SPY vs UNHW

SPY vs UNHW

Which is better, SPY or UNHW?

Large Cap Blend against Option Writing.

SPY has a lower expense ratio.

Lower Fees: 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

MetricSPYUNHW
Expense Ratio0.09%Best0.99%
AUM$804.7B$6M
Dividend Yield0.98%27.17%
Holdings5055
YTD Return+11.45%Best-3.70%
1Y Return+15.87%-
3Y Return (annualized)+20.93%-
5Y Return (annualized)+12.59%-
Fund FamilyState Street Investment ManagementRoundhill Investments
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionJan 22, 1993Dec 3, 2025

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

SPY vs UNHW 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 UNHW Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Roundhill UNH WeeklyPay ETF (UNHW) is an ETF from Roundhill Investments. Year to date, SPY is up 11.45% versus a loss of 3.70% for UNHW.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while UNHW 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 27.17% for UNHW.

Holdings Overlap

SPY already in UNHW0.6%

At least 0.6% of SPY's money is in holdings UNHW also owns.

Stated as a floor: for UNHW, our book for it covers 11.5% 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 UNHW, against full books of 505 and 5.

Top Shared Holdings

StockWeight in SPYWeight in UNHWDifference
UNHUnitedhealth Group Incorporated0.55%10.44%9.89%

You are not choosing between two funds in isolation.

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

SPYUNHW

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or UNHW?

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

Which pays a higher dividend, SPY or UNHW?

SPY yields 0.98% while UNHW yields 27.17%, so UNHW currently pays the higher dividend yield.

Is UNHW better than SPY?

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