SPY vs XOMO
State Street SPDR S&P 500 ETF Trust vs YieldMax XOM Option Income Strategy ETF
Which is better, SPY or XOMO?
Large Cap Blend against Multi Alternative.
SPY has a lower expense ratio. SPY led over 3Y and the full window, XOMO over 1Y.
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
| Metric | SPY | XOMO |
|---|---|---|
| Expense Ratio | 0.09%Best | 1.17% |
| AUM | $804.7B | $44M |
| Dividend Yield | 0.98% | 37.71% |
| Holdings | 505 | 12 |
| YTD Return | +11.52% | +20.57%Best |
| 1Y Return | +17.48% | +28.33%Best |
| 3Y Return (annualized) | +20.62%Best | +7.59% |
| 5Y Return (annualized) | +12.73% | - |
| Volatility (annualized) | 12.9%Best | 17.2% |
| Max Drawdown | -18.8%Best | -18.9% |
| $10,000 over 3 years | $17,375Best | $12,643 |
| Fund Family | State Street Investment Management | YieldMax ETF |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | Jan 22, 1993 | Aug 30, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Aug 31, 2023 to Sep 10, 2026 (3 years).
SPY vs XOMO 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 3 years both funds cover.
SPY vs XOMO Performance
State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and YieldMax XOM Option Income Strategy ETF (XOMO) is an ETF from YieldMax ETF. Over the past year SPY returned +17.48% while XOMO returned +28.33%. Year to date, SPY is up 11.52% versus a gain of 20.57% for XOMO.
Over three years, SPY compounded at +20.62% per year against +7.59% for XOMO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XOMO has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 12.9% 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 -18.9% for XOMO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.16. They move largely independently of each other.
Fees and Cost Over Time
SPY charges 0.09% per year while XOMO charges 1.17%. On a $10,000 position that is $9 vs $117 annually, a gap of $108 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 37.71% for XOMO.
Holdings Overlap
We hold position weights for 504 holdings in SPY and 2 in XOMO, totalling 100.0% and 12.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 504 positions we hold weights for in SPY and 2 in XOMO, against full books of 505 and 12.
You are not choosing between two funds in isolation.
Whichever of SPY and XOMO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SPY or XOMO?
SPY has an expense ratio of 0.09% while XOMO charges 1.17%. SPY is the cheaper option, by $108 a year on a $10,000 investment.
Which performed better, SPY or XOMO?
Over the past year SPY returned +17.48% vs +28.33% for XOMO, so XOMO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPY or XOMO?
XOMO has been the more volatile fund at 17.2% annualized versus 12.9% for SPY. Worst drawdown: SPY -18.8% vs XOMO -18.9%.
Should I hold both SPY and XOMO?
SPY and XOMO have a monthly-return correlation of -0.16, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SPY or XOMO?
SPY yields 0.98% while XOMO yields 37.71%, so XOMO currently pays the higher dividend yield.
Is XOMO better than SPY?
SPY has a lower expense ratio. SPY led over 3Y and the full window, XOMO over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.