SPY vs UBEW

SPY vs UBEW

Which is better, SPY or UBEW?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y.

Lower Fees: SPYHigher Returns (1Y): 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

MetricSPYUBEW
Expense Ratio0.09%Best0.99%
AUM$804.7B$4M
Dividend Yield0.98%43.86%
Holdings5055
YTD Return+12.19%Best-31.62%
1Y Return+18.53%Best-42.64%
3Y Return (annualized)+20.88%-
5Y Return (annualized)+12.69%-
Fund FamilyState Street Investment ManagementRoundhill Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 22, 1993Oct 23, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SPY vs UBEW 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SPY vs UBEW Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Roundhill UBER WeeklyPay ETF (UBEW) is an ETF from Roundhill Investments. Over the past year SPY returned +18.53% while UBEW returned -42.64%. Year to date, SPY is up 12.19% versus a loss of 31.62% for UBEW.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while UBEW charges 0.99%. On a $10,000 position that is $9 vs $99 annually, a gap of $90 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 43.86% for UBEW.

Holdings Overlap

SPY already in UBEW0.2%

At least 0.2% of SPY's money is in holdings UBEW also owns.

Stated as a floor: for UBEW, our book for it covers 26.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 504 positions we hold weights for in SPY and 2 in UBEW, against full books of 505 and 5.

Top Shared Holdings

StockWeight in SPYWeight in UBEWDifference
UBERUber Technologies Inc0.22%19.98%19.76%

You are not choosing between two funds in isolation.

Whichever of SPY and UBEW you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SPYUBEW

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Frequently Asked Questions

Which is cheaper, SPY or UBEW?

SPY has an expense ratio of 0.09% while UBEW charges 0.99%. SPY is the cheaper option, by $90 a year on a $10,000 investment.

Which performed better, SPY or UBEW?

Over the past year SPY returned +18.53% vs -42.64% for UBEW, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, SPY or UBEW?

SPY yields 0.98% while UBEW yields 43.86%, so UBEW currently pays the higher dividend yield.

Is UBEW better than SPY?

SPY has a lower expense ratio. SPY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.