SPY vs SRF

SPY vs SRF
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Quick Verdict

SPY offers more diversification with 505 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricSPYSRFWinner
Expense Ratio0.09%-
AUM$814.4B-
Dividend Yield1.01%-
Holdings5050
YTD Return+13.78%-
1Y Return+21.44%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+12.80%-
Volatility (annualized)15.2%-
Max Drawdown-56.5%-
Fund FamilyState Street Investment ManagementCushing Energy Income Fund
CategoryEquity-
InceptionJan 22, 1993-

SPY vs SRF Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Cushing Energy Income Fund (SRF) is a ETF from Cushing Energy Income Fund.

Risk: Volatility and Drawdowns

Frequently Asked Questions

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