SPIN vs VYM
SPIN vs VYM
State Street US Equity Premium Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SPIN | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.04% | |
| AUM | $46M | $79.0B | |
| Dividend Yield | 5.68% | 2.86% | |
| Holdings | 197 | 568 | |
| YTD Return | +3.81% | +15.80% | |
| 1Y Return | +12.52% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 9.5% | 14.6% | |
| Max Drawdown | -16.9% | -58.8% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 4, 2024 | Nov 10, 2006 |
SPIN vs VYM Performance
State Street US Equity Premium Income ETF (SPIN) is a ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SPIN returned +12.52% while VYM returned +26.12%. Year to date, SPIN is up 3.81% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 9.5% for SPIN. 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 -16.9% for SPIN and -58.8% for VYM. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPIN charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, SPIN currently yields 5.68% against 2.86% for VYM.
Holdings Overlap
SPIN and VYM share 31 holdings out of 625 unique holdings combined, representing a 20.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SPIN | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 3.49% | 6.47% | 2.98% |
| JPM:US | 2.24% | 3.36% | 1.12% |
| XOM | 1.47% | 2.83% | 1.36% |
| JNJ | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
See all 10 holdings SPIN shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SPIN or VYM?
SPIN has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, SPIN or VYM?
Over the past year SPIN returned +12.52% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), SPIN annualized +12.44% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, SPIN or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 9.5% for SPIN. Worst drawdown: SPIN -16.9% vs VYM -58.8%.
Should I hold both SPIN and VYM?
SPIN and VYM have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SPIN and VYM?
SPIN and VYM share 31 common holdings with a 20.6% weight overlap. Combined, they hold 625 unique securities.
Which pays a higher dividend, SPIN or VYM?
SPIN yields 5.68% while VYM yields 2.86%, so SPIN currently pays the higher dividend yield.
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