SPY vs SRHR

SPY vs SRHR

Which is better, SPY or SRHR?

Large Cap Blend against Option Writing.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 56.3%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSPYSRHR
Expense Ratio0.09%Best0.75%
AUM$804.7B$52M
Dividend Yield0.98%6.36%
Holdings50538
YTD Return+12.89%Best+8.54%
1Y Return+17.01%Best+6.83%
3Y Return (annualized)+22.46%Best+9.30%
5Y Return (annualized)+13.01%-
Volatility (annualized)11.8%Best13.3%
Max Drawdown-18.8%-18.7%Best
$10,000 over 2.9 years$18,443Best$12,942
Top 10 Weight37.8%Best56.3%
Fund FamilyState Street Investment ManagementSRH Funds
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionJan 22, 1993Nov 1, 2023

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 2, 2023 to Sep 24, 2026 (2.9 years).

SPY vs SRHR growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.

SPY vs SRHR Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and SRH REIT Covered Call ETF (SRHR) is an ETF from SRH Funds. Over the past year SPY returned +17.01% while SRHR returned +6.83%. Year to date, SPY is up 12.89% versus a gain of 8.54% for SRHR.

Over three years, SPY compounded at +22.46% per year against +9.30% for SRHR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SRHR has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 11.8% 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 -18.8% for SPY and -18.7% for SRHR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SPY charges 0.09% per year while SRHR charges 0.75%. On a $10,000 position that is $9 vs $75 annually, a gap of $66 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 6.36% for SRHR.

Holdings Overlap

SPY already in SRHR0.2%
SRHR already in SPY29.4%

0.2% of SPY's money is in holdings SRHR also owns. 29.4% of SRHR's money is in holdings SPY also owns.

SRHR and SPY share little of their money.

7 positions in common, counted across the 504 positions we hold weights for in SPY and 26 in SRHR, against full books of 505 and 38.

What only one of them owns

Our book lists 19 positions for SRHR that do not appear in our book for SPY (70.9% of the fund), and 490 for SPY that do not appear in SRHR (99.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SPYWeight in SRHRDifference
ORealty Income Corp.0.09%6.73%6.64%
DOCHealthpeak Properties Inc0.02%5.81%5.79%
HSTHost Hotels & Resorts Inc0.02%4.39%4.37%
INVHInvitation Homes Inc. Reit0.02%3.63%3.61%
AREAlexandria Real Estate Equities Inc.0.01%3.54%3.53%
EXRExtra Space Storage Inc.0.05%3.29%3.24%
MAAMid-america Apartment0.02%1.97%1.95%

29.4% of SRHR is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SPYSRHR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or SRHR?

SPY has an expense ratio of 0.09% while SRHR charges 0.75%. SPY is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, SPY or SRHR?

Over the past year SPY returned +17.01% vs +6.83% for SRHR, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPY or SRHR?

SRHR has been the more volatile fund at 13.3% annualized versus 11.8% for SPY. Worst drawdown: SPY -18.8% vs SRHR -18.7%.

Should I hold both SPY and SRHR?

SPY and SRHR have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SPY and SRHR?

29.4% of SRHR's money is in holdings SPY also owns. 29.4% of SRHR's is in holdings SPY also owns. They hold 7 positions in common, counted across the 504 positions we hold weights for in SPY and 26 in SRHR.

Which pays a higher dividend, SPY or SRHR?

SPY yields 0.98% while SRHR yields 6.36%, so SRHR currently pays the higher dividend yield.

Is SRHR better than SPY?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 56.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.