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ISPY vs SPSM
ProShares S&P 500 High Income ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF
Key differences
ISPY is an alternative ETF, while SPSM is an equity ETF. ISPY charges 0.56% a year and SPSM 0.03%.
- ISPY is an alternative fund, while SPSM is an equity fund. They carry different risk/return profiles.
- ISPY follows a option income strategy; SPSM uses index tracking.
- SPSM costs 0.53% less per year.
- SPSM is much larger than ISPY. Larger funds are usually more liquid and less likely to close.
- SPSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISPY | SPSM | |
|---|---|---|
| Annual cost (TER) | 0.56% | 0.03% |
| Fund size (AUM) | $1.3B | $15.7B |
| Since | 2023 | 2013 |
| Dividend yield | 4.62% | 1.42% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +22.3% | +31.2% |
| CAGR 3Y | N/A | +16.1% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | N/A | 0.66 |
| Volatility 1Y | 11.84% | 17.54% |
| Max drawdown | -16.88% | -42.89% |
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