SPY vs YYYM

SPY vs YYYM
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricSPYYYYMWinner
Expense Ratio0.09%2.78%
AUM$821.1B$2M
Dividend Yield1.01%3.03%
Holdings50531
YTD Return+12.22%-0.06%
1Y Return+20.83%-
3Y Return (annualized)+21.70%-
5Y Return (annualized)+12.98%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-5.2%
Fund FamilyState Street Investment ManagementAmplify ETFs
CategoryEquityFixed Income
InceptionJan 22, 1993Mar 10, 2026

SPY vs YYYM Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Amplify Municipal CEF High Income ETF (YYYM) is a ETF from Amplify ETFs. Year to date, SPY is up 12.22% versus a loss of 0.06% for YYYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for SPY and -5.2% for YYYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SPY charges 0.09% per year while YYYM charges 2.78%. On a $10,000 position that is $9 vs $278 annually, a gap of $269 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 3.03% for YYYM.

Holdings Overlap

0.0%overlap

SPY and YYYM share 0 holdings out of 535 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 YYYM?

SPY has an expense ratio of 0.09% while YYYM charges 2.78%. SPY is the cheaper option. On a $10,000 investment, that is $269 per year of difference.

What is the holdings overlap between SPY and YYYM?

SPY and YYYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.

Which pays a higher dividend, SPY or YYYM?

SPY yields 1.01% while YYYM yields 3.03%, so YYYM currently pays the higher dividend yield.

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