SPY vs XHYT

SPY vs XHYT
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYXHYTWinner
Expense Ratio0.09%0.35%
AUM$821.1B$12M
Dividend Yield1.01%7.83%
Holdings505293
YTD Return+12.68%-0.08%
1Y Return+21.82%+5.32%
3Y Return (annualized)+21.98%+8.71%
5Y Return (annualized)+12.89%-
Volatility (annualized)15.3%8.8%
Max Drawdown-56.5%-13.5%
Fund FamilyState Street Investment ManagementBondBloxx
CategoryEquityFixed Income
InceptionJan 22, 1993Feb 15, 2022

SPY vs XHYT Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF (XHYT) is a ETF from BondBloxx. Over the past year SPY returned +21.82% while XHYT returned +5.32%. Year to date, SPY is up 12.68% versus a loss of 0.08% for XHYT.

Over three years, SPY compounded at +21.98% per year against +8.71% for XHYT. Across the full 4-year window we track, SPY has the edge at +8.81% annualized vs +3.71%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 8.8% for XHYT. 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 -56.5% for SPY and -13.5% for XHYT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while XHYT charges 0.35%. On a $10,000 position that is $9 vs $35 annually, a gap of $26 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 7.83% for XHYT.

Holdings Overlap

0.0%overlap

SPY and XHYT share 0 holdings out of 766 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SPY or XHYT?

SPY has an expense ratio of 0.09% while XHYT charges 0.35%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, SPY or XHYT?

Over the past year SPY returned +21.82% vs +5.32% for XHYT, so SPY leads on 1-year performance. Over the longest common window we track (4 years), SPY annualized +8.81% vs +3.71% for XHYT. Past performance does not guarantee future results.

Which is riskier, SPY or XHYT?

SPY has been the more volatile fund at 15.3% annualized versus 8.8% for XHYT. Worst drawdown: SPY -56.5% vs XHYT -13.5%.

Should I hold both SPY and XHYT?

SPY and XHYT have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and XHYT?

SPY and XHYT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 766 unique securities.

Which pays a higher dividend, SPY or XHYT?

SPY yields 1.01% while XHYT yields 7.83%, so XHYT currently pays the higher dividend yield.

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