY) is a ETF from Amplify ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year SLJY returned +59.24% while SPY returned +20.83%. Year to date, SLJY is up 13.71% versus a gain of 12.22% for SPY.

Risk: Volatility and Drawdowns

SLJY has been the more volatile fund, with annualized monthly volatility of 48.5% 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 -35.2% for SLJY 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 0.21. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SLJY charges 0.76% per year while SPY charges 0.09%. On a $10,000 position that is $76 vs $9 annually, a gap of $67 per year that compounds over a long holding period. On income, SLJY currently yields 27.44% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

SLJY and SPY share 0 holdings out of 524 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, SLJY or SPY?

SLJY has an expense ratio of 0.76% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, SLJY or SPY?

Over the past year SLJY returned +59.24% vs +20.83% for SPY, so SLJY leads on 1-year performance. Over the longest common window we track (1 years), SLJY annualized +61.85% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, SLJY or SPY?

SLJY has been the more volatile fund at 48.5% annualized versus 15.3% for SPY. Worst drawdown: SLJY -35.2% vs SPY -56.5%.

Should I hold both SLJY and SPY?

SLJY and SPY have a monthly-return correlation of 0.21, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SLJY and SPY?

SLJY and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, SLJY or SPY?

SLJY yields 27.44% while SPY yields 1.01%, so SLJY currently pays the higher dividend yield.

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