SPY vs USEW

SPY vs USEW

Which is better, SPY or USEW?

SPY costs less.

SPY has a lower expense ratio. USEW is less concentrated, with 21.7% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYLess Concentrated: USEW

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

MetricSPYUSEW
Expense Ratio0.09%Best0.30%
AUM$804.7B$190M
Dividend Yield0.98%0.54%
Holdings505428
YTD Return+11.45%Best+9.50%
1Y Return+15.87%-
3Y Return (annualized)+20.93%-
5Y Return (annualized)+12.59%-
Top 10 Weight37.8%21.7%Best
Fund FamilyState Street Investment ManagementCambria Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 22, 1993Dec 18, 2025

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

SPY vs USEW 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 USEW Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Cambria US EW ETF (USEW) is an ETF from Cambria Investment Management. Year to date, SPY is up 11.45% versus a gain of 9.50% for USEW.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while USEW charges 0.30%. On a $10,000 position that is $9 vs $30 annually, a gap of $21 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.54% for USEW.

Holdings Overlap

SPY already in USEW92.3%
USEW already in SPY59.3%

92.3% of SPY's money is in holdings USEW also owns. 59.3% of USEW's money is in holdings SPY also owns.

Most of SPY is already inside USEW. Owning both mostly buys the same companies twice.

347 positions in common, counted across the 504 positions we hold weights for in SPY and 427 in USEW, against full books of 505 and 428.

What only one of them owns

Our book lists 73 positions for USEW that do not appear in our book for SPY (40.3% of the fund), and 151 for SPY that do not appear in USEW (7.2%).

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 USEWDifference
NVDANvidia Corp8.01%1.08%6.93%
AAPLApple, Inc7.26%1.66%5.60%
MSFTMicrosoft Corp5.66%1.22%4.44%
AMZNAmazon.Com Inc3.79%0.98%2.81%
AVGOBroadcom Inc2.66%1.02%1.64%
GOOGLAlphabet Inc,class A2.99%0.48%2.51%
GOOGAlphabet Inc2.39%0.92%1.47%
METAMeta Platforms Inc1.93%0.74%1.19%
JPMJpmorgan Chase1.45%1.08%0.37%
MUMicron Technology, Inc.1.60%0.41%1.19%

92.3% of SPY is already inside USEW.

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

SPYUSEW

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or USEW?

SPY has an expense ratio of 0.09% while USEW charges 0.30%. SPY is the cheaper option, by $21 a year on a $10,000 investment.

What is the holdings overlap between SPY and USEW?

92.3% of SPY's money is in holdings USEW also owns. 59.3% of USEW's is in holdings SPY also owns. They hold 347 positions in common, counted across the 504 positions we hold weights for in SPY and 427 in USEW.

Which pays a higher dividend, SPY or USEW?

SPY yields 0.98% while USEW yields 0.54%, so SPY currently pays the higher dividend yield.

Is USEW better than SPY?

SPY has a lower expense ratio. USEW is less concentrated, with 21.7% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.