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ISPY vs SPHY

ProShares S&P 500 High Income ETF vs State Street SPDR Portfolio High Yield Bond ETF

ISPY

ProShares S&P 500 High Income ETF

Annual cost

0.56%

Fund size

$1.3B

SPHY

State Street SPDR Portfolio High Yield Bond ETF

Annual cost

0.05%

Fund size

$11.1B

Key differences

ISPY is an alternative ETF, while SPHY is a fixed income ETF. ISPY charges 0.56% a year and SPHY 0.05%.

  • ISPY is an alternative fund, while SPHY is a fixed income fund. They carry different risk/return profiles.
  • ISPY follows a option income strategy; SPHY uses index tracking.
  • SPHY costs 0.51% less per year.
  • SPHY is much larger than ISPY. Larger funds are usually more liquid and less likely to close.
  • SPHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISPYSPHY
Annual cost (TER)0.56%0.05%
Fund size (AUM)$1.3B$11.1B
Since20232012
Dividend yield4.62%7.25%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+22.3%+6.6%
CAGR 3YN/A+9.3%
CAGR 5YN/A+4.4%
Sharpe 3YN/A1.07
Volatility 1Y11.84%3.69%
Max drawdown-16.88%-21.97%

Similar to ISPY and SPHY