SMOM vs SPY
Symmetry Panoramic Sector Momentum 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 | SMOM | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.63% | 0.09% | |
| AUM | $70M | $789.1B | |
| Dividend Yield | 0.15% | 1.01% | |
| Holdings | 8 | 505 | |
| YTD Return | +14.16% | +14.47% | |
| 1Y Return | +17.07% | +21.96% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +13.30% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -7.5% | -56.5% | |
| Fund Family | Symmetry Partners | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Sep 9, 2025 | Jan 22, 1993 |
SMOM vs SPY Performance
Symmetry Panoramic Sector Momentum ETF (SMOM) is a ETF from Symmetry Partners and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year SMOM returned +17.07% while SPY returned +21.96%. Year to date, SMOM is up 14.16% versus a gain of 14.47% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.5% for SMOM 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
SMOM charges 0.63% per year while SPY charges 0.09%. On a $10,000 position that is $63 vs $9 annually, a gap of $54 per year that compounds over a long holding period. On income, SMOM currently yields 0.15% against 1.01% for SPY.
Holdings Overlap
SMOM and SPY share 0 holdings out of 510 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, SMOM or SPY?
SMOM has an expense ratio of 0.63% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, SMOM or SPY?
Over the past year SMOM returned +17.07% vs +21.96% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SMOM and SPY?
SMOM and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, SMOM or SPY?
SMOM yields 0.15% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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