SPY vs ZIPP

SPY vs ZIPP
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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

MetricSPYZIPPWinner
Expense Ratio0.09%1.29%
AUM$821.1B$760,824.19
Dividend Yield1.01%0.00%
Holdings5054
YTD Return+12.68%+64.99%
1Y Return+21.82%-
3Y Return (annualized)+21.98%-
5Y Return (annualized)+12.89%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-35.4%
Fund FamilyState Street Investment ManagementQuantify Funds
CategoryEquityAlternative
InceptionJan 22, 1993Mar 5, 2025

SPY vs ZIPP Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and STKd 100% UBER & 100% TSLA ETF (ZIPP) is a ETF from Quantify Funds. Year to date, SPY is up 12.68% versus a gain of 64.99% for ZIPP.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for SPY and -35.4% for ZIPP. 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 ZIPP charges 1.29%. On a $10,000 position that is $9 vs $129 annually, a gap of $120 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for ZIPP.

Holdings Overlap

0.0%overlap

SPY and ZIPP share 0 holdings out of 505 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 ZIPP?

SPY has an expense ratio of 0.09% while ZIPP charges 1.29%. SPY is the cheaper option. On a $10,000 investment, that is $120 per year of difference.

What is the holdings overlap between SPY and ZIPP?

SPY and ZIPP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, SPY or ZIPP?

SPY yields 1.01% while ZIPP yields 0.00%, so SPY currently pays the higher dividend yield.

Get Full ETF Analytics

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See what your portfolio actually owns
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